Tips for Better Job Tracking for Field Service Management

Contractors know how crucial it is to efficiently manage their field crews. It’s not just about staying within budget and sticking to the schedule. Successful field management starts way before breaking ground on a new project. 

Effective field service job tracking requires a system designed to manage and organize projects, including creating new job records, assigning job details, and tracking job status. This system should allow you to input job information such as customer details, job requirements, service history, and any specific instructions.

Ideally, this system also includes a scheduling feature that enables you to assign jobs to field technicians based on their availability, skills, and proximity to the job location as well as location tracking to monitor their location.

You’ll also need a system for creating and managing work orders associated with each job. This would include capturing job-specific details, such as the scope of work, parts and materials required, estimated time frames, visibility to the original quote/contract, and any special instructions or attachments. 

Integration with communication channels such as email and text messaging to facilitate seamless communication between the office and field technicians is also essential for pushing out time-sensitive updates, providing clarifications, and handling any unforeseen issues that may arise during the job.

Must-Haves for Effective Subcontractor Job Tracking

  • A system to manage and organize projects
  • Advanced scheduling features
  • A system for creating and managing work orders
  • Integrated communication channels

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Running a successful field service management company isn’t easy. It’s easy to feel overwhelmed and fall behind, especially if you’re not investing in the right technologies and products to keep your business operating smoothly.

Read the Top Ten Failures In Field Services Businesses and learn how you can optimize your installation operations!

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Is Job Tracker Software Right for You?

With so many moving parts between subcontractors, crew, and managers, things can get complicated quickly. If you have more work going per day than you can remember every detail by memory, then, yes, a job tracking software is right for you.

Job tracker software allows you to effectively track and monitor the progress of your projects in real time so you can easily keep tabs on the status of various tasks and milestones and ensure that everything is on track. It enables you to allocate resources efficiently, assign tasks to specific team members, and set deadlines for each activity. This level of organization and visibility is essential if you want to stay on top of your project and prevent any unnecessary delays. 

With a subcontractor tracking app monitoring all of your jobs, you can keep a record of all your subcontractors, their contact information, qualifications, and performance history. This makes it easier to identify and select the right subcontractors for specific tasks or projects. 

The solution can also help you track the progress of subcontractor work, ensuring that they are meeting their deadlines and completing their assigned tasks efficiently. You can use contractor job tracking software to communicate with subcontractors, share project updates, and receive real-time updates on their work status.

How Cilio Helps Contractors Track Installation Jobs

Cilio simplifies the process of managing installation projects across all your sales channels from your own retail sales, to subcontracted work, and even big-box retailers like Lowe’s, Home Depot, and others. Every job is managed in the same system. By harnessing the efficiency of a paperless installation management system and the convenience of automated data entry, it allows you and your team to effortlessly oversee installation tasks, whether you are at the office or on-site.

Better Project Management

Cilio helps contractors manage and organize projects with its useful features. Contractors can track project progress, independently schedule different legs of a project, and coordinate team members effectively using the activity tracker. The integration with Google Maps allows you to schedule work to minimize drive time, and customizing the schedule layout makes organizing tasks and allocating resources a breeze. Cilio also keeps a clear project history for future reference, promoting better project organization and knowledge sharing within the team.

Advanced Scheduling Features

Cilio streamlines scheduling with advanced features for efficient resource allocation and field crew management. You can easily visualize and cluster work locations, adjust appointments by dragging and dropping tasks, and even let customers schedule their own jobs from a clean online view. Each team member can customize their schedule layout, and customers can have the option to choose appointments on their mobile phones, optimizing the scheduling process.

Effective Job Monitoring

Cilio provides a comprehensive solution that allows you to monitor job progress in real-time and communicate seamlessly with both crews and clients using mobile devices, even in areas with unreliable data connections. By enabling everyone involved to observe job progress as it happens, Cilio keeps all team members in sync, facilitating efficient installation completion and enhancing customer service levels.

Work Order Management Made Easy

Cilio offers a range of features that support the creation and management of work orders. Its job tracking capabilities, bulk job updates, communication tools, and Google Maps integration make it a suitable system for effectively managing work orders and ensuring efficient workflow in the field service industry.

Streamlined Task Assignment

Cilio’s task assignment feature offers functionalities to optimize the process of assigning tasks to field crews. Cilio’s activity tracker allows you to assign tasks to specific users. Each task can be associated with a user, ensuring clear responsibility and accountability for assigned work. This feature helps in organizing and tracking tasks throughout their lifecycle.

Effective Communication

Cilio’s messaging system allows you to create customized outbound SMS or MMS text messages for both customers and crews. Whether you require a simple or complex messaging process, Cilio accommodates your needs. You can easily track customer replies or establish automated workflows based on their responses, simplifying communication and enhancing efficiency.