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Field Service Management Software

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FieldPulse logo

FieldPulse

4.6
(54)

Upgrade your trade

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Controlling the job schedule, keeping an eye on your field team, and delivering the quality customer experience that wins you referrals and repeat business is key to making money in field service. Expensive software doesn't help. Try FieldPulse, the most complete and simple field service software.

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BlueFolder

4.7
(53)

Work Order and Field Service Management Made Easy

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BlueFolder helps commercial service pros in the field stay on-schedule & access critical job details in a user-friendly interface. Get a demo to see BlueFolder in action and see how easy and powerful it is to use!

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Jobber

4.5
(608)

Quoting, scheduling, & invoicing for home service businesses

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Jobber is a software solution for field service businesses which is designed to help with quoting, scheduling, invoicing, and getting paid—faster

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Crew Control

4.8
(32)

The easy-to-use management software for managing your crews

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Crew Control helps field service businesses by organizing their schedules, allowing them to easily adjust for changes due to weather, and collecting all the information they need from their crews.

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OptimoRoute

4.6
(124)

Get routes that just work

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OptimoRoute helps field service management businesses provide stand-out service. The cloud-based software plans and optimizes routes in seconds. Save time and free up resources to grow your business. Get started with a 30-day free trial and scalable Starter, Business, and Enterprise pricing.

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simPRO

4.2
(118)

Streamline operations. Increase profits. Grow your business.

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simPRO is a leading global provider of field service management software for the trades. simPRO is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

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Synchroteam

4.5
(57)

Field service management software. Live support. Free trial.

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Field service management (FSM) software for mobile workforce tracking. Features scheduling, dispatch, calendar, job management, invoicing and map. Live support.

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Fieldwire logo

Fieldwire

4.6
(87)

Jobsite management solution built by, and for, craftspeople.

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Fieldwire is an online/offline mobile construction management app offering task scheduling, issue tracking and plan viewing features for free and paid users.

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Connecteam

4.8
(201)

Enhance employee management with the only all-in-one app

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An all-in-one employee app that's both powerful, affordable and easy to use, especially for the mobile workforce. Start for free!

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ServiceTrade

4.6
(273)

Commercial field service and customer service application.

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ServiceTrade mobile and web apps help commercial service contractors coordinate office staff and field technicians to deliver an amazing customer experience.

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Tradify

4.7
(130)

Powerful job management platform & app for small businesses

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Tradify's powerful toolset including field activity management is trusted by over 30,000 tradespeople and contractors.

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Evron Field Service logo

Evron Field Service

(0)

Field service solution for automating dispatch operations

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Evron Field Service is a cloud-based platform that helps enterprises automate dispatching activities and streamline administrative operations. Professionals can track task completion through customizable checklists and generate reports on technicians’ utilization rates.

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iM3 SCM Suite

4.4
(24)

Supply Chain, Warehouse, Asset & Field Serv. Mgmt. Cloud App

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iM3 field service mobility manages your field service operations by dispatching and managing the daily workload and communicating the information about your assets, repairs, maintenance needs. iM3 Field Service supports work order management, scheduling, preventive maintenance, technician dispatch.

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Bella FSM

3.9
(7)

Web-based field service management software

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Bella is an online field service management software offering features such as dispatching, scheduling, work order management, inventory tracking, and invoicing

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Odoo

4.1
(482)

Full Suite of Integrated Business Apps

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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget

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RazorSync

4.3
(488)

Field Service Management Software & Mobile App

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Manage all field service operations from scheduling and dispatching to job-site invoicing & estimating, it’s easy to streamline your operation with RazorSync.

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BiznusSoft Field Service logo

BiznusSoft Field Service

4.6
(17)

Field Service Software Delivered via the Cloud

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Centralized Account Management, Inventory Management, Workforce Management, Scheduling/Dispatch Management, Contract/Warranty Management, Work Order Management

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Jonas Enterprise

4.1
(140)

Contruction Software

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With over 14,000 users, Jonas Construction Software is a Job Cost, Service Management, Accounting package that brings together all business units and establishes efficiencies for your business. It is a truly integrated ERP solution for North American Contractors.

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InsightPro

4.8
(18)

Sales & installation, warranty & field management software

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InsightPro is a sales, installation and warranty management software designed to help manufacturers streamline and manage the overall warranty claims process, from beginning to end, with tools for quotes, invoices, customer management, claims management, purchase orders, real-time reports, and more.

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Quadra

4.5
(10)

Estimating, purchase automation, and job management solution

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Quadra is an estimating and purchase automation tool, which assists businesses in industries such as HVAC, manufacturing, oil, and gas, with the creation and modification of service contracts & quotes. Key features include bid management, invoicing, task approvals, and job expense tracking.

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Kordata

4.6
(5)

Flexible mobile business data collection within the cloud

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Kordata is a customizable data collection solution that utilizes mobile apps and secured, cloud-based transmission to collect, analyze and report business data

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Service Management Enterprise

4.2
(13)

A complete service management solution for SMBs

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SME Complete is a cloud-based solution designed to help service companies manage customers, maintenance, inventory and staff schedules

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NYLUS

4.5
(2)

Cloud-based field operation management solution

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NYLUS is a cloud-based field operation management solution that helps businesses of all sizes coordinate and manage field operations. With NYLUS, you can schedule jobs, track resources and materials, monitor equipment and personnel, view analytics reports on projects and tasks, send notifications to team members, set up purchase orders from the dashboard, and access relevant documents related to work orders.

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Smart Service logo

Smart Service

4.3
(261)

Add scheduling, dispatching, and more to QuickBooks.

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Add scheduling, dispatching, customer management, and more to QuickBooks with Smart Service, the best software for field activity management.

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allGeo

4.0
(25)

Automate. Innovate. Field Service.

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A 360-degree cloud-based platform with Industry-specific solutions that helps our customers automate their field service operations.

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Here's what we'll cover:

Buyers Guide

Field Service Management

FSM software helps businesses manage the on-site requests for their products and services. The software assists users in the following types of field service jobs:

  • Repair jobs such as HVAC repairs and plumbing repairs

  • Maintenance jobs such as annual servicing of air conditioners 

  • Installation and demonstration services such as setting up of air conditioners and water purifiers

  • On-site consultation services such as equipment safety assessment and add-on installation services

In this buyer’s guide, we define the core features of field service management software, look at the deployment options, highlight emerging trends, and list some important questions that you should ask potential vendors.

What is field service management software?

FSM software helps field service businesses obtain, track, monitor, and complete work orders. The software is a mixture of solutions such as the following:

  • Ticketing: Helps users create and manage customer requests

  • Work order management: Allows managers to track the status of jobs and coordinate with field service agents

  • Scheduling: Lets users manage the staffing of field agents

  • Customer relationship management: Helps users manage customer information and create marketing campaigns

Types of field service management software

In the process of finding the right software for your business, you should first understand the types of field service solutions in the market. Listed below are the main types of field service software:

Residential field service software: These solutions manage field service jobs on residential properties. Examples include residential pest control, house electrical works, and air-conditioning installation.

Commercial field service software: This software helps field service businesses that cater to commercial properties. Examples include equipment repair and servicing as well as industrial cleaning services.

While these are the major categories of field service software, there can also be an overlap. Some products may cater to both residential and commercial properties.

Key question to ask your vendor before you buy: Does your product support my line of business?

Deployment options for field service management software

Once you’ve decided the type of field service management software you need, the next step is to select the right deployment model. There are two major options that you can choose:

Cloud-based deployment: Solutions that offer this option are hosted on the vendor's servers and can be accessed from web browsers. The characteristics of a cloud-based solution are listed below:

  • Cloud-based products are generally priced on a per user per month basis.

  • Some products may also offer tiered pricing plans, where the price is higher for plans with more features.

  • Some cloud-based solutions include a mobile app that allows technicians to record notes and accept payments while on a job.

  • The biggest advantage of the cloud-based system is its ease of deployment and scalability.

On-premise deployment: These solutions are better suited for businesses that have the resources and staff to manage their IT infrastructure such as deployment, customization, and data management.

Here are some of the features of on-premise FSM solutions:

  • The on-premise deployment model incurs one-time investment costs and is priced on the basis of one license per user.

  • The costs of upgrades can be complex. While some upgrades are free of cost, such as bug fixes, some upgrades incur recurring costs.

  • On-premise solutions need pre-built infrastructures such as servers, network equipment, and communication servers.

Key question to ask your vendor before you buy: What are the additional costs apart from the monthly subscription fee or license costs?

Common features of field service management software

The next step is to understand the field service software features so that you can shortlist products based on your business needs. In this section, we’ve covered the essential features that you should look for when evaluating an FSM solution.

Work order management: Tracks and monitors the progress of all the jobs. Users can track the status of their scheduled, ongoing, and completed jobs in a dashboard view.

mhelpdesk

Work order management in mHelpDesk

Scheduling and dispatching: Collects your phone and online appointments to schedule employee calendars. You can make real-time schedule adjustments to account for emergency jobs and other such situations.

HouseCall

Dispatch management in HouseCall

Billing and invoicing: Manages customer balances and send invoices for payments. Some systems also include mobile payments, which eliminate the need for paper invoices.

ServiceM8

Invoicing in ServiceM8

Client management: Records, tracks, and analyzes customer contacts, job histories, and payment details. Users can also create email campaigns to remind customers about routine maintenance jobs.

Key question to ask your vendor before you buy: Are the features you offer relevant to my field service business?

*Note: The applications shown here are examples to show a feature in context and are not intended as endorsements or recommendations.

Field service management software integrations

There are a lot of factors to take into account before buying software—price, service, functionality, return on investment. But there's another important factor to consider: integrations.

Your business identified a need to simplify and automate its accounting practices, so it purchased accounting software. As your business continued to grow, so did the need for efficiency and managing scaling operations, so you considered field service management solutions.

But what does it look like to have more than one piece of software, and how do you make sure these applications all work together? That's where integrations come in.

What are integrations?

Many businesses manage their operations with an application stack—a set of applications that work together to form a system. Applications work together when they are integrated. The goal? Optimizing the performance and functionality of these application stacks.

Application-level integrations usually involve a transfer of data from one application to another. Fortunately, many software vendors provide pre-set integration options so that users do not have to build it from the ground up—in other words, the applications are designed to communicate with one another, so no IT expertise is needed on your end.

Built-in integrations make using old and new systems seamless. The applications' ability to communicate means they can automatically transfer information from one to another.

Why are integrations important?

When your business uses more than one application, syncing all the data from these applications is important. Without seamless integration, users will have to manually transfer data between the applications, creating a time-consuming and error-prone process. These are some of the benefits of purchasing FSM software that offers built-in integrations:

  • Ready to use: Ready-to-use integrations mean you can begin reaping the benefits immediately—no backend coding necessary.

  • Improved efficiency: When your applications are able to communicate with one another and share data, your business can reach new levels of automation—saving valuable time and resources in the process.

  • Improved visibility: Having your data in one place and available in real time means decision making is that much faster.

Most common types of software integrations for Field Service Management

To make the most out of your FSM solution, ensure that it integrates with the business applications that you currently use. These are the most common application types FSM software integrates with:

Payment processing: Allows field service businesses to accept payments using different methods such as credit cards, debit cards, and online transactions.

Accounting: Transfers transaction information from the FSM software to accounting software.

Customer Relationship Management: Integrates contacts from the FSM solution to the CRM system. This allows you to manage your marketing campaigns from the CRM solution.

Most common Field Service Management integrations

We looked at Getapp's Field Service Management Category Leaders and listed all the applications each of these products integrates with. Based on this information the ten most common applications that FSM software integrates with are:

FSM integration table

After figuring out whether the software you are looking to buy integrates with the applications you already have, there are a few more questions you should consider asking vendors:

  • Do you have use cases of how these applications work together?

  • What data is shared between the applications? Is the data sharing bidirectional?

  • How does the data integrate in the application and what is the user experience like?

Advanced field service management software configuration

Now that you’ve understood the common features and integrations, the next step is to evaluate the advanced features. We haven’t labeled these features as “common”, but some of these could be vital to your business. For instance, if your business operates a call center for customer complaints and inquiries, you should opt for the call center functionality. It will help you manage customer queries directly from the FSM software. 

Here are some advanced features you should check out:

  • Inventory management: Tracks and manages the products and tools used in your business. Some systems also help users track inventory for each vehicle to help field agents locate parts, such as hammers and spares, in their vehicle.

  • GPS tracking: Tracks vehicles and provides navigation assistance to field agents. Some systems also include driver monitoring to ensure safe driving practices.

  • Job quoting: Automates the process of filling the quote and proposal forms by inputting the necessary information from the job site into the system.

  • Digital signature: Officiates a contract through email and digitally captures client signatures.

  • Mobile access: Manages the activities of field agents and tracks the real-time status of field service jobs.

Key question to ask your vendor before you buy: What are the industry-specific features in your product that are relevant to my field service business?