10 Best Field Service Management Software for 2020

[Tested and Reviewed]

I thoroughly analyzed 30+ field service management software to sift through the market’s maze of available options.

My goal was to pick the ten best tools in the field service industry to help you.

And I did.

Here’s what you’ll find in this article:

  • Techjury’s foolproof in-house methodology that helped me find the best solutions.
  • Ten in-depth field service management software reviews
  • A comprehensive buyers’ guide to assist you in picking a system that’ll work for you
  • An eye-opening list of benefits to using the platforms
  • Insightful answers to your most frequently asked questions

So let’s get right into it!

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1. mHelpDesk

Turbocharge your slow and manual tasks such as communication, scheduling, billing, or customer contact with mHelpDesk. It uses Amazon EC2, an elastic computing cloud environment, to offer you top of the range reliability. Its features include lead and end-to-end job management, customer tools, mobile access, billing and payments, reporting, and integrations. Full Review

  • Easy to use
  • Top-notch customer service
  • MHelpDesk handles onboarding
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Turbocharge your slow and manual tasks such as communication, scheduling, billing, or customer contact with mHelpDesk. It uses Amazon EC2, an elastic computing cloud environment, to offer you top of the range reliability. Its features include lead and end-to-end job management, customer tools, mobile access, billing and payments, reporting, and integrations. Full Review

Trial period

No

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

Yes

Job management

Yes

2. Wrike

Wrike service order software transforms the way your distributed or co-located team works. A single click is all it takes to discuss, prioritize, schedule, and track real-time tasks. Wrike's features include task and auto assignments, folder structuring, resource management, Gnatt charts, and calendars. Full Review

  • Customizable and flexible
  • Clean and appealing interface
  • Internal and external collaborations
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Wrike service order software transforms the way your distributed or co-located team works. A single click is all it takes to discuss, prioritize, schedule, and track real-time tasks. Wrike's features include task and auto assignments, folder structuring, resource management, Gnatt charts, and calendars. Full Review

Trial period

Yes

Required skill level

Intermediary

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

No

Lead management

No

Job management

Yes

3. Service Fusion

Service Fusion is one of those service tracking systems that offer you enterprise-level functionality at a reasonable price. As the name suggests, it consolidates multiple systems into one user-friendly platform to give you a competitive edge. Here are its features: tracking, scheduling, and dispatching, invoicing and payments, inventory, customers and operations management. Full Review

  • Easy to use
  • Unlimited users across packages
  • Affordable
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Service Fusion is one of those service tracking systems that offer you enterprise-level functionality at a reasonable price. As the name suggests, it consolidates multiple systems into one user-friendly platform to give you a competitive edge. Here are its features: tracking, scheduling, and dispatching, invoicing and payments, inventory, customers and operations management. Full Review

Trial period

Free demo only

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

Yes

Job management

Yes

4. AI FM

AI Field Management is a services management tool that will help your repairs and maintenance business operate like Uber. It’s the perfect solution to digitize your business at an affordable cost. Some of its features include time tracking, invoicing & payments, sherpa, reports, inventory, and asset management. Full Review

  • Excellent communication
  • Connects with Google Maps
  • WhatsApp integrations
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AI Field Management is a services management tool that will help your repairs and maintenance business operate like Uber. It’s the perfect solution to digitize your business at an affordable cost. Some of its features include time tracking, invoicing & payments, sherpa, reports, inventory, and asset management. Full Review

Trial period

No

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

No

Job management

Yes

5. Jobber

Jobber helps small businesses transform how they deliver their services. It serves not only cleaning, repair, and IT field service management software, but also other 50+ industries. Jobber can help with all types of tracking: chemical, progress, GPS, expense - you name it. It also handles customer relationship and lead management, reports, invoicing, scheduling, and dispatching for you. Full Review

  • Easy to learn/use
  • Accessible from anywhere
  • Batch invoice creation
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Jobber helps small businesses transform how they deliver their services. It serves not only cleaning, repair, and IT field service management software, but also other 50+ industries. Jobber can help with all types of tracking: chemical, progress, GPS, expense - you name it. It also handles customer relationship and lead management, reports, invoicing, scheduling, and dispatching for you. Full Review

Trial period

Yes

Required skill level

Yes

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

Yes

Job management

Yes

6. Housecall Pro

Housecall Pro mobile field manager that offers real value when it comes to FSM. The company wants its customers to thrive by helping them build relationships and drive growth. It offers invaluable help with scheduling, dispatching, job management, estimating, invoicing, payments, online booking, live map, and automated marketing. Full Review

  • Easy to use
  • Automated marketing
  • Topnotch customer service
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Housecall Pro mobile field manager that offers real value when it comes to FSM. The company wants its customers to thrive by helping them build relationships and drive growth. It offers invaluable help with scheduling, dispatching, job management, estimating, invoicing, payments, online booking, live map, and automated marketing. Full Review

Trial period

Yes

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

No

Job management

Yes

7. Intuit Field Service Management

Intuit field service management software helps you connect your service technicians and office for seamless scheduling and payments. It comes with many useful features such as scheduling, on-spot-invoicing, real-time updates, work order management, GPS, and mapping. Full Review

  • Easy to use
  • On-the-spot invoicing
  • Syncs with Quickbooks
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Intuit field service management software helps you connect your service technicians and office for seamless scheduling and payments. It comes with many useful features such as scheduling, on-spot-invoicing, real-time updates, work order management, GPS, and mapping. Full Review

Trial period

Yes

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

No

Job management

Yes

8. Salesforce Field Service Lightning

Salesforce Field Service Lightning is the solution you want when you need to improve your field processes agility. It can increase your company's productivity, both online and offline. Its features include resource optimization, AI-powered scheduling, van inventory, guided safety protocols, real-time visibility, and step-by-step customer updates. Full Review

  • Flexible software
  • Available online and offline
  • Dynamic rules technician selection
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Salesforce Field Service Lightning is the solution you want when you need to improve your field processes agility. It can increase your company's productivity, both online and offline. Its features include resource optimization, AI-powered scheduling, van inventory, guided safety protocols, real-time visibility, and step-by-step customer updates. Full Review

Trial period

Yes

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

No

Lead management

No

Job management

Yes

9. Oracle Field Service Cloud

Oracle Mobile Field Service is a time-based and predictive technology. Some of its features include automatic resource routing, job routing, visualizations, work management, collaborations, and forecasting. Full Review

  • Training support and certifications
  • Advanced analytics
  • Automatic urgent work routing
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Oracle Mobile Field Service is a time-based and predictive technology. Some of its features include automatic resource routing, job routing, visualizations, work management, collaborations, and forecasting. Full Review

Trial period

No

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

No

Online payments

Yes

Lead management

No

Job management

Yes

10. FieldEdge

FieldEdge is a field service software management that's open-source and can help you turbocharge your field operations. With it, you'll be more organized, save money and time. This solution's features include scheduling and dispatching, customer management, performance management, and tracking. Full Review

  • Easy to use
  • Data exportation to excel
  • Frequent updates
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FieldEdge is a field service software management that's open-source and can help you turbocharge your field operations. With it, you'll be more organized, save money and time. This solution's features include scheduling and dispatching, customer management, performance management, and tracking. Full Review

Trial period

No

Required skill level

Beginner

Reporting

Yes

Mobile access

Yes

Billing and payments

Yes

Online payments

Yes

Lead management

No

Job management

Yes

How We Ranked The Best Field Service Management Software?

These are the steps that I took to help me in my quest: 

  • I combed the internet looking for viable options, and I got about 30.
  • I thoroughly checked each of them to see if they had the must-have features of a quality field service management platform. This step helped me start eliminating some of them.
  • I then signed up for accounts for the remaining options to help me figure out each one’s functionalities.
  • Next, I read tons of user reviews online. Feedback by people who have used the software for a more extended period is the best place to start. Those users have identified some serious gaps or strong points of each platform.
  • And lastly, I asked myself some vital questions that a serious buyer looking for a reliable tool would.

Here they are:

  • What value will my business get from choosing each software?
  • Will the features fulfill my organization’s needs?
  • Is the system user-friendly, or will I need to employ technical staff to run it?
  • How responsive is the client support team?
  • What are the pricing points? Can my business afford it?

Let’s look at each system’s strong and weak points.

Detailed Reviews

mHelpDesk
mHelpDesk

BEST FOR

Established and growing SMEs

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  • Easy to use
  • Top-notch customer service
  • MHelpDesk handles onboarding
  • Clean design

This field service dispatch software has been in the market since 2007 and is ideal if your business requires you to assign jobs to field staff. The company’s team consists of highly skilled database administrators, customer service representatives, web, and mobile app developers.

Examples of organizations that can benefit from this software are in the landscaping, HVAC, repairing, cleaning, or electrician industries. 

Features

mHelpDesk features are as follows:

Lead management 

mHelpDesk is one of the best tools to help you convert your leads into customers. 

For starters, you can add this platform to any website. Appending it can help you harvest leads right from your site when they make inquiries.

You can create estimates from anywhere, email them to clients in real-time, and share this with your team at the office. 

It’s also one of the best field service management software to integrate with QuickBooksfor both online and desktop versions. Therefore, you can carry out accounting services like receiving payments, sending quotes, or invoices from one platform. 

This solution also comes with automated reminders to help you keep your schedule in check. 

End-to-end job management

With mHelpDeck, it’s much easier to manage your work processes. The ability to define, customize, and track every step of the way from lead management, conversion, and payments makes this tool stand out from the crowd. 

This platform allows you to keep an eye on all your jobs and shows you the current status of each. Therefore, you can know how much time each task takes for better resource allocation and scheduling recurring and fresh ones. 

mHelpDesk also allows you to track inventory via GPS in multiple locations. You can even dispatch jobs offline via text messaging. Your staff can also update you on the progress via the same. 

Customer tools

mHelpDesk is one of the best field service management software for top-notch customer relationship management. It allows clients to seek help online and gives a free customer portal to access and manage bills. 

It stores consumer records in one database, making it easy for you to check payment histories. The system also comes with automated alerts and emails, ensuring that you respond to your clients in real-time. 

Billing and payments

One of the goals of this software is to make the creating and sending of invoices as seamless as possible.

Because sometimes, it can be a complex and challenging process if you don’t have the right system in place.

Field staff starts recording time and other resources that they use to complete a task on their mobile phones. Your office staff then accesses the data, generating invoices, and sends this to your clients in real-time.

Reporting

mHelpDesk provides you with the necessary information about FSM. The online documents are easy to run and read. They come in the form of pie charts, grids, and bar charts. 

Here are mHelpDesk report types

  • Financial reports
  • Staff productivity reports
  • Customer reporting

Apps and Integrations

This field service management software for the cloud has both iOS and Android apps. You can also use it with macOS or Windows via any browser.

It also offers integrations with third-party apps such as:

  • Google Calendar
  • QuickBooks
  • HomeAdvisor
  • PayPal
  • Stripe
  • Authorize.net

Pricing

mHelpDesk doesn’t display pricing on its website. You can contact the company for a free quote – it takes just 15 minutes. 

Verdict

This field service management app is one of the most powerful platforms for performance, functionality, and reliability. It’s also incredibly affordable according to the several user reviews that I read, despite being feature-rich. 

Its features include lead management, end-to-end job management, customer tools, mobile access, billing and payments, reporting, and integrations. 

However, like with any tool, it has its shortcomings.

For instance, you can’t close your estimates to make them go away completely. But it allows you to mark them as “inactive” or “sent.” 

Luckily, I reached client support via email, and they sorted my issue within minutes.

Bottom line, mHelpDesk is worth a shot. It has plenty of useful features, easy to use, and a responsive customer service team that knows their product well. 

Wrike
Wrike

BEST FOR

Document template varieties

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  • Customizable and flexible
  • Clean and appealing interface
  • Internal and external collaborations
  • Multiple messaging assignees

Wrike has been helping businesses manage their tasks and resources since 2007. It’s an excellent solution for marketers, product, and project managers who run multiple projects and embrace teamwork. 

Examples of top organizations that use it are L’oreal, Mars, Hawaiian Airlines, Hootsuite, Tiffany & Co, PayPal, and Stanford University. 

Features

Let’s have a look at Wrike’s features:

Tasks and folders

Wrike is one of the best field service management software because it lets you use one entry to input information in different folders. With the tags feature, it eliminates the need to duplicate data and still work on various tasks.

Note that the system reflects all the activities that you perform on your sorted files in real-time. 

3-pane project view

This feature allows you to view different sets of data on one screen instead of maneuvering between multiple portals. This gives you a clear view of all project operations.

The different panes show things like:

  • Project hierarchy
  • Project task list
  • Task details

Activity stream

Wrike’s dashboard shows your team’s activity. You can have a bird’s eye view of your entire project, seeing tasks in chronological order.

If you want your staff members to notice specific aspects of your message, you can use the @ (mention name) feature. The system tags the employees so that they can follow or respond to the thread.

Task tool

With this software, you don’t have to work about doing your entire project at once. You can subdivide it into smaller achievable tasks, making your team feel less overwhelmed. 

It helps identify issues that could be affecting your work. In addition, subtasks help you prioritize the most critical parts. 

Templates

This field service management software offers you countless templates to save you time and standardize your documents. 

Examples here include:

  • Kanban 
  • Event management
  • Professional services
  • IT service management
  • Remote work
  • Projects with phases

Audit trail

Organizations struggle with data breaches. Wrike can help. The Audit trail allows the administrator to track down malicious activities from both groups and individuals. 

The system presents a report to show lifecycle changes from any location. This document helps clarify what’s harmless and places accountability for those that may be harmful.

Apps and Integrations

Wrike has iOS and Android apps. You can also use it with Windows and macOS since it’s cloud-based. Here are some apps that you can integrate it with:

  • Salesforce
  • Google Drive
  • Slack
  • Microsoft One Drive
  • Gmail

Pricing

This field service management software is free for up to five users. 

Let’s look at pricing for 5+users:

  • Professional – $9.80/user/month for up to 15 users
  • Business – $24.80/user/month for up to 200 users
  • Enterprise – custom pricing for an unlimited number of users

Verdict 

Wrike is an all-inclusive tool with lots of great features for FSM. Some of them include audit trails, activity stream, templates, task tool, 3-pane project view, tasks, and folders. 

It takes several sessions with the company rep for users to learn how to use the Wrike. The good news is that the company’s technical staff will guide you until your employees fully understand how to use it.  

The system is also not as intuitive and can be clunky. Regardless, Wrike has robust features and is easily customizable for teams with as few as five employees to an unlimited number. 

Service Fusion
Service Fusion

BEST FOR

Unlimited users

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  • Easy to use
  • Unlimited users across packages
  • Affordable
  • Feature-rich

FSM Technologies founded Service fusion in 2014. The company has over 4,000 clients and more than 400,000 active users. 

This plumbing field service software management software is also ideal for overhead and garage doors, HVAC and refrigeration, electrical, locksmith, amongst other industries. 

Features

Here are Service Fusion’s features.

Operations management

Service Fusion allows you to receive queries regarding job costs and send estimates within seconds. If a client is interested in hiring you, the system converts into an order.

You can also schedule to visit sites of interest for proper planning. Once you make a booking, you can use this solution to assign and prioritize tasks. 

Tracking

Service Fusion keeps an eye on its resources in different ways.

Vehicle GPS tracking

GPS tracking informs you where your company’s vehicles are at all times when using service management software solutions. This feature is crucial if your staff’s mobile battery runs out, and you can’t verify their location.

Or perhaps:

You’d like to know if your employees are using company resources appropriately. 

Call tracking

To save on time, Service Fusion allows you to track where clients are calling from via ServiceCall.ai. That way, you can send the nearest team to attend to them. 

Time tracking

Track office and field staff activities using this tool. Your employees have to clock in and out, which allows it to calculate the hours that they’ve worked plus overtime for payroll.  

Inventory management

Always have enough material in place with every dispatch using Service Fusion. It comes with an inventory management system that’s inbuilt.

This software allows you to create multiple purchase orders. You can distribute this to various warehouses for price companies.

Once you receive your goods, you can enter tracking numbers. 

Customer management

This platform is excellent for CRM field service. It allows you to create and manage your client relationships because it provides a smooth flow of communication.

It lets you create contacts for multiple customers and locations. From here, you can set their preferred contact method to avoid delays or loss of business.

Some clients might prefer email, calls, or messaging for various reasons. 

What’s more?

You can store documents, images, private and public notes. 

Invoicing and payment

Service fusion comes with a merchant dashboard with real-time insights regarding outstanding bills. With the software, there’s no need for paper invoices.

And here’s why:

Technicians can receive payments via the mobile app after job completion. Also, the software sends individual transaction details as well as daily deposits for your review.

Scheduling and dispatching

With Service Fusion, it’s easy for dispatchers to know if employees in the field are free to take more jobs. 

The software comes with a grid and maps to show the field staff’s location. It also has real-time updates to show job progress.

You can also send on-the-way alerts for the following reasons:

  • To clients to let them know that your team is on its way
  • To technicians to allow them to plan ahead

Apps and Integrations

Service Fusion supports field service mobile operations with its Android and iOS apps. It also works with Windows and macOS.

Here are some apps that you can integrate Service fusion with:

  • Quickbooks
  • Podium
  • JB Warranties
  • Broadly
  • The New Flat Rate

Pricing

Service Fusion doesn’t have a free version, but it does offer a free trial and demo. Here are the software’s packages and rates:

  • Starter – $99/month
  • Plus – $199/month
  • Pro – $399/month

Verdict

Service Fusion can help you manage field service operations. Some of its features include tracking, scheduling, dispatching, invoicing and payments, inventory, customers, and operations management.

Although there can be glitches, they don’t happen frequently. The system is stable for the most part. 

It also takes time to learn the software. However, this is because it has a comprehensive set of features. 

This solution is one of the most affordable ones on this list. It charges a flat fee regardless of the number of users. 

AI FM
AI FM

BEST FOR

Small office/home office (SOHO)

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  • Excellent communication
  • Connects with Google Maps
  • WhatsApp integrations
  • Sherpa feature- best worker

AI Field Management has been in the market since 2017. It’s suitable for industries in HVAC, janitorial, electrical, and plumbing. 

It’s one of the best field service management software for the UK, Australia, China, Canada, Germany, Brazil, Mexico, Japan, and India businesses.

Features

AI FM has some truly terrific features.

Invoicing and payments

AI field Management comes with an inbuilt invoice management system. Therefore, there’s no need to move between different software for this function.

It’s flexible, hence able to handle different job types. For instance, it can take both repeat and one-off jobs with ease.

Time tracking and payroll reports

AI FM helps you track your staff’s work hours using a simple clock-in/clock-out tool for payroll. You can also use it to calculate monthly, weekly, or hourly over time. It can handle thousands of employees at a time.

You can access this feature from anywhere and across multiple devices such as smartphones, computers, or tablets. 

Sales and commission reports

All it takes is the click of a button to generate sales reports with AI FM. It also shows you the commissions that you owe your sales or field staff.

The best thing about this feature is that you can either use the default reports setting or customize your own.  

Inventory and asset management

This solution will help you find out if you have materials to handle a job. 

It also gives you a list of available assets, in terms of available workers or machinery before you accept work.

And it doesn’t matter how many warehouses you have.

It’s scalable to handle different needs. 

Sherpa

The Sherpa feature helps you select your best staff member to send to a location. It’s crucial when dealing with a high-value client. You want to put your best foot forward for repeat business. 

Apps and Integrations

AI FM is a web-based field service management software with both Android and iOS apps. It also works on Windows and Apple devices.

You can link AI Field Management with apps like:

  • WhatsApp
  • QuickBooks
  • Dropbox
  • Slack
  • Google Maps
  • Tracker

Pricing

AI Field Management has a Freemium plan, which costs $0 for one user. Here are the rates for premium plans:

  • Basic – $19.99/user/month
  • Advanced – $34.99/user/month
  • Ultimate- $44.99/user/month

Verdict

AI Field Management is a noteworthy solution. You can customize it to suit your requirements, and here are its features: inventory management, time tracking, reports, sherpa, invoicing, and payments. 

I loved how fast this company responds. I emailed several queries using the company’s official email address and received timely responses from top management.

The admin chat function doesn’t show notifications instantly. However, this tool integrates with WhatsApp, which eliminates the problem. 

Jobber
Jobber

BEST FOR

Small home service businesses

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  • Easy to learn/use
  • Accessible from anywhere
  • Batch invoice creation
  • Client hub

Jobber is a field service management software from Canadabut it also serves clients in 43 other countries. Forrest Zeisler, Sam Pillar, together with Graham Audenart, started the company in 2011. 

To date, the company has over 70,000 clients, who have invoiced over 10 billion of their customers with it. The platform also serves over 50 industries. 

Features

Jobber’s features are as follows:

Client Relationship Management

Jobber is excellent for making every interaction that you have with your clients come out professionally. 

It stores a full customer history so that you can always know where to start conversations. It offers easy access to invoices or payment dates. 

You can also attach photos of jobs that you’ve completed or notes to clients’ accounts. The app allows you to collect electronic signatures for authentication.

Jobber does follow-ups using emails. These are usually in the form of surveys to request for feedback or thanking customers after a job.

Scheduling and dispatching

It’s paramount to give your customers exact timelines regarding when you’ll show up at their property for their job. 

Jobber schedules both recurring and one-off work and display this to the entire team. You can color-code your calendar, like a different hue for urgency level, for instance. 

That way, it becomes so much easier for you to dispatch your workforce on time. Knowing whether you have a team available also helps you not to over or underbook. 

Sales process management

Jobber is one of the best field management software for small businesses because it holds your hand through the entire sales process. It helps you manage your leads until you convert them into customers.

Progress tracking

The progress indicator shows you how much work each employee has at a time. It helps you know who’s free or busy.

It’s not unusual for reschedules or cancellations to occur after booking. In case you need to change an employee’s schedule, the system has push notification for you to communicate quickly. They take just a minute to show up on your staff’s phone.

Time and expense tracking

This software comes with timesheets to help you know your labor costs. It has timers where employees clock in and out.

The system updates the worksheets every time staff starts or stops the timer. It gives you a clear view of how much they spend on jobs, not only for payroll but also for planning. 

Your team can also enter the expenses that they use both in the office and field. They can attach receipts photos for proof. 

Chemical tracking

This solution records pesticide and chemical usage details, a requirement in many jurisdictions. It stores this information for seven years. 

This is how the process works:

Your team will enter the info in the project, client, or task files during a job plus the chemical usage. Therefore, you will always have the information within easy reach if you ever need to provide it. 

Apps and Integrations

Jobber has both Android and iOS apps. It’s also a cloud-based field service management software, so you can use it with Windows and macOS.

Jobber can integrate with the following apps:

  • Quickbooks
  • Zapier
  • Mailchimp
  • Stripe
  • Fleetsharp

Pricing

Jobber doesn’t have a free version but has a 14-day trial period. Here are its plans and their pricing:

  • Core – $29/month for one user
  • Connect- $99/month or up to 7 users
  • Grow – $199/month for up to 30 users
  • 30+users – $19 per user

Verdict

Despite being perfect for small businesses, Jobber has a chock-full of features. It has various tracking options, lead and relationship management, reports, invoicing, scheduling – basically everything you might need. 

As for the downsides, the software doesn’t undo deletion mistakes, so you have to re-do the details from scratch. 

Jobber also doesn’t have an API. But it’s a system for small businesses, and such a feature would slow it down massively. 

The bottom line, Jobber, has a lot to offer. It’s one of the solutions on our list that is feature-rich and worth a try.  

Housecall Pro
Housecall Pro

BEST FOR

Automated marketing

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  • Easy to use
  • Automated marketing
  • Topnotch customer service
  • Constant upgrade

Ian Heidt founded Housecall Pro in 2013. Ian is also the co-founder of Qualcomm Labs.

15K+ home service companies use this software. It’s suitable for HVAC, pest control, garage door repair, electrical, home, carpet, and window cleaning. 

Features

Here are Housecall Pro’s features.

Scheduling and dispatching

With the help of a drag and drop calendar, you can create jobs using this field service scheduling software. From here, you can assign them, set recurring appointments, and arrival windows.

This feature allows you to make edits on tasks if need be and notifies the concerned staff members through the app. 

The application also sends notifications to the employees once you allocate them work orders. Your client will receive an automated message to let them know when the team will arrive.

Job management, estimates, and invoicing

This field service management software manages jobs from start to finish. 

Once your employees click on “on my way,” your client also gets a text with the staff member’s name. From here, you can send your customer an estimate or let the technician create one in the field.

Once the customer accepts it, it instantly becomes a job. The system then converts the data into an invoice once the work is over.

GPS tracking

Managing your teams has never been easier than when using Housecall Pro. It comes with a GS map that shows you where each team member is during work hours. 

The tracking helps you know if they’re at client locations working on jobs. It’s also essential in matching the closest employees to customers when assigning positions.

Automated marketing

This software sends automated email reminders to clients before a job commences. It sends them “Thank you” messages at the touch of a button.

You can also keep in touch with your customers through postcards. That way, you’ll not only retain them, but you will also increase the chances of referrals and repeat business. 

Apps and Integrations

Housecall Pro is a field service software that is cloud-based. Therefore, you can use it on any machine with an internet connection. It also has apps for Android and iOS.

Here are some applications that you can integrate it with:

  • Quickbooks
  • Twilio
  • MailChimp
  • Zapier 
  • Facebook

Pricing

Housecall Pro doesn’t have a free account. Here are it’s premium plans:

  • Start –$49/month for one user
  • Grow – $109/month for one to five users
  • Manage – $199/month for one to nine users
  • XL – for 100+ users, contact the company for a quote

Verdict

Housecall Pro is a reliable software for businesses in the home repairs and cleaning niche. Some of its features include scheduling, dispatching, job management, estimating, invoicing, payments, online booking, live maps, and automated marketing. 

Note that if you have net 30 customers, the system doesn’t send automatic invoice reminders. But, you can do this manually to get payments on time. 

Also, bear in mind that this solution only supports businesses in Canada and the US. The good news is that we have plenty of solutions on our lists that cover other regions. 

  • Easy to use
  • On-the-spot invoicing
  • Syncs with Quickbooks
  • Detailed work history

Corrigo powers Intuit Field Service Management. It’s suitable for businesses in repairs and installation. Also, it integrates with all versions of US online and desktop Quickbooks.

Features

Intuit comes with some pretty neat features.

Work order management

This field service app shows your organization’s work orders in easy-to-read columns and rows. This display helps you better control processes. 

You can filter them in terms of type, date, open, closed, or skill necessary. Your technicians will also be able to see jobs that you’ve assigned them in chronological order.

Routing

A feature akin to Google Maps. It allows you to check different routes to see which one is easiest to get to a client. 

Breadcrumbs also keep an eye on your team to show you where they are. 

Scheduling and dispatching

The Intuit service scheduling software has a drag and drop tool for moving assignments into a technician’s dashboard. You can also use it to reschedule or reassign orders to a new worker. 

Color-code your work orders in terms of the type of urgency. No more chaotic scrolling to see which task should be completed first!

On-spot-invoicing

With this platform, you can issue invoices to customers immediately when you finish jobs. Clicking on an invoice will give you basic information, such as the client’s name or address.

It also shows you the breakdown in terms of part, labor, or miscellaneous costs. You can also add details like discounts or taxes on the documents.   

Real-time updates

With intuit, you’ll improve the communication between your clients, staff, and office. Technicians can send you updates on job progress and any issues so that you can attend to them on time.

You can also communicate with customers when you’re sending your team over. In the case of reschedules, it lets you send an alert instantly to notify them before they make their way to the site. 

GPS and mapping 

Intuit’s Google Maps integrations allow you to locate customer locations quickly. It also makes it easier to manage your workers when they’re in the field. 

Apps and Integrations

Intuit is a cloud-based field service management software with Android, iOS, macOS, and Windows. You can also use it on the cloud. 

It works with QuickBooks, which is a nice bonus.

Pricing

 Intuit has no free version. The paid plans are as follows:

  • Gold – $1,577/user/year
  • Platinum – $1,940/user/year
  • Diamond – $3,825/user/year

Verdict

Intuit is excellent service scheduling software who’s other features are on-spot-invoicing, work order management, real-time updating, GPS, and mapping

It can take a bit of time to set up Intuit FSM. It has quite the learning curve, but don’t let it scare you. Once everything’s up and running, you’ll get used to it in no time.

Sometimes the synchronization between the software and QuickBooks is poor. That means that the invoice doesn’t show up when you need it. However, there’s a way around this if this ever happens to you. You can always contact the company’s pro advisors for a quick resolution. 

All in all, Intuit is a wonderful solution, which is worth considering, if you have the budget.

  • Flexible software
  • Available online and offline
  • Dynamic rules technician selection
  • Utilizes area maps

Salesforce Field Service Lightning has been in the market since 1999. Gartner named Salesforce Field Service Lighting the 2020 Magic Quadrant Leader for field service management.

This field service management software is ideal for contractors in repair, maintenance, construction, and installation. Salesforce FSM has more than 15K clients. Some of them include Coherent, Kone, and Lippert Components. 

Features

The following are Salesforce Field Service Lightning features.

Analytics

With Salesforce lighting, it’s much easier to make decisions with its in-depth analytics and reporting. 

Since the system is always collecting data, managers can see how operations are running in real-time. Therefore, if any issues arise, they can start working on ways to resolve them instantly.

Dispatchers can also view which workers are busy or which ones are free. 

Work management

The mobile app will keep your worker in the know regarding the latest policies and guidelines. And that’s regardless of whether they’re online or offline. 

Every job comes with step by step instructions. It provides a checklist for your technicians, which leaves zero chances for errors.

AI work routing

This field service management software utilizes artificial intelligence to help you give work to the right technician. Once a client inquiries, the chatbot automatically pre-qualifies the client by asking for the necessary information. 

That way, you will know who is the best person in your team to handle the job. That eliminates spending too much time on one customer interviewing them about their requirements. 

You can also take advantage of AI to prioritize jobs. Some jobs, like leaking pipes or electrical problems, need urgent service than gardening or hedge beautification.

Inventory management 

You can easily track how your inventory, such as vehicles, is moving once you dispatch workers. You’ll know if your assets are where they’re supposed to be.

The system also helps you view the consumption of materials. The usage can help in budgeting as well as knowing if your staff is using them appropriately.  

Dispatcher console

This solution provides a working area for your dispatching team. It comes with Gantt charts that are customizable. Using the dashboard, they can view the map to see client locations or track technicians. 

Apps and Integrations

Salesforce Field Service Lightning has Android and iOS. It’s also an online field service management software for Windows and macOS. You can also use it offline.

You can integrate it with:

  • Microsoft Dynamics
  • Zoom
  • Outlook
  • UI Path
  • Other Salesforce products like CRM

Pricing

The pricing depends on the features that you need. Another determinant is the number of users that you have. Therefore, you need to contact the company for a quotation. 

Verdict

Salesforce Field Service Lightning is the heavy-duty option for large companies. Its features include resource optimization, AI-powered scheduling, van inventory, guided safety protocols, real-time visibility, and step-by-step customer updates.

Salesforce Field Service Lightning is costly. However, large companies can afford to meet the costs and enjoy its vast features. 

This company’s client support is limited; unless you subscribe for premier service, which calls back in an hour. 

There are also lots of features to learn, which can be overwhelming. It will take a little bit of time to learn everything.

You also need to fill plenty of forms, especially when having bugs. It might seem tedious, but it provides an audit trail for support.

Oracle Field Service Cloud
Oracle Field Service Cloud

BEST FOR

Automatic resource routing

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  • Training support and certifications
  • Advanced analytics
  • Automatic urgent work routing
  • Omnichannel communication

Oracle Field Service Cloud has been in the industry since 1977. This field service management software is perfect for healthcare, consumer service industry, and education. Some of its clients include Essential Enterprise, Unilever, Metronet, DirecTV, and Yamanashi Japan.

Features

Here are Oracle Field Service Cloud’s features.

Job routing

Oracle has a scheduling engine that routes work to the most suitable personnel fast. That means that you’ll always get the right technician at the client’s premises promptly.

This is how it works:

It uses predictive and time-based AI to improve on-time arrivals. That will always score you some points with your customers. 

Automatic resource routing 

Emergencies are inevitable. The last thing you want is for one of your regular clients to call you with urgent work. The software gives you access to direct resources to work of this nature automatically.

Routing visualizations

There’s almost always a shorter and better route to get to a client. This service management software provides alternative directions.

That way, you can compare and contrast to see which one is more sensible for your technicians to use. This saves on time and fuel, instead of spending countless hours in traffic jams.

Work management

This software provides you with a stress-free way to manage all field operations using one interface. It also uses Gantt charts, lists, or map views to give you real-time access to job progress. 

Assigning work is easy, using the tool’s drag and drop capabilities. You can choose to do the assigning manually or let the system make suggestions.

The system also tracks inventory usage. Therefore, it becomes easier to estimate what your team requires for subsequent jobs.

Collaborations

Oracle Field Service Cloud will streamline communication between managers, dispatchers, and field staff. Forget about bottlenecks!

The platform uses context-driven chats or broadcast messages. These contain information like meeting reminders, traffic data, or safety warnings.  

Forecasting 

This field service management software helps you make smarter decisions. The system shows you data like skills, work zones, type, and available resources. This information will help you analyze how much your team can complete in a day.

The reports make it easier to discover discrepancies and attend to them. You can also create long-term plans to assist you in evaluating team performance.  

Apps and Integrations

Oracle Service Field Cloud doesn’t have any apps. It is purely cloud-based, and you can use it with Android, iOS, Windows, and macOS. 

Here are some third-party apps that you can integrate the software with:

  • PayPal
  • Salesforce
  • MySQL
  • Shopify
  • DocuSign

Pricing

Oracle FSM offers quote-based pricing. You can reach out to the company with your requirements for exact rates. 

Verdict

Oracle FSM’s features include automatic resource job routing, visualizations, work management, collaborations, and forecasting.

Note that this solution doesn’t offer an on-premise installation. However, you can still access it in the cloud with your smartphone or computer.  

FieldEdge
FieldEdge

BEST FOR

Color-coded incoming calls

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  • Easy to use
  • Data exportation to excel
  • Frequent updates
  • Workflow streamlining

Field Edge is Desco’s new name, the company that created the software in 1980. It’s a field service management software for constructionHVAC, plumbing, locksmiths, electrical work, and home appliance repair. 

Features

Let’s cover FieldEdge’s features.

Scheduling and dispatching

FieldEdge is one of the best field service management software because it automatically recommends the best person, depending on their skill set.

It also comes with a capacity planner for scheduling jobs in advance and surveys for suitable routes. 

Tracking 

FieldEdge updates staff statuses in real-time. That way, you can always book an adequate amount of work depending on who’s traveling, working, free, past deadline, or has completed a job. 

The system also lets you make changes to if need be. For instance, a customer could reschedule, or a worker might get sick, and this feature could come in handy. 

Color-coded incoming calls

Once a client calls, the system will pre-populate itself with their details, such as location and names. That gives you caller details without asking too many questions. FieldEdge also lets you give priority to urgent calls or high-value clients using different hues. 

Customer management

This top field service management software can help you build strong customer relationships. For starters, it reviews every job that your company has done for a client.  The system also shows who has pending balances for invoicing. It makes it easy for you not to schedule more work with them before they settle amounts due. 

Inventory control

This solution ensures that you track your inventory from the warehouse to the utilization of work orders. You can use the findings to see if you need to allocate more or fewer resources. 

The system allows you to pre-order when running low on materials. That means that you’ll always be ready for the next customer. 

Company performance

FieldEdge gives you information regarding how your company is performing in terms of revenue.

It also highlights areas in which you could have performed better. Therefore, you can sort out any issues to make more income the next time. 

With this tool, you can track your performing team members for motivational awards. You can also identify employees that need coaching. 

Quotes and invoicing

It’s possible to forget to follow-up with payments especially if you’re a busy company. 

But not with FieldEdge.

After job completion, the field staff raise invoices and email them to the office. Your employees can also make amendments to the documents if and when work requirements change.

Your staff can choose to print out the invoices on the spot or email them to customers. They can make payments there and then using checks, debit, or credit cards.

Transaction management 

FieldEdge is yet another field service management software that’s compatible with QuickBooksThat means that any transaction that your staff does at the office or field will flow to the real-time system. 

The integration eliminates double entries, which is common when making entries manually. You can also edit your data in case of mistakes at any time. 

Apps and Integrations

FieldEdge has iOS and Android apps. It’s also web-based and usable on Windows and macOS devices.

You can integrate it to:

  • QuickBooks
  • Customer Lobby
  • Schedule Engine
  • GreenSky
  • Broadly

Pricing

The company doesn’t display pricing on its website. For a quotation, you need to contact the sales team. 

Verdict

FieldEdge has many useful features such as scheduling and dispatching, invoicing and payments, transaction management, inventory control, customer management, company performance, tacking, and color-coded incoming calls. 

It has limited reporting capabilities. However, you can still pull the necessary reports, such as performance and profitability.

One of the most significant issues of this software is the frequent system outages. When downtimes occur, technicians can’t log in, nor can office functions such as dispatching or invoices. 

Luckily, this company is always making frequent updates. Hopefully, the system outages are one of the areas that they will improve on. 

Best Field Service Management Software for 2020

Different companies have different needs. So here are some of the most common needs and the software to use:

  1. mHelpDesk – Best for established and growing SMEs
  2. Wrike – Best for document template
  3. Service Fusion – The most affordable for unlimited users.
  4. Ai Field Management – Best for small office/home office (SOHO), enterprise, and SMEs.
  5. Jobber – Best for small home service businesses.
  6. Housecall Pro – Best for automated marketing.
  7. Intuit Field Service Management – Best for construction.
  8. Salesforce Field Service Lightning – Best for large companies.
  9. Oracle Field Service Cloud – Best for automatic resource routing
  10. FieldEdge – Best for color-coded incoming calls.

What Is Field Service Management Software?

Field service management software a.k.a FSM is a tool that helps companies manage field resources and operations better. Examples of processes that the platforms can help improve are scheduling and dispatching, invoicing, payments, order, or customer management. 

What are the key features you should look for in the best Field Service Management Software?

Different tools have different functionalities. However, some key features must be in every mobile field service management software as a bare minimum. 

Here they are:

Integrations with apps you already use

It helps a great deal when you don’t have to change the applications that you already use. This helps keep your data intact and minimize too many disruptive changes.

Work order management

Your team can easily manage their work. It’s also effortless for you to track work progress. 

Scheduling and dispatching

The best field service management platform can help you schedule work promptly. At a glance, you can see who’s busy and who’s free so that you can dispatch your team and resources on time. 

Mobile app

Fieldwork requires constant communication. Technicians can raise invoices and send them over to you using their devices. It’s also easy for staff to receive reminders and notifications related to their job on time using the apps.

With a mobile app, it’s also easy to track employee movement using GPS. That way, you’ll rest assured knowing that your team members are where they say they are at all times. 

Quoting management

A good field service business management software generates quotes and turns them into work orders once clients accept them. This makes it easy for you to take the least amount of time, to send pricing details, and to schedule work orders promptly. 

Reporting and analytics

Every business should keep track of its performance using reports. They display things like revenue, performance, or bottlenecks. 

The analytics will help you make smarter decisions regarding your business.  

Invoicing

A system that allows invoicing ensures that you never forget to claim for your money. This always reminds clients to pay what they owe you when the time comes along.

Benefits of field service management software

I wouldn’t recommend using something if it didn’t come with some great benefits. For example, a field service management software is of great assistance when it comes to:

Better organization

Being organized when dealing with work orders can help you do your job efficiently. This is extremely pleasing to clients and can win you more repeat business and referrals. 

Avoids overbooking or underbooking

You no longer have to guess how much work you can take. All you have to do is look at your dashboard to see the resources available.

Saves on time

With service scheduler software, you can quickly finish jobs that would otherwise take days to complete. You don’t have to wait for your staff to get back to the office to issue an invoice since they can do that in the field.

Also, your employees can take the shortest routes to get to clients faster. All it takes to dispatch workers is the click of a button. Therefore, you don’t have to call everyone to ask if they’re available. 

Improves CRM

Nurturing customer relationships is vital for business growth. 

Statistics show that a whopping 93% of buyers are likely to make future purchases if you give them a positive experience. 

Service management systems offer timely scheduling and dispatching. They also come with communication reminders and other notifications. Meaning you’ll always keep clients in the loop of project goings-on.

How to Choose the Best Field Service Management Service?

There are some essential considerations that you should make before picking a solution. You have to ensure that it matches your needs. Here are some helpful pointers:

Pricing

With buying anything, the amount of money you wish to spend is a crucial factor. The same applies to the purchase of field service management software.

Solutions like Service Fusion have a flat rate per month. Others like Wrike charge your per user. Therefore, costs can add up if you have many users. 

Others like intuit are more expensive, so they might not be suitable for businesses on a budget. 

Platforms like Jobber, mHelpDesk, or AI Field management are right for you if you’re looking for cost-effective software.

Use Case

What kind of business do you run? Construction, healthcare, HVAC, repairs, installations? 

Platforms like Jobber, mHelpDEsk, AI Field Management, Service Fusion, or Wrike are ideal for service businesses. Examples here include tree care, HVAC, and home repairs.

Others like Intuit are suitable for industries in construction, manufacturing, or nonprofit organizations. 

Number of users

The number of users that you have is crucial when buying field service software. Some solutions accommodate a small number of staff, while others can take unlimited employees.

Tools like Wrike or Service Fusion can accommodate unlimited users. Others, like Jobber, serve small businesses. Note that Jobber requires you to pay extra if you have more than 30 users.

Features

What core features are you looking for? 

Platforms like Wrike have templates for document creation. Others like mHelpDesk or Service Fusion have features like lead management, customer relationship management, or invoicing.

Others like Jobber have unique features such as chemical tracking or note attachments. On the other hand, software like Salesforce Field Service Lightning doesn’t have native payment features.

Verdict

FSM is critical to help you manage your processes better. With such a tool, you can schedule, dispatch, manage customers, and jobs efficiently. 

Some solutions are more suitable in specific environments; hence I’ve prepared a buyer’s guide and a field service management software comparison to help you pick the right one. 

At this point, you’ve probably taken a liking to a tool or two. Give them a try – I promise it will be life-changing.

FAQ

What is the best field service management software?

Here’s a list of the best field service management software:

  1. mHelpDesk
  2. Wrike
  3. Service Fusion
  4. Ai Field Management
  5. Jobber
  6. Housecall Pro
  7. Intuit Field Service Management
  8. Salesforce Field Service Lightning
  9. Oracle Field Service Cloud
  10. FieldEdge
What is field service management in Salesforce?

This is a solution by Salesforce that helps increase productivity both online and offline. Some of its features are AI scheduling, guided safety protocols, and van inventory. 

How much does Field Service Lightning cost?

Field Service Lightning cost starts at $75/user/month.

What is HVAC software?

This is field service management software for Heat Ventilation and Air conditioning (HVAC). The tool helps improve efficiency with scheduling, dispatching, work orders, invoicing, and others. 

What is field service experience?

Field service experience is the amount of time that an individual or company has been in the industry.  

How do you manage a service technician?

You can manage a service technician by using service management software. The tool will help you dispatch the right personnel, send them notifications and reminders, and track their whereabouts.