Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. Reviews: Sorts listings by the number of user reviews we have published, greatest to least. Sponsored: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. Avg Rating: Sorts listings by overall star rating based on user reviews, highest to lowest. A to Z: Sorts listings by product name from A to Z.
Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC.
Synchroteam fe...Read more
Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on and offline and provides unified data across stores and has an integrated inventory management function.
Repair-CRM is a mobile field service app for small and midsize field service businesses, including plumbing, HVAC, maintenance, landscaping, and roofing companies. The software aims to help small field service companies grow, sche...Read more
Shifton employee and work scheduling solutions includes features from shift planning to task management, available anywhere and secure.
with Shifton you can
* plan shifts and breaks
* manage vacations
* calculate salary
* fine-t...Read more
Route4Me is a cloud-based fleet management solution designed for small, midsize and large businesses. Primary features include route planning and routing guides. It allows users to type-in or upload customer addresses and plan a r...Read more
Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud.
Visual Planning o...Read more
Bookup is a field service management software designed to help businesses manage online bookings and organize schedules to generate leads. Managers can utilize customizable flow builders to add new fields and offer optional add-on...Read more
Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps cont...Read more
FieldAware is a field management solution developed to manage every facet of the service delivery process. It allows users to manage service requests, scheduling, dispatching, customer relationships, invoicing and reporting, strea...Read more
ServiceMax delivers powerful field service functionality in a convenient, cloud-based format. Included in the system are features and tools to better manage technicians in the field, client contracts, and customer service. ...Read more
PestPac, a WorkWave software, is a web-based field service management solution, offering unique, features to improve productivity, profitability, and customer satisfaction. PestPac is a scalable solution that can serve single tech...Read more
ScheduFlow by Duoserve is a hybrid appointment scheduling solution that helps users create, view and edit schedules in real-time. The solution allows users to set up customized calendar view that helps them to compare days' activi...Read more
Kickserv is a cloud-based field service management solution that provides small businesses, tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments.
Kickserv can be...Read more
WorkWave Service is a cloud-based field service solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications allow fie...Read more
GoCanvas is a cloud-based mobile business management system suitable for field service companies, including electrical, HVAC, pest control and plumbing. The solution is designed to work on any smartphone or tablet and can also be ...Read more
BiznusSoft Field Service is a cloud-based solution designed to help businesses manage and control their operational cycle. Key features include account management, quotation and contract management, work order management, scheduli...Read more
IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field servic...Read more
ServicePower is an on-premise and cloud-based field Service solution. It’s suitable for businesses of all sizes and across different industry verticals such as HVAC, IT, transportation, service and more. Key features include work ...Read more
Astea Alliance Enterprise is an end-to-end field service management (FSM) and mobility platform that provides large and enterprise service companies with functionality to support the full service lifecycle, from the initial custom...Read more
VServiceManagement by Vertical Solutions Incorporated manages field service delivery for mid-sized and large companies. It features contact center, entitlements, knowledge, dispatch, scheduling, mobility, inventory and social coll...Read more
A myriad of vendors offer field service management solutions, and different systems address the needs of different types and sizes of businesses, from small pest control, locksmith, plumbing, or landscaping operations to global enterprises in industries such as communications or manufacturing. We’ve written this buyer's guide for buyers who want to understand this complex market.
If you have ever waited from noon to 6 pm for a representative to appear, you know the importance of a good system. This mobile field service software category helps companies schedule and track outside operations. For representatives, it provides schedules, routes, customer information and information regarding necessary supplies and parts. Managers can schedule outside agents and resources, track customer history and manage work orders.
Core functions include:
SLA compliance tracking
Parts inventory management
Forecasting and reporting
Advanced field service solutions feature mobile support, failure analysis, RMA management, voice-generated customer appointment reminders and project management.
In the customer support spectrum, these systems expand on help desk (HD) systems and overlaps customer support systems. HD systems provide applications for trouble ticketing and directed problem resolution but do not offer field-related functionality. Customer support systems may provide scheduling and inventory management or may integrate to a complete system. Some solutions also focus exclusively on one function, service dispatch software, for example.
Companies needing a more sophisticated maintenance management system with features like equipment and preventive maintenance should review our CMMS buyers guides.
What Type of Buyer Are You?
Before starting your research, you’ll need to assess what kind of buyer you are. We believe 90 percent or more of buyers fall into one of the following categories:
Direct buyers. These buyers work for firms that maintain their own unit. They have straightforward needs which are addressed by a wide range of providers.
Contract buyers. These buyers work for firms that contract out work. These buyers have special requirements for passing work requests, tracking request fulfillment and tracking customer satisfaction.
Enterprise buyers. These buyers work for large organizations. These buyers may have multiple fleets and they place a premium on integrating information across units and with the customer support organization.
Small business buyers. These buyers work for small businesses moving beyond Microsoft Outlook, spreadsheets or even whiteboards and sticky notes, and want to add FSM capabilities for planning orders and tracking customer satisfaction.
Field Service Software BuyerView Report
Every year, Software Advice talks to hundreds of field service software buyers, which provides us unparalleled insight into their motivations for investing in new technology. Recently, we analyzed a random sample of these interactions with companies evaluating field service systems to uncover the following trends. Click here for the full report.
Benefits and Potential Issues
Reduce scheduling costs
One of the big costs is the actual scheduling of calls. Manual systems needed to leave large “windows” for appointments and allow ample time between scheduled stops. These systems can schedule appointments more densely and reduce travel times through intelligent routing.
Increase customer satisfaction
Systems can increase customer satisfaction in three ways. First, they can state more precise arrival times for technicians. Second, they can predict the tools and parts that a rep will need. Third, they can allow the customer to pick the most convenient appointment time.
Reduce parts inventory costs
Systems can analyze history files to predict which parts will fail on what schedule. Companies can use this information to more accurately manage part inventories to reduce costs.
Reduce fuel costs
Intelligent route planning is a feature of most systems. It calculates the most efficient way for sales agents to drive to their appointments. This can dramatically reduce mileage and consequently fuel costs. But there are two potential issues. The first is obvious: there is a potential to over-schedule reps, which decreases both their effectiveness and level of job satisfaction, and also decreases customer satisfaction since appointments are missed. The second problem is more typical of enterprise software; proper implementation, change management and adoption is required for customers to realize the true benefits.
Reduce scheduling costs. One of the big costs is the actual scheduling of calls. Manual systems needed to leave large “windows” for appointments and allow ample time between scheduled stops. These systems can schedule appointments more densely and reduce travel times through intelligent routing.
Increase customer satisfaction. Systems can increase customer satisfaction in three ways. First, they can state more precise arrival times for technicians. Second, they can predict the tools and parts that a rep will need. Third, they can allow the customer to pick the most convenient appointment time.
Reduce parts inventory costs. Systems can analyze history files to predict which parts will fail on what schedule. Companies can use this information to more accurately manage part inventories to reduce costs.
Reduce fuel costs. Intelligent route planning is a feature of most systems. It calculates the most efficient way for sales agents to drive to their appointments. This can dramatically reduce mileage and consequently fuel costs.
But there are two potential issues. The first is obvious: there is a potential to over-schedule reps, which decreases both their effectiveness and level of job satisfaction, and also decreases customer satisfaction since appointments are missed. The second problem is more typical of enterprise software; proper implementation, change management and adoption is required for customers to realize the true benefits.
Market Trends to Understand
Mobile. When Microsoft introduced the Tablet PC version of Windows in 2001, field work organizations were listed as a market. More than a decade later, mobile field service apps are available for all major mobile and tablet platforms from Blackberry, Android and iPhones to iPads and Windows 7 tablets.
Software as a Service (SaaS). Many vendors now offer cloud-based products, typically through a monthly subscription plan.
Web-based interfaces. Reps and managers can interact with Web-enabled systems at the office or on the road. Web-based tools can also let partners access the systems and can even allow customers to schedule their own appointments.
Customer support consolidation. Vendors are including more functionality directly in CRM and service/support software. For example, Microsoft Dynamics CRM lets agents generate a trouble ticket, set an appointment, create an order, and dispatch a rep. Once the rep has completed the work, the order is closed, which closes the trouble ticket.