Create Better Field Reports With Workyard
It’s hard enough managing employees within your reach in an office or a building. The challenge takes a more difficult turn when your employees are deployed to the field or work at home.
Chief of these challenges is ensuring employees are productive and efficient in managing their time. Another problem is not knowing what’s happening on the field in real time. Have the workers reached the site? How well are they getting on with the task(s) they’ve been assigned?
Project managers and team leads also have to manually track and compute wages, which is, honestly, not the most productive way to spend your time.
That’s where field reporting software comes in. Field service reporting software has revolutionized how businesses get data from field workers to extract insights and make more data-driven decisions.
In this article, we’ll review the 10 best field reporting tools for 2024. Our comprehensive review will help you filter through the top options and find the best fit for your industry and specific needs.
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Workyard is a field reporting software specifically tailored for the construction industry. It offers a range of features and tools to help construction managers and supervisors streamline their field operations and reporting processes.
One of the standout features of Workyard is its ability to track employee productivity and progress on construction sites thanks to time tracking and GPS location and mileage tracking.
The combination of these features helps managers track when workers arrive and leave the work site, as well as have access to more accurate time tracking.
This level of visibility is crucial for monitoring hours on the fly and preventing cost overruns, which is one of the most common pain points for construction managers.
Workyard also helps you link your accurate employee time data with your preferred accounting & payroll systems. The accounting & payroll Integrations help you avoid spending endless hours on administrative tasks and payroll and tracking project billables.
Finally, employees can seamlessly fill in how many hours they’ve worked on each project on their mobile devices with job costing, providing an audit trail for each project.
Consequently, you can easily see how your business performs across all your projects. You can use this data to track how efficient your labor costs are and also make budgetary adjustments for future projects.
Start a free trial today to explore Workyard for your field services business.
BlueFolder caters to the needs of various industries, including construction, facilities management, and IT services. One of the strengths of BlueFolder is its work order management feature, which allows you to enter custom field types for easy reporting.
Also, BlueFolder offers comprehensive reporting capabilities that provide valuable insights into field service operations. Managers can generate detailed reports on completed work and tally labor hours and expenses.
These reports help managers to analyze performance metrics, identify areas for improvement, and optimize their field operations.
ServiceMax has robust performance metrics and a reporting suite. Its primary focus involves helping you measure key performance indicators (KPIs).
These KPIs give you a quick snapshot of each project and provide a view of your business. You can evaluate metrics like contract leakage and engineer utilization that help you improve efficiency and your bottom line.
Managers can generate detailed reports on each technician and their performance, job completion rates, customer reviews, and more. You can use any of the 70+ report or 24 dashboard templates or create custom yours from scratch with any number of KPIs or metrics.
FieldEquip is designed for multiple industries, including oil and gas, utilities, and manufacturing. One of the significant features of FieldEquip is its advanced equipment management capabilities.
With FieldEquip, construction managers can easily track machine data with the Internet of Things technology and make reports on equipment inventory.
This feature helps you ensure the right tools are available for each job, reduces downtime, and improves overall operational efficiency. Users can create customized dashboards with an intuitive drag-and-drop builder that anyone can use.
ServiceTitan caters specifically to the needs of service-oriented industries, such as lawn care, pest control, HVAC, electrical, plumbing, and more.
One standout feature of this product is its CSR scorecard target, which helps you improve customer communication. With this tool, you can monitor every conversation with your customers.
ServiceTitan also comes with comprehensive reporting and analytics features.
Managers can track revenue and trends, sort and filter transactions by teams or date, and monitor techs and business operations in real time.
You can also do other things in the app, including marketing, purchasing, and managing inventory.
ProjectTeam offers a robust document management feature that helps you manage all your project data and files in one central location. It accepts all kinds of documents, including drawings, RFIs, payment applications, and more.
You can easily access and share information with your team and project stakeholders. This eliminates or reduces the need for endless email chains and reduces the risk of version control issues (who edited what).
There are endless ways to combine all the data you’re tracking into insightful reports that stakeholders can use to evaluate project performance and make critical decisions.
There’s also room to customize each report to match your brand. ProjectTeam has a commenting feature that makes collaboration much more seamless.
Sitemate has an easy drag-and-drop builder to create custom reports in different output formats (PDF, Word, Excel, etc.) and structures.
Don’t know where to start from? Choose from multiple templates tailored to different scenarios and industries, and you’re good to go. You can also append your digital signature to every report for that extra credibility. You may also create your own templates for future use.
Sitemate also allows you to store all task-related files and documents on the app.
Each picture taken with the app also records vital metadata that makes it irrefutable. Furthermore, you can store details about your equipment, machines, and inventory on the app. You can use this database to set reminders for maintenance and to ensure compliance with local permits.
The top features of TruAsset include comprehensive reporting, customer sign-off, e-signatures, and billing reports.
With comprehensive reporting, you can populate field service reports with numerous details like service requests, rates per facility, other charges, and more.
As a result, many customers use these reports as billing reports since they already contain info on all project or order expenses.
Customers can also approve each work report if they find it satisfactory. Field workers can add their signature to a report, too, when they’ve completed a job, which then sends a notification to the supervisor.
Like Sitemate, FieldAware also comes with a report builder for a fully customizable reporting experience. You can also depend solely on the 12 standard report templates right out of the gates.
Managers and supervisors can rely on its powerful analytics engine to create intuitive dashboards from multiple reports. You can easily modify one dashboard for various audiences based on the level of detail they need to know.
FieldAware can also serve as a centralized data repository, which makes it easier to share data and files across the organization. This reduces data entry errors and the need for physical files and reports.
GoCanvas is another field service software with many useful reporting tools and features. It helps users create mobile forms to collect service reports from field technicians. The beauty is that you can build as many forms as possible.
All GoCanvas plans include many form templates to get started straight away.
Field workers can enter details like name, address, additional notes, and customer details. Managers and supervisors can also include extra information, such as labor costs, materials, and parts used, and append their signatures at the end. You can also integrate GoCanvas with other tools for multiple use cases like invoicing.
Field reporting software makes it easy to capture data from the field, either directly from the technicians or through in-built technology like GPS location and time tracking.
The data you collect is valuable and useful for many things, like identifying trends, fine-tuning budget proposals, avoiding unproductive billings, and more.
As a field service business, you need to manage jobs and service requests, ensure field workers are doing their tasks well and on time, make your processes and operations more efficient and transparent, and ultimately reduce costs and increase profit.
It’s hard to achieve all these from the office without proper data and information. Plus, you can only be in one location per time, even if you’re in the field with the troops.
Field reporting tools, in a way, ensure you can keep an eye on all operations irrespective of how far they are from the office and collect data along the way for better data-driven decisions.
If you make customer satisfaction and sound financial management a hallmark of your business, then adopting field reporting software is a long-term strategic decision.
The benefits of using field reporting software include:
1. Increased customer satisfaction and trust
By sharing well-detailed reports showing important details like arrival and departure times, before and after pictures, and other vital information, your customers cannot refute the services you’ve offered. The report simply gives them an extra reason to trust you and the invoice you sent.
2. Make more informed decisions
Insights from your data can inform your business choices. For example, you may find patterns in when customers make orders and tailor your marketing for the periods when orders are the lowest.
Field service businesses can also use these reports to know the reasonable number of workers to have at hand during every season.
There are endless possibilities for how these insights can guide your strategy and decisions. You no longer have to make decisions in the dark or only through your gut feelings. You can depend on insights from past performance for more reliable choices.
3. Outperform your competitors
According to McKinsey, businesses that adopt data analytics are 23 times more likely to make more sales. Data insights elevate the quality of your decisions and are an ultimate advantage in a highly competitive field services industry.
4. Promotes accountability and transparency
Keeping accurate data with the help of field reporting software shows you your top performers and the laggards. You can see which teams are meeting their goals and those struggling. By using data, everyone can see the numbers. There’s no basis for bias.
Field reporting software also becomes a single source of truth for storing project-related files and documents. You can see every customer or technician’s history and all your interactions and exchanges with them. There’s no room for “he said, she said.”
5. Eliminates manual data collection and processing
Field reporting software takes the hard work out of data collection and processing. By leveraging these tools, your work will only require a few clicks.
Furthermore, you can integrate these reporting software with other tools like accounting software to make invoicing and billing a breeze.
6. Respond quicker to issues
With real-time data capture, processing, and visualization, things don’t have to go very bad before you jump in. Field service management tools enable you to be proactive in dealing with budding issues.
7. Create and share reports across the organization
The beauty of field reporting software is that you can create reports and visualizations with different levels of detail depending on the end user. Sharing these reports and visualization across the business elevates problem-solving and keeps every team aligned.
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Workyard provides leading workforce management solutions to construction, service, and property maintenance companies of all sizes.