{"id":12307,"date":"2024-12-18T10:59:10","date_gmt":"2024-12-18T10:59:10","guid":{"rendered":"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/"},"modified":"2024-12-18T12:54:15","modified_gmt":"2024-12-18T12:54:15","slug":"how-to-choose-the-right-field-employee-task-management-software","status":"publish","type":"post","link":"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/","title":{"rendered":"How to Choose the Right Field Employee Task Management Software?"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#Choosing_the_right_field_employee_task_management_software_%E2%80%93_6_features_to_look_for\" >Choosing the right field employee task management software &#8211; 6 features to look for<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#1_Real-time_Employee_Visibility\" >1. Real-time Employee Visibility<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#2_Task_Allocation_Employee_Dispatching\" >2. Task Allocation &amp; Employee Dispatching<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#3_Order_Management\" >3. Order Management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#4_Expense_and_Payroll\" >4. Expense and Payroll<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#5_Leave_and_Attendance_management\" >5. Leave and Attendance management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#6_External_Integration_and_Scalability\" >6. External Integration and Scalability<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/zamstudios.com\/blogs\/how-to-choose-the-right-field-employee-task-management-software\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<p><span style=\"font-weight: 400\">If you\u2019re into managing field businesses, what do you need the most? Constant employee visibility, automated attendance, insightful reports? Sure! These things are necessary, but your main priority is optimising the workflow.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Field employees travel from one client to another throughout the day. This makes it tough to manage them and can cause communication gaps. Plus, you need to define your field staff\u2019s jobs and assign tasks remotely.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">This is only possible if you use the right <\/span><a href=\"https:\/\/trackobit.com\/field-employee-task-management-software\"><b>field employee task management software<\/b><\/a><span style=\"font-weight: 400\">. It can automatically schedule and assign tasks, thus ensuring equal distribution of work between all employees. However, you have to choose the right software too.<\/span><\/p>\n<p><span style=\"font-weight: 400\">There are many employee GPS tracking or field force automation software that don\u2019t prioritise task management. You need to make sure your selected solution has a field staff scheduling and dispatching module. Plus, it should perform data analysis, be scalable and be easy to use.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Let\u2019s study in detail how to choose the best field staff task management software for your business.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Choosing_the_right_field_employee_task_management_software_%E2%80%93_6_features_to_look_for\"><\/span><span style=\"font-weight: 400\">Choosing the right field employee task management software &#8211; 6 features to look for<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400\">We have listed 6 must-have features you should look for in field employee task monitoring software. These can help you better manage workflow and boost employee productivity. Here are the features!<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Real-time_Employee_Visibility\"><\/span><span style=\"font-weight: 400\">1. Real-time Employee Visibility<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">All industries with a field workforce\u2014be it sales, retail, publishing, pharma, or MRO\u2014 require real-time tracking capabilities. Managers can\u2019t be in the dark about their employees\u2019 whereabouts and activity status. As such, real-time visibility is a primary feature of the field employee task management software. It can be leveraged to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Check employee availability, along with their accurate locations.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">View the network and battery status of employees\u2019 devices.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Monitor your staff\u2019s attendance, activity status, or travel routes.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Track offline or unreachable employees.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Display the total value of all orders and expenses.<\/span><span style=\"font-weight: 400\"><br \/><\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"2_Task_Allocation_Employee_Dispatching\"><\/span><span style=\"font-weight: 400\">2. Task Allocation &amp; Employee Dispatching<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Now let\u2019s come to the core function of task management software. Every company prioritises fast, convenient, and the best possible customer service. This is only possible when your employees reach customer sites without delay and perform to their full potential. And the best way to achieve this is by optimising task allocation and employee dispatching. Here\u2019s how you can do this using field employee task management software:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Assign tasks based on employees\u2019 proximity to the customer site.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Check employee availability and task status in real time.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Adjust the priority of tasks.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Create ad-hoc tasks and upload them in bulk.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Let employees self-assign tasks.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Schedule tasks in advance.<br \/><\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_Order_Management\"><\/span><span style=\"font-weight: 400\">3. Order Management<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Many businesses employ field executives to carry out sales tasks. They visit customers to pitch products and take orders. As such, they need access to an updated and exhaustive order inventory. And since it\u2019s a time-sensitive job, salesmen need to create orders fast. Field employee task management software can help you manage your sales orders. It lets you:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Create multiple order categories.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Maintain an updated product inventory.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Assign custom prices or discounts to orders.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Add custom fields in the inventory and sort orders accordingly.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Create orders on the go and get them approved quickly.<br \/><\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"4_Expense_and_Payroll\"><\/span><span style=\"font-weight: 400\">4. Expense and Payroll<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Work-related expenses like stationery, lodging and fuel are part of field businesses. These have to be reimbursed by the company. However, proper verification of expenses is necessary.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Plus, the payment channels have to be secure and efficient. That\u2019s why most field employee task management software, like TrackoField, can double as expense and payroll management software too.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">It can automatically calculate accurate salaries after factoring in employees\u2019 attendance, missed deadlines, completed tasks, expenses, sales made, etc. The software can also be used to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Create expense categories as per your business requirements.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Sort expenses in different categories or according to priority.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Let executives easily upload invoices with attached visual proof.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">View the location and time of expenses.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Limit the expenses to a particular threshold to reduce overspending.<br \/><\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"5_Leave_and_Attendance_management\"><\/span><span style=\"font-weight: 400\">5. Leave and Attendance management<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Recording the attendance of remote workers can be difficult. You have to enforce strict attendance and leave policies to deter time theft. Plus, you also have to manage employees\u2019 shifts and overtime requests. These are common in any remote business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">However, the right field employee task management software force management solutions can easily tackle all your leave and employee attendance duties. Using it, you can:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Establish geofences to ensure location verification while attendance logging.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Assign shift timing to employees or teams.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Make visual proof mandatory for attendance recording.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Design a yearly leave calendar.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Allow employees to request leave in advance.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Cap the number of leaves per employee.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Create custom leave categories\u2014full day, half day, sick leave, maternity, etc.<br \/><\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"6_External_Integration_and_Scalability\"><\/span><span style=\"font-weight: 400\">6. External Integration and Scalability<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Growth is the primary objective of any business. So, whatever field employee task management software you choose should be able to cope with a growing workforce and its demands. The software should be scalable and support third-party integration.<\/span><\/p>\n<p><span style=\"font-weight: 400\">It\u2019s more convenient that you manage all field operations on a single platform. This is possible with CRM and ERP software integration. TrackoField, for example, supports integration with over 200 apps. These features are essential to futureproof your business, capitalise on trends faster and improve accessibility for your field staff.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"font-weight: 400\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400\">The right field employee task management software can do wonders for your field business. Imagine automating task scheduling, allocation, and staff dispatching all in a single platform. Plus, you get to maintain complete accuracy of the task management process. The software allows you to track employees in real-time, monitor their task status, communicate seamlessly, and manually modify tasks if needed.<\/span><\/p>\n<p><span style=\"font-weight: 400\">However, it\u2019s important to choose the right employee task-monitoring software. Since most field operations are interlinked, your software should be able to record attendance, manage sales orders, and track expenses. Additionally, it should be scalable to accommodate a growing workforce. Easy integration with third-party software like CRM or ERP is another essential feature of task management software.<\/span><\/p>\n<p><span style=\"font-weight: 400\">TrackoField is a leading employee GPS tracking software solution with dedicated task management modules. It can efficiently manage workflow and ensure optimised scheduling and dispatching. Get in touch with TrackoField staff to know more.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re into managing field businesses, what do you need the most? Constant employee visibility, automated attendance, insightful reports? Sure! These things are necessary, but your main priority is optimising the workflow. Field employees travel from one client to another throughout the day. This makes it tough to manage them and can cause communication gaps. [&hellip;]<\/p>\n","protected":false},"author":1183,"featured_media":12306,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[530,145],"tags":[],"class_list":["post-12307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gadgets","category-technology"],"_links":{"self":[{"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/posts\/12307","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/users\/1183"}],"replies":[{"embeddable":true,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/comments?post=12307"}],"version-history":[{"count":2,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/posts\/12307\/revisions"}],"predecessor-version":[{"id":12375,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/posts\/12307\/revisions\/12375"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/media\/12306"}],"wp:attachment":[{"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/media?parent=12307"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/categories?post=12307"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/zamstudios.com\/blogs\/wp-json\/wp\/v2\/tags?post=12307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}