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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 of Salesforce Field Service, enhancing task management and team collaboration effortlessly.
Users find the scheduling and dispatch features essential for managing technicians effectively, enhancing service delivery significantly.
Users commend the easy integration of Salesforce Field Service with other platforms, enhancing system stability and user experience.
Users feel that the interface and configuration times need improvement to enhance overall user experience.
Users find the learning curve steep, requiring time to navigate features and overcome initial setup challenges.
Users face customization difficulties, with complex configurations needed for basic functionalities impacting overall user 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 love the ease of use of Connecteam, appreciating its organization and comprehensive training resources.
Users love the convenient app and knowledge base for streamlined communication and efficient team management.
Users appreciate the seamless scheduling of Connecteam, enhancing team coordination and improving workflow efficiency.
Users note missing features in Connecteam, including limitations on team size and advanced functionalities, hindering optimal use.
Users find limited features in Connecteam, especially with basic plans restricting access to advanced functionalities and integrations.
Users experience scheduling issues with Connecteam, particularly with limited participant counts and delayed task completions.
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 Jobber's ease of use beneficial for organization, scheduling, and simplified client communications.
Users praise the efficient invoicing system of Jobber, which reduces errors and streamlines the billing process.
Users love Jobber's scheduling capabilities, enabling seamless management of operations anytime and anywhere with real-time support.
Users note that improvement is needed in the initial setup process and customization options for Jobber.
Users experience limited functionality in Jobber, facing constraints on customization and feature adaptability that hinder usability.
Users experience limited features in Jobber, restricting customization and complex functionality, especially with integration and proposals.
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 the easiest platform for managing technician assignments and streamlining workflows.
Users appreciate the user-friendly interface of Field Nation, enhancing their experience and streamlining project management.
Users praise the responsive customer support of Field Nation, which efficiently addresses issues and enhances service delivery.
Users find that improvement is needed in handling check-in/out processes and support response times on Field Nation.
Users find the high fees on Field Nation can significantly impact project budgets, especially for smaller jobs.
Users face technical issues with Field Nation, including slow website performance and frequent app crashes affecting their workflow.
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 Jotform, enabling quick implementation and minimizing errors in workflows.
Users love the customization options in Jotform, allowing for easy creation of tailored and user-friendly forms.
Users love the intuitive form setup on Jotform, leveraging templates and automation to enhance event management.
Users find Jotform's pricing to be expensive, suggesting that better deals should be available for higher tiers.
Users express concerns over limited customization options in Jotform, affecting design flexibility and user experience.
Users feel there are missing features that complicate form building and limit customization options.
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 to be easy to use, offering efficient tools and features that enhance team collaboration.
Users praise the easy setup of Housecall Pro, making it accessible for quick adoption by technicians.
Users value the seamless integrations of Housecall Pro, enhancing efficiency across various business operations.
Users express a need for missing features like advanced inventory management and more text communication options.
Users feel the pricing of Housecall Pro is expensive, limiting broader adoption of higher plans among companies.
Users express a need for improvement in navigation and focus on current features rather than new projects.
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 ServiceTitan to be an intuitive and user-friendly platform, enhancing their overall efficiency and experience.
Users value the exceptional customer support of ServiceTitan, ensuring seamless onboarding and ongoing assistance for their needs.
Users commend the wide range of features in ServiceTitan, enhancing efficiency and accountability across teams.
Users find the learning curve steep, requiring significant time and support to effectively utilize ServiceTitan.
Users find the product complicated with inadequate support, leading to frustration and difficulty in accessing information.
Users experience poor customer support with ServiceTitan, often receiving inadequate answers and experiencing frustrating communication 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 value the ease of use of ServiceNow Field Service Management, facilitating efficient management of field operations.
Users value the real-time data capabilities of ServiceNow Field Service Management for enhancing communication and operational efficiency.
Users appreciate the easy integration of ServiceNow Field Service Management, enhancing operational efficiency across systems seamlessly.
Users often struggle with the steep learning curve of ServiceNow Field Service Management, hindering efficient adoption and usage.
Users feel that improvement is needed in location accuracy, resource allocation, and the overall print function.
Users find the high licensing costs of ServiceNow Field Service Management a barrier for smaller teams and budgets.
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 SAP Field Service Management, highlighting its simple setup and user-friendly features.
Users appreciate the real-time updates of SAP Field Service Management, enhancing coordination and operational efficiency in field operations.
Users value the seamless integration of SAP Field Service Management with existing systems, enhancing overall functionality and efficiency.
Users find the complexity and steep learning curve of SAP Field Service Management a significant hurdle to effective use.
Users face a steep learning curve with SAP Field Service Management, complicating onboarding and requiring extensive training.
Users face customization difficulties with SAP Field Service Management, requiring significant expertise and time for effective configuration.
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 find XOi to be very easy to use, enhancing documentation and communication for technicians and homeowners alike.
Users value the efficiency boost XOi provides, streamlining tasks and enhancing service delivery across the board.
Users value XOi's enhanced customer confidence through visual documentation and streamlined workflows, improving service quality and efficiency.
Users note the need for improvement in XOi due to issues like data duplication and inconsistent AI output.
Users find the difficulty in achieving buy-in from the field team to be a challenge with XOi.
Users experience slow performance with XOi due to redundant tasks and difficulty in retrieving unit information efficiently.
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 outstanding customer support of FieldPulse, noting their helpfulness and quick responses to issues.
Users appreciate the ease of use of FieldPulse, enabling quick access to essential features and seamless navigation.
Users appreciate the all-in-one functionality of FieldPulse, enhancing operations with easy scheduling, dispatching, and real-time updates.
Users note the need for improvements in features like tagging, invoicing, and the overall user experience of FieldPulse.
Users express frustration over limited customization, as promised features and functionalities often fall short of expectations.
Users note the limited features of FieldPulse, especially for advanced reporting and project management capabilities.
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 real-time data updates in Fieldcode, enhancing communication and operational efficiency across teams.
Users appreciate the efficient scheduling management of Fieldcode, which automates tasks and enhances communication effectively.
Users value the real-time tracking efficiency of Fieldcode, enhancing operational productivity and team performance management.
Users find the learning curve challenging, particularly for advanced features that require time to master effectively.
Users face setup difficulties with Fieldcode, but support and documentation offer assistance to navigate the complexities.
Users find the initial setup and learning curve time-consuming, which can complicate the experience with Fieldcode.
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 of Praxedo, enjoying streamlined processes and centralized access to information.
Users value the easy setup of Praxedo, which streamlines operations and enhances team efficiency across locations.
Users value the efficiency of scheduling management in Praxedo, enhancing workflow and customer communication effectively.
Users express frustration with scheduling issues, wishing for more flexibility in task assignments and report formats.
Users often face connectivity issues with Praxedo, such as frequent logouts from the web app after inactivity.
Users feel that there are pricing issues with additional costs for features that should be included in the base price.
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 responsive customer support of Workiz, appreciating quick assistance and follow-ups through various channels.
Users find Workiz to be user-friendly, appreciating its easy setup, navigation, and helpful resources like how-to videos.
Users appreciate the ease of use of Workiz, noting its intuitive features and seamless navigation for scheduling and communication.
Users find it challenging to achieve desired flexibility in customizing workflows and reports on Workiz, limiting their experience.
Users experience a challenging learning curve, with some clunky features and quirks that require adjustment over time.
Users express frustration over poor support, citing issues with customer service and deceptive practices affecting their experience.
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 dedicated customer support of Zuper, noting their responsiveness and efficiency in addressing complex needs.
Users value the ease of use of Zuper, facilitating smooth operations and efficient job management daily.
Users value the customization options in Zuper, enabling tailored solutions that adapt to their evolving needs.
Users feel that improvement is needed in parts integration and system stability, affecting overall efficiency and usability.
Users find the long learning curve of Zuper challenging, making it difficult to fully utilize its features.
Users experience technical issues such as bugs and limited functionality, impacting the overall usability of Zuper.
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.