Field service management is the management of resources in the field, encompassing a vast array of professions including engineers and technicians dispatched to fix gas utilities or maintain telecommunication cables, waste management trucks sent to collect garbage, or even healthcare personnel that provide in-home care for patients.

Field service management companies provide people with essential support on a daily basis. Their job involves being in the field, so it’s important that they have the correct information to be in the right place at the right time, know the job they’re assigned to and get to the job as quickly and as safely as possible.

However, these industries face many challenges. Managers can find it difficult to monitor field employees, high fuel and fleet costs, and missing or out of date data. To function efficiently and effectively, field service companies need to make sure that planning, organizing and staffing processes are running smoothly. With data visualization tools like eSpatial, field service management companies can dramatically improve their performance while saving on costs and time.

So how can mapping software help companies improve their field service management? Here are some of the ways eSpatial is improving day-to-day operations:

1. Balanced workloads with territory management

Territory Balancing

A major challenge of field service management companies is unbalanced workloads. Some teams or staff may be located in regions with a high density of clients and have to work overtime to serve them, while others in a territory without enough work. Territory Manager can allow field service companies to divide up workloads equally among territories to ensure the demands of each area are met. Each team or employee then has access and is responsible for their assigned territory. Managers can use the hierarchies in Territory Manager to monitor the performance of multiple territories.

2. Assign jobs more efficiently with radius maps

Field service management companies rely on accurate customer locations to correctly assign jobs and allocate resources. Radius maps provide a visual and easy way to measure customer density and answer questions like, “How many customer are within 10 miles of your team?” or “What field team is the nearest to a particular customer?” A radius map takes two datasets and plots them within a radius circle. For example, if you manage a team of field technicians, this would generate a list of customers near them (the Office, on the road, home etc). Visualizing this data can be particularly revealing and can allow organizations to dispatch their employees as quickly as possible, ensuring the customer is satisfied. Ensuring an organized strategy and run a more effective field services team.

3. Optimize routes to save time and fuel

Optimize routes with eSpatial

Optimize routes with eSpatial

Route optimization is particularly important for field service management companies who have employees on the road. With our Route Optimization feature, you can plot your Excel data on a map, pick a start and finish point and we’ll do the rest. This improves fuel efficiency, reduces travel time and increases the number of customers your business can serve. As eSpatial uses cloud-based technologies, both field teams and managers can stay on the same page using shareable, dynamic maps that are accessible from internet-connected devices.

4. Monitor performance with heat maps

Hot spot heat map

Hot spot heat map

Regional heat map

Regional heat map

Now that you know eSpatial can make it easy for you to monitor your field service team, you’ll want to view their performance. With the help of heat maps, you can easily assess your team’s performance. In a heat map, different color shades can be used to reveal levels of data occurrence in a geographic area. For example, a red color on the map demonstrates areas where the most services completions occurred, while a yellow color can demonstrate areas where there were moderate to no service completions. Using eSpatial Heat Maps, you can provide a fair and objective basis for evaluating performance, and improve customer relations.

5. Improve reporting with data visualization

Field service management companies can also benefit from reporting through mapping software. With the help of data visualization tools such as mapping software, you can create an interactive map that produces charts and graphs with filtering capabilities. You can drill down to see your data at ZIP code, street, state or co-ordinates level, identify additional details with a single click, visualize high priority areas, make pin maps, radius maps, territory maps, route maps or bubble maps and map multiple layers of data. These visualized reports will provide an integrated view of your field service operation and add a dynamic view of your data.

Colm Kenny
Written by

Colm Kenny

Colm Kenny worked with eSpatial for more than three years. A graduate of National University of Ireland in Galway, Colm spent many years working in commercial teams across the globe, where he developed a keen interest in mapping technology and where it can make a commercial impact.

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