Gear up for 2023: How to prepare your business for a new year

The end of 2022 is fast approaching, and while it's exciting to look back on the year and celebrate the fact that you've made it another year, it's just as important to look ahead and start preparing for the new year.

Getting ready for a new year can be challenging, so we've put together a guide to give you the guidance and direction you need to gear up for 2023.

The value of preparing for 2023

The prospect of a new year is exciting, but if you're not prepared, you'll fail to take advantage of the opportunities that come with a new year. However, with a plan of action, you can maximise your chances of success.
A strategic plan can improve efficiency, communication, decision-making, and resource utilisation and help you grow a successful business.
Creating a plan and sharing it with your technicians can increase efficiency. When your team knows what the company is working towards and how management plans to support the team to achieve objectives, it gives them confidence in the leadership of the business, helping boost motivation and productivity. And with everyone in your organisation on the same page, you can improve communication by eliminating miscommunications or confusion.
With a strategic plan in place, you can improve your decision-making process. With detailed information about what the business aims to achieve, you can make decisions that will help the company get one step closer to its goals. It also makes the planning of resources more manageable. With an outline of your goals, you can determine the resources and materials you need to reach these targets. This can help you utilise resources more effectively to maximise productivity and profitability.

How to get started

To help you get started, we've compiled a list of actionable steps you can take to get your business ready for the new year.

Review the year

Before preparing for a new year, take some time to review your 2022. Consider your wins and losses, determine whether you reached your goals, and assess whether your processes helped maximise productivity or led to a poor use of resources. Reflecting on the past year and identifying your successes and failures will make it easier to determine how to take advantage of your strengths and improve your weaknesses over the next 12 months.

Look ahead

To survive in the industry, you must be willing to adapt to the changing environment. Emerging technologies, like the Internet of Things (IoT), artificial intelligence (AI), and wearable technology, are revolutionising field service. Keeping your finger on the pulse can help you prepare your business for the future. When familiar with the latest industry trends and technologies, you can take advantage of new opportunities to grow your business and stay competitive.

Set new goals

Goals are the key to monitoring progress and keeping employees accountable. As your business grows and new challenges arise, it's crucial to review your current goals and set new ones. The end of the year is an excellent time to review your progress and use your findings to set new goals. Use data to review your goals, but also take the opportunity to discuss your goals with your team. From their experience in the field, they may be able to provide unique insight that could help you create a plan.

Communicate with your clients

Your customers' needs and expectations constantly change, so to keep up with their demands, ask them for feedback. Use their feedback to determine how to adapt your service to keep them happy and offer a competitive service in the new year. As well as asking them for feedback, get in touch with them to thank them for their support and wish them well for 2023. Authentic customer communication can help strengthen your relationships with your clients and remind them why they've chosen to work with you rather than your competitors.

Set your business up for success

A plan of action is only effective with the right tools. In the field service industry, you can implement a strategic plan successfully with Service Management Software.
With Service Management Software, you can:
  • Save time by automating job scheduling, route planning, quoting and invoicing.
  • Increase efficiency by allocating jobs to technicians with the best skills for the job and maximise productivity by sending the nearest available workers to job sites.
  • Improve communication and coordination by using one platform for communication and job management.
  • Increase transparency with real-time updates and vehicle tracking.
  • Store all job data in one place and give your team access to information anywhere at any time with our mobile app.


Gear up for a new year in the field service industry with Service Management Software. Get started with a 14-day free trial, or contact us to sign up and get your team up and running with the system before 2023.

Try our Software, FREE For 14-Days

Start a 14-day Free Trial. Unrestricted and Totally Free! Keep control of your entire business in one place.

Secured data. No fixed-term contracts. No card details needed.

We use cookies to enable website functionality, understand the performance of our site, and serve more relevant content to you. If you continue to use this site we will assume that you are happy with this.

For more information, please review our Privacy Policy and Cookie Policy.