Best Field Service Management Software & Tools for 2021
Field Service Management (FSM) is the management of resources that is deployed as needed to client sites or other locations outside of company premises. Companies that use FSM are usually involved in the installation, service, or repair of systems or equipment. However, FSM is now also being used in healthcare. It is being used for managing and coordinating mobile medical personnel who provides in-home care, for instance, to the elderly or disabled patients. In fact, a recent 2018 market report predicts the FSM market to reach over $3.5B by 2019. This sector is expected to rise dramatically due to technology enhancements, especially in mobile and cloud technologies.
The Top 5
Field service management aims to help meet customer expectations, improve equipment utilization, and increase employee productivity. As such, FSM software and tools should provide its users clear, instant, and affordable ways of communication with those in the field. It should also be able to optimize schedules and routes, track vehicles, diagnose remotely, track time, or manage inventories, among others. Here is our 5 recommendations:
1. ReachOut Suite
ReachOut Suite is a business service management software from Fingent Corporation based in New York. It is an integrated SaaS solution with cloud-based administration and native mobile iOS and Android apps. Aside from FSM, it also has customer ticketing system, inspection and audit management, and work order and job tracking features. It offers a forever-free plan with access to all features for the first 3 users. They can use different views such as calendar view or pipeline view to see activities and status of jobs. It also has smart online forms that replaces paper forms, resulting in more efficient processes. A 24/7 support responds quickly to customer inquiries and issues.
Jobber is a service business scheduling software built by an Edmonton, Canada company. Some of the businesses its customers belong to are in landscaping, residential cleaning, lawn care, general contracting, HVAC, snow removal, and many more. It has scheduling and dispatching features, invoicing, CRM, drag-and-drop calendar, online payments, and job/work order management, among others. It has 3 premium plans, with the Core plan for up to 2 users at $69 per month on an annual billing. Users can try any plan for free for up to 14 days. By using the software, companies are able to know the status of their quotes at a glance, and access records of invoices sent, paid, or past due. They can drag and drop jobs on the calendar, create custom job forms checklists, and get insight to the most profitable jobs.
ServiceTitan is a field service management software and mobile app from a Glendale, California-based private company. The founders originally built the application to help their fathers run better their contracting business. Today, it is trusted by thousands of home services companies. For the office module, it has dispatching, call booking, marketing and reporting features. For the field module, it has a mobile app, financing options, and customer management. The software is used by many companies in the HVAC, electrical, plumbing, and garage door services. Those interested can request a demo for more details and pricing information.
4. Service Fusion
Service Fusion is another FSM software from a privately held Texas, USA company. It started with the idea that service companies should be able to retain most, if not all, their customers. Its system and mobile apps are designed to help its customers manage their business better. Some of the features include being able to create customers, estimates and jobs. Users can schedule and dispatch jobs directly to field workers through the mobile app. It also has GPS fleet tracking, integrated voice and text, integrated email, and personalized branding, among others. It has 3 premium plans that include unlimited office users/field workers, customers, estimates and jobs. The Starter plan is at $99 per month and includes personalized on-boarding and data import.
Housecall Pro is a service business application tool made by a San Diego, California-based company. Business owners and professionals can run their whole business using their smartphones and a complimentary web portal. The application has native iOS and Android versions. It has schedule and dispatch features, chat, invoicing, estimating, payments, online booking, live map, and integration with Quickbooks Online. Customers belong to the HVAC industry, garage door, carpet cleaning, home cleaning, plumbing, electrical, and window cleaning, among others. It offers several plans, with the Simple plan starting at $39 per month billed annually for 1 user. Additional users or features are at $20 each. The higher plans are the Modern plan and Advanced plan, both with more features.
Field service management software is going to be in-demand more as companies look for low-cost solutions to help their field staff accomplish their tasks without delay, interruption or added risk. Previous solutions of using CRM or ERP are insufficient and ineffective. However, FSM software also needs to be able to integrate to other back-end systems. FSM systems have great benefits and potential, including the ability to lower fuel costs, improve workforce visibility, better contractor management, and accurate data entry and accounting. In general, field service management software enables workers to complete their activities and jobs right the first time, resulting in higher customer satisfaction, repeat orders, and customer loyalty.