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Field Service Management Software

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Jobber

4.6
(570)

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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Salesforce Field Service

4.2
(17)

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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Autodesk Construction Cloud

4.3
(1,9k)

Connect data, workflows, and teams

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Access all essential project information when you're out in the field and ensure that you are working with the most up-to-date version of drawings. Easily create and track issues, RFIs, checklists, submittals, assets - even if you can't connect to the internet.

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ServiceBox

4.3
(98)

Service industry work management

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ServiceBox is the custom solution without the custom price. Able to handle your entire business, let us show you how.

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ServiceTitan

4.5
(170)

#1 Management Software for Service Contractors.

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ServiceTitan is the leading business software solution for both residential and commercial field service businesses. Our powerful platform optimizes and eliminates tasks both out in the field and in the office with cloud-based responsiveness, real-time sync, and unbeatable uptimes.

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Workiz

4.7
(121)

The #1 scheduling and invoicing tool for field service pros

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With Workiz, field service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar. Workiz provides an easy-to-use platform which allows you to manage your scheduling, invoicing, payment processing, and much more.

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Kickserv

4.3
(291)

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

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WE ARE FIELD SERVICE. Simplify your Business with the #1 Rated Software for Service Pros. Complete management of jobs, leads, estimates & invoices. Manage your calendars, your jobs and all your contacts in one paperless place. Kickserv is trusted by thousands of service businesses for over 20 years.

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Mize Field Service Management

(0)

Field service management for durable goods manufacturers

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Mize Field Service Management is a cloud-based platform that helps durable goods manufacturers and their service partners to manage field service operations. It offers tools including service quote creation, a self service customer portal, maintenance scheduling, work order management, and more.

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Striven

4.8
(18)

Collaborative ERP for business process management

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Comprehensive cloud-based management solution for businesses. Includes Accounting, CRM, Projects, HR, etc on any device.

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simPRO

4.2
(82)

Streamline operations. Increase profits. Grow your business.

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simPRO is a powerful FSM software created by trade contractors, for trade contractors. If you're struggling with areas of your workflow, simPRO provides a streamlined platform to address your pressing challenges all while helping you increase productivity and profits.

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Housecall Pro

4.7
(2,5k)

Field Service Management App

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The most user-friendly field service software is here. Save time. Grow your business. Manage your money. Get organized. Do it all with Housecall Pro.

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Workorders

5.0
(1)

Work order ticketing system for small and mid-sized business

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Workorders is a cloud-based service management software for SMB’s and contractors, giving technicians and field staff access to centralized customer records tracking, appointment scheduling, work order creation, email notifications, payment processing and data syncing across devices including mobile

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Wrike

4.2
(1,7k)

Manage your projects from start to finish with Wrike

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Make all field activity seamless. Wrike's trusted field management app helps to keep all client experiences in one place and track progress both in and out of the office. Check up on other projects or give updates instantly from Wrike's mobile app.

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FieldPlus

(0)

Field Service Management + Inventory Control & Visibility

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MarginPoint is a leading provider of field service and inventory management software that helps service contractors
control inventory costs and grow revenue. They have the only supplier integrated solution that addresses the full inventory management workflow for all material.

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myGeoTracking

3.9
(23)

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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BuilderTREND

4.5
(1,5k)

A better way to build.

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Buildertrend is the No. 1 construction project management software. Trusted by homebuilders, remodelers and specialty contractors across the globe, we empower the industry with a better way to build.

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ProntoForms

4.6
(158)

ProntoForms is the leader in enterprise-grade mobile forms.

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ProntoForms is the leader in enterprise-grade mobile forms. Use our low-code form builder to create and deploy a custom field service app. Dispatch new tasks and trigger real-time notifications. Your field technicians can reliably collect the rich data you need - even when connectivity is down.

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Synchroteam

4.5
(49)

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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Protean

4.9
(13)

Cloud-based field service management software

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ServiceSight Pro help businesses in HVAC, communications, fire and security, and other industries streamline supply, installation, maintenance, and equipment hiring operations. Users can schedule recurring tasks, manage dispatch of resources, track team activities, and receive updates in real-time.

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Service Fusion

4.4
(139)

Easy. Powerful. Mobile. Field service management software.

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Service Fusion helps field service companies impress customers, reduce employee headaches, and get paid faster, without breaking the bank.

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Intuit Field Service Management

3.2
(5)

Enterprise field service management software

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Intuit Field Service Management ES is a field service management solution which offers job scheduling, invoicing, and real-time updates to deliver information to technicians & receive data from the field. Integration with QuickBooks Desktop Enterprise keeps field service and financial data in sync.

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Fieldwire

4.6
(84)

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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IntouchCheck

(0)

Mobile forms for inspections, audits, field reports & more

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IntouchCheck is a cloud-based forms automation solution that allows businesses to conduct inspections, audits, field reports & more, anywhere, on any device. The platform helps businesses implement operational procedures for health & safety, compliance, or general business management.

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ServiceWorks

4.1
(19)

All In One. Effortless. Accessible. Cloud Based Solution

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Manage your entire Field Activity Management under one scalable platform. Your crews, your jobs and the weather condition everything is accounted for in this software so you don't have to guess. Customized Template For Different Events With Ability To White Label Notification For Personalized Email

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Tradify

4.6
(120)

Powerful job management software for electricians & plumbers

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Tradify's powerful toolset including field activity management is trusted by over 14,000 tradespeople and contractors.

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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?

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