Field Service Management Software
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Compare the Top Field Service Management Software of 2020
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Compare the best Field Service Management software currently available using the table below.
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1
SMART Software
SMART
Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.
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2
Synchroteam
Synchroteam
Synchroteam scheduling software and mobile app is the best tool to organise your Service Business. Synchroteam is a complete, feature-rich, and customizable solution suitable for field service businesses of all types and sizes. It covers scheduling and dispatch, mapping and GPS tracking, job management and reporting, inventory management, quote, invoice, field service CRM, payment solution and more.
Starting Price: $22.00/month/user -
3
Fieldmagic
Fieldmagic
Fieldmagic is modern and easy to use field service and asset management software with a built-in CRM designed to help organisations accelerate and track their sales performance, schedule jobs, capture field data more efficiently, and deliver better customer service.
Starting Price: $9.00/month/user -
4
360e
360 Enterprises
Originally created for electrical contractors, 360e is an all-in-one quoting, scheduling, tracking and billing software that is designed by contractors, for contractors. 360e bolsters efficiency and profit while eliminating the daily operational headaches that kill profits. Powerful, flexible and easy-to-use, 360e manages everything from service calls to larger bid jobs through a single system while seamlessly connecting office and field operations. Designed for small-medium sized companies.
Starting Price: 100/month -
5
Fergus
Fergus Software
Fergus is an innovative cloud-based Job Management software that facilitates the essential task required to run a trade-based operation. Intended to work for an individual professional or teams, the platform offers a full workflow organizer from quoting to invoicing and everything in between.
Starting Price: $40.00/month/user -
6
CrewTracks
CrewTracks
Ditch timecards, safety forms, and your daily reports. CrewTracks is the first truly paperless field management solution in the mobile timekeeping space. The web interface enables you to import bids, schedule jobs, dispatch crews and equipment, and view automatically-generated reports in real time, while the mobile app allows field workers to report attendance, production, and materials and equipment usage. Additionally, our document management feature allows you to upload plans, drawings, or custom PDF forms for the field crews to view, edit, annotate, and sign. CrewTracks helps you gather the information you need to eliminate paperwork, stay within budget, and stop letting time and money slip through the cracks.
Starting Price: $10-$25/employee -
7
PESTBOSS
PESTBOSS
PestBoss provides operational structure and business intelligence that enhances the expertise of pest control professionals looking to increase capacity and simplify process management. PestBoss is conceived, designed and finely tuned to help determined pest control business leaders manage and grow their operations while adhering to ever-increasing standards and safety regulations. Updated with new and enhanced features regularly and backed by our industry-leading service level agreement, PestBoss is the business management application of choice for successful Pest Control companies. Intuitive and easy to use account management and CRM features. Convert prospects to revenue generating accounts. Prioritize work schedules with simplified task and appointment management features. Provide Client Portal convenience for accounts requiring on demand access to data and documentation.
Starting Price: $79 per month -
8
Certainty Software
Certainty Software
Certainty is a powerful and trusted enterprise-level audit and inspection software solution to manage and report business risk, compliance and performance metrics easily and efficiently. Used by more than 100,000 professionals to complete over 2,000,000 audits and inspections annually, Certainty Software is an audit and inspection management solution that provides all you need to easily collect, collate and report consistent, accurate and meaningful metrics across your business. Certainty allows for data entry from paper, browser, Excel import or the Certainty app for smartphones and tablets and provides all you need to design and manage audit/inspection checklists; collect and report audit/inspection data and manage and mitigate the risks, incidents and issues identified in the audit/inspection process.
Starting Price: $14 per user per month -
9
eWorkOrders CMMS
Information Professionals, Inc.
Highest rated, easy to use, affordable and powerful, web-based CMMS! Easily manage & report on your daily operations and plan for future requirements. Manage Work Orders, PMs, Assets, Inventory, Employees, Predictive Maintenance, Documentation, Scheduling & Service Requests. No software to install, no hardware to purchase, access eWorkOrders anytime, anywhere. Upgrades & tech support are included. Be up and running in a day! Find out why we are consistently the highest rated! Request a Free Demo Now - https://eworkorders.com/schedule-a-free-demo-or-contact-us/
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10
Janitorial Manager
Double A Solutions
Janitorial Manager is a Janitorial Work Management System that enables managers to track performance and provide insights to employees. Fully integrated and an all-in-one system, Janitorial Manager provides users with tools such as inventory management, bidding, work management, and spreadsheets. Janitorial Manager also provides users with two mobile apps for mobile and flexible management.
Starting Price: $50/mo -
11
Orderry
Orderry
Orderry is an all-in-one solution is specifically designed for repair shops. Software for service businesses designed to optimize and automate business processes saving time and money. Easy-to-use service management software in the cloud: - Customer database and order management; - Inventory management; - Communication with customers, buyers, and suppliers; - Keeping cash accounting; - Individual payroll calculation; - Sales management; - Creating finance, inventory and order reports; management accounting. Orderry aggregates all the crucial metrics of your business on a single page for you to see a bigger picture. The service also provides you with a convenient reporting system, so you can regularly check the figures.
Starting Price: $19.00/month -
12
ServiceWorks
Service Works
One stop platform for everything needed to run, grow and transform a business. Cloud Based SaaS Solutions for managing complete business operations. Mobile App for Running Business on the Go on Android and iOs. Integration with third party systems for payment, inventory and work order
Starting Price: $29.00/month/user -
13
Flowlens MRP Software
Flowlens
Flowlens is cloud manufacturing CRM and MRP software for Small - medium sized manufacturers and dealers of equipment, machinery, plant and industrial systems. Flowlens gives you - one place for your business - sales, inventory, purchasing - production, profitability - after sales service and asset history - CRM / Supplier management - tasks, uploads, email tracking - automatic document creation Flowlens links to Xero, Quickbooks Online, Sage 50 and Kashflow accounts packages, enabling data to be seamlessly transferred without manual rekeying. Flowlens customers typically migrate away from manual repetitive processes, spreadsheets and hours of effort, to enjoy savings of a day a week or more per person. Visit our website to watch case studies and view a full demo webinar video. Manufacturers and dealers wishing to learn more can avail of a free trial for 2 weeks, with expert help included. Flowlens also provides expert implementation and training packages.
Starting Price: $149 per month -
14
Jonas Enterprise
Jonas Construction Software
Jonas Enterprise is a top-rated service and construction software for general and specialty contractors, mechanical, HVAC, electrical, and plumbing businesses. Trusted by leading service and construction businesses, Jonas Enterprise offers a fully integrated solution that covers construction accounting, construction and project management, purchase order and procurement, dispatch scheduler, inventory, equipment management, and more. Thus, enabling businesses to streamline operations to increase growth.
Starting Price: $8000.00/one-time -
15
icmInspector
icMobile Systems
icmInspector is a system for automation of control, review and audit processes. It consists of a central part responsible for administration and management and a mobile application for Android. Improvment of quality in the organization through the implementation of modern control, inspection and interial audit processes that allow for the detection of irregular and undesirable situations in an unreliable, dispersed way and in real time. Minimalization of operating costs by shortening the time of preparation and distribution of materials and tools for control activities by replacing them with electronic versions. Increase the efficiency of employees responsible for controls and audits thanks to tools of fast and flawless data collection, protecting against omission of key information and introducing the possibility of scheduling work. Eliminate errors, abuses and fraud in the control process, by enforcing only logically permissible responses, recording metadata of data collection.
Starting Price: 21€ per month -
16
Field Pros
Field Pros
#1 Industry-leading CRM/ERP designed by Service industry Professionals. Field Pros helps companies track each critical aspect of the business, such as project management, fleet tracking, to collecting payments. We help companies with crews run efficiently and effectively. Our founders have 35+ years of experience running service companies, taking on our knowledge of the industry, and combined with artificial intelligence; we have designed the most cutting cloud CRM designed for the service industry. Our platform is designed for the service industry regardless of the trade, your company can take advantage of the cutting edge technologies which will allow you to run your company more efficiently and effectively.
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17
WebFletch Business Manager
WebFletch
Job Management Software for businesses. Assign jobs to your engineers and schedule work for your customers. Automatically generate job-sheets. Engineers can update jobs via our iPhone or Android App.
Starting Price: £29.00/month -
18
Maxpanda CMMS
Maxpanda Software
15 DAY FREE CMMS TRIAL - Starter plans @ $39/m include UNLIMITED USERS. Imagine having No Setup Costs, No Contract, Unlimited Users & gentle on the pocket book. Maxpanda CMMS requires no staff training (we do this), runs on any PC, MAC, smartphone / tablet. Maxpanda CMMS is partnered with Amazon's Cloud Service, the only thing you'll ever need is your smartphone or tablet. START TODAY: 30 second signup or request a FREE webinar to compare Maxpanda against other overpriced over-complicated CMMS. Maxpanda continues to disrupt the CMMS industry with an Enterprise software that's faster, better and more affordable than the rest.
Starting Price: $39.00/month -
19
UpKeep
UpKeep Maintenance Management
UpKeep is a mobile-first equipment and facilities maintenance software trusted by some of the world's biggest companies. With UpKeep, facility and asset management teams can get better data and enjoy seamless collaboration to improve productivity. It features tools for creating work orders on-the-go, keeping track of all current and upcoming work orders, monitoring the health of locations, assets, equipment, parts, and inventory, and more.
Starting Price: $25.00/month/user -
20
ServiceM8
ServiceM8
ServiceM8 is a cloud-based field service software for trades and service-based businesses. Built exclusively for Apple hardware, ServiceM8 makes it easy for field service organizations to run their business from anywhere, anytime. It cuts admin time dramatically by offering access to a host of tools, including scheduling, invoicing, credit card processing, communication, online booking, forms, reports, and more.
Starting Price: $29.00/month -
21
TimenTask
Aryavrat Infotech Inc.
TimenTask suites for every business to increase productivity and maximizing the profits. It comprises tools which can help the companies managing the employee work and have consolidated reports of work. The main aspect of the solution is to increase the efficiency of the team and analyze their work habits to help them out in improving the skills, converting inefficient practices to the better ones. Some of the key features of TimenTask are mentioned below: *Location Tracking *Task Sharing or Assigning or Management *Manual Time Recorder for activity *DSR Reporting *Commenting overwork, attachments, etc *Project Management *Chat *Sales Order Management *Team Collaboration *Call Log Tracking *Support Ticketing System.(optional) *Work Planning *Attendance Management *Integrations
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22
Pool Office Manager
Pool Office Manager
Grow your pool business with software you and your customers will both love. Easily create unique or recurring schedules and let our integrated mapping tool optimize routes. Upload photos from the job site to share with customers and the office. Digitally invoice instantly with our payment platform, or convert completed jobs to invoices in Quickbooks. "Designed by a pool service company FOR a pool service company. Very intuitive and has already helped us take control of our department."
Starting Price: $70.00/month -
23
InnoMaint
Innomaint CMMS
InnoMaint is a cloud-based maintenance management software that Monitor, Measure and Manage all your maintenance activities associated with facility equipment, service technicians, and execution of the workforce from anywhere, at anytime through web and mobile application.
Starting Price: $30/month/user -
24
WorkStraight
MindShare Design
MindShare Design is a United States software company that was founded in 2014, and offers a software title called WorkStraight. WorkStraight offers training via documentation. WorkStraight offers a free trial. WorkStraight is business management software, and includes features such as IT project management, milestone tracking, project planning, requirements management, resource management, time & expense tracking, traditional methodologies, agile methodologies, gantt charts, idea management, Cost-to-Completion tracking, customizable templates, client portal, kanban board, and collaboration tools. With regards to system requirements, WorkStraight is available as SaaS software. Costs start at $19.00/month. WorkStraight includes online support, and business hours support. Some alternative products to WorkStraight include TimeCamp, Clarizen, and Workamajig.
Starting Price: $19.00/month -
25
Device Magic
Device Magic
Founded in 2011, Device Magic is a software organization based in the United States that offers a piece of software called Device Magic. Device Magic features training via documentation, and webinars. The Device Magic software suite is SaaS, iPhone, iPad, and Android software. Device Magic offers business hours, and online support. Device Magic offers a free version, and free trial. Device Magic is forms automation software, and includes features such as approval process control, archiving & retention, collaboration, drag & drop, full text search, remote document access, Rules-Based workflow, text editing, and version control. Software pricing starts at $25.00/month/user. Some competitor software products to Device Magic include Kizeo Forms, FAT FINGER, and ProntoForms.
Starting Price: $25.00/month/user
What is Field Service Management Software (FSM)?
FSM software is a platform designed to assist companies to manage their field service by charting and organizing service calls, tracking employees and keeping every day operations available and up-to-date. Frequently included in FSM software packages are the ability to provide data, maintain awareness of vehicle locations, control stock and handle work orders. These options allow for streamlined communications between home, the office and techs in the field. That means lower monetary and time costs with optimal speed. Aids such as those mentioned above are designed to automate everything from scheduling to matching employees with jobs. By assisting a business to improve communication and transaction fluidity, employees, employers and customers all benefit.
The three key issues for FSM businesses are lack of clear communication, lack of technicians who are qualified for the task at hand and over-booked resources that cause a back-up in service calls.
Throughout this guide, you’ll learn how to navigate these issues as well as come to understand the advantages and capabilities that a field service management software package should make available to business owners.
Top FSM Software
Field service management software is for more than the typical companies that handle installs, services, maintenance and general repairs of appliances and other machinery, so it’s not only for companies that provide cable, utilities, inspections and heating and air services. It can also be a benefit to the health industry, plumbing professionals, pest control services, cleaning services and numerous other companies in the service sector as all of these types of businesses can utilize tools that will assist with managing field calls and employees.
When it comes to field service management, it’s necessary to keep a balance with work orders, regular routes, planned calls, and customer service for both happy and unhappy patrons. Having company vehicles also adds safety and hazard issues along with tracking expenses for gas and upkeep. When a company can utilize FSM software that offers automatic handling of daily tasks, the team can spend their time increasing the customer base and profit instead of manually tracking and scheduling.
The bottom line is that field service management packages incorporate a variety of components to aid with scheduling and other business functions all from one system. At the very least, this system should have the capacity to schedule routine calls, handle customer-generated service calls and track job progress from start to finish. It will offer the means to set up appointments for both regular visits and unexpected issues, work with difficult schedule navigation, track company vehicle logs, location, driver safety, time and status during jobs, and to streamline inventory and in-house financial record keeping.
FSM software that’s further developed can offer more tools such as automatic appointment reminders for consumers. Each system will differ slightly depending on its focus which could be anything from dispatch to call management. Each company must decide which system will be the best for their unique needs.
The Features of Field Service Management Systems
Strong FSM functionality is extremely important in promoting positive customer service and repeat business. The FSM software apps aid communication while techs are out in their vehicles. They also assist with organizing and tracking work orders as well as keeping up with on-hand inventory. These tools streamline operations so that techs can focus on handling field work and providing the best possible customer service, fast and easy payment and a truck with the needed inventory for the work order. Research shows that businesses using FSM solutions are able to finish close to 50 percent more calls each day while achieving a high score on customer satisfaction.
Customer Service
Almost three-fourths of customers agree that the most crucial point of customer service is time, and those businesses that are not placing a high value on the customer’s time are losing calls. An FSM aid is helpful for scheduling correctly and dispatching the right tech. In addition, it makes it easy to give a quote that reflects good communication between the technician and base making customers happy instead of frustrated with mismatched numbers.
Prior to the state-of-the-art field service management systems that are available today, both technicians and company reps out in the field were not able to communicate quickly with the office. That meant that calls, parts, customer payment and labor availability were not well integrated with each other. If there was a specific part needed and it wasn’t on the truck, the tech would have to contact the warehouse by phone and work out getting that part. When a job was finished ahead of schedule, it was difficult to try and work out arriving at the next scheduled job early. Also, techs were required to physically show up at the office each day to check in for work as well as get work orders and deliver their paperwork. With so much coming and going, it was easy to make mistakes leading to loss of time and customer dissatisfaction.
Today, field service management systems allow for smooth communication by using mobile apps that offer e-documents, automated scheduling and tracking of inventory so that techs can ask for a part and pick it up without going on a complicated hunt. That frees up the technicians to answer questions and provide service that’s quick and effective and leads to a high rate of pleased customers.
Tracking Inventory
Tools for keeping up with inventory tracking have improved drastically from the early days of all-night counts. With scanning equipment and identifying barcodes, tags and IoT (Internet of Things) equipment, businesses can now be more aware of their inventory and purchase what’s needed without keeping a huge overflow of extras. This in turn influences the business’s software by providing an up-to-date glance at what’s on hand so that the need to travel to the warehouse during a job is lowered. The technician can carry a selection of inventory directly on the truck thus increasing customer satisfaction.
Components that are part of FSM software allow field service businesses the ability to decrease on-hand inventory by classifying parts that are most frequently used and parts that are rarely called for. This classification assists with how and when to order so that less space is needed while ensuring highly used parts are easily accessible.
Preventative Maintenance
Using software analysis tools and the information gathered from IoT and other devices, preventative maintenance is becoming the norm and dethroning reactive maintenance. IoT equipment analyzes feedback about a systems’ inner workings and comes up with a dependable understanding of how the unit is currently functioning so that it can put out a notice if and when an issue may arise. Not only does this help keep technicians’ trucks running smoothly, but it can also benefit commercial heating and air systems, health-sector equipment and almost any machine that’s connected to a service company via Internet by keeping the company on notice to keep the machinery up to par. The result is that repairs and maintenance can be performed ahead of time to prevent a machine’s breakdown and avoid having an emergency service call.
This modernization of service is making emergency service a thing of the past as preventative maintenance takes its place. Consumers won’t be stuck in extreme temperatures with a broken-down furnace or central air system or stuck having to reschedule due to medical equipment failure. Once again, this allows technicians to focus on providing timely customer service that provides time for them to interact with clients and improve their overall experience.
Handling Work Orders
When it comes to managing service calls, work orders are not very trustworthy due to a lack of organization that can lead to missing orders that have gotten lost or simply overlooked somewhere on a desk top. This can be a big problem, as work orders are designed to encourage clear communication between customers, techs and the office.
Digitizing systems through FSM addresses the majority of issues that arise when dealing with the documentation that is a necessary part of work orders. Electronic work orders can be easily drawn up by any of the employees from office staff to technicians. Once created, these orders can be located quickly because they can be searched electronically. In addition, having the process automated allows a business to quickly match a technician to a job and forward work orders to the invoicing department or right to the client upon completion.
One of the major benefits of changing over to digitized work orders is streamlining for all staff members from service techs to office admins. This in turns leads to less clutter from documents that pile up, because a job can be assigned to a crew member without that person needing to come into the office to sign in. Once the order is finished, there’s no need to come back to the office to bring the paperwork in, so the employee can save time by going right to the next job.
Electronic Dispatch and Scheduling
With FSM software, a company will find that assignments arrive at the correct time and even early. That’s because the tools included in field service management allow dispatchers to be aware of where techs are at on an ongoing basis, and this makes it easier to schedule jobs and move technicians based on location.
Businesses in turn achieve a higher rate of client satisfaction, increased on-site time and a greater number of work orders finished. According to Oracle’s New Rules for Field Service Management, companies also show an increase in their Net Promoter Score (NPS) thanks to the tools that improve communications between office staff, techs and customers. Happy customers readily become repeat customers, and they’re also likely to recommend the company they use to people they know. The result is that there ends up being less of a need to focus hard on sales and marketing.
Comparing FSM Software
There’s a wide range of FSM software, so before a company can start comparing packages, it’s a good idea to do a thorough evaluation of its needs so to know what to look for. If prepared up front, the company can determine which components are a must-have and which are flexible. Choosing a vendor can be a tough process, and it can be overwhelming as when comparing the many alternatives, but once the specific options are decided, the following items should be checked out as well.
Pricing
Deciding a budget for field service management software is dependent upon multiple considerations that include how many people will be using it; the size of the company; the company’s needs; preferred customizations; employee training; tech support; and startup costs.
It’s a good idea to work out the pricing for several different options before comparing vendors based on package types; this allows for a more accurate comparison. The actual pricing can run anywhere from under $100 to the thousands each month, but the higher costs tend to be for larger companies with custom options while the lower are for simple automated dispatching capabilities. When working with a budget, don’t choose a single number. Instead, have a ballpark figure with a higher and lower end.
Implementation
Field services management software can be hosted through a browser service, deployed strictly on site or used through a combination of those two approaches. Software-as-a-Service (Saas) hosting is not only an excellent choice for companies just starting to use FSM, but it also works well for business owners who would simply like to upgrade their current approach to something more streamlined. Taking into account customization and cost while merging the current software will help with the decision of which route to take.
Mobile Integration
Integrating mobile devices is of high importance in field service management. More than half of manufacturers incorporate the use of mobile devices in their operations. Everything from logistics support to streamlining document completion has made mobile devices a necessary tool to help companies achieve their goals. Businesses in the field service management sector currently use mobile apps and devices to enhance communications and keep real-time tabs on job status; match techs to assignments based on skills and current location; improve customer service operations; decrease costs of paper-based operations; encourage client loyalty; heighten productivity; reduce billing cycles; and keep projects moving at a smooth flow.
The majority of vendors provide mobile access of varying grades, but there are systems that allow for accessibility both online and off as well as offer elements that are becoming increasingly popular and helpful.
Automation
Almost every industry is now incorporating automation in its software and technology because it’s an extremely valuable aid. It allows daily operations to be performed more quickly since it doesn’t depend on human action but instead relies on internal triggers. When a job is completed or a quote is given, the paper work is immediately accessible to the appropriate employee so that the process can be started.
Although it starts with paperwork going where it should, it doesn’t end there. Automation is becoming more intricate when implemented in field service management, and it often includes technician location mapping, job assignments via mobile device and general duty oversight to set technicians on specific tasks and move them around as needed so that coordination doesn’t have to be slow.
The Three Levels of Field Service Management Software
1. Enterprise
For bigger companies, it’s extremely important to have more communication between the office and techs who are out in the field. By incorporating current CRM or ERP systems into the new FSM software system, necessary information from those out in the field becomes available to others in the department. This is extremely helpful to companies with more than one fleet operating as these business need to make information integration a high priority.
Techs
Techs in the field need to have accessibility to information both in and out of the office. By using mobile devices, they can check assignments, history and client data. They can also ask for a time extension, make note of job details, check manuals and communicate with office workers and other techs in the area.
Those who are in the office can use field service management software to put together service schedules that reflect the unique skills of each field worker, the tech’s location and other job information. Travel options allow workers to pinpoint the fastest route to a job site. In addition, clients can pick an appointment time and get alerts so they can be reminded of that scheduled service.
2. Third-Party Services
Companies that depend on contractors and other third-party workers need the same kind of performance from FSM software as an enterprise, and it’s also very important for them to have access to customer data. When field services are outsourced, the business can experience lower costs and grow their clientele services. The downside is that this type of outsourcing can interfere with good customer service.
Once a third-party has received a job assignment, it can be difficult to ascertain the details of how the service was performed unless the client provides feedback in the form of a complaint or a compliment. FSM systems give the company access to the details of when service is performed by a contractor as if they were part of the company’s workforce.
This information is obtained by using third-party portals that manage the outsourced work. As with company techs, a contractor will require access to the necessary client and job assignment information. They will also need to be able to send documentation and claim submissions quickly and easily.
Offering communication both ways between the company and the outsourced workers lets the company handle schedule coordination and changes, notification to clients of appointment times, and keep real-time track of job assignments.
3. Smaller-Sized Companies
Smaller-sized companies that have field service workers also benefit greatly from automation for operations. FSM systems will help with employee management, productivity and awareness of what’s happening. Even if a smaller business needs only to manage dispatch or fleet operations, a field service management software package can improve function at a price that fits the budget.
These smaller companies have plenty of vendors to choose from. Some are specifically focused on smaller companies while others have a custom line of field service management software aimed for these non-enterprise businesses.
The usability of SMB FSM software is comparable to enterprise software. The difference is that there may be some limitations on scheduling functions, analyzing software and tech support. With so many vendors to choose from, even small businesses can locate a suitable package for their needs allowing them to automate everything from appointment scheduling to real-time updates on field workers.