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Field Service Management Software

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Jobber logo

Jobber

4.5
(643)

Quoting, scheduling, & invoicing for home service businesses

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Buy now and save up to 50%. Jobber’s powerful software is perfect for home services businesses. Keep jobs on track and provide a seamless customer experience. Start your free 14-day trial!

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CompanyCam

4.6
(72)

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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Housecall Pro logo

Housecall Pro

4.7
(2.7K)

Field Service Management App

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Call now to start your free trial: 833-903-2949

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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Kickserv logo

Kickserv

4.4
(364)

#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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Fieldmagic logo

Fieldmagic

4.7
(15)

Field Service Management, Maintenance Management & CRM

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Fieldmagic is the #1 field service management platform that combines best practice industry workflow with the power and flexibility of a leading CRM platform.

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Crew Control logo

Crew Control

4.8
(36)

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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FSM Grid logo

FSM Grid

5.0
(1)

Omnichannel field service management solution

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FSM Grid is an AI/IoT enabled, omnichannel field service management solution that automates scheduling, routing, work orders and inventory control.

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Autodesk Construction Cloud logo

Autodesk Construction Cloud

4.3
(2K)

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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ProntoForms

4.6
(224)

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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simPRO logo

simPRO

4.2
(121)

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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CRM RUNNER logo

CRM RUNNER

4.3
(9)

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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Synchroteam logo

Synchroteam

4.5
(59)

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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Jotform logo

Jotform

4.6
(1.2K)

Powerful Forms Get It Done

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Expertly manage tasks in the field with Jotform Enterprise. Collect and schedule work orders, receive payments, get customer feedback, and much more. And while doing so, stay in full control of your data with advanced security features and fully-customizable permission settings.

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Ventus logo

Ventus

4.4
(42)

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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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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BlueFolder logo

BlueFolder

4.7
(59)

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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MetaField logo

MetaField

4.3
(34)

The premiere construction materials testing software.

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MetaField is the premiere provide of cloud-based construction materials testing for CMT and geotechnical engineering firms. MetaField that helps streamline workflows and automate processes.

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ServiceTitan logo

ServiceTitan

4.3
(198)

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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Connecteam logo

Connecteam

4.8
(231)

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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AI Field Management logo

AI Field Management

4.9
(57)

1 Platform: Workers, Contractors, Customers, Jobs, Equipment

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Is AI-FM Different? Easy as 1-2-3!

AI-FM = 1) Award Winning Tech + 2) Fair Price + 3) 5 Star Reviews


- No less than EIGHT 2019/20/21/22 Awards from Gartner

- Pricing starts at only $/€ 7.99/user/mo

- Genuine 5 Star Reviews

- Integrations: Quickbooks, Zapier, Siri, Google Asst, Calendars....

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NYLUS  logo

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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Better logo

Better

4.3
(83)

Build Excellence

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Provide franchisors with quality technology and exceptional customer service so that their franchisees can achieve excellence

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Orcatec logo

Orcatec

5.0
(7)

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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UpKeep logo

UpKeep

4.6
(1.2K)

Asset Operations Management Software

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UpKeep is a mobile maintenance management software (CMMS) for field service-- which allows users to manage their team, assign work orders, and sync devices

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MobiWork logo

MobiWork

4.9
(98)

Robust, Scalable, & Configurable Mobile Workforce Solution!

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#1 field services software solution for your employees in the field, in the office, and your 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?