The more fieldwork teams you have, the more likely you’ll make mistakes when creating schedules. Overlapping, missed visits, or late payments are just some of the things that can go wrong if you don’t plan your schedules properly. The easiest way to organize and manage your fieldwork is to use field service management software. Below, we show you software products that can help you with scheduling, dispatching, and invoicing. We tested and reviewed every feature to find the top picks for you, so let’s get right into it.
Launched in 2011, Jobber is a field service automation platform trusted by over 100,000 users. The drag-and-drop functionality enables fast and easy CRM, scheduling, and dispatching. The client portal and customer communication tools are also a part of this service industry software. Additionally, you can link the software with Quickbooks, access Jobber’s marketplace, or a Facebook chat group where businesses share experiences and support each other. Read Review
- ⦿Easy to use
- ⦿Client portal
- ⦿Automatic payments
Trusted by over 20,000 businesses, Housecall Pro is another great solution for companies that have field workers. The software supports companies that manage telecommunications, plumbers, cleaners, landscape workers, and many others. This FSM software has a two-week free trial, allowing you to try all its features and see if it fits your business needs. After that, you can choose between three paid plans and combine them with several add-ons, such as recurring services, sales proposals, and a website builder. Read Review
- ⦿Native app for mobile phones and iPads
- ⦿Instant deposits
- ⦿Lots of add-ons
Service Fusion is one of the most popular field service management solutions, boasting over 4,000 clients. This software helped create and execute over five million jobs every year. It has a modern UI optimized for all operating systems and devices. The mobile app is available for managers, technicians, and clients. However, the high price makes Service Fusion less attractive for many small businesses. Read Review
- ⦿Drag-and-drop system
- ⦿Scheduling and dispatching
- ⦿Supports an unlimited number of users
FieldCode uses AI technologies to create automated schedules and dispatches. The software is primarily designed for the IT field service industry, allowing engineers to efficiently organize the team and cut business operation costs. The software’s pricing system is unique, enabling you to pay only when you actually use the software scheduling and dispatching tools. Read Review
- ⦿AI-driven dispatch software
- ⦿Automated schedules
- ⦿Unlimited users
ServiceTrade is created for commercial contractors to help them schedule shifts and job requests, dispatch workers, and collect payments. The software provides a native mobile app for fieldwork technicians and a client portal for customers. This field service software costs $79 per month per technician, so it’s one of the most expensive software products on our list. Read Review
- ⦿Phone, live chat, and email support 24/7
- ⦿QuickBooks integration
- ⦿Great CRM features
Kickserv helps small field services businesses manage multiple teams, create schedules, and collect payments. The software has a free version, but it’s limited to two users. The paid versions include features for scheduling, dispatching, and invoicing. You can also create and manage contacts, review job and payment history, search for the client’s notes, and more. If you lack experience using these tools, Kickserv has a gallery with explanatory videos. Read Review
- ⦿Onboarding support
- ⦿Android and iPhone apps
- ⦿Affordable pricing plans
Related Product Categories
Our Methodology
There is a lot of field service management software around, and it can be difficult making an informed choice. Our guiding idea was to provide you with the most reliable and proven products to help you manage your daily business operations easier. Our evaluation methodology included the following criteria:
Ease of Use
The good thing about these software systems is that most rely on the drag-and-drop functionally, making them easy and intuitive to use. Moreover, they are almost universally web-based (with optional desktop and mobile apps), so you don’t have to install anything on your business computer to get started. Most are proprietary commercial software, but some companies offer field service management software that’s open source. As the name suggests, this category is mainly concerned with how easy the software is to use, including the quality of its native mobile app(s).
Features
The next thing to check when choosing software for fieldwork organization is the types of operations it supports. Scheduling, dispatching, and invoicing are the most important ones. This software should be helpful in creating estimates, jobs, and working schedules. Having tools such as availability or technicians’ skill level is also very helpful. Dispatching tools allow you to send jobs and inform your technicians in real-time.
These products also allow you to create invoices and collect payments. Other field service management features include CRM tools for collecting client information and time tracking, enabling you to see all employees' working hours. This information is crucial for calculating payroll.
Pricing
All of the best software products for managing fieldwork needs come with a price tag. Before you choose to buy a product, most companies will allow you to test it for a few weeks.
Every company creates different prices based on the number of users and features you want to use. It’s only logical that the feature-rich pricing plans are more expensive. There are also examples of entirely free field service management software for small business owners. However, they have restrictions on the number of people you can manage and tools you can use.
Customer Support
Lastly, we evaluated the field service scheduling and dispatching software systems based on the customer support they provide. Stats on customer service paint a clear picture - this is one of the most important aspects of any company’s offer as far as customers are concerned. With that in mind, we look at what forms of support the company offers (FAQ, live chat, dedicated phone line, etc.) and the working hours of the support staff (limited or 24/7).
Reviews
Jobber Review
EXCELLENT
EXCELLENT
EXCELLENT
EXCELLENT
- ⦿ GPS tracking
- ⦿ Quickbooks integration
- ⦿ Phone support
Houseall Pro Review
GOOD
EXCELLENT
EXCELLENT
GOOD
- ⦿ Live Map and GPS tracking
- ⦿ Equipment tracking
- ⦿ Sales proposal tool (extra costs)
Service Fusion Review
FAIR
GOOD
EXCELLENT
GOOD
- ⦿ Checks idle time
- ⦿ Locate workers
- ⦿ ACH transfers, debit and credit card payments
Fieldcode Review
EXCELLENT
EXCELLENT
GOOD
GOOD
- ⦿ Individual training plans
- ⦿ IoT integration and monitoring
- ⦿ Route optimization
Servicetrade Review
FAIR
GOOD
GOOD
EXCELLENT
- ⦿ GPS tracking
- ⦿ Customer portal customizable reports
- ⦿ Мap-based scheduler
Kickserv Review
EXCELLENT
GOOD
GOOD
GOOD
- ⦿ Onboarding and training
- ⦿ Integration with Xero and Quickbooks
- ⦿ Low credit card rate
The best field service management software is thoroughly evaluated in our review section. Depending on your field service industry, number of employees, pricing, and other factors, you should decide which of the reviewed products fits you best. Luckily, many companies offer free versions or trial periods for their field service tools, so you can test them out and see how they work.
Different field service businesses use FSM software systems, including HVAC, cleaning, plumbing, lawn and landscape services, pest controllers, electricians, pool service workers, moving companies, and many others. Generally, all businesses with fieldwork teams can use the software to create and manage estimates, assign jobs, track employees while on the field, and send invoices to clients.
Software for field service management helps businesses organize and manage job tasks, communicate with technicians and clients, and send client invoices. Similar to employee task management software, these products help you organize your day-to-day business operations, cut costs, and increase staff productivity.
A field service app streamlines communication in field service companies, allowing technicians to check up their schedules, see daily responsibilities, and collect payments. Many such apps also have a client portal and allow admins to track employee check-ins and check-outs.
A field service app streamlines communication in field service companies, allowing technicians to check up their schedules, see daily responsibilities, and collect payments. Many such apps also have a client portal and allow admins to track employee check-ins and check-outs.