How Optimising Your Job Management Cycle Can Deliver a Seamless Workflow


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Job management enables field service providers to track and manage all parts of a cycle. It allows engineers to complete a job effectively and move on to the next one. Whilst keeping office-based staff up-to-date with work orders. As well as providing exceptional customer service. When performed manually, job management can help speed up service delivery to customers. But, when paired with Field Service Management Software, you can enjoy a completely seamless workflow experience.

Access Job Management Cycles in One Place

To achieve success in the field service sector, there are various factors that you must get right. Such as providing good customer service and dispatching skilled engineers to the right jobs. But, with so many processes to think about, job management can be an overwhelming task. From quotes and estimates to document management and invoicing; it must all be correct.

The stages of a job management cycle

Performing job management manually isn’t all bad though. Especially for smaller service operations with fewer tasks. In 2018, 52% of businesses were using manual methods for their field service processes. But, as your service delivery responsibilities grow, manual job cycle management just won’t cut it. Going back and forth with emails and spreadsheets can damage efficiency. It can be time-consuming, error-prone, and costly. That’s where digital tools come in handy.

One key area of digitising your job management cycle is the improvement of visibility. Field Service Software delivers all job cycle tasks in one dashboard. Instead of waiting for confirmation via email or phone, all data is stored in a single system. Providing you with a single source of truth, which can be accessed from any device at any time. Job cycle details include:

  • Work order progress
  • Real-time engineer locations
  • Customer details
  • Job schedules
  • Service level agreements
  • Customer invoicing and payment

Gain Real-Time Visibility

Having complete visibility is one thing. Having access to real-time job cycle data is another. This is made possible by using technology such as GPS trackers and mobile apps. Allowing job management data to be updated instantly in your field service solution. Real-time job cycle information benefits your team and service delivery in several ways.

Instant Job Management Updates

Through the use of a cloud-based mobile app, you’re able to gain real-time visibility. A soon as an engineer updates a work order, you’re alerted and notified. Allowing managers, office staff, and customers to see each completed stage of the job management cycle.

Efficient Job Scheduling and Dispatch

Real-time data also extends to knowing the location of engineers and field technicians. This helps to automate assigning and scheduling jobs more efficiently. Knowing which worker is in closest proximity to the next job. As well as identifying how skilled an engineer is. Making sure you’re assigning the right workers to the right jobs for a better first-time fix rate.

Better Communication Between Project Engineers and Office Staff

With real-time updates, office staff can see when work orders are complete and overall job progress. This is possible when an engineer updates a job’s status via a mobile device in the field. Eliminating the need for workers to go to the office from a project and update a spreadsheet or whiteboard.

Engineers Know What Spare Parts are Available

With real-time job management at their fingertips, workers in the field can access multiple data. One of which being inventory management. Knowing which spare parts are available or not can reduce delays to jobs. As well as increase the likelihood of a first-time fix. In 2019, a study found that 45% of mobile workforces were wasting time due to inaccurate data.

Connect Engineers to Job Management Cycles via Mobile

The use of mobile devices has been revolutionary for the field service sector. Mobiles, tablets, and desktops can be used with a dedicated cloud-based app. Allowing workers who’re in the field and off-site to access data anywhere at any time.

Using a mobile device and field service app has several benefits for improving job management. By syncing your field service management platform with workforce mobiles, your field workers can:

  • Access customer details
  • Take payments and collect digital signatures from customers
  • Access inventory data
  • Complete digital job sheets on the go
  • Raise new quotes and invoices in the field
  • Work offline without relying on a data connection

Deliver Better Job Cycle Service to Customers

One of the overall objectives of digitising the job management cycle is to improve customer service. A field service management tool can benefit your delivery of service to customers in several ways. Including real-time tracking of engineer locations and work orders. As well as providing customers with a self-service portal. Allowing them to see live work order and cost tracking updates as they happen.

Achieving better first-time fix rates

Another feature of improving your job management tasks is providing higher first-time fix rates. This comes down to dispatching the right engineers for the job. As well as making sure the right job information is provided to engineers. Including inventory updates and product or service knowledge bases. Best performing field service providers boast an average FTFR of 88%.