Integrator Technician Field Software Usage (Statistics)

Author: IPVM Team, Published on May 07, 2018

Maintaining accurate notes and documentation from field technicans is a difficult and important task for a security integrator operation. Keeping technicians, service managers, and salespeople aware of conversations and site visits can increase customer satisfaction and lead to more sales. In our Integrator Help Desk Software Usage report, an integrator asked us about field service software, so we issued a new survey.

150+ integrators responded to:

What software do your technicians use in the field to record and track interactions with customers? Why?

*********** ******** ***** *** ************* **** ***** ********** ** * difficult *** ********* **** *** * ******** ********** *********. ******* technicians, ******* ********, *** *********** ***** ** ************* *** **** visits *** ******** ******** ************ *** **** ** **** *****. In ************* **** **** ******** ***** ******, ** ********** ***** ** ***** ***** ******* ********, ** we ****** * *** ******.

***+ *********** ********* **:

**** ******** ** **** *********** *** ** *** ***** ** record *** ***** ************ **** *********? ***?

[***************]

*** ******* *******:

No ******** ** ********

**** ** *** ********* ********* ***** ** ******** ****** ** track ********** ************. ** **** ** ***** ***** **** ********** themselves ** * ***** *******, *** ******* ** ********** ***** trail. ****** ***** ***** ***** ******* ** * ******** ***** of ********. * ****** ** *** ********* *****:

  • "****, *** ** ***** *** **"
  • "**** ** *** * ***** * ******* ******** **** ** employees."
  • "******* *** ****** ************. ** ***** *** ***** ** **** with *******. ** ****** ******, * ********** ***** **, *** that ** ********** ****."
  • "****, ** ***'* **** ** *** ********* *** **'* *** crucial *** ** ** **** ***** "
  • "*** ****** ******** ******** ** **** *****"
  • "** ** *** *** *** ******** *** **** *******"
  • "** ******** ** **** **** ** ****"
  • "****. ***** ****** ******* ***** ** *** ****'* ****** ***** it ** *********. "
  • "*** ******* *****'* ****** ******** **** ****."
  • "** ******** ** **** **** "
  • "**** ***'* ***** ***********"
  • "****."
  • "****. **** *** *** ****** ***** *** ***** **** ** completed. "

Project ********** / ****** / *** ****

**% ** ********* ***** ******* ********** ****, ****** ****, ** hosted ******** ***** ****, **** ************* *** **** ******* ***** as *** ******* ******* *** ***. **** * *** ******** more **** * *********:

  • "** *** ********** ** *** ************ *** **** *** ****** in *** *****. * ******* **** *** *** **** ************ and ********."
  • "*********.*** ** **** ** *** ***** ******* ** ** ********** and ***** *** ******* *****."
  • "** *****. ***** *** ******** ***** ******** ** ********** ** wider ********. "
  • "********. ******** ****** ********* ** **** *** ** *******, ******** and * ****** ** ***** ******. ******** ** **** ********** into *** ****** ***** **** *** ****** ** *** **** open **’* ** *******. "
  • "** **** *** ***** ***. ****** *** *** **** *** suite ** ******** ***** ** **** ** ********* *** *** techs. "
  • "****, ** ******** ** **** * ********, ***, *** ****** support **********. "
  • "********* ****** *** ******, *** ***** *** **** ****** *** logged."
  • "******* ******* (***, ***). ** ******* ***."

ConnectWise **** ****** ******** ********

*** ******** **** ***** ** **** **% ** *********, *******, half ** ***** **** *********** **** ***************, ********* *** ***** of **** ********** ******* (******** ****** ******* ********,******** ********,******** ********** ******* ********):

  • "** *** ****** ** *********** ** ** * ****** *** of ********* *** ********** ***** *******. ** ******* *** ******* to ****** ***** *** ****** ***** ******* **** *** ****** is ********* ** *** ******** ** ******* ********."
  • "*********** - ** ** *** *** *** *********** ***** *** communication *******. ******* - ******* ***-**-*** **************"
  • "** *** ****** ** *********** *** * **** ********** **********."
  • "** **** * ******* ***** ***** **** ***********"
  • "** *** *********** *** ***** ************ *** ******* **** *** tech ** ** *** *****."
  • "***********. **** *** ** ** *** ******** ** * ***** where ****** ****** ** **** ** **** ** ***** **** left *** ** **** ** ******** ** ******* *** *******. "
  • "** *** *********** ********** ** ****** **********."
  • "*********** ******. ** *** ** *** **** ******** *** ************* with *** ********* ** ****** ******* *** ************** ****** ** update ****. "
  • "***********. *** ******* *** *** ***** *** ******* ******* ***********. If *** *** ** **, ** ****'* ******! "
  • "*********** */******* ***********. **** ** *** *********** ******** **** *** company ** ***** ** **** ****."
  • "*** *********** *** *********** ****** *** ****** ******** *** ** do *** *** ** ** ******** **** *** ******** *** sign **** ** ********. "
  • "*********** ** **** ** ******** ** ** ****, *** **'* too ******....** **** ***'*. "

*****

* *** ** ******* ********* ***** ***** ** ********* ******** package *** ****** *****, *** ******** ************** ******* ******:

  • "****** ***** **** ******** ************ ** ***** ***** ***** ******* that ***** ** ****** ** *****, ****** **** ******** ******** equipment, ***."
  • "**** **** ***** ** **** *** **** ***** ** **** to *** ****** **** *** *** ******. ***** **** **** has ****** ****** *** **."
  • "***** *** ** ****** *** ****** *** **** ****"
  • "** *** ** **** *** ************** **** *** ********* ** a ******* ******** *** *****"
  • "*****. *** ** ***** ** * ******* *** **** * record ** **."
  • "** **** ***** **** ******** ************ ** ***** ***** ***** updates **** ***** ** ****** ** *****, ****** **** ******** provided *********, ***. "
  • "**** ***** **** ** *** ******. "
  • "*****"
  • "**** ******* ***** **************"
  • "...****** ** ******. "** ** *********" ****** ** ******* *** expectations *** ************ ***** *****."
  • "*** ****** *** ******* ** ******* *** ********* ** ******** name"
  • "*** ***** *** **** ****** *** ******. ****** *** *** recorded ** **** *** ****** **** *** *****."

Comments (10)

Ty Mullen

COR Security, Inc. | 05/07/18 04:01pm

**** ****'* * ******. * *** ****** ***** *** *-* platforms **** **** **** ******. * **** **** ** ***** out ***********.

Andrew Montgomery

IPVMU Certified | 05/07/18 09:38pm

** **** **** ************* **** **** ***** **** **. ** ***** *** ** the **** *** *** ******** *** ** ** * ***** tool *** **. * **** **** ** ******* **** **** one ****** ** ** ******** * **** ** ** **** teams ******* ** *****.

**'* **** ** *** ** ****.

Ty Mullen

COR Security, Inc. | In reply to Andrew Montgomery | 05/07/18 09:47pm

*** **** ** *** **** **** **** **********/******* ****** ** all, *******?

Undisclosed Integrator #1

05/09/18 08:19pm

*********** ****** ******! ***** ****** *** **** *** ********* * small ******* *** ******** ********* ** ****. ***** * ******** of **** ******* ** *** *** ******* *** ******* ****** we ********** *** * **** ***** ***** ******** **** ***** not *******. ***** *** **** ***** ****** ***** **** ***** do ****, *** ** ***'* *** ********** ** ***. * tried ********** ****** ** ** ***** ********* *** *** *** to *** ***. **** ** ***** ** ***** ************ ******** they *** *** ****** *********** ********* ** ***. ** *** have ** *** *** ********* *** *** **** ** **** business **** ******** ** * ********. **** ***'* ** **. There **** * **** ** ***** ****** **** **** ****'* work. ** *** *** ***** ****** ** **** *** *** products *** ********** ********. **** **** ******** ***** *** **** trying ** ********* *** *** *** ********. ***** *** *** issues *** ****** ******** **** ***** **** ** ************** ** pulled *** **** *** * ****** ***** *** ***** ******** for * **** **** *** ******. ******!!!

Michael Miller

In reply to Undisclosed Integrator #1 | 05/09/18 08:41pm

* ***** ** ********* ** ******* **** ******* ***** **** issues. *********** ** ** ******** *** *** *** **** ** configure ** ** ** ******** *** ****. ** ** * lot ** **** ** ***** *** **** ** **** *** you ****. *** ***** ** *** **** ***** **** **** days ***** * ****** ** ******* ** *** ** *** over *** **** *** ** **** ***** **** ** *** we *** **** ******* ***. ** *** ** ****** **** Sell ************ **** ** *** ***** *** ***** ****** ***** make ** *** *** **** ******** *** ************.

** **** ****** *** *********** ***** ** *******/******* **** ***** Connectwise ******** **** **** ********** **** *** *******. **** *** been * **** **** ** *** *** ******* ***********. ** you ***** **** ***** ** *** *********** ***** ** ******* or * **** **** ******* ********. *** **** ****** ********* to ****** ** *** ***** **.

Undisclosed Integrator #2

In reply to Michael Miller | 05/15/18 03:04pm

*********** #* *** ******* ******,

***** *** **** *** *** ***********. ** *** *********** ************ ConnectWise ** ** *********** ** ********* ******** **********.

*******,

*** *** ***** *********** ** **** "**** ********" *** ******* accounting, *********, *** ** **** ** * ******* ********** *** Service ********** ****?

***** *** ****!

Michael Miller

In reply to Undisclosed Integrator #2 | 05/15/18 03:07pm

** *** ***** *********** ** * **** ********. ** ** integrated **** **** ** *** *** ******** *** **** ****** Connectwise.

Ty Mullen

COR Security, Inc. | 05/09/18 08:49pm

** * ***** * ********* ** * ******** ******, ** this ***** ** *** **** ******* *** ********* ****** **** ties **** *** ********** ********. ** *** ****** ** ***** the ***** **** ******* **** **** **** *** ***** *** left *** **** ***** **** *** *****. **** ****** ******* else **** ** ****** **** ***** *** **** ** **. If ** *** * ****** **** ******** **** ****, ** would ** * ******* *****. ********** *** ***** ** *******.

**** * ***** ** ******** *** ******* ********* * **** report **** ** **** ****** ** **********.

Michael Miller

In reply to Ty Mullen | 05/09/18 08:53pm

** *** ******* *** ********* ****** **** *****’* ** ********* have * **** *************

Joe Piacentino

06/05/18 03:32pm

** **** **** ***** ***** ******* ***** ********** **** *** quickbooks. **** **** ***** **** * ****** ****** *** *** technicians ****** ******. ** **** *** ********. ** ** ******* wish *** **** ***** ************* *** *** ***** ** *** mobile ******** *** *********. *** ***** **** ** **** *** many ***** **** **** ****** *** **** *** ****** ****** make *** ***********. ***** **** **** ** *** **** **** to **.

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