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10 Best Field Service Management Software Systems

Category: B2B News

Field service management (FSM) software can be utilized by companies for a range of tasks such as scheduling work, dispatching technicians, tracking employee activities, tracing vehicles, supporting driver safety, and integrating with inventory and other business systems.

Field service businesses can benefit from this type of solution as it can help to reduce expenses and improve productivity. They can easily manage orders, do route planning, and access customer data, among other tasks.

An FSM system is typically used by businesses that handle installs, services, and repairs of work equipment. If you are wondering how to select a suitable app for your needs, we can help you. This article provides detailed reviews of the 10 best field service management software solutions and should help you shortlist and zero in on the right system for your company.

1. ProntoForms

ProntoForms is a top app in the field service management software category. If you want to try out the capabilities of this platform on your own you can benefit from a free trial plan offered by the vendor. You can easily sign up for ProntoForms free trial here.

ProntoForms

This award is given to the best product in our forms automation software category. It highlights its superior quality and underlines the fact that it's a leader on the market.

ProntoForms won our Best Forms Automation Software Award 2018

Our score
9.4
User satisfaction
96%

What are the highlights of ProntoForms? To start, this application automates mobile workflows and enables remote employees to collect data using a mobile device, access company info in the field, and automatically share the results with their team members, cloud services, and back-office apps. Companies can use this program to track, analyze, and enhance their processes, and get actionable insights that they can utilize to make smart future decisions.

ProntoForms is an intuitive, scalable, and secure solution that is used by over 3,500 enterprises to  mobilize their business processes and take advantage of the low total cost of ownership. If you want basic features, you can subscribe to the Pro plan and if you wish to make use of advanced functionality such as a full-featured analytics suite, then you should go for the premium Enterprise package. With both plans you are assured of a range of seamless integrations that enhance the app’s capabilities.

2. HouseCall Pro

HouseCall Pro can be used by service professionals to run their business on their mobile device and a web portal. This platform is fully integrated with access to the HouseCall consumer booking app. HouseCall Pro offers high-tech features at an affordable cost for small businesses with one to 30 employees. It provides more than 30 vertical functionalities for home service needs.

With HouseCall Pro, you can say goodbye to paperwork and go digital to streamline your workflow and operations. Plus, small businesses can import and transfer their existing client database with ease. The vendor offers affordable pricing packages and service professionals can use the system’s features to carry out tasks such as technician dispatch, invoicing and payment processing, job scheduling, maintaining customer database and more.

3. GeoOp

GeoOp is a dependable workforce management solution for businesses. It helps to save time and improve efficiency by enabling companies to enhance their workflow capabilities. The app is simple and easy to use and yet offers robust features that help users to easily complete their workforce tasks. Plus, the platform integrates smoothly with widely used business programs to enhance the workforce management experience.

What features and benefits mark GeoOp as the best field service management software? To start, it offers real-time features for job status and scheduling that allow you to create and update info instantly and share it with your employees. Plus, the product offers mapping and tracking capabilities that help you to optimize resources by enabling you to track the location of your field service personnel.

Other key functionality include automated capabilities for recurring tasks as well as preparation of quotes and invoices within the system. On top of that, the platform offers video and photo features to allow you to share rich media with your team members so that they can understand their tasks better.

4. Fleetmatics

Fleetmatics is a leading global provider of fleet management applications for small and mid-sized companies delivered as software-as-a-service (SaaS). This company’s solutions help businesses to effectively manage local fleets and enhance the productivity of their mobile workforce. This is made possible as by extracting insightful business intelligence from historical and real-time vehicle and driver behavioral data.

Fleetmatics WORK is the company’s field service management software. You can use it to streamline management and minimize paperwork. With this solution, you can take quotes, invoices, schedules and more off your desk and onto the cloud. Plus, you can simplify the way in which you schedule and assign tasks to other staff members. In short, the application can help you to organize and manage your daily operations more easily and effectively.

With the mobile app, your technicians can access and update all important job details in the field. In addition, Fleetmatics integrates seamlessly with popular accounting packages to help you easily deliver important business data to your accountant.

5. IFS Field Service Management

IFS Field Service Management is designed for the requirements of service providers that can use it to track and address the issues of their customers in the field. IFS was founded in 1983 in the US and since then this company has been serving businesses in a range of industries. The app offers features to enable enterprises to manage customer queries such as tech support, parts management, request handling and more.

IFS is compatible with mobile devices which means your field staff can use their smartphone or tablet to track their assignments and tasks. Plus, the vendor has offices in over 40 countries, so the product is available for use in most parts of the world. IFS manages your product lifecycle easily and effectively. This single tool combines major functions such as EAM and ERP. Plus, it offers out-of-the-box features to enable you to easily address and solve problems.

Since IFS meant for service companies, it also offers a resource planning tool. The ERP tool in this system helps you to manage all your items with full tractability. This way, it ensures you never run out of required items.

6. ServiceTitan

ServiceTitan is a mobile, cloud-based field management app designed specifically for plumbing, HVAC, and electrical home services businesses. Top features of this program include sales, invoicing, scheduling, dispatch and more. It also offers tracking capabilities you can use to monitor your company’s marketing ROI and conversion. Plus, you can follow the process of each call your reps receive to check if the sale is closed or not.

Your technicians can use this mobile solution to provide visual sales presentations to your clients in the field. Plus, they can process credit cards and invoices without using paper. Companies can also utilize the app’s dashboards, call recording, and custom reporting features to track and empower their technicians in the field.

7. Loc8

Loc8 is ideal if you’re looking for an easy to use cloud-based field management software designed to simplify field management and asset maintenance. The platform comes equipped with several tools for efficient workforce management such as planning, scheduling, and dispatching through its calendar mapping tool.

All information inputted is stored on the cloud in real-time, making it easy to provide your field team with the latest information. This ensures they can promptly respond to your clients’ needs. All information, such as time logs, expenses, payments and other data can be recorded by your field team even when they’re offline, thus ensuring everything is accounted for. Loc8 also supports integrations with Xero and QuickBooks for on-the-go invoice creation straight from your mobile device.

With Loc8, users have access to automation functionalities that can drastically reduce mundane tasks and processes. Custom conditions alongside pre-determined set event conditions can be created to automate various tasks, such as automated notifications of your team for asset failure or task generation based on location and maintenance frequency.

8. Freshservice Power-Up for Trello

Freshservice Power-Up for Trello integrates and syncs Trello with Freshservice for improved customer support services. The platform allows users to leverage Trello’s capabilities for efficient management and delegation of tickets to your most qualified agents.

With clear visibility of service tickets through Trello boards, your team is able to quickly see high priority tickets that need immediate resolution. Essentially, this leads to a more organized and collaborative team that can clearly communicate to solve more tickets in less time and greatly reduce instances of escalation. Freshservice Power-Up for Trello is quite effortless to set up and implement, simply requiring users to install, connect, and sync both Trello and Freshservice.

9. ManageMart

ManageMart is designed to optimize field operations through systemic planning and scheduling. Creating cohesive schedules is fast and easy through its calendar and event scheduling tools, which allows for better coordination and ensures that no activity falls through the cracks. This cloud-based field service management solution features an innovative mapping and routing technology as well for timely services.

ManageMart provides you with a built-in communication system for client communications, allowing you to easily send pertinent documents, billing, reminders, and other essential information. The built-in communication system is available on top of other traditional communication methods such as SMS, calls, and emails. Other functionalities available on the platform include document management, equipment management, invoice and estimate management, resource management, reporting, and more.

10. FeetPort

FeetPort

FeetPort is designed to help businesses digitally manage and track employees deployed in the field in real-time so employers can rest at ease that their team is actively performing their duties. Because tasks can be effortlessly assigned through mobile devices and the field team can quickly verify project confirmation on-site, you can maximize their time spent on the field and boost work productivity.

FeetPort helps your field workers and mobile employees venture out of the office paperless while carrying all the essential documents for their various tasks. Invoices, receipts, surveys, and other important data can be stored and managed digitally. Additionally, an office appearance for your mobile workforce is no longer necessary due to the platform’s selfie-based attendance tool to ensure employee’s attendance on-site as well as a GPS tracking feature so you can monitor if they venture off the beaten path.

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. No stranger to small business hiccups and drama, having been involved in a few internet startups. Prior to his for-profit ventures, he has had managed corporate communications for a Kansas City-based Children International unit.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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