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Set your field service business up for success in 2021

10th Nov 2020

It’s hard to believe a new year is just around the corner. In the past 12 months, the field service industry has gone through incredible changes to fundamental business processes and workflows. Businesses have had to be agile to survive in the face of unprecedented challenges, however, looking forward to 2021, we can use the lessons learnt this year to thrive in 2021.

Consider these four tips to help you prepare and set up for success in 2021.

1. Review, update and report

Running reviews on your business information provides a thorough overview of where your business is currently sitting. It also helps you to ‘clean house’ from the past year and ensure you’re ready to tackle the new year. As a starting point, you should:

laptop running P&L report in simPRO

  • Review your balance sheet and perform a Profit/Loss Summary report
  • Review your income statement
  • Review contracts and policies
  • Ensure all business, customer, employee and supplier details are up-to-date
  • Track any payments owing, run a Work in Progress report and evaluate your stock

2. Evaluate what has and hasn’t worked this year

This year has been like none other, but there are still many things we can learn from it. For example, you may have established non-contact workflows or implemented processes for contact tracing compliance. Or, maybe you cemented more efficient processes so you could achieve the same results with less staff. Evaluating how you’ve adapted during 2020 will help you identify opportunities you can use to enhance your workflows and productivity next year. In the current climate, something which may seem like a small tweak may be just what you need to make a positive impact on your business.

3. Set achievable goals

While this may seem like an obvious step, it can often get lost with holidays and end-of-year processes. The most important thing when setting goals is taking your time. It should not be a rushed process. Look at your review of the past year and see what can be used to set achievable goals for 2021. If you’re having trouble setting goals, consider the ‘why’ behind your plans. This will help you choose the right actions and implement a sound strategy, it will also help you stick to your plans in the new year. And finally, remember that your goals should be ‘SMART’ (specific, measurable, achievable, realistic and timely).

4. Consider if your processes are running as efficiently as possible

field staff pointing

In the office, are your employees wasting admin time with double handling and paper processes? Are your field and office teams struggling to communicate quickly and easily? Is reporting tedious? These are just a few tell-tale signs your processes aren’t running as smoothly as possible. If this sounds like your business, field service management software could help you increase efficiency and productivity! Cloud-based software such as simPRO provides an end-to-end field service management solution for upgrading your processes. With software like simPRO in place, you can enhance the efficiency of your business by connecting the field to the office, deliver exceptional customer service and gain invaluable insights.

Ready to set your business up for success in 2021? Contact simPRO today.

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