For those not directly connected to the field service industry, it might be surprising to learn that many technicians in this space do not have the tools or information available to make quotes on the spot and still struggle with finding transparent solutions for scheduling — resulting in delays and lost business. In fact, when technicians leave a home without providing a quote, it instantly cuts their closing ratio in half. Combine this with the ongoing labor shortage, and you have a clear case for why field service professionals need to master the art of scheduling and quoting in 2022.
Field service providers operating without a proper scheduling process put themselves in danger of a wide range of adverse outcomes, including frustrated employees and customers. However, scheduling is a very complex business process that’s not just limited to coordinating times for service calls and dealing with potential customers.