Dataforma is a web-based business management system that helps contractors manage a paperless service department, projects, create proposals, track leads, monitor marketing campaigns, and more.Stop using multiple, redundant systems to manage your company’s vital information -contact info, scheduling, docs/photos, site history and important company reports are all at your fingertips when you use Dataforma!Made for contractors, by contractors Dataforma was created with the intuitive interface that makes it easy to learn and is flexible to fit your business processes.
ServiceTitan’s mobile, cloud-based software helps top residential plumbing, HVAC, electrical, and garage door companies grow sales, improve customer experience, and streamline operations. ServiceTitan is the preferred solution for thousands of companies and includes CRM, intelligent dispatch, comprehensive reporting, marketing-management tools, mobile solutions for field techs, and QuickBooks and Intacct integration.
IFS Service Management is a full-service lifecycle management solution for every service organization. Whether you are providing service in the field, in a plant, at a customer’s home or office, in a depot environment, on linear or other capital assets, or anywhere else, IFS Service Management has a solution for you. This is also available regardless of whether you are delivering service through booking appointments, against demanding service level agreements (SLAs), adhering to maintenance contracts, with businesses or directly with consumers. Learn more at IFSworld.comIFS develops and delivers enterprise software for customers around the world who manufacture and distribute goods, maintain assets, and manage service-focused operations. The industry expertise of our people and solutions, together with commitment to our customers, has made us a recognized leader and the most recommended supplier in our sector. Our team of 3,500 employees supports more than 10,000 customers worldwide from a network of local offices and through our growing ecosystem of partners. For more information, visit: IFSworld.com
Aimsio is a cloud-based field service management solution for businesses of all sizes. It offers contact management, billing and invoicing, inventory management, scheduling and dispatch and work order management. Aimsio offers a platform that allows businesses to plan, manage and then dispatch resources such as equipment and crew to a project. Users can complete electronic field tickets, purchase orders and forms in the field and track project progress in real time. All data and workflows are also available offline to enable work in areas without internet connection. Users can also geographically tag and visualize where operations take place. Aimsio checks that safety compliance is reviewed before employees are assigned to work sites, and it also tracks certificate expiry and trainings. All compliance and safety records are stored in one central place to ensure audit readiness. The solution is available on a monthly subscription basis. Aimsio software has 9 different modules, each designed to ease the pain points associated with managing field operations. Information on each of the modules can be found here. A brief list of them is below:Visual Dashboards Workflows (jobs, tickets, forms) Reporting Job Board (dispatching) Project Tracking Compliance and HSE Invoicing Third Party Software Integration Other modules unique to your business Aimsio software is an all-in-one solutions and is easy to use. There is zero IT overhead meaning it is inexpensive to maintain and can be easily updated. It integrates seamlessly with third party software such as Quickbooks. There is even an offline capability for when users don't have connectivity.
WorkWave Route Manager is an all-in-one route planning and GPS tracking solution that helps last mile businesses work smarter. In minutes, you’ll build optimized routes with an easy-to-use, enterprise level SaaS technology that increases operational efficiency by 30% from day one.Instantly save time, money, mileage, and gain control, visibility, and streamlined operations.From Day 1, Route Manager’s Optimized Routing Enables:• 30% immediate savings in the office and on the road• 10 to 15% percent reduction in fuel consumption• 20% more stops done in the same eight hours• 30% more efficient than other leading route planning software
WorkWave Service is an easy to use, end-to-end field service software that helps businesses, of all sizes, improve back office and field operations. WorkWave Service is a true one-stop solution for all field service needs; improving every facet of the service delivery lifecycle. It provides companies with the tools to handle the complexities of their business, with the flexibility to operate the way they choose. From facilitating better management of inbound leads, optimized planning and scheduling, accelerated invoicing and cash flow, and even increased customer reviews, WorkWave Service helps businesses deliver more exceptional services - every time. WorkWave Service Users Are: Increasing revenue by over 20% Doubling their workforce productivity Completing 21% more jobs Reducing drive time by 30% Saving over 30% on fuel For more information on how we have been helping businesses save time, sell more, service better, and get paid faster visit www.workwave.com/service.
ServiceMax delivers the future of field service, today. The only complete suite of cloud-based, collaborative and mobile field service applications, ServiceMax gives companies unprecedented capabilities in field service management to optimize operations and delight customers. Companies use ServiceMax to handle everything from contract entitlements to scheduling workforce optimization, to inventory parts logistics and real-time customer and partner portal access.
Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
Microsoft Corporation, a technology company, develops, licenses, and supports software products, services, and devices worldwide. The company’s Productivity and Business Processes segment offers Office 365 commercial products and services for businesses, including Office, Exchange, SharePoint, and Skype, as well as related Client Access Licenses (CALs); Office 365 consumer services, such as Skype, Outlook.com, and OneDrive; and Dynamics business solutions, including financial management, customer relationship management, supply chain management, and analytics applications for small and mid-size businesses, large organizations, and divisions of various enterprises.
Click Field Service Edge connects service professionals to the business and to customers with collaborative mobile tools that improve the experience for everyone. Click Field Service Edge is designed to improve the effectiveness and efficiency of all business roles in a service company from your field staff to back-office users to top executives. Click Field Service Edge transforms field service from the all too frequent reactive fire-fighting into strategic customer engagements that build loyalty and customer lifetime value.
ServicePower is the only Field Service Management platform enabling “Hybrid Workforce Management,” enabling organizations to save money, improve customer satisfaction and drive new revenue by efficiently managing both captive and 3rd party service providers. ServicePower uniquely combines warranty and claims management, dispatch, scheduling, field mobility, customer portal, workforce management reporting and e-commerce for all field service interactions in a single solution. ServicePower also offers a fully managed network of 3rd party service providers to enable rapid and high-quality on-demand “spill-over” servicing at peak times and in hard-to-reach locations across North America and the United Kingdom.
Coresystems Field Service Software helps in creating Field Service analytics, reports and dashboards. It offers customer portals allowing customers to quickly communicate product or equipment information using QR codes, ensuring that the response includes the right parts at the right place at the right time. The software link parts to warehouses in real-time, so your field service technicians have a better chance of getting it right the first time. It proactively manages field resources and resolves customer issues in advance of failures.
HouseCall Pro consists of a mobile application as well as a cloud based web portal that helps services professionals run all facets of their business. HouseCall Pro also allows businesses to get rid of pen and paper scheduling and move digital, streamlining their operations and workflow. Finally, it helps small businesses transfer and import their existing client database with ease.
Fleetmatics Work is a powerful tool allowing greater control of their daily operations. Fleetmatics WORK help controlling of back-office and better manage mobile fleet. It reduces paperwork by taking schedules, invoices, quotes and more off your desk and onto the cloud. Fleetmatics WORK users are simplifying their day by knowing exactly what their staffs are doing without them having to dig through piles of paperwork.
PASKR is a cloud-based construction management solution suitable for Small Business, Large Enterprises, Medium Business, and Freelancers to manage their construction projects. The solution is built for construction teams that enable users to bid, build, and track projects.With PASKR users can access project-related information through web-connected mobile devices such as tablets, as well as laptops and desktops. It provides various features like Incident Reporting, CRM, Contractors, and Subcontractor Management, budget tracking/job costing, Change Order Management, Contract Management and many more. PASKR helps to streamline back office and field operations and brings efficiency, visibility, and accountability.
THE FASTEST, EASIEST, MOST AFFORDABLE WAY TO DELIVER BETTER SERVICEmHelpDesk is a mobile field service management software that helps you spend less time on organizing your business and more time perfecting your craft.
ServiceM8 is a hosted application that allows you to manage all facets of a field service delivery business. It will guide you from job quoting (or job estimates) right through to invoicing on completion. You will have real-time information on what jobs are currently active, what quotes have been issued to clients, and where and when staff are at clients sites. ServiceM8 is designed to be used by everyone in your business, from each individual field staff member, to back office staff, through all levels of management. It is simple and effective, and best of all, it’s available anywhere, anytime.
Service Fusion offers complete field service management enabling customer management, dispatching and scheduling, integrated invoicing and payment processing system, QuickBooks Online Desktop Integration along with inventory management. It offers time tracking payroll reports, integrated voice and text messaging and easily customizable.
Jobber helps in streamlining workload by putting our features into play. From quoting to getting paid, in every area of your business, Jobber saves you time. The app assist in accounting sync, chemical tracking client communications, GPS tracking, invoicing to name a few.
GeoOp is an online job management solution that enables mobile staff to manage their jobs using android, iOS, and windows devices. Its GeoOp application allows real time job scheduling, GPS tracking, job updates, maps and directions, real time job sheets, quotes and invoices, and to import parts and materials, and photo and audio.
Simplify your environmental and compliance requirements with our all-in-one solution, INX InViron.An easy to use environmental management system for recording and monitoring environmental data, managing stakeholders obligations and providing the tools to support ISO14001 certification. INX InViron is a web-accessible, centralised solution that manages environmental data and commitments in the one location. INX InViron can capture an extensive range of environmental monitoring programs across air, water, soil, climate, waste, emissions, flora and fauna, vibration and more. Environmental data can be manually or automatically entered directly, uploaded from a spreadsheet or from your laboratory with the results being validated against set thresholds to ensure that any exceedances are highlighted and relevant people are automatically notified.Unlike other environmental management systems, INX InViron also allows you to manage your stakeholder and obligation information and commitments by activating the INX InForm functionality and provides you with the tools to register and maintain communications, identify and manage issues and assign and track tasks in a simplistic manner.Granted users also have the ability to generate a range of environmental, stakeholder and obligation driven reports and graphs which can also be displayed through a single screen, drill-down dashboard through our add-on product, INX +BI, providing you with a complete end to end environmental management solution.
Allowing users to capture and manage environmental field data remotely from their device. INX InViron Mobile is an extension of the INX InViron environmental data management system, allowing users to capture field data from their mobile devices, replicating system business rules established within INX InViron and allowing for offline data capture capability in the process.
OctopusPro is a job management software for any field service provider or contractor. The OctopusPro app can be used by your field workers anywhere, anytime, even offline. Together the OctopusPro software and app help you reduce administrative and operational costs, increase conversions and customer retention, and improve communication between your office, field workers, and customers. Sign up at www.octopuspro.com to get started. You can choose from three different pricing options: - Starter Pack, which gives you access to the OctopusPro software online- Established, which also includes the OctopusPro app for your field workers to use- Corporate, which allows you to add unlimited field workers and get your own branded customer-facing app in addition to all the other featuresOctopusPro saves you time and money allowing you to focus on growing your business. With OctopusPro you can:- Increase conversions and reduce office calls with online booking - Track the location, availability, and progress of your field workers to help delegate jobs- Reduce late and missed appointments with automated notifications and reminders- Secure getting paid with automated invoicing and reminders- Store all your data in one place and keep it safe in the cloud - Access anywhere, anytime, even offlineNo matter which services you offer, or the size of your company - whether it's babysitting, personal training, cleaning, maintenance or any other residential or commercial service, OctopusPro can help you grow your business! Full support and training:- 24/7 support via chat and email- Desktop and app user guides - Tutorial videos, weekly webinars, live in-house training services and more with OctopusPro Academy30-day free trial. Get started today. Try every feature, add unlimited users, no payment required. Key Features :- Mobile Workforce Management- Fieldworkers location and availability- Lead Management- Booking Management- Complaints and Quality Management- Booking and Scheduling- Accept and Reject Services- Reminders and Confirmations- Invoicing and Billing- Payments and Refunds - Live Reporting- Integrated Accounting- Customer Relationship Management- Mailing Lists- Get your own branded appFor more information and to create an account, visit www.octopuspro.com
Comarch FSM is the field service management software, necessary for every service providing company. An efficient field service solution is required to support various areas including service order placement, scheduling, technician assignment depending on skills and availability, route optimization, equipment allocation as well as service level agreements and reports management.
Relay is an intelligent platform for technology support and customer service that enables you to deliver simple, predictive, and personal experiences at scale. Relay is powered by the Relay Technology Index, the most comprehensive global index of business technology currently available. The Relay Technology Index combines a universal technology dictionary with curated knowledge and insights from millions of support interactions. Relay uses artificial intelligence and bots to distill and deliver this knowledge in concise and digestible conversational responses to your agents or directly to your customers across the communication channels they use every day. Each interaction in Relay is utilized to understand each customer’s technology profile resulting in personalization and efficiency. The more you use it, the smarter it gets. Relay also has a expert network where you can seamlessly access remote and field services to augment your existing operations without adding headcount.
Send A Job is a web-based field service management solution that serves filed service businesses such as lawn care, locksmithing, and plumbing. The solution offers integrated contact management, billing, scheduling dispatch and work order management functionalities.
Managemart is Cloud Field Service Management software is a best-in-class solution that can help your business to grow. Invoicing, Estimating, Scheduling, Billing Routes etc."Time is money! We work daily on minimizing the time and efforts while maximizing the productivity of your business. We use customer feedback to sehttp://Managemart.com/tourcure the best performance for the users. ManageMart.com is Cloud Field Service Management software is the best solution that can help your business to grow. Powerful CRM, Invoicing, Estimating, Scheduling, Billing, Tracking, Routes, Issues, Client Portal, and Multi user login. Full financial, tax, and management reports necessary to maintain clear cash flow.
Pingdelivery is a platform which connects merchants, delivery teams, fullfilment and call centers in the most efficient way. The platform enables to manage distributed last-mile delivery teams across city, country or the world. It contains full-cycle automation tools as well as order distribution management functionality. Platform is applicable for e-commerce merchants, carriers, verticals, delivery startups and franchise projects.
Workiz helps thousands of field service professionals run more profitable, five-star operations. Locksmiths, Electricians, Handymen, Plumbers and more use Workiz to get paid faster, win more jobs and get more five-star reviews. Track all aspects of your business, from scheduling, to invoicing in real time, receive payments, eliminate employee theft, boost your advertising effectiveness and create reports, on desktop, tablet or mobile. Our team helps you get set up and see results in just days.
Less Paper Co. creates custom-built field service management, work order management and scheduling systems to help field service businesses become more efficient in the office and the field. Because we custom build every system to each specific clients needs we can offer all of the features that you want and need in a work order system - including custom features that our competitors can't.
The Best Field Service Management Software is All About Customer Satisfaction
By Kim O'Shaughnessy, Market Research Associate
Unlike with traditional organizations, field service companies don’t get the benefits of managing all their customers’ needs in the office. Instead, field technicians are expected to provide unparalleled customer service with limited resources and oversight. However, the best field service software provides a lifeline to reconnect the field and the office.
- Field service solutions provide functionality for office staff, technicians, and a multitude of industries and business sizes.
- By implementing FSM, businesses can expect to achieve a number of goals such as optimized time and performance.
- Field services software provides businesses with a number of standard features, but there are advanced features for those with more complex operations.
- It’s important to ask questions as you compare vendors to make sure you fully understand the product. See our list in this guide for examples.
What This Guide Covers
- What Field Service Management Systems Do and Who Uses Them
- Implementation Goals
- Basic Field Service Management Platform Features & Functionality
- Advanced Field Service Management Application Features
- Field Service Management Software Comparison
- Questions to Ask a Field Service Management Vendor
What Field Service Management Systems Do and Who Uses Them
Services business software is designed to handle the unique challenges associated with performing a service for your clients in their homes or businesses. This type of solution is built to manage work orders, part sourcing, schedules and customers with the remote aspect of field service in mind at all times. Therefore, field management software also includes tools to handle functions associated with dispatch, routing and technician management. These tools provide managers with the ability to oversee field operations from the office.
Gantt charts make it easy for office staff to understand how resources are being used.
Technicians also receive a great deal of functionality from field service software if they use one of the best field service management software apps for mobile. Mobile field service software allows field techs to document their work as well as see what other jobs they have lined up. Many FSM solutions also provide a knowledgebase techs can access for complex work.
Mobile FSM apps let technicians take in-depth notes on jobs.
FSM software can be utilized by a number of different industries. While not every solution provides the functionality needed across all industries, chances are good that buyers can find at least one solution suitable for their business. There’s field service management software for small business as well as enterprise service management. Here are a few examples of the type of companies that can benefit from field service management software:
- Gas Utilities
- Cleaning Services
- Pet Sitting
- Engineering Repair
Field Service Software Implementation Goals
Most FSM software buyers, especially first-time buyers, are looking to drastically improve their operations. Listed below are a few examples of goals you can achieve with the right field service management system supporting your business:
Optimize Scheduling to Drive More First-Time Fixes
When you can send your best technician to a site and ensure he or she has enough time to complete the job at hand, you will often close the service call in just one visit. Field service apps allow managers to create a schedule taking into account factors like skill level, areas of expertise and seniority. But unlike other systems, scheduling software for service businesses takes technician location into account with GPS integration. This allows users to optimize routes and pick up locations for parts, which isn’t possible with the scheduling tools you might find in a project management system, for instance.
Field service scheduling software enables users to define the optimal mix of technical talent and availability to solve a specific customer problem. This makes it possible to attain higher customer satisfaction levels, further improving NPS performance.
|Tracking invoices across jobs is a challenge for any services business, especially when dealing with complex work orders. One of the most useful advantages of a field service management system is the ability to automate invoicing. Service management software relies on a single system of record for all transactions and has the ability to quickly analyze data and provide insights into how to improve the time-to-invoice workflow. Automating your invoicing process is sure to save your team time and effort.|
Improve Field Technician Productivity and Performance
|Instead of returning to the office or dispatch center for a specific part, field technicians will be able to send a network-wide message to see if any technician in their area has the part they need. Mobility combined with GPS also makes it possible for technicians to find job locations quickly, further increasing customer satisfaction. Mobile apps allow technicians to quickly document jobs, in addition to measuring their productivity. This data is then funneled into larger analytical systems to provide insight into how to improve your operations.|
Reduce Wasted Time
|Field service management solutions provide organizations with the ability to track inventory. This enables users to track stock levels, see where certain parts are used most often and create demand forecasts based on part history. Real-time parts inventory tracking also helps optimize workload planning and ensures customer’s requirements are met on the first service call.|
Basic Field Service Management Platform Features & FunctionalityField service systems come in many different forms, but there is a specific set of features that make up most software solutions. The following tools are the basic FSM capabilities buyers can find across most products:
|Work Order Management||Work order management is the most essential tool within FSM solutions. This feature gives office staff and field techs access to work orders and information necessary to perform the job. For instance, technicians can access job history to see what work has been performed previously and can access notes taken by other technicians. Office staff can use this feature to add new jobs while technicians are still in the field.|
|Job Documentation||FSM solutions provide technicians with an interface to input notes while in the field, as opposed to taking notes on paper which then have to be transferred into your system once the tech returns to the office. Documentation tools allow technicians to take notes, photos, video and audio which provide a more complete image of the job.|
|Customer Management||As such a large part of a successful field service organization, customer management gets its own set of dedicated tools. At the minimum, FSM solutions should provide your business with a customer database which stores information on your clients such as addresses, service history and contact information. Many of today’s systems also include a customer portal through which customers can make, edit or cancel appointments; receive technician ETA alerts; and fill out surveys.|
|Enterprise Job Scheduling||
This feature makes it simple to plan your operations on a daily basis. Most systems offer an intuitive UI incorporating Gantt charts and a drag and drop interface for quick schedule editing. Depending on your system, users are able to schedule technicians by skill, location, availability and seniority. This enables optimized workload balancing to satisfy both your works and your customers.
Moreover, some advanced systems utilize analytics to produce predictive estimations, giving managers and clients a more exact idea of when jobs are to begin and end.
|Dispatch Management||This feature streamlines the call-to-work order process. A virtual help desk takes calls and automatically turns them into tickets to solve issues as quickly as possible. Some systems use IoT technology to detect issues within equipment and may even solve the issue remotely if possible. If not, most solutions allow users to manually dispatch technicians or automate dispatch based on availability and skill level.|
|Routing||Efficient routing is a major contributor to the timeliness of work order completion. First, FSM solutions integrate with GPS to track the location of technicians and their vehicles in real time. This feature also assists users in creating an optimized route while still allowing for route customization using business rules for different segments of your company. Some mobile FSM apps even provide technicians with turn-by-turn directions.|
FSM software should provide a reference portal that technicians can access during jobs to diagnose and resolve issues in a timely manner. This may include collaborating with other field technicians for their advice, sourcing spare parts, forms needed during inspections, etc.
FSM apps also allow technicians to track their time, job completion and equipment history.
Advanced Field Service Management Application Features
Outside of the standard features available from FSM systems, there are also some advanced features to consider. Typically, service software for small businesses is less likely to have the features listed below, but you should double check with a potential vendor to be sure.
|Billing and Invoicing||This feature allows companies to create and send quotes automatically. It also provides an interface to access all invoices so your office staff isn’t spending all their time tracking down payments. Solutions typically support batch invoicing, email invoices and custom pricing.|
|Inventory Tracking||Many times, the difference between completing a job on the first visit and completing it on the second comes down to whether you have the correct part available. Inventory tracking allows users to see stock levels and demand forecasts to determine how much needs to be ordered for future tickets. Users can also configure warnings when stock reaches a certain level.|
|Maintenance Management||This feature supports the specific functions involved in repair and maintenance. It enables users to set up preventative maintenance, implement reverse logistics, track warranties, manage engineering change requests and facilitate depot repair.|
|Business Intelligence||When you can’t witness the daily operations of your business, analytics is a must-have in order to understand performance. Many solutions allow users to create custom reports and dashboards but offer standard metrics as well. Access metrics like first-time fix rate, revenue per month, jobs per technician, contract up-time and more to gain better insight into your operations.|
Compare Field Service Management Software
Once you’ve compiled your FSM checklist of requirements, it’s time to put them to use in a field service management software comparison. You’ll want to research and compile information on how each potential vendor can cater to your unique requirements. In addition to vendor websites and online reviews, think about taking a look at our FSM software scorecard for this data. Our scorecard rates and compares the top field service management software vendors by ten different benchmarks. But however you conduct your comparison, make sure to consider all the factors most important to your business.
Questions to Ask Field Service Management Vendors
Once you get close to deciding which vendor to invest in, you’ll want to ask for a product demonstration or demo. Before this step, you should come up with a list of questions to ask vendors. These questions should clear up any last concerns and help finalize the decision on which product is truly best for your field service company. Here are some examples if you need help getting started:
Can you provide an overview of how I can close more service calls on the first visit?
Look for how the application’s features are coordinated to close out initial service calls quickly. Specifically, focus on technician schedule optimization and how parts are coordinated for specific service calls. Ask to see how conflicts over technicians’ time allocations and training skills can be averted through the use of advanced optimization techniques.
Can you provide an example of how parts inventory management has alleviated out-of-stock condition from occurring in the field?
The best service management software have the ability to predict out-of-stock conditions, which can save field service management companies a lot of money when it comes to expedited shipping. There’s also the need to track the financial impact of an out-of-stock condition to measure the overall effectiveness of a field service management solution. The best solutions have the ability to define the dollar and time savings from preventing out-of-stock conditions. Ask to see these features during the demo, or see if they have client case studies that can prove their ability.
Can your solution support the size of my operations?
High-end, state-of-the-art field service management suites have frameworks included within them that easily support enterprise-wide deployments. The mid-tier and lower-end suites don’t and often lack the core set of analytics to make the most use of existing data. Look to see if your vendors of interest sell add-on analytics modules, which can increase the size of operations supported by the system. What’s most important when asking this question is to find out if the product can scale to support growth in certain parts of your business.
How can customer service, support, sales management gain insights into customer satisfaction?
One of the most challenging aspects of field service management is enabling real-time collaboration across all relevant functional areas of a company. It’s important to ask about role-based access and how each decision maker will be able to get the field service data they need to do their jobs. A solid collaborative framework for sharing reports and data is essential to get the most value from an investment in a field service management suite.
Reporting tools make it simple for office staff to understand metrics that can speak to the larger performance of the business.
Field service automation software is a smart investment for those looking to provide the best customer service possible. Use this guide as a starting point to understand today’s FSM software market and your options within it. Make sure to spend enough time and effort during your software search to ensure you can choose a solution from the best field management software with confidence.