An efficient field service software is essential to deliver effective customer service in the field. Here is a review of the best Field Service Management Software for your business:
All service organizations strive to deliver good field service management. However, from relying on tedious Excel sheets for monitoring field service operations to service teams having trouble coordinating with customers, the industry is full of challenges.
Using advanced field service management software makes it easier to overcome these hurdles. These field service software come equipped with features that facilitate the smooth management of resources required to deliver effective customer service in the field.
Table of Contents:
Top Field Service Solution Companies – Complete List
The field service team can depend on this software to track service requests, coordinate communication between technicians and customers, plan schedules for technicians, and lots more. Good service management software can handle everything from work order management to scheduling to dispatching.
Today, we can find a number of options when it comes to such tools. However, only a few of them are worth the price they charge.
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After going through this article, you can ensure your service organization can make an informed decision and choose software that meets its specific needs. We have recommended a list of tools that are some of the best field service management software you can find on the market today.
Effective Field Service Features
No matter what your requirements are, you will certainly want a few features in your field service management software. The following features should be present in your chosen software:
- User-friendly UI.
- Quick to deploy and very easy to use, even for non-technical users.
- Customizable as per your organization’s specific needs.
- It should be accessible on mobile devices. You should be able to access its core features on the go.
- Conveniently schedule and dispatch your field workers based on location, skill set, and availability.
- The software should make it easier to create, manage, and track your work orders.
- It should be easy to track work hours and the total time spent on a particular task.
- This software should enable effective inventory management.
- The tool should arm you with real-time insights, thus simplifying the decision-making process.
Investing in Field Service Management
An organization should invest in field service management software if the team is constantly facing the following issues:
- Spending a lot of time on job completion.
- If the job is severely impacting team productivity and efficiency.
- If operating costs are skyrocketing.
- Lukewarm response from customers.
Service Software Selection Factors
When out looking for the best field service management software, paying heed to the following factors would help:
#1) Industry Requirements: While all field service management tools have a core purpose to serve, different companies will have different requirements for them. It is important to understand why your particular business needs field service management software. Consider a tool that meets the specific needs of your industry.
#2) Number of Technicians Accommodated: The number of technicians that can use a tool at once is usually restricted in most tools. Therefore, you will need to carefully review each subscription plan offered by these tools. So, know how many technicians there are in your company. Make sure all the tools you like can accommodate all of them.
#3) Dispatching and Scheduling Features: Scheduling and dispatching features are two of the most critical features of field service management software. It is recommended to make a list of all the scheduling and dispatching capabilities that the company needs. You can move forward if the software has everything you need.
These features can be as follows:
- Automated email/SMS notification
- Route optimization
- Internal communication tools
- Online appointment booking
- Live GPS tracking
- Real-time route information
#4) Customer Support: For any software, the quality of customer support should be non-negotiable. You should go with the tool that comes with the self-service customer portal. This portal allows users to schedule appointments, pay open invoices, etc. Whether the tool offers 24/7 phone, chat, or email support should also be considered.
#5) Price: Many tools provide a flexible pricing structure. The price of most of the tools varies depending on the number of technicians you want to accommodate. Consider what base your company feels would be fair for pricing. Set a budget and see if a particular tool can match it without compromising on quality.
Expert Advice: The following advice is useful for an employee working in a service organization:
- The field service management software you choose should extend support to the customer’s preferred channel of communication.
- The UI should be comprehensive, minimalistic, and intuitive.
- Customer support agents and dispatchers should have no issues or confusion in using the tool.
- It should be a cost-effective software taking into account the company’s budget.
- Features like Omnichannel ticketing, smart automation, comprehensive reporting, and mobile field service are a must for a good field service management app or software. Some software provides a free demo so that can also be considered.
List of the Best Field Service Management Software
Popular list of the best service company software:
- Freshdesk
- Connecteam
- UpKeep
- OptimoRoute
- Okdesk
- mHelpDesk
- Housecall Pro
- Salesforce
- Oracle Field Service
- ServiceTitan
- Simpro
- Jobber
- ServiceMax
- Service Fusion
Comparing Some of the Top Field Service Management Solution
Name | Best for | Top Features | Free Trial | Price |
---|---|---|---|---|
Freshdesk | End-to-end field service management suitable for small and large service organizations | Omnichannel Customer Engagement,Powerful Scheduling, Dashboard No-code bots, Advanced time tracking | 21 days | Free for up to 10 agents Growth Plan: $15/month per agent Pro Plan: $45/month per agent |
Connecteam | Time tracking with advanced GPS | Task Management, Time tracking, shift management | 14 days | Free for up to 10 users Basic: $29/month Advanced: $49/month Expert: $99/month |
UpKeep | Full-featured work order management | Work Order automation, prioritized task assignment, task monitoring | 7 days | Starter: $45/month/user Professional: $75/month/user Custom business plan also available |
OptimoRoute | Field service scheduling and routing optimization | Live ETA tracking, Service Scheduling, Easy cancellation processing | 30 days | Lite: $36/driver per month Pro: $45/driver per month Custom enterprise plan offered |
Okdesk | Customized reporting | Time tracking, Order management, CRM, Contact management | 14 days | Start: $29/month All-In-One: $45/month Custom enterprise plan also available |
Detailed Review:
#1) Freshdesk
Best for end-to-end field service management suitable for small and large service organizations.
Freshdesk comes with a plethora of features that can help simplify all key aspects associated with field service operations. Technicians and service agents get to communicate with customers via their preferred communication channels.
Freshdesk leverages no-code bots to simplify complex workflows. You can respond to your customers at a much faster pace and deliver a better customer experience. Perhaps the best aspect of this software is its scheduling dashboard. You can rely on the dashboard to balance workloads, manage appointments, and efficiently respond to emergencies.
Features:
- Omnichannel Customer Engagement
- Powerful Scheduling Dashboard
- No-code bots to interact with customers
- Track time spent on field service
Pros:
- It’s very easy to set up
- 24/7 Customer Support
- iOS and Android apps available
- Can connect with over 600 third-party apps.
- Transparent Pricing
Cons:
- Nothing significant
Verdict: Freshdesk is a well-known help-desk software that also serves as an excellent end-to-end solution for efficient field service management. Its use of intelligent AI along with omnichannel communication support makes it useful software for both small and large businesses to simplify their field service operations and satisfy their customers.
Price:
- Free for up to 10 agents
- Growth Plan: $15/month per agent
- Pro Plan: $45/month per agent
- Enterprise: $79/month per agent
#2) Connecteam
Best for time tracking with advanced GPS.
Connecteam is a field service management solution designed to help service organizations manage, train, and communicate with their field employees. From managing tasks to scheduling appointments and tracking service progress in the field, this software has many advanced features.
The admin dashboard is visually appealing and robust in its functionality. From this dashboard, you get clear visibility into all field service operations.
Features:
- Error-free time tracking with advanced GPS capabilities
- Simplified task monitoring and management
- Forms and checklists that facilitate real-time reporting straight from the field
- Efficient shift management with intuitive scheduling capabilities
Pros:
- Simple UI
- Highly customizable
- Scalable software
- Simplified job scheduling
Cons:
- The software can become slower as you add more employees and users.
Verdict: With intuitive time tracking, job scheduling, task management, and real-time reporting to boast, Connecteam offers you a complete field service management package that is both easy to use and flexibly priced. The free plan also makes this tool an ideal field service management software for small businesses.
Price:
- Free for up to 10 users
- Basic: $29/month
- Advanced: $49/month
- Expert: $99/month
Website: Connecteam
#3) UpKeep
Best for full-featured work order management.
UpKeep is another software that organizations can use to make their field service operations more efficient. The software arms its users with the tools necessary to easily assign both reactive and preventative maintenance work to the right technician.
Get a complete overview of the work orders you receive. You can filter orders on the basis of the asset, location, the technician assigned, and priority level.
UpKeep also offers a powerful asset management solution. This feature is fundamental if businesses wish to reduce equipment downtime. The software offers on-the-go access to asset WO history to help technicians make data-driven decisions.
Features:
- Create work orders automatically
- Attach PDFs of the instruction manuals to the WO
- Assign tasks to technicians based on priority level
- Mobile app available
Pros:
- Get real-time updates straight from the field
- Assign tasks to technicians with mobile-push notifications
- Convey work order updates with unlimited requesters
- Get a transparent record of work done by technicians
Cons:
- UI needs more work
Verdict: UpKeep is a great field service/work order management software that allows you to assign repair or maintenance orders received from customers to technicians on a priority basis. This software allows you to create, assess, and measure all types of reactive and preventative maintenance orders from a single place.
Price:
- Starter: $45/month/user
- Professional: $75/month/user
- A custom business plan is also available
Website: UpKeep
#4) OptimoRoute
Best for field service scheduling and routing optimization.
OptimoRoute is a software I would recommend for intelligent field service planning. It features a scheduling module that allows you to schedule the optimal route to deliver field service by taking location, customer time preferences, and other factors into account.
You can use this tool to create overnight routes that are best suited for multi-state and interstate sales routes. OptimoRoute also allows you to monitor work progress in real-time.
The software aids you in delivering a satisfying customer experience by offering live ETAs that you can share with clients.
Features:
- Weekly Field Service scheduling
- Get accurate live GPS and ETAs
- Process last-minute cancellations
- Get routes suited for field sales
Pros:
- Real-time delivery documentation
- Automated feedback requests
- Real-time route modification
- iOS and Android apps available
Cons:
- Cheaper plans do not offer real-time order tracking
Verdict: OptimoRoute offers more than 50 features that work together to optimize the planning and delivery of field services. The mobile app ensures that drivers receive complete routes, navigation, and order information directly on their phones. This way they can reach a client’s address on time to render field service.
Price:
- Lite: $36/driver per month
- Pro: $45/driver per month
- Custom enterprise plan offered
Website: OptimoRoute
#5) Okdesk
Best for customizable reporting.
With Okdesk, you get a powerful cloud-based mobile application that can deliver custom reports on maintenance or repair work. It also has a powerful scheduling module that you can use to assign tasks to technicians or evenly distribute maintenance work orders between multiple technicians.
The software enables scheduling tasks on the basis of planned workload, location of the customer, and availability of a technician. It facilitates error-free tracking allowing you to monitor your technician or field agent’s progress in real-time. Another thing I like about Okdesk is the fact that you get to create maintenance checklists with added photos.
Features:
- Order management and billing
- Ticket tracking
- Intuitive dispatching and scheduling
- CRM and Contact Management
Pros:
- Mobile app for both employers and clients
- Advanced GPS tracking
- Interface and reporting customization
- Drag and Drop UI
Cons:
- The cheaper plan does not support portal customization
Verdict: Okdesk is the ideal software for you if you are looking for an asset-centric field service solution. It features outstanding scheduling and time-tracking capabilities.
Price:
- Start: $29/month
- All-In-One: $45/month
- Custom enterprise plans are also available
Website: Okdesk
#6) mHelpDesk
Best for end-to-end job management.
mHelpDesk is a perfect representation of what an all-in-one job management solution can do. The software comes pre-integrated with custom form building, scheduling, and billing features to streamline several crucial aspects associated with field service operations.
The software is great if you wish to gain complete visibility into your field service operations. You get to track progress made by field operatives in real-time right from initial customer contact to getting payment.
Features:
- Quick and easy scheduling of multiple recurring jobs
- Workflow management and streamlining
- Track the current status of the job in the field
- Create custom forms
Pros:
- Easy to use
- Highly customizable
- Feature-rich mobile app
- Live mapping
Cons:
- Lack of transparency with regard to pricing
Verdict: From scheduling maintenance jobs and tracking job progress in real-time to facilitating seamless billing and invoicing, mHelpDesk can do all this and more to streamline the field service management process from start to finish.
Pricing: Quote-based
Website: mHelpDesk
#7) Housecall Pro
Best for enhanced scheduling and dispatching systems.
Housecall Pro is a solution designed to specifically cater to the specific requirements of service organizations. The software can be used to easily set up both new and recurring jobs. The software’s scheduling dashboard manages jobs, organize them, and notifies technicians.
You can assign jobs to technicians on priority and track them from the moment they are dispatched to the moment they are paid. The software also helps you with invoicing. You can use Housecall Pro to create and send digital invoices with a single click. You can send auto-reminders periodically to make sure you get paid for services rendered on time.
Features:
- Streamlined scheduling and dispatching
- One-click invoice generator
- Pipeline management
- Track progress in real-time
Pros:
- Organize jobs in the calendar
- Quickbooks Integration
- Send auto-reminder to clients for payment
- Drag and drop scheduling
Cons:
- Live chat is not that responsive
Verdict: If you wish to streamline the scheduling and dispatch system of your service organization, then Housecall Pro is highly recommended. The software is ideal for plumbing, electrical, cleaning, and other similar types of businesses.
Price:
- Basic: $45/month
- Essentials: $129/month
- Custom plans are also available
Website: Housecall Pro
#8) Salesforce
Best for boosting the customer experience.
For decades, Salesforce has been a leading name in the service management industry. Its field service management capabilities are very impressive. You can use Salesforce to automate both scheduling and dispatching. The software allows you to respond to dynamic requests and emergencies without any hassle.
You can also use the software for preventative maintenance as it features a great real-time asset performance monitoring system.
Features:
- Streamlined scheduling and routing
- End-to-end asset management
- Create workflows
- Automated dispatching
Pros:
- Predicts asset failure
- Field Service Mobile App for Android and iOS
- Facilitates preventative maintenance
- Route optimization
Cons:
- Not as rich in field service features as the other tools on this list
Verdict: Salesforce does a decent job of automating scheduling, optimizing routes, and reducing response times to jobs. It may lack certain advanced features, but it still serves its purpose very well as a good software for service management.
Price: Starts at $25/user/month
Website: Salesforce
#9) Oracle Field Service
Best for Intelligent Field Service Planning.
Oracle Field Service is a great field service management software recognized for its ability to forecast workload management goals and predict the required workforce accordingly.
The software excels at predicting future demand, creating long-term plans, and performance tracking. It is also quite good at automating both scheduling and routing. The software can be used by service organizations to ensure on-time arrival, reduce futile truck rolls, and reduce driving distance, thus making time for more jobs to be completed per day.
Features:
- Optimized Resource Utilization
- Automated scheduling and routing
- Let customers track field service appointments
- Escalate issues via embedded video chat
Pros:
- Get important documentation regarding the job directly from the mobile app
- Simplify complex tasks with pre-configured workflows
- Facilitate customer self-service
Cons:
- Lack of transparency with regards to pricing
Verdict: Oracle Field Service excels with regard to managing workloads, tracking technicians on the job, and providing customers with the tools to help themselves when they are facing an issue.
Price: Quote Based
Website: Oracle Field Service
#10) ServiceTitan
Best for building service organizations of all types.
Similar to other field service software mentioned here, ServiceTitan excels in its scheduling, dispatching, and time-tracking capabilities. You can rely on ServiceTitan to accurately track your technician’s work in the field and automate performance pay calculations.
It delivers excellent real-time empirical stats that allow you to get complete visibility into your non-desk employee’s performance and the critical cash flow resulting from it.
Features:
- Streamlined Dispatching
- Automated Scheduling
- Intuitive Payroll Processing
- Timesheet Management
Pros:
- Automated analytical reporting
- QuickBooks Integration
- Free Demo
Cons:
- It’s not that easy to get started with
- No transparency in pricing
Verdict: While not as feature-rich as some of the other tools mentioned here, ServiceTitan still does a good job streamlining operations associated with delivering good and satisfying field service to clients.
Price: Contact for a quote
Website: ServiceTitan
#11) Simpro
Best for end-to-end field service.
Simpro comes with several features that streamline the field service management process from start to finish. With features like scheduling, invoicing, quoting, and material management all working together, you get a tool that allows you to deliver quality field service to clients in a cost-effective manner.
The software can be used to track progress and streamline the billing and payment process as well.
Price: Contact for a quote
Website: Simpro
#12) Jobber
Best for managing client requests.
Jobber is a field service software that comes with features intended to streamline all key aspects associated with delivering field service. The software can effectively manage client details and handle the scheduling, quoting, invoicing, and dispatching aspects of field service as well.
Price:
- Core: $45/month
- Connect: $129/month
- Grow: $249/month
Website: Jobber
#13) ServiceMax
Best for workflow automation.
ServiceMax delivers both reactive and proactive maintenance services to clients. This can be used to avoid compliance failures, ensure service quality, maximize efficiency, and gain access to key information pertaining to the cost of spare parts, billing rates, etc.
ServiceMax also offers analytical reporting in the form of KPIs and other types of measuring metrics.
Price: Contact for Quote
Website: ServiceMax
#14) Service Fusion
Best for digitizing information crucial to field service management.
Service Fusion is another all-in-one field service management tool that you can rely on to deliver robust field service to clients. The software’s best feature is the centralized dashboard that gives you all the information critical to the successful rendering of field service.
Everything from scheduling, customer management, invoicing, and reporting to sending automated reminders to clients for payments can be done from a single location using Service Fusion.
Price:
- Starter: $126/month
- Plus: $186/month
- Pro: $339/month
Website: Service Fusion
Field Service Software FAQs
What is field service management software?
To understand field service management software, you need to first know what field service entails. Field service occurs when a technician has to be dispatched to a specific location to perform repair or maintenance work on a particular product at the request of a customer. Gardening, plumbing, and food delivery are good traditional examples of field service.
Field service management software simplifies and automates a few crucial aspects associated with field service operations to make them more efficient and cost-effective. These tools can be deployed to track customer requests, plan field technician schedules, make communication between customers and technicians as hassle-free as possible, and track progress in real-time.
What is the best field service management software?
I would say that the following 5 tools come with all the qualities necessary to qualify for the top field service management software:
Freshdesk
Connecteam
OptimoRoute
Okdesk
mHelpDesk
What are the benefits of field service management software?
Field service management software helps service organizations effectively handle various operational challenges. Some of its benefits are listed below:
It can streamline operations by improving operational efficiency and aligning tasks for field operatives.
Field service software can help service organizations deliver a great customer service experience consistently.
It is considerably easier to schedule field operations and track the progress of technicians with service software.
These tools can help with seamless work order management and predictive maintenance.
How do I choose field service management software?
I would suggest you do the following to choose the ideal field service software for yourself.
Understand what your needs and requirements are and determine whether the tool is capable of fulfilling them.
Doing some background research on the software and the software provider. Go with software that has consistently good reviews and substantial industry experience.
Make sure all field service-related essential features are present in the chosen software.
Prioritize those tools that are easy to get started with and do not require a long learning curve.
Determine whether after-sales support is good.
How much does field service software cost?
You can expect to pay around $30 to $300 monthly for good field service software. The cost will ultimately depend on the number of features offered, the volume of work you expect the software to handle, and the number of team members you wish the software to accommodate.
Conclusion
Managing field service operations is essential for providing a satisfying customer experience. This can be easily done with good field service management tools that help to streamline and automate several crucial aspects of field service operations.
You can count on such software to quickly respond to work orders, coordinate communication between customers and field service agents, track the progress of a job in real-time, and bill clients for the rendered services.
Field service management software provides various benefits like simplified scheduling, dispatching, time-tracking, invoicing, and payments. We would highly recommend Freshdesk because of its easy set-up, abundant features, and flexible pricing.
Research Process:
- We spent 15 hours researching and writing this article so you can have summarized and insightful information on which Field Service Software will best suit you.
- Total Software Researched: 35
- Total Software Shortlisted: 14