Cloud-based field force management solutions are essential tools for companies that oversee their field workers on an almost daily basis. Such field staff monitoring solutions inculcate real-time visibility into field staff productivity and activities in a single click. Additionally, it facilitates the management, planning, and click-to-execute field operations.
Let’s discover some key features of customised field force management solutions that you should not overlook.
Only Features to Get in Field Force Management Software
Task Management Tools
Managers should be able to assign tasks and executives must easily recognise them using a single dashboard that an automated task management software must provide. Managers should have no trouble assigning daily assignments, geo-verified meetings, forms, and other needs — thanks to the dashboard in the field force management solutions.
In addition, the field staff management software dashboard must help compile the missed deadlines, reasons for work delays, gaps, and performance from a distance.
Attendance Management Tool
Executives should be able to remotely mark their geocoded attendance by connecting the software to a field personnel app. The software must be able to import the employees' total working hours from the app, which is calculated automatically.
In addition, for a simple evaluation, the program should be easy to link with the payroll system via an API. Using geotags, the best field force management software system must make it quick and effortless to calculate the overall number of on- and off-site working hours.
Expense Management Solutions
Field executives will always incur some costs when visiting clients or keeping appointments; these costs should be properly recorded and promptly reimbursed. The field force management apps must facilitate the automation of the expense claiming and reimbursement process.
Field workers must be able to verify the status in real time and update the expenses on the app. Additionally, using the same admin panel, the expenses should be sent to the admin for either approval or rejection.
Read Blog: What is Field Force Management Software and Why Do You Need It?
Bulk Task Upload
It should not take long for the managers to upload the bulk jobs using the best field force management software. Managers must find it easy to utilise software to get the task template from the portal, fulfill the necessary duties, and submit it for the executives to start taking action on.
Leave Management Solutions
Executives should be able to simply apply for leave through best field force management software's supported mobile app. Managers must be notified via the app each time a new leave request is made. They must have the option to accept or reject it at any time.
This functionality in field force management apps will make executive and management lives easier.
Employee Travel Report
Field workers frequently need to travel from their office to a client's location. That's how they usually go about things. The field employee monitoring software should help generate accurate reports on travel distance accompanied by easy playback options.
With just a few clicks, employers should be able to keep an eye on the movement and total distance travelled by their field staff.
Employee Performance Monitoring
The most accurate information regarding individual and team performance is gathered with the field force management software. Thus, good field staff scheduling software must allow managers or staff members to evaluate each worker's productivity level and differentiate between diligent and underachieving executives.
With this data, managers can develop training plans to improve the abilities of underperforming employees. More than that, they can take appropriate action against staff that isn’t adding to the desired productivity level of the company.
In-built Chatroom
Field force management solutions need to have an in-built chat room that allows easy communication and moreover has an attachment option for image and video attachments. This feature will enable smooth communication between managers and support service teams. The field service employees should be able to interact and send out notifications via this feature with any questions or doubts – they might have.
Read Blog: Four Challenges Your Business Can Solve Using Field Force Management Software
Reporting Analytics
Field force management software needs to provide managers with customizable reporting and analytics features so they can monitor field service metrics and KPIs. The solutions for field force management must provide executives and managers with performance dashboards to examine, plan ahead, and decide how to proceed next.
In addition, the dashboard should be capable of compiling and analyzing historical data in order to identify gaps, and trends and enhance decision-making. Additionally, the software must help produce automated reports that the manager, staff, or team can effortlessly review at any time.
Conclusion
Solutions for field force management are vital for businesses with large numbers of field service management executives. It's crucial to make sure the field staff management software has all of the aforementioned features—from leave management options to task management —when making an investment.
The TrackoField’s Field Force Management software provides excellent customization and settings that precisely match the requirements of your organisation. Get a free demo now!
