8.9
Editor’s Rating:
Best Overall
Jobber
  • Integrates with QuickBooks and Xero
  • Strong mobile app
  • Real-time scheduling and dispatching
8
Editor’s Rating:
Best Customer Service
FieldEdge
  • Real-time updates from all-in-one dashboard
  • Create estimates and invoices on mobile app
  • QuickBooks Platinum Partner
8.5
Editor’s Rating:
Best For HVAC
ECI ThermoGrid
  • Smart Dispatching tool
  • Daily management reports
  • Reduce manual data entry

1 Jobber - Best Overall

Jobber reduces the time you spend entering data, saving an average of 6.8 hours a week. No experience is needed to create estimates and quotes, schedule your team, and get paid. It is easy to receive payments with invoices that are sent directly to clients through email and text.

Best Overall:
Jobber
★★★★★
★★★★★
(2)

Scheduling
Jobber Scheduling Module
Jobber Jobs Line Items
Jobber Invoice Template
What We Like
Integrates with QuickBooks and Xero
Strong mobile app
Real-time scheduling and dispatching
Overview
Price Range: $$
Starting Price: $29/month
Client OS: Web, iOS, Android

2 FieldEdge - Best for Customer Service

FieldEdge is a service management software that is powerful and easy to use. With real-time updates and a mobile app that gives users access from anywhere, your team will enjoy FieldEdge’s functionality from the office to the field. Smart dispatch board decreases windshield time, and no double-entries are needed to ensure accuracy of accounting.

Best Customer Service:
FieldEdge
★★★★★
★★★★★
(3)

Customer Screen
Authorization
Mobile Home Screen
Work Order Details
Dispatch Board
Dashboard
What We Like
Real-time updates from all-in-one dashboard
Create estimates and invoices on mobile app
QuickBooks Platinum Partner
Overview
Client OS: Web, iOS, Android

3 ThermoGRID - Best for HVAC

ThermoGRID by ECI is a field service management software that is built with HVAC companies at the forefront, and works for plumbing, electrical, roofing, landscaping, and other types of businesses. With all of your data stored in one place, you can easily manage leads, customers, jobs, and technicians.

Best for HVAC:
ECI ThermoGrid
★★★★★
★★★★★
(1)

ThermoGrid
Client Addresses
Memberships
Timecards
What We Like
Smart Dispatching tool
Daily management reports
Reduce manual data entry
Overview
Price Range: $$
Starting Price: $110/user/month
Client OS: Web, iOS, Android

What Is Field Service Management Software?

Field service management software, also known as FSM software, manages every step of a job from scheduling to dispatching workers to invoicing. With the right field service management software solution, you can more efficiently create quotes, dispatch field technicians, estimate jobs, track costs, and handle work orders.

Field service management software can be used by a variety of industries which provide commercial or home services, including but not limited to:

  • Plumbing and HVAC
  • Electrical
  • Roofing
  • Lawn Care
  • Pest Control
  • Healthcare (In-Home Care)
  • Property Maintenance
  • And More

Whether your company installs, services, repairs, or does any other type of field work, you likely need some measure of organization to optimize your field service operations. With software, you can position your company to more swiftly and reliably deliver services critical to a successful business.

Read on to find the best field service management solution to meet your business needs:

Key Features of Field Service Management Software

Most field service software solutions include the following functionality:

Function Description
Estimating and Quoting Quickly prepare bids, quotes, or proposals for a specific job or project using accurate estimating functionality; then use the bid or quote to prepare an invoice.
Work Order Management Simplify work order assignment and tracking in order to ease the management of additional business tasks; Create checklists detailing what tasks are necessary for each work order.
Asset Tracking Track the purchases of tools, equipment, vehicles, property, and other assets for depreciation, inventory, and tax treatment. Properly account for each asset during ownership and at disposal with depreciation data and gain/loss details.
Service Contracts Use custom templates to create service-level agreements (SLAs) and automatically schedule recurring service and preventative maintenance for customers.
Field Service Scheduling Schedule the most qualified field workers to jobs with less manual effort. Drag-and-drop features allow you an intuitive way to fill in time slots based on your workforce availability.
Dispatching and Fleet Management Dispatch service calls and integrate service requests into a schedule with two-way communication into the field. May include mapping, vehicle monitoring, routing, and real-time GPS tracking functionality.
Parts Inventory Management Track the parts you have available to complete jobs, so you know when to order more.
Project Management Usually found in more advanced FSM software solutions for large, complex jobs, coordinate scheduling, resource allocation, time tracking, planning, task management, quality management, and document management.
Mobile Field Service Capabilities Instantly send job related data from mobile devices including tablets, smart phones, and laptops. Adapt to other technology based on your specific business operations and service industry.

In addition to these included features, many field service solutions integrate with other accounting and ERP software programs to fully automate your back-office operations. Others can be highly customized to meet the exact needs of your industry.

BuildOps Operational Platform Schedule
BuildOps provides easy job scheduling tools for commercial HVAC, plumbing, and electrical workers.

Best Benefits of Field Service Management

As previously mentioned, there are many benefits to implementing a field service management software at your organization:

  • Increased customer satisfaction: With field service management software, you’ll be able to keep organized client records and job details in a digitized database. Being well-organized, keeping up with client communication, and getting the work done on-time and on-budget will improve customer relationships. Your satisfied customers are likely to turn into repeat business and refer others to your company.
  • Improved scheduling: Knowing when and where your currently scheduled projects are, and who you have assigned to those projects, will make it easier to plan new jobs around the existing ones. Don’t worry about double-booking or forgetting about a job - everything is automated in a well-organized schedule!
  • Remote instant access: Technicians need real-time access to job details while they’re working out in the field. Cloud-based software may include access to a mobile app and customer portal that allows you to schedule jobs, dispatch technicians, provide estimates, review service history, and accept credit card payments.
  • Improved internal communications: Office staff and field technicians alike will be able to access digitized client and project information to coordinate completed work and invoices. Field workers can update the client’s information if work was paid for on-site so the office staff won’t accidentally invoice the customer again.

Why Do You Need Field Service Software?

In the past, service jobs required a lot of labor just to create correct schedules with full coverage. Owners and managers had to balance which field service technicians were available against who was qualified for different jobs. Scheduling even a simple task could take a lot of back-and-forth calls between different workers before getting back to the customer with a confirmed appointment for the service request. Fortunately, service-based companies can now use automated field service software to:

  • Improve communication
  • Streamline workflows
  • Increase productivity
  • Enhance the overall customer experience

Service departments are assuming a more prominent role in the organization in terms of driving revenue and adequately maintaining existing customer information. Odds are, your employees are taking on new roles and responsibilities such as sales, account management, estimating, and public relations in an effort to improve service delivery.

Leveraging field service technology can provide you with the platform to properly track and understand service costs. The intelligence and automation which a properly implemented field service solution can provide allows your service department to become more efficient, and arms you with the necessary perspective and tools to increase your bottom line.

RazorSync Field Service Management Software
Advancing technology means you can now track technicians in the field in real-time with RazorSync.

Increase Automation

Service departments are getting smarter about the efficiency of service operations. Decision-makers, from small business owners to field technicians, are realizing automation is necessary to keep pace with competition. More market competition means service-based organizations are facing increased commoditization. In light of this challenge, it’s crucial to improve the customer experience to distinguish yourself. Creating customer loyalty starts on the job site, as the company that reliably gets its service staff onsite, effectively completing work, and billing accurately is the company that has taken a major step towards differentiating itself from the competition. The right software program is an accelerator in terms of more quickly meeting these objectives.

What Does Your Business Need?

The software needs of an independent plumber are different from that of a pest control company, even if they both fall into the realm of field services. Fortunately, field service management solutions are available to all sorts of businesses of every size:

  • Small businesses: Your software solution should make it easier to keep track of new and upcoming appointments, customer information, and job details. The main functionalities to look for include work order management, estimating and quoting, and scheduling. If you’re running a small business with just a few employees but have plans to expand, you’ll need field service management software capable of scaling with you.
  • Large businesses with multiple franchises or locations: Large enterprises needing to keep track of a variety of moving pieces – including office staff and field workers, vehicles, parts, and equipment among multiple locations – need a far more complex solution. Look for advanced field service management software with parts inventory tracking, dispatch and/or fleet management, project management, scheduling, and asset tracking.

Most service-related operations tend to be small businesses, with some employing only a few technicians. Yet there are also large field service companies which operate as regional or national franchises. There are solutions to fit every possible budget, including some free field service management software options. Others offer limited free trials for testing out functionality to ensure you find the best fit. Generally, the average software as a service (SaaS) subscription price starts as low as $26 per month and goes up to $169 per month.

mHelpDesk Monthly SaaS
Schedule maintenance service requests with mHelpDesk.

Finding the right field service management solution can seem like a difficult task. But it doesn’t have to be. Our free software search service will help save you time finding the right program for your organization. Get started today!

All Products

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Infor Service Management Screenshot

Infor Service Management

★★★★★
★★★★★
(1)
One end-to-end solution manages the entire company.; Advanced functionality supports efficiency.; Familiar Microsoft tools and navigation.; Embedded best practices and workflows.; At-a-glance analytics and KPIs.; Flexible and scalable to meet changing…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Web, Windows
Deployment
Cloud or On-Premises
Dynamics 365 Field Service Screenshot

Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service helps turn your field service business into a profit center. The end-to-end field service soluion offers machine learning, mixed reality, and Internet of Things (IoT) technology so you can dispatch the right resource…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$95/user/month
Client OS
Web
Deployment
Cloud Hosted
Method:Field Services Screenshot

Method:Field Services

★★★★★
★★★★★
(1)
Method:Field Services is a field service management software that simplifies job scheduling and invoicing. The software can be instantly synced with QuickBooks for a complete experience with no double data entry. This helps serve customers better with…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$45/user/month
Client OS
Web
Deployment
Cloud Hosted
MEC Pro Screenshot
MEC Pro is a new Job Management web platform for field service companies as well as residential and commercial contractors who want an affordable, easy-to-use and accurate tool to estimate, schedule, dispatch and manage jobs from start to final invoicing…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$29/month
Client OS
Web
Deployment
Cloud Hosted
ComputerEase Construction Software Screenshot

ComputerEase Construction Software

★★★★★
★★★★★
(1)
With ComputerEase you can control costs during the job, produce more accurate estimates; improve job profitability, control vendor and subcontractor costs, manage cash flow, and better know your business from a financial point of view. ComputerEase has…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Web, Windows
Deployment
Cloud or On-Premises
ADVANTAGE 365 Screenshot

ADVANTAGE 365

★★★★★
★★★★★
(7)
ADVANTAGE 365 is a fully-integrated, turn-key business solution designed for companies that rent, sell, and service equipment. ADVANTAGE 365 eliminates the need for multiple, disparate systems, creating decreased data entry time, improved employee…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$320/user/month
Client OS
Mac, Web, Windows, iOS, Android
Deployment
Cloud Hosted
B2W Track Screenshot
Through customized electronic field logs, B2W Track streamlines the collection and reporting of field progress, including productivity, labor, materials and equipment utilization. Daily analysis then empowers contractors to adjust operations more…
Client OS
Windows
Deployment
Cloud Hosted
ECI e-automate Screenshot

ECI e-automate

★★★★★
★★★★★
(1)
E-automate is a cloud-based business management software designed specifically for small and mid-sized businesses that sell, service, and maintain equipment. It’s a quote-to-cash solution that eliminates the need for separate systems and makes it easy for…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$600/user/month
Client OS
Windows
Deployment
On-Premises
UpKeep Screenshot

UpKeep

★★★★★
★★★★★
(4)
UpKeep is a CMMS software that provides strong mobile capabilities to ensure your technicians and maintenance teams are productive. UpKeeps mobile app provides work requests, inventory management, checklists, work orders, PM scheduling, and QR codes…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$45/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
YourRadar Screenshot

YourRadar

YourRadar is a field management solution for commercial and residential service businesses. It is an easy-to-use, web-based software that gives you the freedom to work anywhere. You can easily schedule quotes, dispatch work orders, and invoice, all-in-one…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$95/month
Client OS
Web
Deployment
Cloud Hosted
ServiceM8 Screenshot

ServiceM8

ServiceM8 is a field service software for home services and contractors that eliminates paperwork, improves productivity, and helps your business provide great service. Te solution lets you run your business from anywhere, anytime. This includes accessing…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$9/month
Client OS
Web, iOS
Deployment
Cloud Hosted
Husky Intelligence Screenshot

Husky Intelligence

Husky Intelligence is a field service management software built on AI. It lets you automate interactions to increase your profit levels and is best used by companies providing mobile work. Sales projects; Offers; Sales targets; Leads; Customer records…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$29/user/month
Client OS
Web
Deployment
Cloud Hosted
B2W Inform Screenshot

B2W Inform

B2W Inform generates reports, dashboards and alerts from electronic forms and other source, delivering timely, accurate data to improve operational performance, safety, quality and financial outcomes. Fast, easy creation and management of customized forms…
Client OS
Windows
Deployment
Cloud Hosted
FieldEase Screenshot

FieldEase

★★★★★
★★★★★
(1)
FieldEase is a field-to-office component that instantly integrates data from job sites into ComputerEase Software. FieldEase runs on mobile devices, including iPads and other tablets as well as smartphones with the ComputerEase Time Entry App. Please…
Client OS
Web
Deployment
Cloud Hosted
B2W Maintain Screenshot
B2W Maintain gives contractors a comprehensive system to cut equipment costs and downtime by streamlining maintenance processes and taking a more automated, proactive and preventive approach. The software links shop, field and management teams, and its…
Client OS
Windows
Deployment
Cloud or On-Premises
Mobile Resource Manager Screenshot
Mobile Resource Manager is a Full Field Service Management sofware with access In-House On Premise or Cloud based. The software has a Mobile Field App for Apple iPhone, iPad, Android phone, Android Tablet with Job pictures. The solution Integrates with…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$199/user/month
Client OS
Windows, iOS, Android
Deployment
Cloud or On-Premises
BuildOps Screenshot

BuildOps

★★★★★
★★★★★
(1)
BuildOps is the only all-in-one operational platform built specifically for the modern commercial contractor, combining service and projects under one roof. The cloud-based software allows contractors to consolidate their tech stack and rely on fewer…
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Jobber Screenshot

Jobber

★★★★★
★★★★★
(2)
Jobber makes it easier to schedule jobs and manage your team, and reduces the amount of time spent on data entry and tracking down paperwork. Users have saved 6.8 hours per week on average by using Jobber. Jobber allows you to estimate, quote, schedule…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$29/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Housecall Pro Screenshot

Housecall Pro

★★★★★
★★★★★
(8)
Housecall Pro gives you the tools you need to manage your team and continue growing your business. With this solution, you’ll be able to let customers book online, manage your schedule, dispatch technicians, prepare accurate estimates, and collect payment…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$65/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
mHelpDesk Screenshot

mHelpDesk

★★★★★
★★★★★
(3)
mHelpDesk automates quoting, scheduling, and invoicing to reduce time spent on repetitive manual processes that are slowing your company down. mHelpDesk is a mobile cloud-based solution, so you and your service technicians can access important information…
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$169/month
Client OS
Web
Deployment
Cloud Hosted

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free field service management software recommendations that meet your exact requirements.

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