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Field Service Management Software

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Housecall Pro logo

Field Service Management App

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Housecall Pro is a full-suite tool that enables service professionals to run their entire business from their smartphone and complimentary web portal.

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Jobber logo

Quoting, scheduling, & invoicing for home service businesses

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Jobber’s powerful software is perfect for home services businesses. Keep jobs on track and provide a seamless customer experience. With a mobile app, free training, and simple setup, Jobber helps you save time while delivering 5-star service. Get started today.

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BlueFolder logo
Category Leaders

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 & work order management features in a mobile and web-based user-friendly interface.

Get a demo to see BlueFolder in action. No long-term commitment required – cancel anytime.

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ServiceTitan logo

Management Software for Service Contractors.

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ServiceTitan is a cloud-based field service management solution that proudly support irrigation, commercial septic septic, water treatment, Audio/Visual, commercial locksmith, HVAC, plumbing, construction, electrical, garage door, chimney sweep, and water treatment companies

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Service Fusion logo

Easy. Powerful. Mobile. Field service management software.

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Service Fusion is a cloud-based field service management software that helps to connect office staff, technicians, and clients.

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Salesforce Field Service logo

Cloud-based field service and onsite job management

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Field Service Lightning by Salesforce is a cloud-based field service management platform designed to help businesses manage their mobile workforce. The centralized platform allows users to automate appointment scheduling, manage work orders & gain real-time visibility into field service operations.

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Fieldmagic logo

Field Service Management, Maintenance Management & CRM

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Fieldmagic is a complete and mobile field service platform designed for fire services, electrical, plumbing, security & maintenance, and HVAC industries

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ServiceJan Field Service Management logo

Cloud-based field service management software

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ServiceJan Field Service Management is a cloud-based software that assists businesses of all sizes in repair and service operations industry with customer relationship management (CRM), enterprise resource planning, payment processing, and more.

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Kickserv logo
Category Leaders

#1 Most User-Friendly Software to Run a Service Business

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Built and Trusted By 1000s of Service Pros! Complete Paperless Job Management: Leads, Estimates, Team Scheduling, Running Jobs from the Field, Time Tracking, Dispatch Mapping, Invoices, Payments and More! Fully integrated with Quickbooks. Award-Winning: Most User-Friendly and Most Affordable.

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Operix logo

Optimize operations. Accelerate revenue.

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A centralized field service management and communication hub for commercial specialty contractors

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ServiceWorks logo

All In One. Effortless. Accessible. Cloud Based Solution

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ServiceWorks is a cloud-based field operations management solution which provides tools for scheduling, dispatch, accounting, inventory management, point of sale (POS), and more. The software is designed to end-to-end business management for service, and delivery companies.

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Commusoft logo
Category Leaders

All-in-one job management software for field service

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Commusoft is an all-in-one work order management software designed for the field service industry. We help businesses manage jobs, quotations, complex technician schedules, PPM, inventory management, invoicing, and customer communications, plus integrations with accounting and payment solutions.

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Synchroteam logo

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 mapping. Live support and mobile application available.

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Inspect Point logo

From Inspection To Collection

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Inspect Point: Simplify fire & life safety inspections with one platform. Ensure compliance, boost efficiency, and grow your business.

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AMCS Field Services logo

Operations management software for utility associations

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AMCS Field Services (formerly Utility Cloud) is an operations management software designed to help organizations handling utilities, such as industrial wastewater, sewers, or natural gas, control distributed field assets and schedule inspections and maintenance activities.

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CompanyCam logo

Build trust with less talk.

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CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—location and time-stamped—stored securely in the cloud. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere.

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CRM RUNNER logo

Mobile field & office service management solution

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CRM Runner is a full featured, mobile field & office service management solution that allows users to manage their business from the office and on the go. Users can manage job scheduling to field staff, and get real-time on-field work progress information.

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ServiceM8 logo

We're for small business

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ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments.

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Trade Service Pro logo

Trade Service Pro helps optimize any field/trade business

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Trade Service Pro (TSP) is a competitively-priced field service management app that empowers users to organize and manage their business and the way they do business. TSP's features include CRM, scheduling, estimates, proposals, invoices, custom forms, payment processing, and more.

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TrueContext logo
Category Leaders

Leading mobile data collection and workflow platform

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TrueContext, formerly ProntoForms, is the leader in mobile forms and workflows. Built for field teams, TrueContext makes real-time, accurate data collection fast and easy. Empower your field employees to complete complex inspections, audits, and other tasks wherever their jobs take them.

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Fieldwire logo

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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Ventus logo

Service and Construction ERP

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Vertical Market Software is a fully-integrated service management solution that includes a CRM, job costing, service management, and inventory control.

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Autodesk Construction Cloud logo

Connect data, workflows, and teams

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Autodesk Construction Cloud combines advanced technology, the industry’s largest builders network, & predictive insights to connect people and data across entire building lifecycles. With unified solutions, teams are empowered to connect workflows, reduce risk, and increase profits.

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Kordata logo

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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ProValet logo

Cloud-based field service management software

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ProValet delivers a three-dimensional cloud-based management platform that simplifies and automates job scheduling, dispatching and tracking as well as customer invoicing and payments through a web-based interface and applications for field technicians and for customers.

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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?