IFSM Form | Diversified Business Solutions

IFSM Discovery Call Questionnaire

Account Name and sites/locations*
Names & titles of all attending demo. Who is the decision maker?*
Industry (HVAC, Refrigeration, Plumbing, etc.).*
Company Website*
Current company size & growth plans*
Current approximate # of customers. Active/Inactive?*
No. of personnel who will need IFSM access*
Technicians experience level with mobile devices*
Accounting software currently using*
How are work orders currently created and sent to field technicians?*
Are they currently using any other Field Service Management software solutions?*
Currently using Preventative Maintenance Agreements or plan to in the future?*
Competitive solutions – likes/dislikes, pain points*
GPS capabilities*
Payroll processing – QB or 3rd Party (indicates need for Time Card Module)*
Type customers – commercial, residential, or both?*
Job costing requirements*
Current process for assigning work orders and dispatching*
Plan to have technicians' invoice and collect payment in the field?*
Current reporting capabilities (data analytics, business intelligence)*
What are the customer’s inventory needs? Warehouse or truck level?*
Accept payment in the field? Merchant Services Provider?*

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