Accounting software is indispensable for virtually all businesses. Some small to medium enterprises use off-the-shelf accounting systems such as Sage or QuickBooks. Others have custom accounting software. Many enterprises use such accounting software to manage field tickets as well. But the field ticketing software differs from an accounting system.
The logic for using the accounting software for ticket management is to get two functions done using a single software. As a result, the enterprise saves on software costs and does away with data integration headaches. But using the accounting software for ticketing creates complications and inefficiencies. Here are four compelling reasons to keep the accounting software separate and deploy field ticketing software.
Most accounting software allows users to manage tickets. But these suites have accounting as the primary focus and do not provide the advanced functionality of a dedicated field service software.
When customers accept a quote or new work comes in, the field ticketing software generates a new ticket. The scheduler, assigned the ticket, dispatches a certified crew with equipment to do the job.
Scheduling is usually a complex activity, as the scheduler has to consider various factors such as:
Scheduling is always dynamic. Customer requests may change, or emergency work may force reassigning of technicians. Often, assigned technicians call in sick. The ticketing software factors in such change requests automatically. It ensures optimal work distribution and ensures fast execution.
A comprehensive field ticketing software also ensures efficient dispatching. The suite integrates with maps and collects live traffic information. The crew gets insights on the best routes to the work site without getting stuck in a traffic jam.
The ticket management system automates these tasks, taking a big load off the schedulers and dispatchers. Using the accounting software to schedule jobs gives schedulers only a limited range of options. Manual scheduling often leads to mix-ups, such as two field crews arriving at one work site and leaving another site unattended.
Field ticketing software helps managers keep control of everyday operations. After scheduling and dispatching, the ticket moves to operations managers.
An integrated ticketing system with end-to-end automation capabilities offers:
Depending on the accounting suite for these tasks leads to many manual tasks, including reconciling paperwork. Such manual processes lead to missing or illegible information and delays.
A ticket management system digitizes end-to-end activities connected with fieldwork and enables customization.
A state-of-the-art field ticketing software:
Accounting software offers only limited ticketing functionality. Capturing field tickets in such a set-up leads to many manual and ad hoc processes, increasing errors. Even a small typo can lead to big misunderstandings during work execution or invoicing. A lost ticket leads to unattended work, leading to the loss of the customer and, ultimately, revenue loss.
Transitioning to field ticketing speeds up invoicing. Field service providers deliver invoices immediately upon work completion and collect payments instantly.
Field operators have to verify and sign off work at any work site. Field ticketing software enables them to do this critical task using their smartphone app.
Once the field agent signs off, the integrated ticketing management system generates the invoice. It is also easy to integrate a payment processing platform, such as PayPal, into the ticketing system and collect payments in real-time.
The benefits of using the ticketing software for invoicing include:
Using accounting software to manage tickets denies the business seamless end-to-end functionality. A state-of-the-art field ticketing software such as ReachOut Suite automates operations. The suite centralizes information and offers a single source of truth to all stakeholders. Service managers get powerful tools for scheduling, dispatching, and organizing workflows. Field agents get easy access to customer information and other relevant details. With ReachOut, service providers boost productivity, streamline tactical functions, and become more competitive.
Get a detailed walkthrough of the ReachOut Suite by connecting with our team or booking a demo.