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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, benefiting from its customization and supportive features.
Users value the efficient scheduling optimization of Salesforce Field Service, enhancing service delivery and compliance in healthcare.
Users value the easy integration of Salesforce Field Service, enhancing stability and efficiency in service delivery.
Users find the interface and naming conventions difficult to adopt, impacting overall user experience and efficiency.
Users find the learning curve steep, particularly for those unfamiliar with software, impacting implementation and adoption.
Users face customization difficulties with the mobile app and dispatcher console, posing challenges beyond standard templates.
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 exceptional, enhancing functionality for both app and desktop versions.
Users love the user-friendly invoicing feature of Jobber, making payments and tracking seamless for their small businesses.
Users love the effortless scheduling with Jobber, enabling quick updates and efficient management of appointments.
Users find refunding and account balancing with Jobber to be confusing and sometimes frustrating during troubleshooting.
Users note the limited functionality of Jobber, missing key features like chemical tracking and improved job forms.
Users are disappointed by the limited features of Jobber, finding essential tools and functionalities are lacking.
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 Connecteam's ease of use exceptional, making organization and task management straightforward and efficient.
Users appreciate the easy shift scheduling and team communication within Connecteam, enjoying its intuitive design and convenience.
Users find the scheduling feature of Connecteam incredibly helpful for planning and managing their team's shifts efficiently.
Users express concerns about missing features that incur extra costs and lack essential automation and notifications.
Users note a limited selection of features in Connecteam's free plan, leading to higher subscription costs for essential tools.
Users experience scheduling issues due to integration limitations and glitches, making it difficult to manage shifts effectively.
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, streamlining processes and enhancing overall workflow efficiency.
Users highlight the user-friendly interface of Field Nation, simplifying project execution and enhancing workflow efficiency.
Users value the responsive customer support from Field Nation, ensuring assistance is always available when needed.
Users express the need for improvements in provider ratings and work order visibility to enhance competitiveness and transparency.
Users are frustrated by the high fees of Field Nation, which can significantly bloat overall expenses.
Users often face technical issues with the Field Nation mobile app and work order webpage, causing frustration.
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 Jotform, making form preparation and data gathering a seamless experience.
Users appreciate the easy and intuitive form creation on Jotform, simplifying event management and automation processes.
Users value the ease of creation with Jotform, enjoying quick and intuitive form design without technical skills.
Users find Jotform expensive, especially for advanced features and necessary enterprise accounts for better management.
Many users face limited customization options, making it hard to personalize their forms effectively.
Users find some missing features in Jotform, making important tasks and customization more challenging than necessary.
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 Housecall Pro, which simplifies operations and enhances organization for their businesses.
Users love the seamless integrations of Housecall Pro, which greatly enhance operational efficiency and simplify management tasks.
Users find the easy setup of Housecall Pro immensely helpful for managing their new business efficiently.
Users express frustration over missing features in Housecall Pro, hindering productivity and complicating field operations.
Users feel the product is too expensive, limiting adoption of higher plans among many potential customers.
Users feel that improvement is needed in collection methods and app functionality, citing glitches and navigation 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 intuitive ease of use of ServiceTitan, quickly adapting to the platform without difficulties.
Users praise the responsive and helpful customer support of ServiceTitan, ensuring smooth operations and enhanced productivity.
Users value the comprehensive integration of ServiceTitan, enhancing operational efficiency and overall customer experience.
Users find the learning curve steep, requiring frequent support and struggling with complex features and updates.
Users find that improvements are needed due to complicated features and poor product support, impacting usability.
Users report poor customer support, encountering unhelpful staff and misinformation that complicate their experience with ServiceTitan.
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 the ease of use in ServiceNow Field Service Management enhances efficiency and simplifies workflows on the platform.
Users appreciate the easy integration of ServiceNow Field Service Management, enabling seamless connections across diverse operational modules.
Users value the automated scheduling management of ServiceNow, enhancing efficiency and real-time communication for improved service delivery.
Users face a steep learning curve with ServiceNow Field Service Management, requiring time to gain proficiency.
Users find the licensing costs to be significantly high, limiting access for smaller teams and budgets.
Users find the UI too complex, leading to navigation lags and a challenging implementation 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 appreciate the ease of use in SAP Field Service Management, benefiting from its intuitive interface and automation.
Users value the real-time data updates in SAP Field Service Management, significantly enhancing productivity and efficiency.
Users value the seamless integration of SAP Field Service Management, enhancing efficiency across multiple software platforms.
Users find improvement needed in SAP Field Service Management due to its complexity, slow performance, and costly implementation.
Users face a challenging learning curve due to complexity and the need for extensive training and customization.
Users find the high costs of implementation and licensing a significant barrier for effective utilization of SAP Field Service Management.
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 excellent customer support from XOi, ensuring assistance is available whenever needed.
Users value the efficient invoicing system of XOi, enhancing customer communication and saving technicians time.
Users love the easy setup of XOi, making workflow integration seamless and efficient for their teams.
Users often face a learning curve when transitioning to the premium version of XOi and adapting to its features.
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 FieldPulse for its exceptional customer support, highlighting quick responses and personalized assistance throughout the onboarding process.
Users find FieldPulse to be an intuitive and user-friendly program that simplifies customer management and job scheduling.
Users value the exceptional support and features of FieldPulse, making daily operations seamless and efficient.
Users find that improvements are needed in features like fleet tracking, invoicing, and additional costs for extras.
Users find the limited customization of FieldPulse prevents them from fully meeting their functional requirements.
Users find limited features frustrating, as essential functionalities like invoicing and custom forms are lacking.
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 in Fieldcode, greatly reducing administrative workload and improving communication.
Users appreciate the efficient data management of Fieldcode, simplifying operations and enhancing team performance tracking.
Users find Fieldcode's ease of use exceptional, enhancing operational efficiency with an intuitive interface and helpful mobile app.
Users face a significant learning curve during setup, especially for advanced features, though support is helpful.
Users find the setup process challenging, but support and documentation can ease the learning curve.
Users find the initial setup and learning curve of 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 appreciate the ease of use of ServiceMax, benefiting from its intuitive interface and efficient workflows.
Users value the easy communication features of ServiceMax, enabling effective collaboration through multiple channels and seamless integration.
Users value the easy management of field service schedules with ServiceMax, enhancing efficiency and real-time updates.
Users find the export process cumbersome and face connectivity issues that disrupt workflow, highlighting areas for improvement.
Users face connectivity issues that hinder ticket closure and timely responses, particularly in remote or rural areas.
Users find the high cost of ServiceMax burdensome and feel it's not very customizable for their 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 commend the helpful customer support of Zuper for their effective onboarding and customization assistance.
Users commend Zuper for its ease of use, simplifying workflows and enhancing overall operational efficiency.
Users value the customization options of Zuper, tailoring it effectively to meet their specific business requirements.
Users highlight the need for improvements in time entry, parts integration, and connectivity issues that hinder usability.
Users find Zuper has a long learning curve, making it challenging for first-time users to adapt effectively.
Users report technical issues such as glitches and learning difficulties, affecting the usability of Zuper.
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 GoSpotCheck by FORM highly easy to use, enhancing their efficiency in tracking retail opportunities.
Users find the ease of use and retailer accessibility of GoSpotCheck invaluable for tracking multiple accounts effectively.
Users appreciate the detailed note management feature of GoSpotCheck, enhancing their ability to recap information effectively.
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.