Four ways to set your account up for success
June 21, 2022
June 21, 2022
By Amy Anderson
Are you a service company just getting started on the Field Nation platform? Or a business looking to optimize your presence on the marketplace? Either way, this blog is for you!
Read on to learn four practical ways to optimize your Field Nation account. These tips will help boost your reputation with technicians and streamline your internal processes.
Before accepting a work order, technicians want to know what it’s like to work with your company. That’s why it’s essential to communicate your standard policies, procedures, and instructions. By sharing these policies up front, you can ensure consistency and prevent questions and issues.
For example, your company may have standard procedures related to:
Entering these policies into each work order can be tedious. Save time by updating the standard procedures in your Company Settings. Once updated, these details will be automatically attached to all work orders created by your company.
A well-written work order significantly impacts your overall success on the Field Nation platform. In contrast, a work order that is vague or incomplete can cause issues during a project.
Here are some things to include:
When reviewing and requesting work orders, technicians consider many factors. One of the key factors is your Estimated Time to Approval. This metric represents the number of days it takes you to approve 90% of work orders in the past six months.
Technicians use this metric to determine when they can expect approval after they complete a work order. Short approval periods help to build trust.
The Field Nation platform includes several features to help optimize Estimated Time to Approval.
Best practices include:
The Field Nation team is here to help whenever you need it. Updating your company contacts makes it easy for our team to connect with you.
Adding contact information for your team in the Field Nation platform will help us quickly contact you regarding work order questions, technical issues, accounting information, or other topics.
Visit our Help Center if you’d like more information about using these features to help your company stand out on the marketplace.
Amy Anderson has held leadership roles in training and customer service for nearly 10 years. As a senior customer success program specialist, she leads training, onboarding and adoption programs in which she helps over 11,000 Field Nation clients achieve maximum value from the Field Nation platform.
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Bobby joined Field Nation as a contract technician in 2010 and has enjoyed the flexibility and variety of work opportunities ever since. “I like the freedom to build my own schedule on Field Nation. I can work above and beyond my normal shift to enhance my family’s life.”Blog