Top 6 Tips for More Efficient Fieldwork

Struggling with keeping morale up in your field teams? Just follow these tips

Shoaib Ahmed
3 min
June 2, 2023
Tips To Efficient Fieldwork

What's On This Page?

  • Introduction
  • Why Fieldwork Is Important
  • How To Increase Fieldwork Productivity
  • Think Before You Delegate
  • Use The Right Software
  • Communicate Always
  • Goals Win Games
  • Market Over Meetings
  • Award Merit
  • How Fieldproxy Can Help Your Productivity Needs
  • Closing Thoughts


Fieldwork is a crucial part of any research project, whether it is a social research project or a business project. It is also one of the most resource-intensive parts of any project. As a field manager, it falls on your shoulders to get the best out of your field workers and just using top-notch tools like Fieldproxy can only get you so far.

Don’t worry, though, because we’ve got your back. In this article, we’re going to take a look at six ways you can increase the productivity of your field workers and make them increasingly efficient, and with little effort.

Why Fieldwork Is Important

Fieldwork is an important part of any business. It's probably the only time when you are able to use your knowledge to interact with customers face-to-face, observe all the different interactions they have, and come up with solutions to problems you might have missed before.

It is also important because it allows you to get to know your customers on a personal level, something that is crucial for many businesses. Not to mention that some data can only be collected if you’re out on the field visiting sites through the day. Fieldwork is an important aspect of any business that has direct sales and servicing, and deserves more attention than it does at the moment.

How To Increase Fieldwork Productivity

Think Before You Delegate

You need to understand who can accomplish what task in what duration so you can allocate responsibilities without having to worry about them being completed on time. For instance, if you’re using a calendar to schedule an installation service and assigning it to one of your field agents, it pays to know whether the person you’re assigning the task to is going to be the most efficient person for the job.

Maybe the agent has another route that they operate on, or they have another higher priority task assigned to them. Finding who’s doing what will help you delegate tasks more efficiently, and also ease the agents’ work.

Use The Right Software

You can’t be having multiple tools for tracking data - we’ve made a mention of it more than a few times on our blogs already, so we’ll keep it short with this one. Don’t use multiple apps to keep track of your field data. It only makes things messier and time consuming. Have an all-in-one field service management tool like Fieldproxy that can help you manage every single performance metric there is, collect data from anywhere in the world, download reports and dashboards, and do a lot more.

Communicate Always

Staying up to date with your employees on the field is a crucial factor in improving efficiency in the field workforce. Stay connected with your field agents and employees constantly and get real-time updates so you can be ready to jump in whenever there’s an emergency. There are various tools you can use to saty connected with your agents, and while we highly recommend Fieldproxy, there are a lot of tools you can use to stay up to date with your teams.

Goals Win Games

Setting up personal and team targets always works. Your field teams work hard, and knowing there’s an incentive at the finish line only makes them burn their fuel harder. Set goals. Motivate your teams to work toward them. Get actionable results. Repeat.

Market Over Meetings

When your field teams can spend 30 minutes out on the field collecting useful data, why should they spend it listening to their manager lecturing them on increasing efficiency? Get more market area covered instead of having unnecessary meetings planning on the same. Action and execution over bland planning always wins.

Award Merit

Your employees need their work recognized. As we mentioned earlier, awarding good work goes a long way into building trust and loyalty in your employees. Implement it in your organisation and watch productivity implode.

How Fieldproxy Can Help Your Productivity Needs

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing tickets to scheduling jobs 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.

Read our customer success stories

Closing Thoughts

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

Top 6 Tips for More Efficient Fieldwork

Shoaib Ahmed
June 2, 2023
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