How To Be Great At Managing Your Field Service Teams

Read about the things you need to do when you're managing your field teams and get the most out of your team members.

Shoaib Ahmed
3 min read
June 2, 2023
 How To Be Great At Managing Your Field Service Teams

What's On This Page?

  • Introduction
  • How To Be Great At Managing Your Field Teams
  • Why Do You Need A Service Automation Tool?
  • Benefits Of A Service Tracking Solution
  • Closing Thoughts


Doesn’t it get burdensome trying to figure out why your teams are not at their best? Like when your delivery boys are not able to fulfill orders on time, or when your sales teams are not able to log their service in properly, or you’re just wasting a lot of time trying to stay on top of things?

In this article, let’s take a look at how you can get better at managing your sales teams, and some tools you can use to skyrocket to the best manager title.

How To Be Great At Managing Your Field Service Teams

  • Get Rid Of The Heavy Lifting First
  • Automate Deadweight Tasks
  • Use Your Employees Effectively

Get Rid Of The Heavy Lifting First

When you get to work and the first thing you have to do is track down every single data that was collected yesterday, you know you’re not on for a great day. A much better idea would be to just use a system like Fieldproxy for collating data from all your field teams in one place, and being able to view them in simple, clean formats. A hassle-free start to the morning, wouldn’t you say?

Automate Deadweight Tasks

We know it’s not right to call tasks boring, but checking in every single day at work is boring, especially when your field teams have to travel to work just to punch in and then head out for data collection.

As the cool manager, you need to be able to make your teams’ jobs easier, at least on this front. Getting a solution that can semi-automate/automate your team’s attendance process will make sure they can focus more about their sales numbers and less about punching in their presence.

Use Your Employees Effectively

There’s such a thing as bad use of employees, and it brings down the entire team as a result. So tread very carefully on how you use your employees. Direct them towards the right tasks, have them work on tasks that you know they can achieve, and watch the magic happen.

Not sure how to achieve this? Get a service tracking and automation tool

Why Do You Need A Service Automation Tool?

Managing your field service teams can be a hectic task without the proper tools. An automated service tracking solution can make your day if you use it right. These tools come with in-built employee location tracking, attendance monitoring, and data collection - all in real-time.

Getting a service tracking and automation solution just makes sense. Getting Fieldproxy makes much more sense.

Benefits Of A Service Tracking Solution

There are several different things that one has access to when using an app like Fieldproxy, including

  • Contact lists
  • Integrated GPS System
  • Email reminders
  • Scheduled appointments for free on your phone’s calendar
  • SMS reminders
  • Records all contacts made
  • Track time and how much your service team members earn per hour based upon the number of calls made each day
  • Reports can be sent directly to your supervisor and compiled in a concise document or reminder/note form about what you should work on or try for next week.

Book a demo call with Fieldproxy today. It’s absolutely free to try out.

The software is easy to learn and gives users the ability to start with a blank tracking template or create custom employee time tracking templates. The options are extensive and non-technical information such as employment agreements, real estate, purchasing agreements/employees and many more documents that can be created in a jiffy.

On top of the benefits we mentioned, there are several more pros that one may find when using a service tracking app like Fieldproxy:

  • More efficient business operations overall
  • Easier organizing of service leads and contacts
  • Ability to keep track of everyone's service stats in your team
  • Easy reminders for upcoming appointments or meetings with clients
  • Ability to carry around a full list of contacts on your phone as well as on the computer

Most importantly, the ability to know exactly how much time you're spending on each client and what time you've spent with them will help determine if they are still a viable prospect for your company.

A Little Bit Of Fieldproxy

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing scheduling jobs to Payment Collection and everything in between, keeping track of everything can be time-consuming and inefficient.

That's where Fieldproxy comes in - an end-to-end field team management solution that aims to simplify these tasks and streamline operations.

Ticket Management Solutions

One of the key features of Fieldproxy is its ticket management system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.

Schedule Jobs For Field Agents

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time. Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

Make a data-backed decision today. Fieldproxy is trusted by 170+ clients and used by over 50,000+ agents all over the globe Click Here To Get Free Demo
Read Our Customer Stories

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you. Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.

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Field Service

How To Be Great At Managing Your Field Service Teams

Shoaib Ahmed
June 2, 2023
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