Service professionals use their field service management program as the backbone of their business – managing schedules, work orders, estimates, customer documentation, invoicing and more. Most field service management solutions encompass just about everything the operations side of a service business needs to accomplish on a daily basis.
Field service management software is generally geared towards a broad audience of users – meaning sometimes, it’s not an exact perfect fit for your workflow, and needs to be augmented with something else. Paper documents in addition to a work order – things like service contracts, inspection forms, etc. – are one of the most common use cases. A standard work order can’t capture these pieces of information that are often vital to operations or required by law.
All of this can create frustration, confusion, errors, and waste your valuable time – switching between device and paper, creating paperwork, needing to do data entry on these documents. It can turn what’s supposed to be a seamless experience into one with multiple parts, slowing your business down.
At ServiceBridge, we offer a solution that addresses these needs – custom forms and custom templates that allow you to add additional information to work orders and complete documents other then your work order right from your device! Think of it as the field service version of a glass slipper.
One of the first questions we get from customers is “What’s the difference between a custom template and a custom form?” – they sound pretty similar, but there are some key differences between the two.
In general – custom templates are faster and cheaper to create than custom forms, but offer less customization. Here's a quick summary of the key differences between the two:
The standard work order in ServiceBridge allows you to capture a substantial amount of information – product and services, photos of the job, sketches, video recordings, notes, and more. So how do custom templates add value above and beyond this?
Custom Forms offer many of the same benefits as Custom Templates – streamlining operations, reporting on data, accountability for your team and transparency for your customers. But custom forms offer even more benefits above and beyond custom templates, offering additional features that can help your business run more efficiently:
Custom forms and templates are some of the most popular ways to customize your ServiceBridge experience – but there are even more ways to tailor our system to fit your business needs. One of the most popular options is Custom E-mail Templates.
Custom E-mails help you create a professional appearance for your brand, generate reviews for your business, and impress your customers – our team can modify your customer facing e-mail templates to include any number of items including media attachments, dynamic text, custom field information, and more.
Interested in custom forms, templates, or e-mails for your business? Here's a few options on how you can get started and learn more:
Most service management software is geared towards a broad audience, meaning it’s not a perfect fit for your business. With custom forms + templates, ServiceBridge can tailor our software to provide a complete solution for your unique needs.