Best Field Service Management Software of 2024 (2024)

The best field service management software efficiently coordinates field operations, including scheduling, dispatching, invoicing, and customer service.

After researching and comparing the best products through our own independent review process, here are our top picks for field service management software:

• Jobber: Best Overall
• ServiceTitan: Best for Large Service Enterprises
• Housecall Pro: Best for Home Service Businesses
• ThermoGrid: Best for HVAC
• Service Fusion
• Simpro
• Kickserv
• FieldEdge
• FieldPulse
• Crew Control

1 Jobber - Best Overall

Why we chose it: We found Jobber best overall because of its deep feature set, including batch invoice creation, client portals, and GPS tracking. The platform offers customizable job checklists and push notification capabilities to keep teams updated on the go. Additionally, Jobber has strong time-tracking tools to help with accurate payroll preparation.

Field service teams will find Jobber’s mobile app useful – it handles scheduling, specific job details, GPS tracking, invoicing, and payments. It also includes forms, checklists, and notes that business owners can customize for each employee and job. Jobber’s integration with other platforms like Xero, Square, Paypal, and Stripe further streamline business processes, including financial tasks.

However, we did run into some limitations in Jobber. For example, users can’t consolidate visits and tasks for the same client into a single entry or appointment. Instead, each job must be recorded individually.

2 ServiceTitan - Best for Large Service Enterprises

Why we chose it: We found ServiceTitan best for larger service enterprises, often with over 25 contractors. This is partly due to its feature-rich environment, including detailed dashboard analytics into job performance, technician efficiency, and customer satisfaction. Additionally, ServiceTitan has a depth and breadth of reports, including job performance, technician productivity, and customer engagement metrics.

ServiceTitan has much to offer beyond analytics, including online booking capabilities directly from a company’s website or Google Local Services. The platform features quote management, efficient scheduling and dispatching, and a refined mobile app for field technicians. It also handles invoicing and electronic payments through ServiceTitan Payments. Additionally, we like that it syncs with popular accounting software like QuickBooks and Sage Intacct.

On the other hand, we found some evidence that the QuickBooks integration can be glitchy. It sometimes requires redundant data entry across both platforms. The software can have a steep learning curve, but ServiceTitan offers many onboarding support and training options.

3 Housecall Pro - Best for Home Service Businesses

Why we chose it: We picked Housecall Pro as the top option for home service businesses with up to 20 technicians. The platform’s key features include online booking, detailed scheduling and dispatching, payment processing, and QuickBooks Online integration for seamless financial management.

We think its automated marketing and review solicitation is a notable highlight: it helps businesses maintain engagement and build a positive online presence. The platform also supports one-click digital invoicing and auto reminders, enhancing the billing process. For field technicians, GPS tracking and “on my way” texts improve job coordination and customer communication.

Housecall Pro’s pricing begins at $65 per month for one user, which might be too costly for some small businesses. To add more users or features, businesses must opt for higher-priced plans.

4 ThermoGrid - Best for HVAC

Why we chose it: We picked ThermoGrid for HVAC contractors looking to integrate office and field operations. The software manages all aspects of HVAC operations, including scheduling, dispatch, service agreements, and inventory management. During our demo of ThermoGrid, we found its smart dispatching tool especially useful, optimizing job assignments based on technician availability and expertise.

ThermoGrid also includes daily KPI and management reports, customer management capabilities, and a mobile app for on-the-go technician access. Its Voice Over Internet Protocol (VOIP) feature enhances customer interaction by pulling up details during calls, though this comes at an added cost. While the platform doesn’t have routing features, it provides one pricing platform for businesses of all sizes, so there’s no need to increase costs to add more users.

5 Service Fusion

Why we chose it: Service Fusion is our pick for small to medium-sized service businesses. The software supports various industries, including appliance repair, electrical, HVAC, and locksmith services. It’s suitable for companies with one to 30 staff members seeking to streamline their field service operations without the complexity of larger systems.

We found the platform’s affordability and range of features make it an attractive option for growing businesses looking to improve their customer service. These include an easy-to-use dashboard for business performance snapshots, online booking to attract new customers, and efficient quote management with options for upselling. Finally, Service Fusion handles client management, scheduling, and dispatching

We like that the mobile app offers full functionality, enabling technicians to access job information, create quotes, and communicate with office staff. While it integrates with QuickBooks, the platform can only sync to one income account. We also found its customization options for reports a little restrictive.

6 Simpro

Why we chose it: Simpro is a job management software designed specifically for the trades and services industry, including electrical, plumbing, and HVAC. We picked it because it integrates various aspects of field service management, such as asset tracking and maintenance, project management, resource scheduling, and invoicing, into one platform.

We found that Simpro caters well to business complexities such as franchises, multiple companies, or locations. It performs particularly well in construction and field services, where managing schedules, routes, and customer relationships is important. Simpro accomplishes this through accurate quoting and estimating, scheduling and dispatching, inventory management, real-time job costing, and in-depth reporting.

Simpro integrates with various accounting and financial solutions like Xero, QuickBooks Online, NetSuite, and QuickBooks Desktop. However, you have to contact sales for a pricing quote. Additionally, some users found customization options limited, especially for quote forms, invoices, and reports.

7 Kickserv

Why we chose it: Kickserv made our list because it’s a cost-effective but feature-rich option. It even offers a free plan suitable for two users. This plan requires users to enable online payments and cover any associated credit card transaction fees. And while it supports estimates, jobs, and invoicing, it does not allow for the manual logging of payments.

Kickserv’s paid plans start at $59/month, billed monthly. The Lite plan supports expense and time tracking and includes over 20 business reports. All plans, even the free version, include access to iPhone and Android mobile apps for technicians. Overall, we think it’s a solid pick for SMBs in HVAC, electrical, and plumbing services.

However, we wouldn’t recommend Kickserv for larger businesses needing dedicated construction management features; the software doesn’t have specialized tools like bid management, change order tracking, and subcontractor management.

8 FieldEdge

Why we chose it: FieldEdge made our list for its status as a QuickBooks Platinum Partner. This distinction highlights FieldEdge’s advanced integration capabilities, syncing financial data, invoices, and customer info between the platforms. FieldEdge also connects with apps like MailChimp, FleetSharp GPS Tracking, and Dispatch and even has a dedicated FieldEdge Payments app.

FieldEdge is a good fit for medium to large businesses with two to 500 employees. With live updates and a mobile app that gives users access from anywhere, the platform offers functionality from the office to the field. We also picked FieldEdge for its built-in CRM tools, billing and invoicing, and smart dispatch board to decrease windshield time.

However, we’ve encountered a number of user reviews that indicate newcomers found the software challenging to learn and navigate. Additionally, there are occasional hiccups with the QuickBooks integration, namely incorrect data syncing and difficulties ensuring consistent data flow between the systems.

9 FieldPulse

Why we chose it: We picked FieldPulse because its scheduling is effective, partially due to its user-centric design. It allows for drag-and-drop scheduling, color-coded calendar views, and the ability to make quick adjustments on the fly. This streamlines the process of dispatching technicians and managing their schedules.

In addition to intuitive scheduling tools, FieldPulse offers a customer portal for online bookings, job costing, GPS and route planning, and even e-signature collection. It also offers workflow management, professional-looking estimates with accurate pricing features, and customizable templates. Finally, it integrates with QuickBooks and Square, enhancing tax, accounting, and remote payment processing.

On the other hand, the software is priced at $99/user/month, which could be cost-prohibitive for some smaller companies or startups. We also found some user reviews that cited limited reporting capabilities, with no easy way to compile customer statements.

10 Crew Control

Why we chose it: We found Crew Control best for landscaping and lawn care companies. It supports services like landscaping, irrigation, lawn maintenance, hardscaping, and chemical treatments. That’s because scheduling is fairly simple, with a drag-and-drop interface for easy job placement and updates to crew schedules.

We like that Crew Control offers a real-time view of crew locations, job status, and man-hours via comprehensive dashboards. This ensures managers can adapt to last-minute scheduling changes or weather conditions. Additionally, Crew Control has route optimization tools, mapping out the most efficient routes for service calls and reducing travel time.

However, the software is priced per active crew, which could be a problem as the business grows and the number of crews increases. Additionally, we don’t think it’s the best fit for companies with broader service offerings, like construction and renovation services or facility management services.

What Is Field Service Management Software?

Field service management software is a digital tool that coordinates operations for teams providing services outside the office, such as installations, repairs, and maintenance at customer sites. With the right field service management software solution, you can more efficiently create quotes, dispatch field technicians, estimate jobs, track costs, and handle work orders.

Field service management software can be used by a variety of industries that provide commercial or home services, including but not limited to:

• Plumbing and HVAC
• Electrical
• Roofing
• Lawn care
• Pest control
• Healthcare (in-home care)
• Property maintenance

Whether your company installs, services, repairs, or does any other type of fieldwork, you likely need some organization to optimize your field service operations. With software, you can position your company to deliver services critical to a successful business more swiftly and reliably.

Key Features of Field Service Management Software

Most field service software solutions include the following functionality:

In addition to these included features, many field service solutions integrate with other accounting and ERP software programs to automate your back-office operations fully. Others can be highly customized to meet the exact needs of your industry.

Best Benefits of Field Service Management

As previously mentioned, there are many benefits to implementing a field service management software at your organization:

• Increased customer satisfaction: With field service management software, you can keep organized client records and job details in a digitized database. Being well-organized, maintaining client communication, and getting the work done on time and on budget will improve customer relationships. Your satisfied customers will likely become repeat business and refer others to your company.
• Improved scheduling: Knowing when and where your currently scheduled projects are and who you have assigned to them will make it easier to plan new jobs around the existing ones. Don’t worry about double-booking or forgetting about a job - everything is automated in a well-organized schedule!
• Remote instant access: Technicians need real-time access to job details while working out in the field. Cloud-based software may include access to a mobile app and customer portal that allows you to schedule jobs, dispatch technicians, provide estimates, review service history, and accept credit card payments.
• Improved internal communications: Office staff and field technicians can access digitized client and project information to coordinate completed work and invoices. If work was paid for on-site, field workers can update the client’s information so the office staff won’t accidentally invoice the customer again.

Why Do You Need Field Service Software?

In the past, service jobs required a lot of labor just to create correct schedules with full coverage. Owners and managers had to balance which field service technicians were available against who was qualified for different jobs. Scheduling even a simple task could take a lot of back-and-forth calls between different workers before getting back to the customer with a confirmed appointment for the service request. Fortunately, service-based companies can now use automated field service software to:

• Improve communication
• Streamline workflows
• Increase productivity
• Enhance the overall customer experience

Service departments are assuming a more prominent role in driving revenue and adequately maintaining existing customer information. Oddly, your employees are taking on new roles and responsibilities such as sales, account management, estimating, and public relations to improve service delivery.

Leveraging field service technology can provide the platform to track and understand service costs properly. The intelligence and automation that a properly implemented field service solution can provide allow your service department to become more efficient and arm you with the necessary perspective and tools to increase your bottom line.

Increase Automation

Service departments are getting smarter about optimizing operations. Decision-makers, from small business owners to field technicians, are realizing that automation is necessary to keep pace with competition. More market competition means service-based organizations face increased commoditization.

In light of this challenge, improving the customer experience to distinguish yourself is crucial. Creating customer loyalty starts on the job site. The company that reliably gets its service staff onsite, effectively completes work, and bills accurately has taken a major step towards differentiating itself from the competition. The right software program is an accelerator in terms of more quickly meeting these objectives.

How to Choose the Best Field Service Management Software

An independent plumber’s software needs differ from that of a pest control company, even if they both fall into the realm of field services. Fortunately, field service management solutions are available to all sorts of businesses of every size:

Small businesses: Your software solution should make it easier to keep track of new and upcoming appointments, customer information, and job details. The main functionalities to look for include work order management, estimating and quoting, and scheduling. If you’re running a small business with just a few employees but have plans to expand, you’ll need field service management software capable of scaling with you.

Large businesses with multiple franchises or locations: Large enterprises needing to keep track of various moving pieces—including office staff and field workers, vehicles, parts, and equipment among multiple locations—need a far more complex solution. Look for advanced field service management software with parts inventory tracking, dispatch and/or fleet management, project management, scheduling, and asset tracking.

Most service-related operations tend to be small businesses, with some employing only a few technicians. Yet there are also large field service companies that operate as regional or national franchises. Solutions to fit every possible budget exist, including free field service management software options. Others offer limited free trials to test functionality to ensure you find the best fit.

How Much Does Field Service Management Software Cost?

Pricing for field service management software generally starts at $27 to $199 per month for basic plans, with single-user subscriptions beginning at $30–$50 monthly, increasing with each additional user.

• Small businesses might pay $20 to $75 monthly, plus initial fees.
• Large enterprises could see monthly rates of around $299 and higher setup costs.
• Field service management software costs vary by business size, user count, features, and support level.

Finding the right field service management solution can seem like a difficult task. But it doesn’t have to be. Our free software search service will help save you time finding the right program for your organization. Get started today!

Frequently Asked Questions

Who uses field service management software?

Many businesses utilize field service management software to offer on-site services such as HVAC, plumbing, electrical work, landscaping, and cleaning. The software caters to businesses of all sizes, from small teams with a few employees to large enterprises with hundreds of field technicians.

How much does field service management software cost?

Basic field service management software plans usually cost $27 to $199 monthly, with pricing for individual users typically ranging from $30 to $50 monthly. Costs increase for each additional user added to the service.

Why use field service management software?

Trades and services companies should use field service management software because it streamlines scheduling, customer data, and job tracking. It offers efficiency and accuracy that paper or spreadsheets can’t match, improving service quality and customer satisfaction.

What is the difference between field service management and CRM?

Field service management software organizes and optimizes on-site service operations, like scheduling and dispatching technicians. CRM (Customer Relationship Management) software is designed to manage a business’s interactions and relationships with potential and current customers.