Administration oversight in contract management costs a field service business a loss of time and the ability to scale effectively. Many businesses make the mistake of not enabling their field service teams to reduce or automate their contracting activities.
Getting stuck with paperwork is not the best use of your employee’s time – adopt contract management software so that they can focus on getting more business.
Read more to understand 5 ways in which field service contract management software helps streamline your contracting workflows.
What challenges does a field service business face in managing contracts?
A field service business faces too many contracting activities across clients and field labor (who are usually hired on a contract basis).
Here are some typical challenges they face as a result:
- Renewing contracts: one has to update the latest pricing, change job details or do a rework of paperwork for renewals. This takes time to maintain continuity in providing services.
- Visibility on contracts: what if you worked on a similar contract 5 years ago and now need its workflows for current clients? Without digitization, getting such visibility is a complete mess.
- Administration tasks: changes are quite common in contracting workflows. It is easy to get confused or overlook details – which can even lead to legal troubles.
- Tracking contract: knowing at what stage of contracting is your potential customer is important since one engages in multiple contracts.
What is field service contract management software?
Field service businesses require custom features when it comes to contract management due to logistical requirements. A field service contract management will streamline the contracting workflows across contract creation, planning, editing, signing, searching existing contracts, etc – at a central location.
General contracting software may not be feasible for field-related work. Check out Zuper, a dedicated field service management software that provides a centralized space for your contracts.
How does field service contract management software helps streamline contracting?
Here’s how adopting contract management software ensures your field service teams never fall into mundane tasks again:
Automate repetitive tasks
If you want to scale your service business for bigger contracts, you may have to ensure your smaller valued contracts do not take up the time of your team.
Good contract management software will have provisions to automate repetitive tasks and low-value or low-risk contracts. It will also help you automate support tickets and prioritize them.Â
Centralized location for all contracts
One can only go far with Excel sheets or desktop folders to maintain your contract documents. With a lack of powerful search and scattered location of files, it becomes difficult to create templates. Finding files is a mess – unless you have contract management software to take care of your documentation.
A centralized location provided by contract management software makes it easy to share and retrieve documents for work.
Get insights from contracts about your business health
Good contract management software is powered by data analytics capabilities to bring new insights into your business.
How many contracts are getting dumped at the signing stage? Or how much time is a complete contract process take?
Get answers to questions like these and make decisions to optimize your contract workflows.
Make compliance easy
Compliances can get messy. It is better to ensure you clean the first phase of a project, which is signing the contract compliant itself to ensure the rest of the project goes smoothly.
With contract management software, you can retrieve the necessary documents as required by authorities and show proof. A business can also schedule review processes and prepare for them before the due date.
Ensure consistent revenue streams
Using contract management software, a business can automate renewals of signed contracts. This is important for field service businesses that provide maintenance services as a part of their offerings.
It also helps you ensure you do not over-deliver your services beyond the contract date. It will notify you about expired contract signings and automate it via e-signatures too. It also notifies your clients about missed deadlines for signatures or renewals.
Choose contract management software that is designed for field service business
If you’re choosing a good contract management software, ensure it covers features that provide mentioned 5 benefits in this article.
Zuper is a field service management software that covers your contract management requirements and beyond. Book a demo today to know how it can help you streamline and automate your contracting workflows.
