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10 Best Field Service Management Software Systems

Category: B2B News
What is the top field service management software?
The top field service management software is Salesforce Field Service Lightning. You get the essential features from real-time on-the-ground visibility to seamless phone-to-field workflow and smart resolution tools like service calls, scheduling and productivity reports. It’s optimized for a mobile workforce.

Field service management (FSM) apps come in different forms but the most essential features include office-to-field visibility, real-time reporting, service calls and employee productivity tools. Of course, pricing matters, but when choosing a top FSM app, focus on the value it gives not the price.

Can its tools really help to reduce expenses and improve productivity? Or are you paying for some features that you don’t need? Furthermore, it should easily manage orders, do route planning, and access customer data, among other tasks. If you are wondering how to select a suitable app for your needs, we can help you. Thus, in this article, we will provide 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.

best fsm systems

It was found by fieldpoint that the use of FSM Software is pretty rampant. However, this is not enough as the majority still rely on manual methods. This means pen and paper. Furthermore, there are still those who use whiteboards to keep up with their scheduling and have important records in bulky file cabinets.

3 Major FSM Challenges in 2018

48%

of FSO use field management software, a less-than-ideal adoption rate

45%

of field technicians say current tools are slow

38%

of service technicians can't access all relevant information

Source: fieldpoint

Designed by

Now, the market is filled with FSM tools. There are experts that predict that by 2020, the top benefit afforded by FSM platforms for 70% of FSOs will be customer service. However, choosing the best fit can be tricky at times. What most field service organizations need are solutions that have native mobile apps to connect office and field personnel in real time. For now, the best ones have this feature plus mobile invoicing. Without much ado, here are our top ten field service management software systems.

1. Salesforce Field Service Lightning

Salesforce Field Service Lightning dashboard example

Salesforce Field Service Lightning allows you to connect your workforce to the headquarters and deliver intelligent on-site service using. It also helps you transfer your deliver faster and smarter using phone-to-field processes that are personalized and smart. Also, this platform allows you to resolve issues more efficiently such as service calls, employee productivity, and scheduling. The scheduling module allows you to manage dispatches and technicians easily.

Furthermore, Salesforce Field Service Lightning provides you with a real-time visibility tool for your operations. It is offered as a standalone service apart from other Salesforce products. You can use it to optimize not just your mobile workforce but also your relationships with customers. Thus, it is perfect for sales, repairs, and other service teams. You can manage your team ranging from contractors to employees under this singular platform.

Additionally, you can connect to the service via native apps for iOS and Android. You can use it without the internet and it syncs automatically. Pricing plans start from $50 to $350 per user per month.

If you want to investigate the features closely you can easily do so when you sign up for Salesforce Field Service Lightning free demo here.

Why choose Salesforce Field Service Lightning?

  • Uses AI to increase first-time fix rate
  • Manage jobs from any mobile device
  • Real-time visibility of KPIs
  • Has guided instructions and centralized knowledge hub

2. Prontoforms

prontoforms dashboard example

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.

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. Also, 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. You can use it using Android or an iPhone/iPad.

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. ProntoForms is integrated with Google Drive, QuickBooks Online, ZenDesk, and Amazon Cloud among many others.

If you want basic features, you can subscribe to the Essentials plan for $15 per user a month. However, if you wish to make use of advanced functionality such as a full-featured analytics suite, then you should go for the Advanced package for $45 per user monthly. There is an Enterprise plan but it is available on a quotation basis.

You can easily sign up for ProntoForms free trial here.

Why choose ProntoForms?

  • Has an offline work mode so you don’t lose information or sales when the internet is down
  • ProntoForms has rich inspections and audit functions for standards and regulations
  • Robust mobile applications to keep field agents connected with HQ

3. Freshdesk Field Service

freshdesk dashboard example

Freshdesk Field Service is one of the best cloud-based omnichannel help desk solutions out there. It has great field support management functionality. Freshdesk helps your team collaborate on all support channels in one single hub. With the platform, helpdesk agents and field technicians will have advanced tools to improve service efficiency. There are automation tools within Freshdesk’s Field Service Management (FSM) module for this.

You can streamline your operations and even introduce gamification to your field personnel. When used properly, this can build teamwork through friendly competition and increase employee motivation. Furthermore, there is a self-service portal to spread out and bolster customer support. You can have them on iOS and Android.

Moreover, Freshdesk has reporting and analytics to help you get an overview of your whole operation. Thus, it will be easier to manipulate data and generate insights to create policies, actions, and strategies. Furthermore, it has an integrated knowledge base as well as community platforms you can use. You can customize it according to your needs and it even has phone support and live chat built in the system.

It integrates well with many apps including Facebook, LogMeIn, Microsoft Teams, MailChimp, and a host of others. It has a free plan called Sprout and its full-fledged plan Forest is priced at $109 per agent per month. This FSM product works well with the Freshdesk customer support platform.

You can always try out its premium features for free. An appealing test drive of all software features is available to you when you sign up for Freshdesk free trial here.

Why choose Freshdesk?

  • Uses an omnichannel approach for field teams and helpdesk
  • Easily create service tasks, appointments, and schedule
  • Intuitive user interface

4. Jobber

Jobber dashboard example

Jobber is a web-based field service management solution that helps small businesses drive service quality and efficiency up. The platform is easy to use and is fitted with advanced tools for top-of-the-line service delivery and customer experience. It doesn’t matter what service you provide. Your company might send out plumbers, general contractors, or cleaners. Jobber can help.

Jobber has a client hub for a self-service portal. Inside, customers can check their appointment details, pay, approve quotes, print receipts, and request services anytime. Your team is also allowed to plan work schedules, make job quotations, and create invoices among others. Additionally, you can prepare job routes and deploy individual field personnel or teams right in the software. Moreover, it doesn’t matter what device you use to do it. You can use your computer or mobile device (Android or iOS).

It also has communication tools that provide timely notifications. You can easily converse with your clients as well. Other features include automatic syncing with other apps. Integrations include PayPal, Stripe, Braintree, QuickBooks Online, and Convert among others.

Jobber’s customer support is up 24/7. Also, the Core plan starts $39 per month. The Connect plan $129 per month while the Grow plan will set you back for $249.

You can try all its premium features at no cost when you sign up for Jobber free trial here.

Why choose Jobber?

  • It has CRM tools included to help you monitor important customers anytime, anywhere
  • Jobber Payments allow you to accept credit card payments on the field or in the office
  • The platform includes an easy expense tracker. You can even take and upload photos of purchases for easy tracking.

5. mHelpDesk

mhelpdesk dashboard example

mHelpDesk is a web-based field service management solution preferred by many companies to connect their field workers to the office. As of the moment, more than 20,000 companies use mHelpDesk. They range from electrical contractors, home repair companies, plumbers and many more. This all-around platform helps firms automate and connect vital service processes under one roof.

You can create invoices and manage service delivery. Additionally, it comes with CRM tools that can help you track leads. Thus, you can funnel prospects into regular paying customers. What’s more is that you can automate different functions such as scheduling, customer contact, and even communications. This saves you time and makes your service processes more accurate.

mHelpDesk helps you manage your workflows easily and track job phases from orders to delivery. Furthermore, it helps you with estimates and has a report function for job costs and profits. Also, you can customize templates and add your own brand. You can even capture digital signatures for approval and take deposits right in the app. Also, all of these can be done via native mobile apps for more convenience.

mHelpDesk integrates seamlessly with PayPal, Square, QuickBooks, and HomeAdvisor among others. The solution is offered via quote-based plans tailor-made to your needs.

If you want to investigate the features closely you can easily do so when you sign up for mHelpDesk free trial here.

Why choose mHelpDesk?

  • It has a built-in CRM module to help manage relationships
  • mHelpDesk has native and intuitive apps for iOS and Android
  • The platform features a multi-location inventory tracking capability built-in

6. Wrike

wrike dashboard example

Wrike Field Service Management helps business track fieldwork and connects field personnel with the HQ. The user interface is very simple to understand. Also, you can process bills, analyze data, schedule orders, dispatch people, and execute other processes easily.

This web-based software helps teams collaborate on the cloud. It doesn’t matter if you are on an on-premise unit or your mobile. You can access the platform via its native apps on Android and iOS. This means your field workers will be able to stay connected to the office all the time. Also, as it is fully digital, you don’t get to save up on papers. Moreover, this increases accuracy and decreases the chance of you losing important data.

The platform allows you to streamline your operations and communications. Field agents and office personnel alike get timely notifications about updates. This helps increase productivity and efficiency. Furthermore, it is integrated with Salesforce, Box, OneDrive, RSS, Dropbox, and Google Drive among others. Moreover, there is a free plan for the solution and its Professional plan starts at $9.80 per user per month. Its enterprise is only available via quote.

An appealing test drive of all software features is available to you when you sign up for Wrike free trial here.

Why choose Wrike?

  • Wrike has a robust report builder and visual reporting
  • It has a beautiful and intuitive dashboard
  • The platform features custom status creation and has a built-in time tracker

7. Service Fusion

service fusion dashboard example

Service Fusion helps small and mid-sized field service companies optimize their services and increase customer satisfaction. It has many back-office tools that help businesses automate workflows. There are tools for estimates and work orders. Moreover, the platform is very intuitive with a drag and drop control for scheduling and dispatch.

The platform connects field workers, dispatchers, and customers in real-time. Also, you can directly access customer histories and work orders. Users can update their statuses and can even send automate on-the-way messages to clients. Additionally, there are booking tools available. Also, you can even create custom-branded mobile apps to help customers connect with you conveniently.

Service Fusion integrates seamlessly with Google Calendar, QuickBooks (Desktop and Online), and Microsoft Outlook. The Starter plan costs $99 per month and the Pro is priced $349 per month.

You can try all its premium features at no cost when you sign up for Service Fusion free trial here.

Why choose Service Fusion?

  • It includes a module for customer management
  • The platform has a native time tracker and payroll function built-in
  • A customer web portal is available
  • Customer and field worker apps can be made
  • GPS fleet tracking capabilities

8. QuickBooks Enterprise

QuickBooks Enterprise dashboard example

QuickBooks Enterprise has a robust field service management module with many industry-specific features. There are advanced features designed for unique business needs from specialized industries such as manufacturing, retail, and even non-profit. This module is offered under QuickBooks Enterprise and like its mother program, it is easy to use.

The FSM module connects service people to the office in real-time. It is completely web-based application that is perfect for plumbing, utility, power, electrical repair, and HVAC companies among many others. In these businesses, updates are very important to get in real-time. Thus, QuickBooks Enterprise FSM provides such a feature. Additionally, you can schedule jobs and create invoices in real-time as well. It helps you monitor work, track hours, and manage locations.

What’s more, is that service personnel can issue invoices on the field. Therefore, helping companies receive payment quicker. Also, all financial data and work information are synced on all devices from mobiles to on-premise workstations. It truly is a singular hub to manage everything related to field service.

The platform integrates with other QuickBooks products like QuickBooks Merchant Services and QuickBooks Premier among others. The plans start from $35 per user per month for 1 to 10 users. For 11 to 40 users, the plan costs $31 per user monthly. Lastly, if you have 41 to 101 users, the software is priced at $28 per user per month. Additionally, you can read a more comprehensive review of QuickBooks Enterprise here.

Why choose QuickBooks Enterprise with FSM?

  • If you are already using QuickBooks and like their products, give this a try
  • On-the-spot invoicing
  • Real-time field updates
  • Data sync, time tracking, and QuickBooks integrations

9. Housecall Pro

housecall pro dashboard example

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. Also, HouseCall Pro offers high-tech features at an affordable cost for small businesses with one to 30 employees. Moreover, 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. Additionally, small businesses can import and transfer their existing client database with ease. Furthermore. 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.

The platform has native apps for iOS and Android. Furthermore, it is seamlessly integrated with QuickBooks Online and Google Calendar. The Simple Plan starts out at $49 per month. The full suite costs $249 per month.

Why choose HouseCall Pro?

  • Intuitive interface
  • In-team and customer chat modules
  • Online booking module
  • Time tracking
  • Moderate pricing

10. GeoOp

GeoOp dashboard example

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. Moreover, the app is simple and easy to use and yet offers robust features that help users to easily complete their workforce tasks. Also, 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? Firstly, 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. Additionally, 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 functions include automated capabilities for recurring tasks as well as preparation of quotes and invoices within the system. Moreover, 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.

The platform has native apps for both iOS and Android. Additionally, the pricing starts at $58.8 per month. Furthermore, the full package is priced at $1,318.8 every month.

Why choose GeoOp?

  • Supports multi-visits and remote access
  • GPS tracking and map integration
  • Includes job status feature with real-time scheduling
  • Creates instant PDF quotes
  • Job sheets are in real-time

What is the future of FSM software? What’s in it for you?

As field service management software statistics show, we expect more adoption in the future. Additionally, AI will play a big part. Many already feel the need to adopt an FSM.

A 2018 report showed that 44% of FSOs feel that mobile field service is required because of competitive pressures. There are even those who think that smart eyewear will be deployed for field use by 2020. Sentiments and outlook today point towards a big push for digitization. However, what does this mean for you?

Well, if you work for an FSO, adopting a little later might cause you to lag behind your competition. As FSM tools help optimize communication and coordination, adopters are likely to have a big edge over non-users. So, if you are part of an FSO, be sure to keep tabs on the latest technological developments that can be adopted by you or your competitors. Of course, you don’t want to jump in headfirst without diligent research. Also, when deciding to purchase software, be sure to have a go at several free trials first. You don’t want a bad commitment to an app that just doesn’t fit your organizational goals or, even, culture.

Furthermore, you’re the only one who can know exactly what suits your operation best. That is why you should check out the top products here. If you exercise due diligence in product test runs, you’ll more likely to find the best fit than just going with feel. Of course, we highly recommend what we rank as number one. You can check the solution closely when you sign up for Salesforce Field Service Lightning free demo here.

Good luck with your software hunting!

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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