With the field service industry projected to grow over 6% annually, businesses are searching for software to optimize their mobile workforce. Managing dispersed technicians efficiently is key to providing quality customer service and controlling costs.
In this review, we compare the top field service management software of 2024 based on features, ease of use, and value. Identify which platform can take your field service operation to the next level based on this comprehensive analysis.
Quicklook: Best field service management software for 2024
- Best field service management software reviews: Housecall Pro
- Best scalable service industry scheduling software: Salesforce Field Service
- Best real time tracking features: Zuper
- Best field service management software for small businesses: Jobber
- Best field service management QuickBooks integration: Verizon Connect Wintac
- Best free field service management software: Kickserv
6 top field service management software options
Housecall Pro
Housecall Pro offers comprehensive, easy-to-use dispatching software for businesses designed to maximize field service efficiency and boost company revenue. The technology updates customers throughout job completion, and alerts them to any schedule changes. Using this software, customers are able to book services themselves at preferred times via an online calendar that syncs with your company website.
Best for: User reviews
Special features
- Customer management
- Online booking
- Real-time GPS tracking
- Field service scheduling and dispatching
- Invoicing and payments
- Employee time tracking
Benefits
- Streamlines operations
- Improves customer experience
- Facilitates mobile payments
- Automates routine tasks
Disadvantages
- Limited customization
- Occasional bugs reported
Price: Free 14-day trial, after which costs vary by plan and user count
Salesforce Field Service
Salesforce Field Service is another popular cloud-based field service management platform. It offers a wide range of features, including scheduling, dispatching, asset tracking, and reporting. One of the best-known field service technology companies, Salesforce is a good choice for businesses that need a scalable and customizable solution.
Best for: Scalability
Special features
- AI-driven scheduling and dynamic field workforce management
- Seamless integrates with Salesforce’s robust CRM, offering a comprehensive service management system
- Field reporting software capabilities
- User-friendly field service application for mobile devices
Benefits
- Easily scaled, making it a fit for both small and large businesses.
- Strong CRM integration enables better customer relationship management alongside field service operations
- Advanced analytics and reporting
Disadvantages
- Can be on the expensive side, making it a less ideal choice for service management software for small business with a tight budget
- May offer more features than a smaller business needs, making it somewhat overwhelming
Price: Starts at $165 per user per month
Zuper
Zuper’s intelligent field service software empowers users to assign tasks according to specific groups and areas. The software generates efficient routes for every field service technician, improving punctuality and utilization rates. Pre-set email and push messages keep customers informed on estimated arrival times, technician location statuses, and job progress.
Best for: Real-time tracking
Special features
- Real-time tracking
- Automated field service scheduling
- Inventory management
- Customer portal
- Mobile app for field workers
- API integrations
Benefits
- Increased efficiency
- Fewer manual errors
- Enhanced customer satisfaction
- Scalability
- Simplified inventory tracking
Disadvantages
- Learning curve for new users
- Limited offline capabilities
Price: Free demo period, basic pricing starts at $40 per user annually and $60 per user monthly
Jobber
Jobber is a cloud-based field service management software platform that is designed for small businesses. It offers a user-friendly interface and a variety of features, including scheduling, dispatching, and customer communication. No listing of the best field service software for small business options would be complete without Jobber.
Best for: Small business service software
Special features
- Simple and intuitive user interface designed for easy navigation
- Offers online booking and client self-service portals
- Includes a field service application for mobile access
- Features like invoicing, quoting, and payment processing are integrated
Benefits
- Ideal field service management software for small business
- Quick setup and easy-to-use features, making it a best field service software contender for many
- Offers CRM capabilities specific to the field service industry
- Enhances field service operations through efficient scheduling and dispatching
Disadvantages
- May lack some of the advanced analytics and reporting features found in more robust systems
- Limited third-party integrations compared to other field service solutions
- Scalability could be an issue for larger enterprises requiring complex field service planning
Price: Basic functions are free for one user, while Core plan with more robust capabilities starts at $19 per user per month
Verizon Connect Wintac
Verizon Connect’s Wintac software stands out for its robust native integration with QuickBooks Online, allowing field service businesses to automatically sync critical data between the platforms in real time. By continually sharing information on customers, invoices, payments, estimates, inventory, and more between Wintac and QuickBooks Online without manual re-entry, field teams can optimize efficiency. Wintac also provides top-rated route optimization, scheduling, dispatching, mobile tech access, and other field service capabilities to maximize technician productivity.
Best for: QuickBooks integration
Special features
- Optimization algorithms for intelligent route planning and scheduling
- Dispatch dashboard with drag-and-drop functionality
- Mobile tech app with offline access to full database
- Real-time job monitoring with customer ETAs
- Inventory management and parts ordering
- Digital forms and signature capture
Benefits
- Increased productivity and reduced costs
- Improved first-time fix rates
- Enhanced visibility into field tech performance
- Better customer service with appointment reminders and status updates
- Detailed reports for data-driven decisions
Disadvantages
- Can be complex for smaller operations without dedicated admin staff
- Must be cloud-based for QuickBooks Online integration
Pricing: Starts at $135 per vehicle per month; volume discounts available
Kickserv
Kickserv stands out as one of the nest field service management software vendors, offering an impressive suite of basic field service management tools for small teams without any subscription fee. The free plan includes essential features like drag-and-drop scheduling, dispatching, mobile apps, GPS tracking, customizable forms, image capture, and offline access for up to five technicians. While functionality is naturally limited compared to paid tiers, Kickserv offers an unparalleled free option for solo field agents or very small service teams.
Best for: Free services
Special features
- Drag-and-drop schedule optimization
- Mobile apps for iOS and Android
- Custom forms and checklist templates
- Location tracking of technicians
- Image capture capabilities
- Offline access for mobile devices
Key benefits
- Streamlined scheduling and dispatching
- Improved efficiency through mobile access
- Enhanced organization with customizable forms
- Increased technician productivity and accountability
- Cost-effective for very small field service teams
Disadvantages
- Functionality limited compared to paid plans
- No integration options
- Lack of advanced reporting features
Pricing: Free plan covers five technicians; paid plans start at $39 per month per user
Field service management software features
The features and benefits of field service management software are manifold. Take the following factors into consideration for any field service management software comparison.
- Scheduling and dispatch: Scheduling software for service technicians should help optimize routes and appointment times to improve efficiency. It should also allow for automated dispatch based on skills, availability, and location.
- Work order management: The ability to create, assign, and track work orders is essential in field services software. This includes being able to track work order status, parts/assets used, notes, checklists, etc.
- Inventory management: Inventory management software for field service should track parts/asset inventory and enable field techs to check stock levels and order parts while onsite.
- Mobile access: Technicians should be able to access full field service software capabilities and data on mobile devices and work offline if needed. This allows for paperless workflow.
- Customer database: Having a unified customer database with relevant fields like location, equipment, service history and agreements is important for providing good service.
- Reporting and analytics: Robust reporting capabilities in service field management software allows for tracking KPIs, technician performance, profitable/unprofitable customers, common repairs, etc.
- Billing and invoicing: Field service software should fully integrate with accounting software or have its own billing capabilities.
- Forms and checklists: The ability to create customized forms and checklists helps standardize processes and capture necessary data in field management service software.
- Location tracking: GPS tracking of technician locations in software for service businesses aids dispatch, provides ETAs and keeps customers informed.
The right field service software improves efficiency, organization and customer satisfaction. Carefully evaluate the field service management software basics to find the best solution for your business.
The best field service software depends on your specific needs
The field service management software landscape offers innovative solutions to improve dispatching, work order management, inventory control, invoicing, and more. While products like Salesforce Field Service, Verizon Connect Wintac, and Jobber scored high marks in this review, you should evaluate your unique business needs and priorities before choosing. With the right platform in place, field service businesses can enhance productivity, organization and customer satisfaction for continued success.
FAQ
Field service management software, sometimes called FSM software, is technology designed to help manage field service operations. Features include job scheduling, technician dispatching, and service tracking. It streamlines workflow for organizations with employees working in the field.
Field service businesses across many industries use FSM software, including HVAC, plumbing, electrical, appliances, medical equipment, and more. Any company with technicians going to customer locations can benefit from field service tools.
There is no definitive ‘best’ field service management software that fits every business, as different solutions have unique strengths. However, adaptable field service management software options like Salesforce Field Service, Jobber, and Housecall Pro provide robust features like optimized scheduling, mobile technician access, customer management, and reporting to streamline operations.
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