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Service Planning Software

Typically, Service Planning is a capability of a variety of other G2 Software categories. See more below to select the

best Service Planning Software.

ServiceNow delivers an IT Service Management experience that is faster, smarter, and more automated than ever.

Top Service Planning Software Result from IT Service Management (ITSM) Tools

Also listed in Incident Management, Configuration Management, Service Desk


Karan G.
KG
Original Information
“Best in line for service management, workflows and automation”
What do you like best about ServiceNow IT Service Management?

Smart ticket routing incident and request can be automatically assigned based on category ACI service or even impact Emergency second with strong integration with CM Db have a incident problems and changes directly linked to configuration items makes root cause analysis much easier and third is built-in best practices out of the box ServiceNow follows Att processes, which helps steam mature quickly without designing everything from scratch Review collected by and hosted on G2.com.

What do you dislike about ServiceNow IT Service Management?

User experience, especially for end user service photo can feel heavy and unintuitive if not carefully designs over configuration and complexity is extremely powerful, but that comes at the cost of steep learning curve risk of over customization and long-term technical debt Review collected by and hosted on G2.com.

What problems is ServiceNow IT Service Management solving and how is that benefiting you?

We have a user base of more than 20000 users for ServiceNow - Incident MAnagement.

It works greatfor user sitting in a different location to submit a ticket to the corporate. Review collected by and hosted on G2.com.

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Salesforce Field Service helps to improve mobile service operations and deliver faster, smarter, more personalized service from the phone to the field on one platform.

Top Service Planning Software Result from Field Service Management


SC
“Scheduling Made Simple—All-in-One Solution for Field Teams”
What do you like best about Salesforce Field Service?

Honestly, the scheduling and dispatch part is a lifesaver. It makes managing techs way easier, especially when there’s a bunch of jobs lined up. The mobile app is super handy too—our guys can update status, take pics, and get signatures right on site without calling back to office. Everything’s in one place, so no jumping between systems. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Field Service?

Setup wasn’t smooth though—docs could be better, and UI feels clunky at times (too many clicks for simple stuff). But once you get past the learning curve, it’s reliable and powerful. Review collected by and hosted on G2.com.

What problems is Salesforce Field Service solving and how is that benefiting you?

Before using it, scheduling techs and keeping track of jobs was a nightmare. We had too many manual steps and things would slip through cracks. Now, everything’s in one place—jobs, customer info, and updates. The mobile app means techs don’t have to call in for every little thing, they just update on-site. That saves time and reduces errors big time. Plus, customers get faster service because we can plan routes better and avoid delays.Integration with Salesforce CRM is a big plus too. Review collected by and hosted on G2.com.

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Deliver excellent customer service with a 360-degree view of your customers, an enterprise grade knowledge base, agent productivity tools, service contracts & entitlements, an

Top Service Planning Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Contact Center Quality Assurance, Conversational Support, Complaint Management, Customer Communications Management


Priyeta s.
PS
“From Tickets to Tech: How Salesforce Solved the Support Puzzle”
What do you like best about Salesforce Service Cloud?

What I like most about Salesforce Service Cloud is how it has evolved from a simple “ticketing system” into an “Autonomous Solution Engine.”

The Top 3 “Best” Features:

Agentforce : It doesn’t just suggest text—it actually resolves cases, such as refunding orders or checking warranties, without human intervention. It takes on the 60% of routine “busy work” so agents can spend their time where it matters.

Data Cloud (Real-Time Context): It pulls live customer data (like current web browsing or past purchases) directly into the agent’s view, without syncing delays. Instead of piecing things together, you can see the full story right away.

Proactive Service: Integrated IoT and AI can now flag errors before the customer even realizes there’s a problem, turning a potential complaint into a simple “we fixed it” notification.

The Benefit:

It eliminates the “I’ll have to put you on hold to look that up” moment. The result is faster resolutions, lower costs, and happier agents who can focus on complex, human-centric problems. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Service Cloud?

The Catch:

The “Salesforce Tax”: It’s expensive, and nearly every “cool” AI feature comes as a pricey add-on that can quickly inflate your monthly bill.

Complexity: This isn’t “plug-and-play.” In practice, you’ll usually need a dedicated admin or a consultant to keep everything running smoothly.

Bloat: The interface is undeniably powerful, but it’s also heavy. It can feel “click-heavy,” and it may run slowly on older hardware.

The Bottom Line: It’s a great fit for large companies that need to scale complex support operations, but for smaller or simpler teams it can easily become “expensive overkill.” Review collected by and hosted on G2.com.

What problems is Salesforce Service Cloud solving and how is that benefiting you?

Salesforce Service Cloud eases the headache of fragmented customer data and manual, slow-moving support workflows by bringing every communication channel together into a single “source of truth.” This gives you a true 360-degree view of your customers, so your team can deliver personalized help right away instead of losing time digging through old emails or jumping between disconnected systems. With AI-driven automation and self-service portals, the platform reduces repetitive “busy work” and automatically routes more complex cases to the right experts. In the end, it helps shift your support team from a reactive function to a faster, more efficient operation—leading to quicker resolutions, lower overhead costs, and stronger customer loyalty. Review collected by and hosted on G2.com.

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Atera

Atera

(1,045)4.6 out of 5

Atera

(1,045)4.6 out of 5

Atera offers an all-in-one IT management platform that combines Remote Monitoring and Management (RMM), Helpdesk, Ticketing, and automation tools, providing efficient infrastr

Top Service Planning Software Result from Remote Monitoring & Management (RMM)

Also listed in AI IT Agents, AI Agents For Business Operations, AIOps Platforms, Unified Endpoint Management (UEM), IT Service Management (ITSM) Tools


PL
“All-in-One Device Management, Inventory, and Ticketing Made Easy”
What do you like best about Atera?

I’m a big fan of how this tool handles everything from inventory to ticketing in a single dashboard. The interface is easy to get around, and their support is super-fast. It’s been great for monitoring our fleet and pushing out app updates. The standout feature for me is the direct command prompt access—it makes troubleshooting DNS issues and finding IP addresses way faster than doing it manually. Review collected by and hosted on G2.com.

What do you dislike about Atera?

The app management tool is great, but it would be even better with more transparency during the install process. A progress bar and ETA for each app would help us manage our time better. Also, since many updates require a restart, having the ability to automatically schedule a reboot for right after the install finishes would be a huge lifesaver for our workflow. Review collected by and hosted on G2.com.

What problems is Atera solving and how is that benefiting you?

Managing hardware and app issues is much faster now that everything is under one roof. We can check disk space, memory, and IP info at a glance, which saves a ton of time. The remote desktop integrations (AnyDesk/Splashtop) are rock solid, and being able to store login info for dedicated machines makes supporting our power users a breeze. Review collected by and hosted on G2.com.

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Zoho Desk

Zoho Desk

(7,348)4.4 out of 5

Zoho Desk

(7,348)4.4 out of 5

Zoho Desk pulls in all your customer interactions from across multiple channels into a single, clean interface. You can then seamlessly continue these conversations and help c

Top Service Planning Software Result from Help Desk

Also listed in AI Customer Support Agents, Customer Self-Service, Social Customer Service, Complaint Management, Live Chat


Arpit S.
AS
“Great for Accounting”
What do you like best about Zoho Desk?

It makes ticket management very efficient with workflows, SLAs, and assignment rules that reduce manual effort. The Blueprint feature is especially useful for enforcing process consistency across teams.

I also like how easy it is to customize fields, layouts, and statuses based on business needs without heavy development work. The reporting and analytics dashboards provide good visibility into team performance and ticket trends.

Additionally, the integration with other Zoho products and third-party apps makes it flexible for growing teams. Review collected by and hosted on G2.com.

What do you dislike about Zoho Desk?

One downside of Zoho Desk is that the interface can feel slightly complex at first, especially for new users. There’s a learning curve when setting up workflows, Blueprints, and advanced automations.

Reporting, while powerful, can sometimes require extra configuration to get exactly the view you want. Some advanced customizations may also need workarounds or API usage instead of being fully configurable from the UI.

Additionally, performance can occasionally feel slower when handling large volumes of tickets or complex layouts.

Overall, it’s a strong tool, but initial setup and optimization can take time. Review collected by and hosted on G2.com.

What problems is Zoho Desk solving and how is that benefiting you?

Zoho Desk solves the problem of scattered and inefficient customer support management. Before using it, handling tickets across email, calls, and other channels can become unorganized and hard to track. Zoho Desk centralizes all customer interactions into a single platform, making it easier to manage, prioritize, and respond efficiently.

It also helps automate repetitive tasks like ticket assignment, follow-ups, and SLA tracking, which reduces manual effort and human error. This improves response time and ensures accountability within the team.

As a result, it benefits me by increasing productivity, improving visibility into team performance through reports and dashboards, and ultimately enhancing customer satisfaction through faster and more consistent support. Review collected by and hosted on G2.com.

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Connecteam

Connecteam

(3,497)4.6 out of 5

Connecteam

(3,497)4.6 out of 5

Connecteam is a management mobile solution that allows company to create their own employee smartphone app it improved remote workforce management and effective internal commu

Top Service Planning Software Result from Workforce Management

Also listed in Frontline Worker Communication Platforms, Employee Communications, Business Instant Messaging, Geofencing, Work Instructions


SA
“Connecteam Streamlines Field Staff Management with Real-Time Tasks & Attendance”
What do you like best about Connecteam?

I have been using connectteam from last three years and this is the platform that always help us in managing our overall staffs and other employees that work on fields in different part of the country and in remote areas. This is the platform that help us in assigning tasks and also checking the attendance of our team members by giving them real time instructions. Review collected by and hosted on G2.com.

What do you dislike about Connecteam?

We have been one of the oldest user of this platform and when we had a small number of team members that time using this platform was quite expensive for us but gradually when dorto grew bigger and the number of a staff also increased then it became a great tool for us to manage each and every thing related to our work culture and streamline daily operations of our business. Review collected by and hosted on G2.com.

What problems is Connecteam solving and how is that benefiting you?

Connecteam also make sure that daily operations of our company is being executed properly. As dortoservices is a completely service based startup, so we need tools like these to manage our day to day workforce challenges in the organization and manage all the tasks and assignments and ti-do list on time. Review collected by and hosted on G2.com.

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Zendesk for Customer Service is an AI-powered service solution that’s easy to set up, use, and scale. It offers out-of-the-box functionality that’s simple to modify, helping b

Top Service Planning Software Result from Help Desk

Also listed in Workforce Management, Conversational Commerce Platforms, Live Chat, Chatbots, Shared Inbox


Balkishan N.
BN
“Powerful and Scalable Customer Support Platform”
What do you like best about Zendesk for Customer Service?

What I like most about Zendesk is its intuitive ticketing system and centralized customer communication. It makes it easy to manage support requests across multiple channels (email, chat, and web forms) in one place, which improves response time and team collaboration. The automation features, triggers, and macros significantly reduce manual effort and help maintain consistent responses. I also appreciate the reporting and analytics capabilities, which provide clear visibility into support performance and help drive data-based improvements. Review collected by and hosted on G2.com.

What do you dislike about Zendesk for Customer Service?

While Zendesk is powerful, the pricing can become expensive as your team grows or when adding advanced features. Some useful capabilities are locked behind higher-tier plans, which can make scaling costly. The initial setup and customization can also feel complex, especially for smaller teams without a dedicated admin. Additionally, the reporting configuration sometimes requires extra effort to get very specific insights without using add-ons. Review collected by and hosted on G2.com.

What problems is Zendesk for Customer Service solving and how is that benefiting you?

Zendesk helps centralize and streamline customer support by bringing all communication channels—email, chat, and web forms—into a single ticketing system. This eliminates scattered conversations and improves visibility across the team. It also solves response time issues through automation, triggers, and SLAs, ensuring that tickets are routed and prioritized correctly. As a result, we benefit from faster resolution times, improved customer satisfaction, better workload management, and data-driven insights through reporting and analytics. Overall, it creates a more structured, scalable, and efficient support process. Review collected by and hosted on G2.com.

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Built on Atlassian’s Jira, Jira Service Desk delivers an effortless service experience, adapts to your needs, with set up time and pricing at a fraction of competitors.

Top Service Planning Software Result from Service Desk

Also listed in IT Service Management (ITSM) Tools, Incident Management, IT Alerting, Help Desk


Yulian R.
YR
“Customizable Queues and Automation That Save Hours—Plus Seamless Slack Alerts”
What do you like best about Jira Service Management?

The customizable queues and automation rules really stand out. I use the SLA tracking and asset management every day for our SOC tickets and compliance audits. The drag-and-drop reassignments are quick and save me a couple of hours each week during incident response. An unexpected win is how seamlessly it links with Slack for real-time alerts, so I can stay on top of updates without leaving my dashboard. Review collected by and hosted on G2.com.

What do you dislike about Jira Service Management?

The reporting dashboard feels clunky when I need custom security metrics. Pulling SLA breach data requires extra filters and exports, and that slows down my weekly compliance reporting by about an hour. The UI also feels overwhelming when I’m trying to do quick mobile checks during standups, and non-technical stakeholders tend to get lost when navigating the queues. A simpler drag-and-drop report builder, or a much better mobile view, would go a long way toward fixing this. Review collected by and hosted on G2.com.

What problems is Jira Service Management solving and how is that benefiting you?

We used to struggle with scattered email threads and spreadsheets to track SOC incidents and compliance audits, which led to slower responses and missed SLAs. Since moving to Jira Service Management, we’ve been able to automate ticket routing and set up SLA alerts, and the impact has been clear: about 30% faster resolution times and fewer escalations to execs. It’s also made audit prep much smoother—what used to take days can now be done in hours. Review collected by and hosted on G2.com.

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Freshdesk

Freshdesk

(3,700)4.4 out of 5

Freshdesk

(3,700)4.4 out of 5

Freshdesk is a cloud-based helpdesk software that streamlines customer conversations across multiple channels including email & phone. It enables faster collaboration with you

Top Service Planning Software Result from Help Desk

Also listed in AI Customer Support Agents, Digital Customer Service Platforms, Conversational Support, Shared Inbox, Complaint Management


Pavel D.
PD
“Freshdesk Automation and Custom Scenarios That Simplify Daily Work”
What do you like best about Freshdesk?

After migrating to Freshdesk, we immediately appreciated the extensive automation options and the ability to create custom scenarios. This was crucial for us, we were able to configure the system to reflect our actual operations and simplify the team’s daily workload. Review collected by and hosted on G2.com.

What do you dislike about Freshdesk?

Nothing major. We might be missing some features (mainly email notifications when something is tagged), but those are part of a higher-tier plan, and we understand that. Review collected by and hosted on G2.com.

What problems is Freshdesk solving and how is that benefiting you?

Our company spent a long time searching for a helpdesk solution that would meet our specific needs. For over 10 years, we relied on a tool with a Gmail-style interface. However, we gradually realized the need for a solution that would better align with our current workflow and the demands for automation, transparency, and efficient communication management in 2026. We were looking for a system that would adapt to us—not the other way around. We also highly valued the option to switch the interface to Czech, which made the adaptation process much easier for the entire team. The implementation was seamless. Minor third-party assistance was only necessary to address our highly specific requirements, not due to any limitations of the system itself. Today, thanks to Freshdesk, we have better-defined processes, a higher level of automation, and greater visibility across all communications. Overall, we are very satisfied with the solution. Review collected by and hosted on G2.com.

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Jobber

Jobber

(472)4.6 out of 5

Jobber

(472)4.6 out of 5

No-nonsense customer management, scheduling and invoicing software for field services.

Top Service Planning Software Result from Field Service Management

Also listed in Masonry, Construction CRM, Property Restoration, Pest Control, HVAC


Miko K.
MK
“The Jobber Standard: Professionalism & Automation for High-End Pool & Sauna Service.”
What do you like best about Jobber?

As a veteran in the Pool & Spa industry who has managed $26M+ in annual revenue, I don't have time for manual follow-ups. Jobber’s 'On My Way' automated texting and the Client Hub are game-changers. It allows my business, Pool Scholars, to maintain a high-frequency, professional image. The ability to send a virtual diagnostic quote ($49 'Scholar Series') and have a client approve it instantly keeps my cash flow moving while I’m in the field. Review collected by and hosted on G2.com.

What do you dislike about Jobber?

The transition between tiers (Core to Connect) is a significant jump in price for a bootstrapping business, but the ROI on the automation features usually justifies the cost if you are focused on scaling. Unfortunately, the cost may be too much to absorb for some businesses. Review collected by and hosted on G2.com.

What problems is Jobber solving and how is that benefiting you?

Jobber solved my 'Communication Gap.' In the pool industry, clients want to know exactly when you're arriving so they can secure pets and unlock gates. The automated routing and 'On My Way' texts saved me at least 5-10 hours of manual coordination per week. It allows me to focus on the technical side—like LSI chemistry and infrared sauna repair—while the software handles the 'office' work. It’s the digital backbone of my 'Passenger to Provider' mission. Review collected by and hosted on G2.com.

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Autotask

Autotask

(522)4.3 out of 5

Autotask

(522)4.3 out of 5

Autotask Pro integrates all of the features and functionality you need - and the flexibility to adapt them to meet your specific business requirements

Top Service Planning Software Result from Professional Services Automation

Also listed in IT Service Management (ITSM) Tools, Service Desk


Russel M.
RM
“Autotask: Highly Capable Ticket, Project, and Billing Management Platform”
What do you like best about Autotask?

This is a highly capable ticket management platform with the capacity to track the assets which originate those tickets, provide history, bill labor using a variety of specified criteria, include expenses, and a whole lot more.

Even if you get nothing else from Kaseya, Autotask is the go-to for managing tickets, projects, contracts, quotes, and billing. Pretty much any way you need to use it, for any purpose, it's up to the task. Review collected by and hosted on G2.com.

What do you dislike about Autotask?

This is a powerful product, and that means complexity. Anyone who tells you that "powerful" and "complex" don't walk hand-in-hand is trying to sell you something that likely won't meet your needs. With that in mind, the power of this platform will give you an indication of just how much you're going to need to understand to make it work properly.

If you don't take the time to fully understand and set the product up properly, and this will require quite a bit of that time, you're going to dislike the result. The faster you get into it and "just start using it," the faster you're going to make a mess that will take several times as long as it should to sort out and correct.

Paid onboarding/setup services are available. If you don't have a lot of tolerance for reading documentation, watching technical videos, or you don't have a truly firm grasp of your organization's workflows (to include finance, if you'll be billing with this product), then you'll definitely want to task someone else with doing this for you, and Kaseya offer services with a price tag commensurate with the amount of work you don't want to do. Review collected by and hosted on G2.com.

What problems is Autotask solving and how is that benefiting you?

Autotask manages the records of every system we touch, for any reason, along with billing and internal time tracking. It gives incredible flexibility, and provides scripted automations to which you can add to assist with your own workflows. Review collected by and hosted on G2.com.

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Helpdesk 365

Helpdesk 365

(198)4.7 out of 5

Helpdesk 365

(198)4.7 out of 5

HR365 Helpdesk - HR365's Sharepoint help desk is a simple, customizable helpdesk tool that ensures your organization can handle every issue effectively. Assign every ticket to

Top Service Planning Software Result from Service Desk

Also listed in IT Service Management (ITSM) Tools, Help Desk, Customer Self-Service


RA
“Straightforward but Needs Automation”
What do you like best about Helpdesk 365?

I like how straightforward Helpdesk 365 is and the support we get from the Helpdesk 365 team, especially Varun, who helped us customize fields and tailor Helpdesk 365 to our organization. I also appreciate being able to edit the default messages and adjust the tone in responses to fit our organization's style. Review collected by and hosted on G2.com.

What do you dislike about Helpdesk 365?

I wish that Helpdesk 365 is able to automatically assign a ticket to our "teams ticket" without having to manually assign it to an agent/supervisor/admin from our team before it moves to "teams ticket". At the moment I can see all the unassigned tickets as I am admin, but Helpdesk 365 is being used by 3 different departments/teams from our organization. There are tickets that are for HR (my team) in the unassigned tickets column, which cannot be seen in the teams ticket column unless I assign the ticket directly to one of the members of the HR Team. It was a bit hard, because we didn't know why the requesters are receiving all notifications related to their ticket, because the default is all yes. It stressed us out for a bit, because all emails sent to HRHelp email creates a ticket ID when we were used to just emailing HR Help to converse with our team who shares this inbox. Review collected by and hosted on G2.com.

What problems is Helpdesk 365 solving and how is that benefiting you?

Helpdesk 365 helps us organize and prioritize tickets, making it easy to see outstanding issues and allocate them to the right team members, enhancing our support system. Review collected by and hosted on G2.com.

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Milvus TI

Milvus TI

(132)4.8 out of 5

Milvus TI

(132)4.8 out of 5

Milvus TI is a comprehensive omnichannel platform designed to streamline customer service and IT management. It integrates various communication channels, including WhatsApp,

Top Service Planning Software Result from Remote Monitoring & Management (RMM)

Also listed in Help Desk, IT Asset Management, IT Service Management (ITSM) Tools, Service Desk


Pytter S.
PS
“Strategic dashboards that elevate real-time support management”
What do you like best about Milvus TI?

Dashboards provide a strategic and accurate view of the team, allowing real-time monitoring of both daily tickets and chat support. This visibility significantly improves support management, facilitates decision-making, and contributes to greater productivity and operational control. Review collected by and hosted on G2.com.

What do you dislike about Milvus TI?

Some reports in the inventory area, especially those related to software, can still evolve. Expanding these analyses would provide a more complete set of information, facilitating the centralization of tools and improving IT asset control. Review collected by and hosted on G2.com.

What problems is Milvus TI solving and how is that benefiting you?

Milvus has been fundamental for the continuous evolution of my support. Through dashboards, reports, and detailed monitoring of the services, I can identify patterns, map recurring failures, and act more strategically on the root cause of problems. This allows us to move from a merely reactive stance and work on neutralizing recurring incidents, increasing team efficiency, improving SLAs, and enhancing the quality of service provided to users. Review collected by and hosted on G2.com.

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Freshservice is an easy to use IT service desk and ITSM solution designed using ITIL best practices that enables organizations to focus on exceptional service delivery.

Top Service Planning Software Result from IT Service Management (ITSM) Tools

Also listed in IT Alerting, Incident Management, Enterprise IT Management, Service Desk, Customer Self-Service


Sophia  M.
SM
“Solid ITIL-aligned platform that brought much-needed structure to our scaling operations”
What do you like best about Freshservice?

As a CEO, I don't get the chance to use every tool we implement on a daily basis, but I am intensely focused on the outcomes they deliver. What I appreciate most about Freshservice is the immediate visibility it has given me into our IT operations. Before, understanding our support burden, project progress, or asset lifecycle was a matter of pulling reports from disparate spreadsheets and asking my CTO for a summary. Now, with Freshservice's intuitive dashboards, I can get a real-time, high-level view of our entire IT posture in seconds. It's transformed IT from a perceived cost center into a data-driven function that I can clearly see enabling our entire company's productivity. The platform feels modern and light-years ahead of the clunky, on-premise systems we used in the past. Review collected by and hosted on G2.com.

What do you dislike about Freshservice?

While the core functionality is excellent, we have found some of the more advanced customization options to be less flexible than we initially hoped. For instance, tailoring certain reports to show very specific, non-standard data points required some workarounds. Review collected by and hosted on G2.com.

What problems is Freshservice solving and how is that benefiting you?

Freshservice is fundamentally solving the problem of IT fragmentation and the lack of accountability that comes with it. We were using a patchwork of different tools for ticketing, asset management, and project management, which created data silos and made it difficult to track performance. This patchwork was also becoming a security concern, as we couldn't guarantee all our devices and software were properly managed. Review collected by and hosted on G2.com.

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Fieldcode

Fieldcode

(19)5.0 out of 5

Fieldcode

(19)5.0 out of 5

Field Service Management

Top Service Planning Software Result from Field Service Management


AL
“Fieldcode Transformed Our Field Service Operations with Automation and Analytics”
What do you like best about Fieldcode?

Fieldcode’s zero-touch dispatching and AI-driven scheduling have significantly reduced our administrative workload. The platform’s route optimization is exceptionally reliable, cutting our technicians’ travel time by ~20% in the first three months. The Power BI integration has been invaluable—we now generate real-time dashboards to track KPIs like first-time fix rates and SLA compliance, which has improved decision-making for our ops team. The mobile app also ensures seamless communication between dispatchers and field teams. Review collected by and hosted on G2.com.

What do you dislike about Fieldcode?

While the core functionality is excellent, some advanced features (e.g., custom workflow automation for multi-country compliance rules) require technical setup time. The initial configuration took longer than expected, though support was responsive once we escalated. A more intuitive onboarding process for these edge cases would help. Review collected by and hosted on G2.com.

What problems is Fieldcode solving and how is that benefiting you?

As a Delivery Executive operating across various countries, Fieldcode has centralized our disjointed processes, delivering measurable improvements: automated scheduling cut manual planning by 30+ hours/week, while SLA tracking (now at 98% on-time arrivals vs. 85% pre-Fieldcode) lets us proactively resolve delays. Optimized routes reduced fuel costs by [20%] and overtime, and templated workflows enabled us to onboard easily new clients without expanding back-office staff. Review collected by and hosted on G2.com.

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Jotform

Jotform

(4,786)4.7 out of 5

Jotform

(4,786)4.7 out of 5

Trusted by more than 35 million users worldwide, Jotform is a powerful online form builder designed to help individuals and organizations create, customize, and publish forms

Top Service Planning Software Result from Online Form Builder

Also listed in 360 Feedback Software, Applicant Tracking Systems (ATS), Employee Engagement, Lead Capture, Event Registration & Ticketing


Amie L.
AL
“Versatile and Easy to Use, But Design Limitations”
What do you like best about Jotform?

I love the wide range of things I can do with Jotform, such as creating Forms, AI Agents, Apps, E-sign documents, Workflows, Tables, and Reports. It provides me with an easy way to collect information, take payments, and make sales while tracking data. I can also create client engagement and get feedback easily. The platform allows me to collect signatures for contracts and has great workflows that make things speed along faster. I appreciate the numerous integrations with tools like Canva, Zoom, Microsoft Teams, Slack, Salesforce, and more, which offer countless possibilities to link and manage different apps. Jotform Academy is super helpful for learning what the platform can do, even if it requires some technical understanding initially. Review collected by and hosted on G2.com.

What do you dislike about Jotform?

Designing apps or form sheets is kind of limited. There's not an unlimited amount of design freedom, like with color schemes to artistically align with our brand. The design options feel a little constrained. Review collected by and hosted on G2.com.

What problems is Jotform solving and how is that benefiting you?

Jotform provides an easy way to collect information, take payments, make sales, track data, create client engagement, and get client feedback seamlessly. Review collected by and hosted on G2.com.

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Repair-CRM

Repair-CRM

(10)5.0 out of 5

Repair-CRM

(10)5.0 out of 5

Collecting positive Customer feedback boost Technicians confidence. Healthy Competition between Technicians creates better company culture. Reduce Technician turnover rate. Be

Top Service Planning Software Result from Field Service Management


NE
“Great for technicians in the field”
What do you like best about Repair-CRM?

Technicians can easily finish a job on site, adding photos to the job. They can add the used parts to the work order, so we don't need to process their handwritten papers at the end of the day. Review collected by and hosted on G2.com.

What do you dislike about Repair-CRM?

It fits our needs, so there is nothing at the moment which is missing. Review collected by and hosted on G2.com.

Recommendations to others considering Repair-CRM:

The software really works best by using the admin software AND the mobile APP together. As a manager, you have control over every feature - but your techguys should only use mobileapp: open a job, attach photo & signature - and save! Thats the only thing they need. So make sure to try the app too! Review collected by and hosted on G2.com.

What problems is Repair-CRM solving and how is that benefiting you?

Scheduling our service calls and managing inventory. It is much easier now, because we see where our guys are at the moment. Great feature! Review collected by and hosted on G2.com.

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Deliver personalized support at scale with Breeze customer agent and an AI-powered knowledge base that work together to identify content gaps and enhance self-service. Boost C

Top Service Planning Software Result from Help Desk

Also listed in AI Agents For Business Operations, Shared Inbox, Conversational Support, Customer Success, Live Chat


Shivani  A.
SA
Original Information
“Leaves No Room for Loopholes in Service”
What do you like best about HubSpot Service Hub?

We use the Feedback Surveys to keep track of client sentiment and Service quality, and we use the Knowledge hub to create and share internal and external educational resources. I'll explore more of the Customer Success option next. Review collected by and hosted on G2.com.

What do you dislike about HubSpot Service Hub?

I wish we could filter or create folders for inbox emails by subject, sender, etc. Review collected by and hosted on G2.com.

What problems is HubSpot Service Hub solving and how is that benefiting you?

1. Knowledge Base: We created Knowledge base articles for Sales and Production teams (with restricted access) and clients, as well.

2. Tickets:

a. We created an automated Ticketing system for every email we receive from clients. Each email is automatically assigned to a production representative who is the 'Contact owner' for that client.

The designated production representative can use the Service Ticket dashboard to move tickets through different stages of a ticket resolution pipeline made using Workflows, until the ticket is 'Closed', which removes the ticket from the Tickets dashboard.

b. Onboarding: We have created a different pipeline for Onboarding clients, which generates a ticket for the production manager every time the sales team signs up a client. The production manager can assign the onboarding ticket to a team member, who then moves the ticket along the pipeline's stages until it's marked as 'Closed' using the tickets dashboard.

3. Reports: A production manager can create and access the production Ticket dashboard in Reports to see how each team member or the entire team is performing in terms of ticket management. Review collected by and hosted on G2.com.

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Zapium

Zapium

(23)4.9 out of 5

Zapium

(23)4.9 out of 5

Zapium is a maintenance management software suite that helps facilities and their contractors achieve the next level of efficiency, transparency, and operational effectiveness

Top Service Planning Software Result from Field Service Management

Also listed in CMMS, Facility Management, Fleet Maintenance, Infrastructure Asset Management, Inspection Management


sanjay s.
SS
“SMS Cloud Solution in India for Businesses | Zapim”
What do you like best about Zapium?

Getting The World Hooked Up For Businesses and Individuals

The Quickest Growing Company & Bulk SMS service Provider India Review collected by and hosted on G2.com.

What do you dislike about Zapium?

Since its establishment in 2014, Zapim has rapidly expanded to rank among the largest providers of billing software. Mr. Samiulla Shaik and Mrs. Pooja Pahwa are our founding members. They formally launched their new company, QUICK SMS NETWORK PRIVATE LIMITED, in 2020. This company has grown to become a trusted bulk SMS service provider in India, offering dependable, economical, quick, and easy-to-use services such as bulk SMS, toll-free lines, WhatsApp Business API, and omnichannel solutions. Review collected by and hosted on G2.com.

What problems is Zapium solving and how is that benefiting you?

Zapium tackles common inefficiencies in field service operations—think outdated paper-based systems, fragmented communication, lack of task visibility, and slow or inaccurate reporting. Its tools streamline work orders, scheduling, asset tracking, and preventive maintenance workflows Review collected by and hosted on G2.com.

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Fin’s AI Agent System gives you complete control with four core capabilities, analyze, train, test, and deploy, all in one easy-to-use workspace. It’s designed to fine-tune qu

Top Service Planning Software Result from AI Customer Support Agents

Also listed in Customer Service Automation, Digital Customer Service Platforms, AI Agents For Business Operations, Shared Inbox, Conversational Support


Mahmoud H.
MH
“AI-Powered Support Automation That Cuts Workload and Speeds Up Responses”
What do you like best about Fin by Intercom?

What I like best about Fin by Intercom is its AI-powered automation for customer support. It can instantly answer common customer questions using existing knowledge, which helps reduce agent workload and improve response times. Review collected by and hosted on G2.com.

What do you dislike about Fin by Intercom?

One thing I dislike about Fin by Intercom is that the quality of its answers depends heavily on the knowledge base. If the content isn’t well organized or kept up to date, the responses can end up being inaccurate or misleading. I’ve also found that, in some cases, the customization options feel limited. Review collected by and hosted on G2.com.

What problems is Fin by Intercom solving and how is that benefiting you?

Fin by Intercom helps address high customer support volume by using AI to automate responses to common questions. By handling repetitive issues, it reduces the need for human agents to step in for routine requests. For me, this means saving time, lowering support costs, and freeing up agents to focus on more complex customer problems that require a human touch. Review collected by and hosted on G2.com.

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