9 Features Every Field Force Management Software Needs


Field force management software is a cloud-based solution very crucial for businesses managing on-ground workforce. The software offers real-time visibility into the activities and productivity of field staff. Plus, it makes it easy to manage, plan, and execute field operations at a click.

Here are the top features you must look for in customised field force management solutions.


Top 9 Features Must Have in Field Force Management Software

  1. Task Management Console

An automated task management software must offer a unified dashboard where managers can delegate tasks and executives can acknowledge them. The dashboard should allow managers to assign daily tasks, geo-verified meetings, forms, and other requirements in a breeze. 


Besides this, the dashboard of field staff management software should help look into task delays, gaps, and performance remotely.


  1. Attendance Management Tool

The software should be connected to a field employee app where executives can mark their geo-coded attendance remotely. The app should be able to transfer the total working hours of the employees calculated automatically to the software. 


Besides this, the software should be easy to integrate with the payroll system via API for easy calculation. The system should allow easy calculation of total on-site and off-site working hours with geo-tags.


  1. Expense Management Solutions

Field executives during client visits or scheduled appointments are bound to make some expenses, which need proper accounting and quick reimbursement. The software should help automate the expenditure and reimbursement procedure. 


Employees must be able to update the expenses on the app and check the status in real time. Further, the expenses should be sent to the admin for approval/rejection through the same admin panel.



Read Blog: Field Force Management Software: Beyond Employee Tracking?


  1. Bulk Task Upload

The field force management software should allow the managers to upload the bulk tasks without taking much time. Through software, managers should be able to download the task template from the portal, fill in the required tasks, and upload it for the assignee to act on.


  1. Route Optimisation

The field force management solutions should support GPS integration for route planning and optimization. It should be able to access various factors like traffic, weather, and delivery capacity to suggest effective rerouting options — for timely delivery. Having route optimisation in field staff management software is beneficial as it helps suggest the most fuel-efficient routes that are less time-consuming and reduces overall operational costs.


  1. Leave Management Solutions

The field force management software must have a supportive mobile app, where executives can apply for leave easily. The app should automatically notify managers every time a new leave request is raised. They should be further able to reject or approve it, as they like.


This feature will bring convenience to both managers and executives.


  1. Employee Travel Report

Field employees have a regular need for traveling from office to client location. That’s what their routine looks like. A field employee monitoring software should be able to generate accurate and real-time travel distance reports. 


Having this option will enable employees to monitor the movement and total distance covered in a matter of a few clicks.


  1. Employee Performance Monitoring

The field force management software helps gather the most accurate insights about individual and team performance. It allows managers or employees to assess the productivity level of each to find out the most hard-working and underperforming individuals. 


With this, managers can create training programs to enhance the skills of weak performers and take action for those who aren’t contributing to the business’s efficiency.


  1. In-built Chatroom

To foster easy collaboration between support service teams and managers, the field force management solutions must come with an in-built chat room that supports image and video attachments. For any query, the field service staff should be able to communicate and push notifications through this feature. 


The communication logs can be further used for reporting and auditing purposes.



Read Blog: What is Field Force Management Software and Why Do You Need It?


  1. Reporting & Analytics

The field force management software must offer customizable reporting tools where managers can track field service KPIs and field service metrics. The field force management solutions

should offer performance dashboards for managers and executives to review and take action based on. 


Moreover, the dashboard should be able to gather historical data analysis for trend identification & better decision-making.


Also, the software should be able to generate automated reports for the team, manager, or employees to explore it anytime.


Final Thoughts

Field force management solutions are essential tools for organisations having a huge footfall of field service executives. While investing in the field staff management software, it’s important to ensure the above features, right from route optimisation to leave management solutions, every useful feature available.


TrackoField Field Force Management software offers great customisation and settings that meet your organisational needs spot on. Consult for a free demo today!

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