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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 task management and team coordination effortlessly.
Users appreciate the efficient scheduling and dispatch features of Salesforce Field Service, simplifying management for multiple jobs.
Users appreciate the easy integration of Salesforce Field Service, enhancing stability and overall user experience significantly.
Users find that improvement is needed in configuration speed and interface design for a better user experience.
Users find the learning curve steep, with a complex setup and lengthy adoption time affecting overall experience.
Users find customization difficult, often requiring extensive build and configuration, particularly for unique workflows and reporting.
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, with organized features and seamless cross-device compatibility.
Users appreciate the intuitive time management and communication features of Connecteam, simplifying team oversight and collaboration.
Users value the scheduling capabilities of Connecteam, enhancing team coordination and efficiency across distances.
Users feel that the missing features limit Connecteam’s effectiveness, particularly for larger teams and advanced reporting.
Users find limited features in Connecteam, especially for larger teams and higher-tier customization options, restricting full functionality.
Users report scheduling issues that can lead to delays and difficulties with timeclock corrections.
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 to have a straightforward interface that simplifies adding clients, scheduling, and managing invoices.
Users value the streamlined invoicing process of Jobber, enhancing efficiency and reducing errors throughout operations.
Users find Jobber's scheduling features efficient, enabling seamless management of operations and field teams from anywhere.
Users note that Jobber requires improvement in phone invoicing and customizability to enhance overall usability and flexibility.
Users express frustration with limited functionality, especially regarding reports, customization, and feature updates.
Users note the limited features in Jobber, wishing for more customization and enhanced functionality 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 Field Nation's ease of use exceptional, streamlining project tracking and technician assignment effortlessly.
Users highlight the user-friendly interface of Field Nation, making project management easy and efficient.
Users value the responsive customer support from Field Nation, affirming its critical role in enhancing service operations.
Users express the need for improved navigation, support response times, and customization options within Field Nation's system.
Users note the high fees on Field Nation, which can accumulate, especially for frequent projects and smaller jobs.
Users face technical issues with Field Nation, including app crashes and check-in delays due to connectivity problems.
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 Jotform to be extremely easy to use, streamlining processes and enhancing productivity across departments.
Users love the simple form creation in Jotform, appreciating its ease of customization and efficiency.
Users appreciate the versatile export options and intuitive form creation, enhancing workflow efficiency and ease of use.
Users find Jotform expensive, suggesting that a better pricing structure or deals would enhance its value.
Users find limited customization options frustrating, affecting their ability to personalize forms effectively on Jotform.
Users find Jotform's missing features frustrating, especially with form building and integration options lacking clarity and ease.
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 immensely easy to navigate, appreciating its user-friendly interface and comprehensive business management capabilities.
Users value the responsive customer support of ServiceTitan, which enhances software usability and improves overall experience.
Users value the wide range of features offered by ServiceTitan, which enhance business efficiency and accountability.
Users find the steep learning curve of ServiceTitan daunting, necessitating frequent support that is often unhelpful.
Users find improvement needed in ServiceTitan's unclear dashboards and frustrating product support, complicating their overall experience.
Users face poor customer support, experiencing unknowledgeable staff and difficulty resolving complex issues 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 praise the ease of use in ServiceNow Field Service Management, enhancing efficiency with a user-friendly mobile experience.
Users value the real-time data tracking feature, ensuring faster service and better coordination in field operations.
Users appreciate the easy integration of ServiceNow Field Service Management, creating a unified and efficient operational environment.
Users find the learning curve steep, requiring significant time to master ServiceNow Field Service Management effectively.
Users feel that improvement is needed in print functionality, territory management, and real-time location accuracy.
Users find the high costs of implementing ServiceNow Field Service Management a barrier, especially for smaller teams.
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 in FieldPulse, noting its fast and friendly assistance for all issues.
Users appreciate the ease of use in FieldPulse, highlighting its intuitive interface and seamless mobile integration.
Users appreciate the all-in-one functionality of FieldPulse, seamlessly simplifying operations and enhancing team communication.
Users find improvement needed in FieldPulse due to bugs, lack of features, and additional costs affecting their workflow.
Users find limited customization frustrating, with missing features and cumbersome setups impacting their overall experience with FieldPulse.
Users find the limited features of FieldPulse insufficient for complex projects, hindering its overall effectiveness.
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 ServiceMax, allowing seamless interactions without technical knowledge.
Users value the easy communication offered by ServiceMax, enhancing collaboration through various seamless channels.
Users appreciate the efficiency of scheduling management in ServiceMax, enhancing organization and real-time updates for field service.
Users note that improvement is needed in offline functionality and technical support, affecting usability and performance.
Users face frequent connectivity issues, impacting data syncing and causing delays in updating work orders and closing tickets.
Users often criticize the high cost of ServiceMax, feeling it could be more affordable for its value.
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.
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 timely and effective customer support of Workiz, enhancing their overall experience and satisfaction.
Users appreciate the user-friendly experience of Workiz, enjoying easy navigation and seamless setup for their needs.
Users value the ease of use in setting up Workiz, praising its intuitive interface and efficient features.
Users face customization difficulties with Workiz, desiring more flexibility in fields and reporting options.
Users find the learning curve challenging, as navigating the software and its quirks can feel clunky at times.
Users express concerns regarding poor support, feeling abandoned after key staff left and unresolved issues persist.
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.