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Buyer's Guide: Field Service Management
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use in Salesforce Field Service, enhancing customization and improving overall user experience.
Users value the efficiency of scheduling optimization with Salesforce Field Service, enhancing service delivery and compliance.
Users value the easy integration of Salesforce Field Service, enhancing stability and user adoption across platforms.
Users find the interface difficult to navigate, with complex options and terminology hindering usability and experience.
Users find the learning curve steep, especially for those unfamiliar with software, impacting implementation and adoption.
Users find customization difficult for the mobile app and dispatcher console, impacting their overall experience with Salesforce Field Service.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the ease of use of Jobber, enjoying its functionality and seamless invoicing experience.
Users appreciate the user-friendly invoicing feature of Jobber, making payment collection seamless for their business.
Users appreciate the easy and quick scheduling with Jobber, which helps keep clients informed and organized.
Users find improvement needed with refunding and account balancing processes, often facing confusion from frequent layout changes.
Users express dissatisfaction with limited functionality in Jobber, especially regarding mobile features and job form setup.
Users note the limited features of Jobber, missing essential tools like job costing and custom line items.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love Connecteam for its user-friendly design, making organization and delegation straightforward and efficient.
Users appreciate the ease of scheduling, time tracking, and communication features, all conveniently available in one app.
Users love the ease of scheduling shifts with Connecteam, enhancing team collaboration and visibility into schedules.
Users find the missing features frustrating, as essential tools often require additional costs beyond subscription fees.
Users express frustration with limited features in lower tiers, needing better customization for small businesses.
Users experience scheduling issues with Connecteam, such as glitches in the calendar and difficulties managing shifts on mobile.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Field Nation to be extremely easy to use, enhancing workflow efficiency and streamlining operations.
Users find Field Nation to be an incredibly user-friendly platform, enhancing workflow and simplifying project management.
Users praise the responsive customer support of Field Nation, ensuring assistance is readily available when needed.
Users note that improvement is needed in managing provider time submissions and internal ratings for better fairness.
Users are frustrated by the high fees of Field Nation, which can inflate overall business expenses significantly.
Users report technical issues with the Field Nation app, including frequent crashes and frustrating data re-entry requirements.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend Jotform for its ease of use, making form creation and data management incredibly efficient and convenient.
Users love the ease of use with Jotform, especially for creating and managing forms effortlessly.
Users highlight the ease of creation with Jotform, appreciating its intuitive design and time-saving templates.
Users find Jotform's costly pricing structure a barrier, especially for essential features and support options.
Users find limited customization options frustrating, particularly for URL adjustments and specific font color changes.
Users find missing features in Jotform, including limited customization options and gaps in available entry blocks.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Housecall Pro easy to use, significantly improving organization and operational efficiency for their businesses.
Users appreciate the seamless integrations of Housecall Pro, enhancing efficiency and streamlining their business operations effortlessly.
Users find easy setup invaluable for managing their new businesses, simplifying invoicing and client interactions seamlessly.
Users find the missing features in Housecall Pro hinder productivity, complicating essential tasks and communication.
Users find Housecall Pro to be expensive, which limits its accessibility for many companies considering higher plans.
Users desire improvements in navigation and functionality within Housecall Pro to enhance their overall experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the intuitive ease of use of ServiceTitan, enabling quick adaptation without a steep learning curve.
Users value the responsive and helpful customer support from ServiceTitan, significantly enhancing their overall experience and efficiency.
Users value the flexibility and integration of ServiceTitan, enhancing efficiency and improving customer experience throughout their business.
Users find the learning curve steep, often requiring frequent assistance due to the product's complexity and underdeveloped features.
Users note that improvement is needed as many features are complicated, underdeveloped, and hard to troubleshoot.
Users often face poor customer support with ServiceTitan, leading to frustration and unresolved issues.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of ServiceNow Field Service Management, finding it intuitive and efficient for all operations.
Users value the easy integration of ServiceNow Field Service Management, enhancing coordination and streamlining operations seamlessly.
Users value the automated scheduling management of ServiceNow, enhancing efficiency and ensuring faster service delivery.
Users find the steep learning curve and complex configuration of ServiceNow FSM challenging, requiring significant time to adapt.
Users note the high costs of licensing and implementation, limiting access for smaller teams and businesses.
Users find the UI too complex, leading to difficulties with navigation and an overwhelming setup process.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the user-friendly interface of SAP Field Service Management, appreciating its flexibility and ease of tracking.
Users benefit from real-time data updates that enhance efficiency and improve communication across projects.
Users appreciate the easy integration of SAP Field Service Management with other systems, enhancing overall operational efficiency.
Users often experience need for improvement in usability and efficiency, citing complex workflows and a cumbersome interface.
Users find the learning curve steep for SAP Field Service Management, necessitating extensive training and support to navigate effectively.
Users find SAP Field Service Management expensive, with high licensing costs and complex implementation requiring significant investment and training.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love XOi for its excellent customer support, ensuring timely assistance and seamless integration with workflows.
Users love XOi's seamless invoicing integration, enhancing customer communication and streamlining workflow efficiently.
Users find setup ease exceptional with XOi, enjoying friendly workflows and integration that streamlines their processes.
Users find the learning curve challenging when transitioning to the premium version of XOi.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the efficient scheduling management of Fieldcode, which automates tasks and boosts operational productivity.
Users appreciate the efficient data management in Fieldcode, enabling streamlined operations and seamless task tracking.
Users value the intuitive interface of Fieldcode, which simplifies scheduling and enhances overall operational efficiency.
Users face a steep learning curve with Fieldcode, especially for advanced features, despite helpful support.
Users experience a steep learning curve during setup, but support helps to overcome initial complexities and manage integrations.
Users find the initial setup and learning curve for Fieldcode to be time-consuming and somewhat complex.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend the exceptional customer support from FieldPulse, making transitions and operations seamless and stress-free.
Users find FieldPulse to be intuitive and easy to use, facilitating seamless management of customers and tasks.
Users appreciate the responsive support team and useful features that enhance daily business operations with ease.
Users find that improvement is needed in features and functionalities, highlighting cumbersome processes and additional costs.
Users find the limited customization in FieldPulse insufficient for their specific functional requirements.
Users find the limited features of FieldPulse inadequate, lacking essential functionalities that hinder their workflow.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use in ServiceMax, enjoying streamlined operations and intuitive access for field technicians.
Users praise the seamless communication capabilities of ServiceMax, ensuring efficient interactions across multiple channels.
Users appreciate the efficient scheduling management of ServiceMax, enhancing field service coordination and real-time job updates.
Users find that improvement is needed due to cumbersome data handling and limited offline functionality in ServiceMax.
Users experience connectivity issues that hinder ticket closures and reporting, especially in remote or rural areas.
Users find ServiceMax to be expensive with limited customization, making it less accessible for individual needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the helpful customer support from Zuper, particularly in customizing the service for unique needs.
Users appreciate the ease of use of Zuper, simplifying operations and enhancing team collaboration effortlessly.
Users value the customization options of Zuper, which effectively adapt to diverse business needs and improve efficiency.
Users note that improvement is needed in time entry, parts integration, connectivity issues, and user training for Zuper.
Users note a long learning curve with Zuper, making it challenging for first-time users to adapt quickly.
Users note technical issues with Zuper, including glitches and a learning curve for first-time users.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the ease of use of GoSpotCheck, highlighting its efficiency in tracking retail accounts and adding notes.
Users find the ease of use and retailer variety of GoSpotCheck invaluable for tracking multiple accounts effectively.
Users value the detailed note management feature of GoSpotCheck, enhancing team communication and recap efficiency.
Field service management (FSM) software helps businesses manage all the resources that go into the process of FSM. Field service refers to any service delivered away from company property or offsite. These services typically involve dispatching workers or employees to specific client locations to install, repair, or maintain equipment or systems. FSM software enables companies to easily supervise such off-site employee activities monitoring, keeping transparency into every operation, vehicle tracking, and integration with other business systems.
What Types of Field Service Management Software Exist?
Cloud-based FSM
Cloud-based field service management solutions store data remotely, allowing access by multiple users at a given time. Cloud storage also prevents data loss due to malfunctioning computers or devices, which is beneficial to businesses with a large number of technicians in the field. Many cloud-based products are also priced on a monthly subscription model.
On-premises FSM
On-premise field service management solutions are more customizable and sometimes offer simpler integrations with already established systems. These products are often cheaper because they are one-time purchases. This can be a good choice for businesses where customizations are needed to meet business processes.
Field service management solutions can make a business more agile and efficient. This software provides features that dispatch technicians, schedule workers, track employee location, and access work, all via a mobile app which can vastly improve time management. Companies can also set key performance indicators that can help teams track and manage annual goals.
Increased efficiency and productivity: FSM software helps optimize employee work schedules and service routes, track how and where assets and inventory are being used, report on productivity, and automate billing and customer interactions. This solution has totally replaced the traditional and manual system of keeping track of such data, thereby boosting both operational efficiency and employee productivity.
Error reduction: FSM software helps collect, track, and analyze crucial data (like job completion times, expenses, and field notes), reducing the likeliness of errors in scheduling, completing, and billing work. These improvements can streamline the business’s operations and improve customer satisfaction.
Meeting customer expectations: FSM software provides customer portals with easy online booking, automated notifications, reports, and invoicing, and more capability around customer-friendly features like consumer financing and recurring service plans.
Optimal employee experience: Relieved of administrative burdens, field workers can easily access essential resources, communicate effectively, receive schedules, and updates in one centralized place.
Field service management software is used by anyone working in field services—offsite or client location activities—such as installations, repairs, and services of equipment or systems. These include businesses that provide services in the fields of HVAC, property maintenance, healthcare, cable, telecommunications, and heavy engineering. FSM software helps streamline the day-to-day operations of fieldwork by improving communication between the onsite and offsite locations that field service workers must shift between. In a field service such as construction, for example, a manager can deploy his workers into an offsite location and then track and manage his workers during the day using FSM software.
For small businesses aiming to streamline operations, enhance customer service, and manage field teams efficiently, leading small business field service management platforms include:
For medium-sized businesses aiming to optimize field operations and improve service delivery, leading field management tools include:
Accounting software: Field service management software often integrates with accounting software to streamline payment cycles. This usually includes invoicing payments, automating accounts payable, and giving quote estimates.
CRM software: FSM software can integrate with CRM software for field managers to manage customer relationships. This can help field managers maintain relationships with recurring clients and gain leads on new clients that are in need of fieldwork.
ERP software: FSM software can integrate with ERP software for optimization of field service operations. It is important for a business to essentially connect between all the various departments. Successful project management is possible only with better resource planning.
Product lifecycle management (PLM) software: PLM software helps field service managers manage data during the development of a product from inception through the manufacturing, servicing, and disposal processes. Having PLM software integrated with field service management solution can help improve equipment development as well as maintenance.
GIS software: GIS software usually focuses on gathering, analyzing, and displaying geographical data to manage business operations. This can help field service managers by tracking the location of fleets and locating where field workers are in real time. It can also help field managers find the next location workers need to head to. If a project location changes, workers will be notified immediately so they can make the necessary changes.
Fleet management software: Fleet management software helps field service businesses monitor, track, and create detailed performance reports on vehicle fleets.
Duplicate entries: An issue that might arise from using FSM software is duplicate entries. Since field workers tend to write field reports manually, this can be tedious if they have to transfer them into the FSM software as well. This leads to wasted time and extra paperwork.
Lack of in-person communication: Managing field workers through FSM software can leave no time for actual face-to-face communication. While field managers might feel as if they are managing their workers effectively through the cloud, it might lead to communication problems that would not arise if the problem was addressed in person. Businesses implementing FSM software must ensure to provide adequate time to address important issues in person.
Mobile, healthcare, and real estate: Industries such as mobile, healthcare, and real estate can use FSM software as they might use field service principles and tools in their work.
Businesses with full-time employees and contractors: Industries with full-time employees and independent contractors working side by side might require tools that can provide access and permissions based on the worker’s role.
Different companies have different needs and objectives, so when looking for FSM software, there will be a number of factors to consider to find the best solution.
The primary goal when making a purchase decision for FSM software is to pick a software that is well aligned with the business’s desire and budget. For improving field service staff performance and allowing managers to easily monitor and improve team’s performance, the company may require a product that can capture even minute information from start of the process to completion of task.
Another key factor when requirement gathering for FSM software is to ensure it supports a company's future upgrade plans. It is a good practice to check with the software vendor if the FSM software can support the buyer in the long term as well.
Some important questions to ask when deciding on the field service management journey are:
Answering these questions will help to define the scope of requirements for FSM software.
Create a long list
Once the customer has decided that they require FSM software to oversee their data center operations, the next step would be to make a long list of the best options that are presently available in the market. Long lists help eliminate software that does not provide critical functionality, thereby reducing the list to be more compact and precise.
Create a short list
Once the list has been narrowed down, the customer can begin to compare different features and offerings of the FSM software as per the company’s needs. Pricing decisions are also taken to ensure that the software selected fits the IT budget. A highly efficient method of comparing various FSM software would be to opt for technology review platforms such as g2.com, which provide unbiased reviews and also provide different perspectives on the benefits or issues with various FSM software, and hear what other users have to say.
Conduct demos
Once the list has been further narrowed down, customers can then opt to check if the FSM software vendors are providing a live demo, or a free trial version (with limited functionality). FSM software is a significant commitment in terms of time and cost, and therefore making the right choice is critical for the customer. Customers can use the trial versions before finally committing to the purchase decision.
Choose a selection team
Choosing the right team to work together on choosing the FSM software is a critical part of the process. This team will be in charge of identifying pain points to finally overseeing the entire implementation of FSM software.
Field service management software can be a worthwhile investment for many businesses that handle a large volume of work orders. Subscription pricing, usually linked to the number of organizational users, is the most common pricing structure. Generally, subscription-based offerings have costs that start at $30–$50 per month for a single user and then increase by around $20–$30 per additional user per month for the most basic plans. Advanced tools and integrations typically require higher-priced subscription tiers that start at $100 or more per month.
Automation: FSM software is automating more and more tedious tasks. Most of the automation applies to backend operations such as scheduling, dispatch management, contract, SLA and warranty management, and inventory management. The trend of automating these tedious tasks will help with streamlining the operational process.
Predictive maintenance: A major trend in field service management is predicting when repairs will need to be made. Lots of field service managers are connecting their field service tools with IoT management software. This helps them actively monitor equipment health and set up predetermined measures to prevent potential damage. Some IoT tools can even simulate normal device behavior which lets them compare against the current device’s health. This way they can see if field devices are in the best possible condition.