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Managing multiple technicians in the field can be quite the juggling act, especially when you add customer interactions and payments into the mix. If you find yourself overwhelmed by the demands of running a field service business, field service management software could be the solution you need to keep everything under control.
From billing and invoicing to scheduling and dispatching, field service management software is designed to streamline all the administrative tasks that come with your line of work. Whether you're in HVAC repair, plumbing, landscaping, or electrical services, the right software can transform how you manage your operations.
At The Ascent, we've reviewed a range of top field service management tools, and I can personally vouch for the difference they make. They help you keep track of every detail and ensure that nothing slips through the cracks, freeing you up to focus more on the service aspect of your business. If you’re looking to reduce stress and bring efficiency to your daily operations, exploring these software options is a great starting point.
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Rating image, 4.30 out of 5 stars.
4.30/5
Our ratings are based on a 5 star scale.
5 stars equals Best.
4 stars equals Excellent.
3 stars equals Good.
2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
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Jobber is a great field service management platform for small businesses needing job and customer management. With reasonable pricing tiers, many companies will find a plan that fits their budget.
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Rating image, 3.80 out of 5 stars.
3.80/5
Our ratings are based on a 5 star scale.
5 stars equals Best.
4 stars equals Excellent.
3 stars equals Good.
2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
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ServiceTitan is a highly customized and feature-rich field service management platform that helps companies streamline their processes and operate more efficiently.
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Rating image, 3.80 out of 5 stars.
3.80/5
Our ratings are based on a 5 star scale.
5 stars equals Best.
4 stars equals Excellent.
3 stars equals Good.
2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
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Housecall Pro is meant for field service companies who want a cloud-based option that can manage customers, automatically contact them, and handle invoicing.
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mHelpDesk
Rating image, 4.30 out of 5 stars.
4.30/5
Our ratings are based on a 5 star scale.
5 stars equals Best.
4 stars equals Excellent.
3 stars equals Good.
2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
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= Excellent
= Good
= Fair = Poor |
If your principal goal is to reduce busy work, mHelpDesk is a great option. Even better, mHelpDesk is an intuitive tool, so scheduling technicians is a seamless experience.
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FieldEdge
Rating image, 3.90 out of 5 stars.
3.90/5
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4 stars equals Excellent.
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2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
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= Excellent
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FieldEdge is a solid field service software choice for large service companies, but the price point may be prohibitive for smaller businesses.
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Service Fusion
Rating image, 3.80 out of 5 stars.
3.80/5
Our ratings are based on a 5 star scale.
5 stars equals Best.
4 stars equals Excellent.
3 stars equals Good.
2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
= Best
= Excellent
= Good
= Fair = Poor |
Service Fusion is a great choice if you have a lot of employees and want a basic list of features. The basic package gives you a solid option for a large team to access while they’re in the field.
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Intuit Field Service Management
Rating image, 3.70 out of 5 stars.
3.70/5
Our ratings are based on a 5 star scale.
5 stars equals Best.
4 stars equals Excellent.
3 stars equals Good.
2 stars equals Fair.
1 star equals Poor.
We want your money to work harder for you. Which is why our ratings are biased toward offers that deliver versatility while cutting out-of-pocket costs.
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= Excellent
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= Fair = Poor |
Intuit Field Service Management organizes the various aspects of running a field service business. You'll be able to schedule appointments, issue invoices, bill customers, and create routes.
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Jobber, a well-established player in the marketplace, deserves its reputation and ranking among field service management software programs.
Thanks to Jobber’s pricing structure, it’s a great choice for smaller field service businesses as they offer a variety of pricing options. Ranging from $69/month for a single user in their core plan to $169 month for up to 5 users in their connect plan and topping out at $349/month for up to 15 users in their Grow plan. All plans also offer annual subscriptions discounts.
Jobber’s invoicing feature will be a relief to managers tired of keeping up with disorganized paper invoices. For that matter, it’s good for any sort of invoice disorganization, thanks to a search feature that lets you search invoices by whether they’ve been paid, or their due date. Invoicing is also easy on the mobile app. Once a technician finishes a job, the app asks if they want to create an invoice now, or later.
The mobile app also makes it easy for technicians to keep up with their workload. The Time Sheet button at the bottom of the app screen provides an easily visible Clock In button, which will make it easier to not forget to clock in when you start a job.
Jobber’s Clock In button is prominently displayed, making it easy to remember to do so when you start a job. Image source: Author
All of these set Jobber apart, but nothing stood out to me more than something I have never encountered in my years of writing about the B2B space: an employee offered to call less. When I called Jobber’s customer support to try the software out, the person on the other end of the line asked if I wanted them to make fewer sales calls. Customer service is often an excuse for upselling. To find that wasn’t the case with Jobber was, frankly, flooring.
mHelpDesk is the Ascent’s top field service management software program because of its great UX (user experience), great range of features, and overall ease of use.
For example, mHelpDesk adapts to how the user works. If, for instance, you’re trying to create a new work order, but haven’t created a customer yet, mHelpDesk won’t stop you. It will instead prompt you to create a new customer, then allow you to continue with making the work order you were initially creating.
mHelpDesk’s billing and invoicing feature is well-organized, especially for the desktop version. A bar of icons at the top of the invoice screen gives the user a heads up about important facts like how many invoices are past due and how many invoices are still in draft form.
mHelpDesk’s app is well designed to optimize technician efficiency. Better yet, it won’t bog down technicians who just want to get a job done, rather than struggle to figure out the new software program their boss just gave them.
The first example of this is the fact that mHelpDesk’s home screen is a daily calendar that shows you what appointments you have for the day. The focus isn’t on the software’s functions for its own sake, but on what the tech will be doing that day. In that regard, mHelpDesk is a great field service scheduling software program, as well.
mHelpDesk’s home screen on the app is just a schedule of the day’s work. Image source: Author
mHelpDesk’s customer service is also solid. When I called, I reached a customer support representative with no wait. Though they didn’t have the answer to my question, it only took them a few minutes to get in touch with someone who could.
The bottom line for FieldEdge: if you’re a big business with an established way of doing things, this is a good choice.
For one, FieldEdge offers support and customization that you’ll appreciate if you’re set in your processes. When you sign on, they’ll assign you a support representative who will help train your users, and also help integrate your data into FieldEdge. The price tag, $4,000, for this is prohibitive for small companies, but large ones should be able to absorb the cost.
Larger field service businesses will also appreciate FieldEdge’s unique approach to QuickBooks integration. They offer live integration, which means that every time a payment is made in QuickBooks, information from FieldEdge is immediately uploaded to QuickBooks. Many other field service management programs instead use batch-and-sync processing, where transactions are held until there are enough for a “batch.”
This means you don’t get real-time updates about payments and transactions. If you want an up-to-the-minute view of your finances, you’ll like FieldEdge’s live integration.
FieldEdge’s Dispatch Board, which provides a great overhead view of where your technicians are, makes FieldEdge a great field service dispatch software program, too. Image source: Author
Another enterprise-friendly feature is FieldEdge’s built-in price book. Any large company that does a large range of tasks probably uses a large range of parts. To that end, it helps that FieldEdge has a built-in price book of inventory items your technicians might use on a regular basis.
Instead of having to enter prices for each new item, they’ll only have to look up that item, no matter how obscure, in the catalog. The price book is an extra cost, but the organization it offers a company with hundreds of employees is worth the cost.
Service Fusion is a solid choice that will work well for you if you have a large company, and particularly if you want to track your technicians while they’re on the road.
Service Fusion’s mobile app is particularly great. The UI is as simple and intuitive as any program on this list. That should be a help for both digital natives, and tech novices. Your techies will be happy with the good experience, and your non-techies will have an easier time adapting to a new, digital work style.
You get a similarly easy experience in creating work orders in the desktop version. When you go to create a work order, existing customers’ names will auto-fill, making it easy to click on the customer you want. It’s similar to the auto-fill box in a search engine.
Service Fusion’s desktop UI makes it easy to create jobs. Image source: Author
While it’s an extra charge, Service Fusion does offer a top-notch routing feature. Where many field service programs only offer Google Maps integration, Service Fusion goes further and offers the option to track your drivers, and make sure they’re driving safely. They sell $49 GPS units, plus a one-time fee of $20, to track your technicians behind the wheel. It’s a great way to make sure your workers aren’t engaging in sudden braking, or speeding, when on the job.
If you have a small business, aren’t looking for anything fancy, and have workers who are tech novices, then Intuit Field Service Management is a good choice.
Intuit Field Service Management’s UI is simple enough that it will appeal to workers who prefer a more classic look.
The information your technicians need is all there: the task they need to do, where it is, how long you think it will take, even a customer phone number, if needed. Also, the UI’s design is reminiscent of a desktop word processor, which means it will look familiar, even if not that flashy.
Intuit Field Service Management’s work order screen on the app is a no muss, no fuss UI. Image source: Author
Another benefit to the app is the ability to accept payment in the field. If you’re looking to cut down on the invoices and payments that can get lost between the technician and the main office, Intuit Field Service Management can make it so your technician gets paid as soon as the job is over.
Intuit’s offering is also a help to managers. A feature called Bread Crumbs gives desktop users of the program the opportunity to track the routes their technicians take in the field. If you want to check for sure on whether the damage to their van comes from traveling down a road currently under construction (and not maybe a speeding incident), you’ll be able to tell for sure.
Field management software is a dynamic tool designed to streamline the complex tasks involved in managing off-site operations and field-based personnel. Whether you're overseeing repairs, installations, or regular maintenance services, this type of software helps coordinate all the moving parts of field operations. From scheduling service calls and dispatching technicians to tracking job progress and managing customer interactions, field management software acts as a central hub that ensures everything runs smoothly.
One of the most significant benefits of field management software is its ability to keep everyone connected. Technicians in the field can receive real-time updates, access customer information, and even process payments, all from their mobile devices. This not only boosts efficiency but also enhances the quality of service provided to customers. For managers, the software provides valuable insights into operations through dashboards and reporting tools, making it easier to make informed decisions and quickly address any issues that arise.
Overall, field management software is more than just a tool for organizing schedules—it's an integral part of modernizing and improving the way field services are delivered. By reducing the administrative burden and improving communication between the office and field workers, it allows businesses to focus more on what they do best—serving their customers. Whether you're a small local business or a large enterprise, integrating this software into your operations can lead to more satisfied customers and a more efficient business model.
When looking into what makes a great field service management software program, The Ascent takes a lot of factors into account. However, there are a few main ones that we focus on: UI/UX, the mobile app, and the cost.
We focus on UI/UX (user interface/user experience) because everything else stems from how easily the user can navigate the program. If a program's as easy to use as a federal bureaucrat's filing system, no one's going to use it, no matter how fast it runs.
And speaking of whether or not you can use something, having a mobile app you can use in the field is essential for a field service management program. That's why the quality of the mobile app is another essential in The Ascent's review system.
A solid mobile app is not just a great way to keep in touch, it's also a great way to keep track of years of experience. If you've got work order history saved on an accessible mobile app, it means a new technician can check another technician's information about a customer. Years of experience and tribal knowledge is available anywhere, anytime.
Lastly, we focus on cost, for obvious reasons. You're in business to make money doing what you love. That happy partnership happens only if you can exceed your margins. A field service management program at the right price, is a great example of the old "spend money to make money" cliche.
User interface is what the program looks like, and handles like, to the user. The user experience is the overall experience the customer has, from ease of use to accessibility.
UI and UX are important for any program. They're particularly important, however, for field service engineers. That's because field service companies are forever trying to fit 48 hours of work into a 24-hour day, so they don't have the time to do battle with their software.
Add to this the finicky, urgent nature of field service problems. For example, it's 99 degrees and the coffee shop's AC just broke. It's then you'll understand that an accessible UI can be the difference between getting there on time (the routing feature) and being able to pick the right tech for the job (the scheduling dispatching feature in the desktop version).
For a field service management program to be good, the mobile app has to be great. As the name suggests, field service entails going out into the field. If you want to manage those employees in the field, a decent, accessible mobile app is key.
A good mobile app is the difference between knowing that your technician has gotten there, and not being sure where they are. It's the difference between knowing that they've taken a safe and efficient route to the site, and not being sure whether they're on a road that's closed, and will cost them an extra thirty minutes.
Cost is important for the obvious reasons, you're in business to make money, but also for some less obvious ones. The same pricing model that works for another business may not work for yours.
For instance, if you've got a lot of employees who don't need a lot of features, pricing like Service Fusion's may be a better bet. If you've only got a few technicians, however, the sort of pricing model Jobber offers may be good.
Computers have revolutionized business, and field service management is no different. Field service management software programs offer many benefits, chief among them the way they simplify administrative tasks.
Once you get past five technicians or so, keeping track of everyone becomes a job in itself. Field service management software, however, can provide you with a glance at the bigger picture, anytime you need it. Some of the programs above even offer dashboards that give you a great at-a-glance view of things, like Service Fusion's.
Service Fusion's dashboard shows you the basic info that will keep you updated. Image source: Author
When it comes to books, I'm a definite paper man. When it comes to business? Not so much. Keeping up with endless paper files is frustrating, and inefficient.
Imagine trying to find information on ten years of records on an important client, especially when that client's favorite technician is about to retire. That's a lot of institutional knowledge that could leave with your employee, unless the records for that customer are kept in the work order history feature of a software program.
Cash flow's a problem for most small businesses. That problem can get worse if you're waiting on customers to respond to an invoice, whether by phone or mail. A field service management software program, however, makes it easy to keep the money flowing.
Many field service management programs have invoicing features where a technician can assign an invoice from the field, and some even offer the option for customers to pay on the spot.
We're firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent, a Motley Fool service, does not cover all offers on the market. The Ascent has a dedicated team of editors and analysts focused on personal finance, and they follow the same set of publishing standards and editorial integrity while maintaining professional separation from the analysts and editors on other Motley Fool brands.
