Buyer's Guide for Top Field Service Management Software

Found our list of Field Service Management Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

Buyers Guide Content

  1. What is Field Service Management Software?
  2. Industry Applications of Field Service Management Systems
  3. Why Use Field Service Management Software?
  4. Features of Field Service Management Software
  5. Benefits of Field Service Management System
  6. How to Use Field Service Management Software?
  7. Things to Consider When Buying Field Management System

What is Field Service Management Software?

Field service management software is used by businesses to manage onsite sales professionals and manage them for improving employee performance. The software helps with work order management, request management, dispatch, inventory management, and more.

Field employees are in constant touch with their dispatch office for accessing service history, customer information and other details. Employees also use field service scheduling tools to find information about tasks allotted to them and share work updates. By regularizing communication between employers and employees, the software helps businesses improve customer experience and the overall productivity.

Industry Applications of Field Service Management Systems

  • Manufacturing sector to manage technicians going onsite for predictive & preventive maintenance and equipment repair
  • Managing service technicians in the transportation sector for fuel/asset/inventory management
  • Tracking the personnel in energy and utilities sector who are involved in managing geospatial information
  • Oil & gas industry for ensuring the performance, reliability, and safety compliance for employees involved in field service maintenance activities.

Why Use Field Service Management Software?

  • Dispatcher workspace: The software provides a configurable interface for scheduling work orders based on access hours, distance, recommendations, and technical skills.
  • Asset management: Field service management systems oversee field services, operations, and infrastructure for managing business assets.
  • Intelligent chatbots: AI conversational chatbots support customizable templates for preparing pre-built conversations under different customer service scenarios.
  • Improved customer satisfaction: The field service management software ensures automated scheduling of work orders and instant delivery of customer services.
  • Automated processing: Field management systems automate tasks like form filling, log updating and more to streamline field operations. It ensures that there are no wasted hours, costs, or inefficient activities.
  • Real-time communication: Field service management software offers tools that immediately connect field teams with tech support teams and backend staff. The module also helps technicians request replacement parts, access the inventory, and update their job status.
  • Checklist designer: Build task checklists or to do lists for managing your employees’ workflows. You can also add here pictures, notes, and such information.
  • Resource routing: Dispatchers are provided with accurate and real-time visual maps with highlighted customer’s/technician’s location for optimizing routes and dispatches.
  • Project/job costing: The software can be integrated with your existing CRM to plan & estimate project costs and schedule resources.
  • Reports: Business intelligence dashboard helps leverage the data by producing analytical reports about how a team, business, or department is performing.

Features of Field Service Management Software

  • Dispatching: Field service scheduling software can be used to assign tasks to field technicians, manage service requests, and track their location in real-time.
  • Scheduling: Drag and drop interface supports task prioritization and work allocation to designated technicians. You can also set scheduling rules here for data syncing and assignment of tasks.
  • Work order management: The field service management app provides pre-built templates for creating, assigning, reassigning, and deleting work orders.
  • Contact database: A searchable database stores data regarding serviceable equipment and customer information for quick access.
  • Payment collection: With its integrated payment processors, the field service scheduling software help collect payments online from anywhere.
  • Service history tracking: You can track the service history of any equipment so that the technicians can view previous actions and troubleshoot issues.
  • Virtual agent designer: The software offers a drag and drop interface for creating the blueprint of interaction between a user and a virtual agent. I
  • Field service contractor management: Field service management software streamlines onboarding and task assignment processes for hiring third-party contractors.
  • Dynamic scheduling: Dynamic scheduling helps improve the efficiency of field teams by automatically assigning tasks to the best technician. The module also helps in reducing the dispatcher workloads.
  • Disconnected mode: The module empowers technicians and specialists to view, create, update, information regarding any service history for assisting customers even in the remotest locations.
  • Native mobile options: It allows technicians to capture barcodes & images, check GPS, and use voice to text technologies.

Benefits of Field Service Management System

  • Enhanced customer satisfaction: The software improves communication amongst team members so that there are no delays in providing the best customer service experience.
  • Real-time visibility: Field service management apps help businesses track job status, customer history, asset information and worker location for smooth operations.
  • Activity automation: Field service scheduling tools automate routine business activities like attendance, client communication, and quote/invoice preparation for improving business efficiency.
  • Mobile access: Mobile functionalities allow workers to view the best routes for reaching customers, reading barcodes, and capturing pictures. The software also helps collect customer signatures online.
  • Reduced costs: The software automates asset lifecycle management processes to minimize repetitive tasks and wasted resources.
  • Better responsiveness: Field management systems are designed to dynamically handle situations like taking up high-priority tasks and assigning the most qualified field technicians to a particular job. Tasks like these are done automatically by the software without any manual intervention.

How to Use Field Service Management Software?

  • Arranging employee schedules and appointments as per the expected timelines
  • Coordinating dispatches anytime a field employee or specialist is assigned to a job
  • Tracking work orders right from their start till their completion or invoicing
  • Managing the inventory by keeping track of supplies/parts and their transfer
  • Service level agreement (SLA) and contract management
  • Decreasing field service costs by using insights & data for timely task completion
  • Empowering field staff by providing remote assistance for troubleshooting issues
  • Reducing repair timings by automatically assigning the right specialist to a job

Things to Consider When Buying Field Management System

  • Configuration & customization:Look for a field service management system that you can modify as per your business' needs. This way, you will add custom fields to invoices, create custom workflows and change the report type.
  • Integration:An ideal field management software would be the one that can be integrated with the existing IT solutions used by your employees.
  • SLAs:The module is critical for maintaining service level agreements because tasks get reassigned whenever a technician fails, or an urgent request is raised.
  • Supports expansion:Those using field management systems should not worry about the expandability of their processes, as the software would scale with their business.

Author: Kalpana Arya

Best Field Service Management Software in 2022

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(Showing 1 - 20 of 25 products)

Salesforce Field Service

By Salesforce

Price On Request

Salesforce field service is a comprehensive solution to integrate and optimize field services of any organization, both... Read More About Salesforce Field Service

Trackolap Employee Efficiency

By Trackolap

Starting Price

₹236

Inclusive of all taxes

Trackolap Employee Efficiency is an all-in-one HR Software designed to serve Startups, SMBs, SMEs and Agencies. This Web... Read More About Trackolap Employee Efficiency

KOOPS Sales Force Automation

By Koops Technologies

5.0 (2 reviews)

Starting Price

₹283

Inclusive of all taxes

KOOPS Sales Force Automation Software is used to supervise the daily workflows of on-field sales employees. This sales... Read More About KOOPS Sales Force Automation

Mhelpdesk

By Mhelpdesk

Price On Request

Mhelpdeskis a complete Help Desk Software designed to serve Startups, SMBs, SMEs and Agencies. This Help Desk Software f... Read More About Mhelpdesk

Field service management software is increasingly being used by technicians in the manufacturing & transportation sector. It provides important modules for predictive and preventive maintenance, equipment repair, inventory management, etc. The software is also a preferred choice for the energies and utilities, and oil and natural gas businesses.

Field service management software is used for allocating tasks to the mobile workforce and managing/monitoring their activities and performance. The software is critical for monitoring on-site services like sales, repair, and equipment maintenance.

Field service management apps are critical for managing contracts, work orders, service requests and contacts. The software is further essential for resolving customer queries, automating routine business activities, and tracking the service history.

Some of the best field service management software for streamlining & automating onsite workflows are: simPRO, Jobber, mHelpDesk, Geopointe, Kickserv, FieldEZ, Workiz, Pega Platform.

Uttara ASMS - Automotive Service Management System

By Uttara Infosolutions

4.2 (2 reviews)

Price On Request

An end to end software for automobile workshop management enabling automation for automobile sector. ASMS is a holistic... Read More About Uttara ASMS - Automotive Service Management System

CannyField

By CannyMinds Technology

Price On Request

CannyField is a complete Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Fie... Read More About CannyField

SUMMIT Service Management

By SUMMIT IT

4.7 (1 reviews)

Price On Request

SUMMIT Service Management with its multi-tenant architecture and high configurability, can be used across multiple funct... Read More About SUMMIT Service Management

Field Force Software

By Nimap Infotech

4.6 (3 reviews)

Starting Price

₹589

Inclusive of all taxes

Field Force Connect is a sales force automation software for companies to manage their field sales operatives. It is a... Read More About Field Force Software

Wobot

By Wobot Labs

4.8 (1 reviews)

Price On Request

Wobot lets you Collect, Collaborate & Analyse. A simple yet effective 3 step process to solve all your work communic... Read More About Wobot

Proptor

By Proptor

4.7 (2 reviews)

Price On Request

Proptor inspection management software streamlines all your inspection tasks, create forms and checklists, schedule ins... Read More About Proptor

Servicetitan

By Servicetitan

Price On Request

Servicetitanis a complete Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Fi... Read More About Servicetitan

Smart Service

By My Service Depot

Price On Request

Smart Service is a complete Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This... Read More About Smart Service

Spoors Effort

By Spoors Technology Solutions India Limited

Price On Request

Spoors Effort is a complete Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This... Read More About Spoors Effort

KloudBeat

By Kloudq Technologies Limited

Price On Request

KloudBeat is a complete Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Fiel... Read More About KloudBeat

Bigchange

By BIGCHANGE

Price On Request

Bigchange Jobwatch is a complete Inspection Management Software designed to serve Startups, SMBs, SMEs and Agencies. Thi... Read More About Bigchange

Unolo

By Smartsense

Price On Request

Unolo is a complete Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Field Se... Read More About Unolo

FSM Grid

By FSM Global Technologies

Price On Request

FSM Grid is an all-in-one Field Service Management Software designed to serve Startups, SMBs, SMEs and Agencies. This We... Read More About FSM Grid

Trackforce

By Trackforce

Price On Request

Trackforce is an all-in-one Visitor Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Web-Ba... Read More About Trackforce

Innomaint

By Vijay Global Services

Price On Request

Innomaint is a complete Facility Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Facility... Read More About Innomaint

Fieldweb FSM

By Corefield Technologies

Starting Price

₹150/User/Month

Inclusive of all taxes

Fieldweb is a complete Facility Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Facility... Read More About Fieldweb FSM

Last Updated on : 05 Oct, 2022

What is Field Service Management Software?

Field service management software is used by businesses to manage onsite sales professionals and manage them to improve employee performance. The software helps with work order management, request management, dispatch, inventory management, and more.

Field Service Management Software Comparison

 
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Field Service Management Software Reviews

4.1

"This was a great resource. I had no idea to where to start. The team checked what I needed and helped point me in the right direction. I would recommend this to any company."

See All Uttara ASMS - Automotive Service Management System Reviews

DD

Dipika Darbari

review for SUMMIT Service Management

4.7

"Excellent service and aftercare with helping with questions relating to installation. Also a price that is amazing.?"

See All SUMMIT Service Management Reviews

RD

Rohit Dubey

review for Field Force Software

5

"Pros: Field Activity tracking. Attendance Check-in and Check-out in a click."

See All Field Force Software Reviews

VP

Vishnu Prajapati

review for Wobot

4.8

"They suggested several good matches for the solution I was looking for and followed up. I will certainly use their service again."

See All Wobot Reviews

FAQs About Field Service Management Software

Let us have a look at the best field service management solutions, designed especially for small businesses: Skedulo, Azuga Fleet, FieldEdge , Service Fusion, Raken, GPS Insight, Commusoft 

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