Test & Validate if your field service management solution allows you to create and streamline workflows for customer service requests & other business processes. You should be able to add or remove tasks, adjust technician assignments, add additional technicians, or set start and end dates for requests. The tool should send real-time alerts to all stakeholders involved in the workflow whenever it's optimized to avoid communication gaps.

Look for a field service management solution that provides access to real-time insights via a reporting dashboard. You should be able to customize the dashboard with metrics relevant to your role. Additionally, the tool should allow you to create and download reports in various formats (PDF, Word, or Excel) from the dashboard. Ensure you can share the dashboard with multiple administrators as well.

Choose a field service management solution that lets customers submit service requests, check their appointment details, and track service progress. They should also be able to communicate with the technician via call or text. The portal should allow customers to upload and download service-related documents, such as contact details, parts lists, or bills and invoices.

Ensure your chosen field service management software offers centralized document storage. Administrators and service providers should have role-based access (read and write or read-only) to prevent data loss. The system should allow real-time document sharing, updates, and comments for technicians to address.

Make sure that your chosen field service management solution supports electronic signatures for approving digital documents (if applicable). This feature allows you to e-sign bills, contracts, invoices, or approve changes in service requests. Customers can also approve service documents or e-sign payment receipts after the service is completed.

I it's relevant for your industry, find a field service management solution that can track the location of the assets, such as vehicles or electronic equipment. This is done using a variety of methods, including GPS (global positioning system) tracker, RFID (radio frequency identification) or NFC (near field communication) tags, and barcode scanning.