{"id":16172,"date":"2022-06-21T16:28:32","date_gmt":"2022-06-21T16:28:32","guid":{"rendered":"https:\/\/fieldnation.com\/resources\/optimize-field-nation-account\/"},"modified":"2023-02-10T08:41:37","modified_gmt":"2023-02-10T08:41:37","slug":"optimize-field-nation-account","status":"publish","type":"post","link":"https:\/\/fieldnation.com\/resources\/optimize-field-nation-account","title":{"rendered":"Four ways to set your account up for success"},"content":{"rendered":"<p><em><span style=\"font-weight: 400;\">By Amy Anderson<\/span><\/em><\/p>\n<hr \/>\n<p><span style=\"font-weight: 400;\">Are you a service company just getting started on the Field Nation platform? Or a business looking to optimize your presence on the marketplace? Either way, this blog is for you!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Read on to learn four practical ways to optimize your Field Nation account. These tips will help boost your reputation with technicians <\/span><span style=\"font-weight: 400;\">and<\/span><span style=\"font-weight: 400;\"> streamline your internal processes.<\/span><\/p>\n<a name=\"communicate-your-policies-and-standards\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"communicate-your-policies-and-standards\"><span style=\"font-weight: 400;\">Communicate your policies and standards<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Before accepting a work order, technicians want to know what it\u2019s like to work with your company. That\u2019s why it\u2019s essential to communicate your standard policies, procedures, and instructions. By sharing these policies up front, you can ensure consistency and prevent questions and issues.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, your company may have standard procedures related to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An escalation process if issues arise on-site<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Expense approval processes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Procedure for approving additional hours<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Policies regarding uploading deliverables or timelines<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Entering these policies into each work order can be tedious. Save time by <\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Setting-Company-Standard-Instructions-Policies-Procedures\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">updating the standard procedures <\/span><\/a><span style=\"font-weight: 400;\">in your Company Settings. Once updated, these details will be automatically attached to all work orders created by your company.<\/span><\/p>\n<a name=\"create-a-great-work-order\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"create-a-great-work-order\"><span style=\"font-weight: 400;\">Create a great work order<\/span><\/h2>\n<p><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Creating-a-Great-Work-Order\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">A well-written work order<\/span><\/a><span style=\"font-weight: 400;\"> significantly impacts your overall success on the Field Nation platform. In contrast, a work order that is vague or incomplete can cause issues during a project.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some things to include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A descriptive title that clearly summarizes the project and avoids company jargon.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific project requirements, such as required tools and appropriate work attire.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Escalation path, including who to contact with questions or issues onsite.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Required deliverables such as signatures and photos to submit when work is completed.<\/span><\/li>\n<\/ul>\n<a name=\"approve-work-orders-quickly\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"approve-work-orders-quickly\"><span style=\"font-weight: 400;\">Approve work orders quickly<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">When reviewing and requesting work orders, technicians consider many factors. One of the key factors is your Estimated Time to Approval. This metric represents the number of days it takes you to approve 90% of work orders in the past six months.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Technicians use this metric to determine when they can expect approval after they complete a work order. Short approval periods help to build trust.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Field Nation platform includes several features to help <\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/tips-for-maintaining-timely-work-order-approvals\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">optimize Estimated Time to Approval<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Best practices include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Establishing notifications.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Setting up a Target Approval Period.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adding this metric to your Flightboard and Executive Dashboard.<\/span><\/li>\n<\/ul>\n<a name=\"provide-company-contacts\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"provide-company-contacts\"><span style=\"font-weight: 400;\">Provide company contacts<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The Field Nation team is here to help whenever you need it. Updating your company contacts makes it easy for our team to connect with you.<\/span><\/p>\n<p><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Adding-your-Company-Contact-information\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Adding contact information for your team <\/span><\/a><span style=\"font-weight: 400;\">in the Field Nation platform will help us quickly contact you regarding work order questions, technical issues, accounting information, or other topics.\u00a0<\/span><\/p>\n<a name=\"looking-for-more-insight-into-optimizing-your-field-nation-account\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"looking-for-more-insight-into-optimizing-your-field-nation-account\"><span style=\"font-weight: 400;\">Looking for more insight into optimizing your Field Nation account?<\/span><\/h2>\n<p><a href=\"https:\/\/support.fieldnation.com\/s\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Visit our Help Center<\/span><\/a><span style=\"font-weight: 400;\"> if you\u2019d like more information about using these features to help your company stand out on the marketplace.<\/span><\/p>\n<hr \/>\n<p><i><span style=\"font-weight: 400;\">Amy Anderson has held leadership roles in training and customer service for nearly 10 years. As a senior customer success program specialist, she leads training, onboarding and adoption programs in which she helps over 11,000 Field Nation clients achieve maximum value from the Field Nation platform.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Looking to streamline your internal processes and boost your reputation with technicians on the Field Nation platform? This blog has four practical tips for optimizing your account.<\/p>\n","protected":false},"author":53,"featured_media":16939,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"xn-wppe-expiration":[],"xn-wppe-expiration-action":[],"xn-wppe-expiration-prefix":[],"footnotes":""},"content-group":[],"class_list":["post-16172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","fldn_content_category-best-practices","fldn_content_type-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Four ways to set your account up for success | Field Nation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fieldnation.com\/resources\/optimize-field-nation-account\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Four ways to set your account up for success | Field Nation\" \/>\n<meta property=\"og:description\" content=\"Looking to streamline your internal processes and boost your reputation with technicians on the Field Nation platform? 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