For Businesses under 5 employees and under $200k Annual Revenue
Best for Solopreneurs
Simplified Home Service Management solution.
Best All-In-One System
Growth & Marketing Driven Client Management Software
Best Experience & UI
Modern & Feature-Rich Field Field Service Software
Alternative Home Service Software Options
Zuper: Field Service Management
Field Edge: Basic Field Management
Service Fusion: Field Service Management
Field Pulse: Residential & Commercial Software
You might need different solutions...
Increase Your Leads, Conversions, and Revenue with Technology
All-in-one Social Media Automation
Social Proof & Reputation Management
Business Phone for Startups & Small Business
DIY AI Logo Maker
AI Website Creation
Cost-Effective Freelancers
Productivity & Efficiency through Technology
Integrated Time, GPS, and Payroll for Techs
Forms, Document Management, and E-Sign
The Best Integrated & #1 Accounting Software
Cost-Effective Accounting & Bookkeeping
Canadian HR & Payroll Platform
Simple and Automated Hiring & HR System
From efficiencies to getting more leads, the benefits are huge
You can improve your field service operations by automating task scheduling and tracking time. This reduces paperwork, prevents mistakes, and makes your field workers more productive. You can also create bills and invoices to send to customers and accept online payments through debit cards, credit cards, internet banking, or online wallets usually with integrations to Stripe/Square or integrated payment processors in different software.
You can automate routine tasks like preparing invoices and quotes, tracking field workers' time or attendance, and responding to customer inquiries. This reduces manual errors and inefficiencies, allowing service managers to focus on boosting the team's productivity.
You can access real-time updates on field operations, including delayed tasks, on-time completions, needed parts or documents, and extra services. You can also track the location of field workers and check the availability of equipment or machinery to ensure tasks are completed on time. This improved visibility helps you make better decisions by spotting and fixing potential problems quickly.
You can use the software's collaboration tools to keep field workers updated on new and ongoing tasks. Send real-time alerts for new tasks, share documents and customer information, or connect via chat or phone call to discuss issues in detail. This eliminates the need for field workers to travel between the office and the customer site, reducing travel costs. With GPS Functionality in some systems, you can also directly track & tie it into your payroll system creating more accountability & accuracy in your largest expense.
You can use the tool's CRM system to respond to customer inquiries faster. Customers can submit service requests with detailed descriptions and pictures, helping service providers better understand and resolve problems. You can also track customer service history to find the root cause of ongoing issues and prevent them from happening again.
You can use the tool's centralized document repository to manage service-related documents. This cloud-based storage allows you to grant field workers access with role-based permissions, such as read-only or read-and-write. This way, field workers can use the documents they need to complete their tasks.
Find it hard to choose? Book a Free 15-minute consultation
Test & Validate if your field service management solution allows you to create and streamline workflows for customer service requests & other business processes. You should be able to add or remove tasks, adjust technician assignments, add additional technicians, or set start and end dates for requests. The tool should send real-time alerts to all stakeholders involved in the workflow whenever it's optimized to avoid communication gaps.
Look for a field service management solution that provides access to real-time insights via a reporting dashboard. You should be able to customize the dashboard with metrics relevant to your role. Additionally, the tool should allow you to create and download reports in various formats (PDF, Word, or Excel) from the dashboard. Ensure you can share the dashboard with multiple administrators as well.
Choose a field service management solution that lets customers submit service requests, check their appointment details, and track service progress. They should also be able to communicate with the technician via call or text. The portal should allow customers to upload and download service-related documents, such as contact details, parts lists, or bills and invoices.
Ensure your chosen field service management software offers centralized document storage. Administrators and service providers should have role-based access (read and write or read-only) to prevent data loss. The system should allow real-time document sharing, updates, and comments for technicians to address.
Make sure that your chosen field service management solution supports electronic signatures for approving digital documents (if applicable). This feature allows you to e-sign bills, contracts, invoices, or approve changes in service requests. Customers can also approve service documents or e-sign payment receipts after the service is completed.
I it's relevant for your industry, find a field service management solution that can track the location of the assets, such as vehicles or electronic equipment. This is done using a variety of methods, including GPS (global positioning system) tracker, RFID (radio frequency identification) or NFC (near field communication) tags, and barcode scanning.