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Trends in Field Service Operations

I recently published an article in HVACR Business Magazine, Four Reasons Your Company Needs to Go Paperless, that explained the advantages of moving to field service management software. Software Advice, a research firm that helps buyers choose software that fits their needs, identified trends that matched with my own knowledge from working with clients around the country who have field techs and want a more efficient way to manage them:

  • 54 percent of buyers are currently using paper, whiteboards and other manual methods to handle field service needs.
  • 5 percent of those surveyed don’t use anything to manage field service operations – not even a white board!
  • 10 percent use a combined solution of a Customer Relationship Management (CRM) program with QuickBooks.

Of those surveyed, only 15 percent were using field service management software.

My next entry will talk about what field services clients are looking for

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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