Field Service Business Software

Available Add-ons Mobile Customer Engagement Demand Forecasting Capacity Planning Premium Analytics Machine Learning Cloud Contractor Management Mobile Click Software’s enterprise mobility capabilities meet the needs of a variety of field operations users. Mobile application development tools enable IT teams and Systems Integrators to respond to business requirements with great agility, providing rapid business value. Out-of-the-box capabilities include job dispatch, work compliance, health and safety procedures, automated time reporting, field worker knowledge, up sell, automated navigation, and more.

HTML5-based but also leveraging native capabilities, and offering a responsive UI, ClickSoftware’s mobile platform supports all major mobile operating systems and includes a development studio with a visual forms editor to enable highly tailored applications. Click Software’s workforce mobility solution includes wizard-driven completion based on pre-defined workflows and mandatory information and automatically captures many details so that they don’t have to be entered manually by the field service professional.

Time sheets and parts usage are automatically tracked, so the timeliness and accuracy of this information gives a real-time view of operational status – even as the cost of gathering the information is minimized. Customer Engagement Click Software’s Customer Engagement Module offers end-customers multiple interaction channels with their service provider without the need to install a separate application on their device. Customers receive notifications and estimated arrival times, and can reschedule appointments, provide additional context to the service provider, see the mobile worker’s location relative to their location, and provide feedback via an automated survey immediately after service delivery.

The Customer Engagement Module extends Click Software’s role in the service chain directly to the customer through interactive, bi-directional communications. This module enables service providers to enhance the customer experience, offering customers multiple and modern channels to engage, including text and / or email. From the moment the customer has a need for service, to the time immediately following completion of the work, the customer feels in control of the service process. Calls to the call center, particularly those inquiring about the whereabouts of the service technician, are greatly reduced since questions that were once a heavy burden on the agents can now be answered by the customers themselves through their preferred communication channels - mobile and web. Additionally, armed with all the information they need ahead of time, and able to communicate with the customer more easily in advance, mobile workers increase job completion rates and first time fix percentages.

Demand Forecasting Demand Forecasting merges historical volume and performance data with assumptions about the future to produce a highly accurate workload forecast. It applies predictive algorithms to historical data to produce a graphical interface that requires no special statistical knowledge to interpret or modify. Each forecast can be tailored to exactly the time frame, resolution and domain required by different management levels in your organization. Before creating the baseline forecast, ClickSoftware’s Demand Forecasting enables business users to adjust the imported historical demand to smooth out highs and lows that occurred as the result of events that have no relevance for the future. Once the baseline has been created,

Demand Forecasting enables changes to be made in a variety of ways, including adjustments to expected growth rates. Additionally, for each scenario, different statuses can be applied to indicate if it is a draft all the way through to approved by management. Capacity Planning Service providers are constantly looking for ways to improve the predictability of their business. With the help of schedule optimization, mobility and analytics, most organizations have a handle on the necessary staffing levels to maintain business as usual.

But few service organizations are performing capacity planning, or they are doing it in a way that is disconnected from work in the schedule, and real-time availability of resources. This jeopardizes effective resource utilization and SLA commitments. Capacity Planning for Service Edge streamlines planning and operational business processes such as scheduling and demand forecasting. The solution enables planners to look ahead and identify areas at risk of under or over-utilization, and take action that improves business performance. Planners and managers have greater control to optimize, align and scale tactical and execution decisions across the service organization.

Capacity planning improves the productivity and efficiency of field service by ensuring balanced resource utilization and SLA compliance. Premium Analytics Click Software’s Premium Analytics makes field service data and common KPIs available to analysts and managers, allowing decision makers to gain insights, make informed decisions and improve business performance. In addition to multiple out-of-the-box dashboards embedded into the Click Field Service Edge user interface, the solution contains advanced design functionality to create new dashboards and modify existing dashboards.

Machine Learning Cloud Click Software’s Predictive Field Service is the culmination of over 20 years of establishing field service best practices and enabling technology to empower service organizations to achieve desired outcomes. Predictive field service anticipates service fluctuations and automatically adjusts business processes accordingly. The solution is powered by our Machine Learning Cloud, which applies artificial intelligence across the service chain to find hidden patterns in data and make predictions that matter to service businesses.

Predictive field service combines historical data with external sources to provide increasingly accurate predictions of important metrics (such as the duration of tasks or the likelihood of appointment cancellations) that have a material impact on key service business decisions. By seamlessly incorporating artificial intelligence into field service processes, organizations can benefit from more accurate resource plans, schedules, and improve customer satisfaction.

Contractor Management Contractor Management provides an end-to-end solution for managing third party work forces from planning through to scheduling and execution. Contractor Management extends Service Edge beyond the internal workforce to give service providers, and their contractors, greater visibility and control over the service the end-customer receives. This capability presents the service provider as the single face of service to the customer (from appointments, to status updates, through completion) for brand and service consistency, while leveraging the service capacity elasticity provided by their contractors.

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