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What is Field Service Management Software - FSM?

Field service management (FSM) software enables companies to easily supervise their employee activities, trace vehicles, schedule work, dispatch technicians, support driver safety, and integrate with inventory and other back-office solutions. This software is highly popular among field service companies because they can help to reduce costs and boost efficiency. Show moreBusinesses can use the system to access customer data, manage orders easily, and do route planning at an affordable cost. FSM software is normally used by companies that focus on handling installs, repairs, and services of work equipment. You can use our list of top FSM applications to find a suitable tool for your requirements and don't forget to take a good look at our current category leader monday.com.Show less

How was this ranking made?

In order to prepare this ranking of best Field Service Management Software - FSM we have evaluated 138 different systems currently available on the market, analyzing their features, ease-of-use, customer support, offered integrations with other systems as well as mobile support using our unique SmartScoreTM rating algorithm. This list has been created by Jenny Chang, our software expert dedicated to the Field Service Management Software - FSM category.

List of Top 12 Field Service Management Software - FSM

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1. monday.com

Our score: 9.8 User satisfaction: 99%

An industry-leading collaboration app for on-site and remote work teams. This leverages tools such as Kanban boards, Gantt charts, and workflow automations to help teams handle any type of project. It also seamlessly integrates with third-party apps to ensure easier adoption and extend its capabilities.

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2. Wrike

Our score: 9.0 User satisfaction: 98%

A collaboration software with user-friendly navigation and flexible project views for easier project management. It gives you a bird's eye view of your projects to get a better feel of the progress of your efforts. Moreover, its powerful reporting and analytics tools also help you generate accurate reports with actionable insights.

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3. ProntoForms

Our score: 9.3 User satisfaction: 96%

ProntoForms, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.

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4. Freshdesk

Our score: 9.3 User satisfaction: 100%

An efficient and reliable help desk solution and winner of our Expert's Choice Award. The software offers multi-channel support, automation tools, gamification, and self-service portals to help businesses deliver high-quality customer support. Ticket management features such as tagging also improve organization and ease collaboration within support teams.

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5. Workiz

Our score: 8.8 User satisfaction: 100%

A reliable and feature-rich field service management application that streamlines coordination between office personnel, field technicians, and clients. One way it facilitates that is by offering complete visibility into field service members’ activities and availabilities. What’s more, it eases communication through color-coded calendar items.

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6. Service Fusion

Our score: 8.5 User satisfaction: 98%

A leading field service management tool that helps small and mid-sized field service companies manage tasks, projects, and their organization. The platform allows users to save time and reduce costs thanks to powerful automations. Also, it helps companies make their service records and project details accurate. It is designed to scale with your business. It supports SMBs and large enterprises.

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7. Salesforce Field Service Lightning

Our score: 9.4 User satisfaction: 100%

A field management solution designed to connect the in-office personnel with the field-based workforce. To that end, it provides smart and fast delivery of information within the platform. This removes the need for constant phone calls, thus making fieldwork more efficient.

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8. Jobber

Our score: 9.2 User satisfaction: 98%

Jobber is the simplest, most efficient way to run a mobile service business. Though it is uncomplicated, it does have a robust set of tools that include time and GPS tracking. It also has automatic client follow-ups to ensure that the company receives compensation on time.

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9. QuickBooks Enterprise

Our score: 9.2 User satisfaction: 96%

A popular accounting software suite, QuickBooks is the go-to solution of businesses big and small, including freelancers and startups. It offers an extensive range of financial tools for sales, inventory, invoice management, and tax calculation among others.

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10. mHelpDesk

Our score: 9.1 User satisfaction: 100%

This is a cloud-based field service management software that simplifies and automates business processes. It also has a lead generation and management capability, allowing the company to have more business opportunities. Plus, it has real-time updates for schedules and activities, ensuring that all team members are on the same page.

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11. OctopusPro

Our score: 8.0 User satisfaction: N/A

A simple & efficient way to run and grow your mobile service business, allowing you to manage your inquiries, quotes, bookings, invoices, payments, as well as your customers and staff all together in one revolutionary software, all safe and secure in the cloud!

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12. GPS Trackit

Our score: 7.3 User satisfaction: 100%

Locate, monitor, and track your vehicles to optimize their functionality, usage, and productivity.

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In the event you didn't find just the solution you were looking for here's a list of various categories similar to Field Service Management Software - FSM that you might want to browse through:

Field Service Management Software - FSM Guide

Table of contents

A wide variety of field service management software providers offer field service management (FSM) programs and there are different online platforms that address the needs of different business sizes, from small maid service and pest control companies to global biggies in industries such as manufacturing and communications. This buyer’s guide can help you navigate this complex market and select the best field service management software for your needs.

Get to know each product with free trial

It is a good idea to register for the free trial or demo of leading tools to learn about their list of features and do a comparison. The free trial period will give enough time to check how the product can boost your business. To start, you can sign up for the free trials of the following FSM apps that have received high SmartScore rankings and user satisfaction rating to discover the best field service management software for enterprises or SMBs: GeoOpHouseCall Pro, WintacJobber, and GoSpotCheck.

Targeted Businesses

Most buyers of field service management tools fall into the following main categories:

  • Direct buyers – These are companies that maintain their own field service unit. They have relatively simple needs that can be met by a wide range of vendors.
  • Contract buyers – These are companies that contract out their work. Such companies have special needs for passing work requests, and tracking request fulfillment and customer satisfaction.
  • Small businesses – These companies look to move beyond spreadsheets and Microsoft Outlook, and wish to add FSM features for planning orders and monitoring customer satisfaction.
  • Large enterprises – These buyers have multiple fleets of field employees, and they wish to integrate data information across units and with the customer support department.
  • Growing organizations – Established companies that are growing and are looking to expand their business can also benefit from field service management software or FSM. This allows them to demonstrate their capabilities and show clients that they are reliable.

What are Examples of Field Service Management Software?

  • GeoOp: GeoOp provides a complete workforce management app for small business as well as big companies. It is a time-saving solution that is designed to improve workflow.
  • HouseCall Pro: HouseCall Pro helps services professionals operate their business on their smartphone and a web portal.
  • mHelpDesk: mHelpDesk is an all-in-one system for service management that operates smoothly on tablets, smartphones, and desktops.
  • Wintac: It is an all-in-one field service management system designed solely for service contractors.
  • GoSpotCheck: GoSpotCheck helps users to collect real-time information and make an instant analysis to facilitate smart decision-making.

Types of Field Service Management (FSM) Software

The following are popular types of FSM software:

  • Best-of-breed standalone FSM systems for fleet management, dispatch, and field workforce optimization processes.
  • End-to-end FSM suites that include all the key features.
  • Field mobility solutions for enterprises and small and medium-sized companies, as well as those focused on a single industry.

Key Features of Field Service Management (FSM) Software

The following core features are common in best FSM software solutions:

  • Project management – Helps to manage projects from start to completion
  • Voice-generated customer appointment reminders – Customers can be reminded on time for their appointments
  • RMA (Return Merchandise Authorization) Management – Helps to manage and authorize return merchandise
  • Failure analysis – You can analyze the causes of failure and take corrective steps for future success
  • Forecasting and reporting – These features help in forecasting as well to generate insightful reports
  • Partner management – You can manage and collaborate with all your partners
  • Contract management – Manage your project contracts easily
  • Parts inventory management – Helps to handle parts inventory effectively to ensure there is enough stock at all times
  • Route planning – You can your routes in advance to reach your clients well in time for the appointment
  • Dispatching – Dispatch agents in time so that they are punctual for the appointment
  • Resource scheduling – Schedule and plan your resources for optimal utilization
  • SLA compliance tracking – Makes sure your operations are compliant with the Service Level Agreement (SLA) policies
  • Order management – Helps to manage and fulfill orders easily and successfully
  • Trouble ticketing  Customers can raise tickets that can be forwarded to agents for speedy resolution
  • Mobile support – Mobile apps to help your workforce to be productive in the field
  • Invoicing – Empowers field workers to generate and send invoices to clients

Benefits of Field Service Management Software

Our field service management software reviews show that these systems offer the following benefits:

  • Minimize scheduling costs – Call scheduling can result in huge costs. Manual systems typically leave big “windows” for appointments and there is plenty of time allowed between scheduled stops. FSM systems can schedule appointments more closely and minimize travel times through smart routing.
  • Boost customer satisfaction – FSM systems can boost customer satisfaction in three ways: First, they can provide more precise arrival and working times for field employees. Second, they reveal the parts and tools the worker needs. Third, they allow the customer to select a convenient appointment time.
  • Minimize inventory costs – FSM systems can evaluate history files to forecast which parts are likely to fail on particular schedules. Businesses can use this data to more accurately handle part inventories to minimize expenses.
  • Lower fuel costs – FSM solutions make use of smart route planning and calculate the most efficient way for sales reps to travel to their appointments. This dramatically reduces mileage and fuel expenses.
  • Real-time data relay – In case a customer requests changes to their service, the in-office staff can relay that information to the field worker through the FSM. That is because whatever data one user inputs is instantly visible to other users.

The following trends have been noticed in the ongoing evolution of FSM software:

  • Mobile – Vendors offer mobile support for all major tablet and mobile platforms including Android, iPhone/iPad, Blackberry, and Windows Phone.
  • Software as a Service (SaaS) – Cloud-based products and services are becoming popular for their many benefits and you can subscribe to avail them typically via a monthly subscription package.
  • Web-based interfaces – Managers and reps can use Web-based systems to interact in the office and in the field. Internet-based tools also allow partners to access the FSM systems and even enable customers to fix their own appointments.
  • Consolidation of customer support – Vendors are offering more features directly in support software and CRM. For instance, Microsoft Dynamics CRM allows agents to create a trouble ticket, fix an appointment, create an order, and send a rep. After the rep completes the work, the order is closed, and the ticket is closed.

Potential Issues

Two issues can reduce the effectiveness of FSM software:

  • First, reps can be over-scheduled, which reduces their efficacy and job satisfaction level, and also reduces customer satisfaction as appointments may be missed.
  • The second issue is typical of business software: FSM systems need to be properly implemented and adopted for companies to realize their true benefits.

Tips to Select the Right Field Service Software

Whether you opt for an end-to-end service management solution or seek to integrate best-of-breed systems, follow the steps below to select the right FSM solution(s) for your needs:

  • Prioritize: Be clear about the processes you wish to automate and improve. Then, start investigating the products that meet all your needs. Consult front-line and back-office staff who will be using the new system.
  • Requirements: Which features are likely to deliver key benefits to your company? Do not be influenced by the gimmicky ‘bells and whistles’ offered by the vendor.
  • Expertise: Select a vendor who has a proven track record in your particular industry. Go online and check out references and customer feedback to learn more about a vendor.
  • Make a shortlist: Create a shortlist of three vendors and arrange for detailed demos of the packages. Try out their free trial plans to gauge how an app can suit your business processes.
  • Integration: The app should smoothly integrate with the other systems you use. Many software solutions offer software development kits and APIs to make integration easier and quicker.
  • Planning: Make realistic plans about how much time it will take for the system to be fully functional and effective, and the amount of involvement needed from your team. Proper planning from the start can lead to the effective implementation and usage of a more robust solution in the long term.
  • Support: The vendor should provide reliable support to help with implementation and on-boarding, and to promptly resolve any issues that may arise.
  • Supplier stability: The vendor should have a product development team dedicated to creating new software releases, which can make sure the system stays effective and scalable to meet the demands of future business growth.

Cost of Field Service Management Software – FSM

With cloud-based solutions becoming more popular, the cost of field service management software is being driven down. Most solutions have per-month pricing and there are those that have a per-user model. On that note, FSM tools can cost from $60 – $100 every month.

The abovementioned price range is applicable to standard plans only. It can still go up for premium or enterprise packages. In that case, organizations unlock the most sophisticated features such as APIs, client portals, and graphical reporting.

Field Service Management Software – FSM Statistics

To get you up-to-date on the latest happenings in the industry, here are some useful statistics on field service management:

  • 48% of businesses implement a field service management software.
  • 77% of organizations still utilize an on-premise solution.
  • 89% of customers prefer their field service contractor to have modern technology, especially for scheduling, and are willing to pay more for the convenience.
  • 49% of field service companies experienced growth after deploying an FSM tool.
  • 80% of experts believe that AI can boost work processes in field service operations.

Bottom Line

We hope reading this buyer’s guide has helped you understand the complexities of the FSM software market. Be clear about your business needs and do not get taken in by gimmicky software features. Try out the free trials of your shortlisted field service management tools and make informed comparisons to select a suitable solution for your company.

List of Field Service Management Software - FSM Companies

Order by:

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Product name:
Category:
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Price:
User Satisf.
User reviews:
Patrol Points reviews

Patrol Points

Field Service Management Software - FSM
8.0
By quote
100%
Service CRM reviews

Service CRM

Field Service Management Software - FSM
8.0
By quote
99%
Service In Sync reviews

Service In Sync

Field Service Management Software - FSM
8.0
$28
-
FieldCircle reviews

FieldCircle

Field Service Management Software - FSM
8.0
By quote
100%
Dista Field reviews

Dista Field

Field Service Management Software - FSM
8.0
By quote
99%
PFIM CMMS reviews

PFIM CMMS

Field Service Management Software - FSM
8.0
By quote
90%
Freshdesk reviews

Freshdesk

Field Service Management Software - FSM
9.3
$15
100%
Jobtasker reviews

Jobtasker

Field Service Management Software - FSM
8.0
$10
-
Dataforma reviews

Dataforma

Field Service Management Software - FSM
8.3
By quote
100%
ServSuite reviews

ServSuite

Field Service Management Software - FSM
7.0
By quote
100%
ServiceWorks reviews

ServiceWorks

Field Service Management Software - FSM
8.0
$15
97%
FieldX reviews

FieldX

Field Service Management Software - FSM
8.0
$7
-
Workozy reviews

Workozy

Field Service Management Software - FSM
8.0
$225
-
TASKER reviews

TASKER

Field Service Management Software - FSM
8.0
$20
-
GorillaDesk reviews

GorillaDesk

Field Service Management Software - FSM
8.0
$49
-

Things to consider when you invest in a SaaS

Choosing a an apt SaaS product from the numerous good quality systems out there can be a complex task. To assist you, we have prepared this quick primer. Find out if the SaaS provider offers the following advantages:

Reduced Cost: Most SaaS apps are pay as you go, and you don’t need to worry about extra investments for software maintenance or IT resources, upfront licensing fees, or in-house IT staff.

Fast Set-up Time and Minimized Risk: You should be able to implement the SaaS solution quickly and easily. Make use of the free trial to learn if the platform fits your needs. If you choose a wrong program, you can bail out easily with minimum losses.

Customization and Integration: Pick a vendor that offers a wide range of software packages and modules. You should be able to pay only for the tools you use to meet the current needs of your business.

Security and Control: The solution should provide robust security. Select a vendor whose databanks are more secure than those in your office to maximize the gains.

The Infrastructure: The vendor should provide the required infrastructure so that you need not host anything in-house or require the help of internal IT resources.

Web Access: Your staff members should be able to access data anywhere, anytime. To help them be productive on the go, choose a provider that offers mobile apps that are compatible with popular operating systems.

Consider all the six important elements mentioned above to pick the right solution for your requirements.

Frequently asked questions about Field Service Management Software - FSM

What is the best field service management software - FSM?

The best field service management software is monday.com. This collaborative solution leverages its visually appealing interface to enable users to determine the status of tasks with one glance. Because of its easy-on-the-eyes approach, even nontechnical users find their footing with the application in no time.

Apart from that, monday.com has a drag-and-drop function. With this, team members can change the status or priority of tasks in a few seconds. Even so, everything would remain understandable because the platform arranges elements in a logical manner.

Moreover, monday.com has a familiar interface. It reminds users of a social networking site, which allows them to employ it with little to no training. Thus, they can leverage the platform as soon as they get on board.

What are the benefits of field service management software - FSM?

Field service management software – FSM is designed to empower field workers to complete their tasks quickly without sacrificing quality. Specifically, it provides the following benefits:

Real-time job updates. Whenever a client requests changes to their service details, field crews can receive the information through the software. Their office-based counterparts only have to input the new data in the application and it will synchronize for the rest of the team.

Punctual service. Customers like it when jobs get done on time. To facilitate this, FSM have a route planning tool. Through this, teams can plan which road to take ahead of the scheduled service.

Complete parts. With an FSM, companies can keep track of parts availability. Thus, they can be confident that they can finish projects on time since their service crews are always fully equipped.

What are the features of field service management software - FSM?

One of the main aims of field service management software is to streamline communication between the office and the field. Aside from that, it is also designed to help field workers complete tasks on the dot. To that end, FSM solutions have the following standard features:

Parts inventory management: This enables the company to monitor the number of parts they have on stock. This way, they can be sure that they always have enough for jobs.

Team schedule visibility: An FSM platform gives dispatchers, managers, and owners visibility into their service crew’s availabilities. With this, they can form teams on the fly to provide services to clients at any time.

Route planning: With this feature, field service organizations can draw up optimal road plans to ensure that their crews arrive at a customer’s location on time.

Resource maintenance: Other resources like vehicles and equipment need proper maintenance to maximize their use. FSM solutions have a maintenance management module to this end.

Reporting: Regardless of how basic a tool is, it is going to come with some sort of reporting function. Businesses can take advantage of this to see the status and scope of their operations.

What is the easiest field service management software - FSM to use?

Field crews are a busy bunch so they do not have time to spend tinkering with a software or an app. That is why it is crucial that field service companies employ a user-friendly platform. Below are three solutions that meet that criterion:

Jobber. This is one of the simplest FSM software around. By using this, field crew members can be efficient in checking job details and completing tasks.

Service Fusion. This leading FSM tool leverages powerful automation capabilities for maximum efficacy. On top of that, it lends a hand in ensuring that records are always accurate.

Salesforce Field Service Lightning. Coming from a recognizable name in the software development industry, this FSM platform lives up to standards. Mobile employees can especially appreciate its clean and intuitive interface.

What is a good free field service management software - FSM to use?

A good free field service management software – FSM needs to have the basic tools for smooth communication between the office and the field. It also has to have essential functions that allow field service workers to complete their jobs with no hitches. On that note, the three platforms below meet those requirements:

Wrike. This enables users to handle big projects and one-off jobs alike. It has flexible views, which allow users to look at projects from different perspectives.

Freshdesk. An expert’s favorite, it has a different approach to FSM as it connects with social platforms. Therefore, field service organizations can gauge the satisfaction of clients from their online posts.

Loc8. The lite version of this application has jobs management, quoting and invoicing, as well as calendar and mapping. These are all basic tools wrapped in a neat and free package.

Jenny Chang

By Jenny Chang

Senior writer at FinancesOnline who writes about a wide range of SaaS and B2B products, including trends and issues on e-commerce, accounting and customer service software. She’s also covered a wide range of topics in business, science, and technology for websites in the U.S., Australia and Singapore, keeping tabs on edge tech like 3D printed health monitoring tattoos and SpaceX’s exploration plans.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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