As the economy grows, service
contractors in the HVAC, electrical, mechanical, and plumbing
industries are experiencing rapid growth in their businesses. As a
result, what was previously working in terms of operations and
processes often becomes unmanageable with the increasing scope of
activities. Specifically, when contractors have five or more
service trucks in the field maintaining inventory, handling
appointments, dispatching jobs to field technicians, ordering
materials, and completing service jobs becomes overwhelming with
the old pen and paper methods.
Small service contractors are sometimes reluctant to slow down
and fix inefficiencies because the impacts are limited. But as
businesses grow, the negative effects multiply and the ability to
meet customer demand is reduced. To scale, service contractors must
use technology to automate processes in ways that allow them to
continue to serve customers well.
There are many moving parts in the service industry where
technology can play a large role in alleviating pain points.
Technicians moving from one job to another need to know that they
have the parts to complete the job the first time, how much the job
will cost, collect payments, and know what job is next on their
list. If these tasks and operations aren’t accurately tracked and
managed in real time, it will lead to a high probability of errors
and inefficiencies that negatively affects the field technician’s
productivity and impacts the company’s profitability.
Of all the critical field-service tasks, proper inventory
management is essential to ensure both quality customer service and
sustainable business growth and profitability—and Dynamics 365 for
Field Service offers a great solution.