Field Service Management Software

field service software

By Julia Watts | Content Manager | Updated: February 9 2021

What is Field Service Software?

Field service software is a downloadable application that features all the tools you could possibly need to manage almost every aspect of your business. From quoting and invoicing through to managing your workforce and contractors, you’ll be able to perform multiple tasks with the touch of a button – and all from your mobile phone or tablet, too.

So what does field service software actually do? Let’s have a look at some of its top features:

Scheduling and Dispatch

Field service software dispatch

According to Microsoft partner HSO, 80% of field service organizations say mobile field service software is required to improve efficiency. One of the biggest ways field service software increases efficiency is through scheduling and dispatch.

Its scheduling and dispatch function usually appears as a calendar on the user interface (see above), and allows managers to allocate, drag, and drop jobs into time slots. Instead of calling or texting your field staff to say their schedule has changed, the software automatically sends them a message, enabling efficient communication.

Customer Experience

Field service software customer

A statistic from Hitachi Solutions suggests that 42% of field service organisations cite customer retention as a key benefit of effective field service management. Indeed, there are lots of ways in which field service software improves customer satisfaction, leading to more customer loyalty.

One is having a database of customer contact information (see above). Not only can you use this to keep customers in the loop about when their technician will arrive, but it also allows you to use their details for potential marketing campaigns, too.

Field service software also gives you the ability to quote and invoice on the job, which means your customers will have a smoother experience of your sales funnel. Technicians can suss out the issue, and use the field service software to generate an official quote there and then. This quote is then automatically added to the customer file.

In-depth Analytics

Field service software analytics

You’re not going to be able to make noticeable improvements to your business without having a complete overview of the performance of each area. As you can see in the screenshot to the left, field service software keeps track of your sales performance, service plans, and job performance – and that’s only the beginning.

Your field service software can use this data and more to create in-depth reports, meaning you can spot patterns and make sales predictions for the future.

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Why Invest in Field Service Software?

Just think – you’re at your desk muddling through diaries, contact lists, staff details, time sheets, invoices, and quotes. Managing your jobs and projects is starting to feel like a never ending battle. But that’s where field service software comes into play – and you can even get it for free.

Field service software is a platform that allows you to keep all of the above in one place, on an easy-to-use cloud-based system. In addition to keeping all of your documents in neat, accessible, digital records, you can:

  • Schedule your jobs
  • Dispatch technicians
  • Generate invoices and quotes
  • Carry out marketing campaigns
  • Integrate your system with other business software
  • Track performance metrics
  • Track your vehicles
  • Speed up quoting and invoicing

Even more important is the fact that the field service industry is incredibly competitive. It’s already been proven that investing in field service software improves your customers’ experience, and customers will always go where they can get the best customer service.

This essentially means field service software is a necessary investment for anyone looking to grow their customer base without relying on word of mouth.

Field service software will probably cost you less than you think, so why not compare quotes from a bunch of providers to ensure you’re getting it for the best price? Just click here to provide us with a few details about your business, and we’ll send you the best field service software suppliers for your needs – easy!

Field Service Success Story

Here’s how investing in RazorSync’s field service software helped Glacier Heating and Air Conditioning save 15 hours a week in office time.

Glacier Heating and Air Conditioning

Field service software and HVAC companies are like a match made in heaven, so how did RazorSync’s tailored software solution help Glacier Heating and Air Conditioning improve its field operations?

When the company grew by six employees, Glacier Heating and Air Conditioning’s office manager, Shayna Stanford, found it increasingly difficult to dispatch employees using its old scheduling book method.

With the addition of RazorSync’s field service software, she can now do all of the scheduling and dispatching digitally, and over an easy-to-use interface. Investing in field service software also means potential and existing Glacier Heating and Air Conditioning customers can get in touch 24/7. This reduces the amount of missed sales and call out opportunities.

And thanks to the app, all technicians have access to a job map, customer details, and a clocking in and out system, which facilitates payroll.

Which Industries Benefit From Field Service Software?

If your business fits into any of the following categories, you should definitely think about investing in field service software:

Pest ControlLandscapingConstruction
PlumbingLawn careWindow Cleaning

This isn’t an exhaustive list of industries that benefit from field service software. In fact, field service software is suitable for any business with a team operating outside of the office!

How Does Field Service Software Work?

Field service software is downloadable, and either comes in the form of an app, or a web application. This means anyone with an Android or iOS device can download it.

With roughly 60% of field service companies choosing to adopt a ‘bring your own device’ (BYOD) policy, it makes sense for technicians to download the app onto their own phone.

As a manager or director of field service operations, you can choose to limit other people’s access to the field service software, ensuring your technicians only have access to the tools they need. This helps you remain in charge of things like scheduling, dispatch, and performance.

Field service software uses a 3G, 4G, or wifi connection to send data collected from each technician device. The information is then uploaded to the cloud, and the software is updated with the new information across all devices. This kind of setup is known as the Internet of Things (IoT).

What are the Different Types of Field Service Software?

Typically, field service software is one umbrella product that covers the needs of all field service organizations. But that doesn’t mean all field service software products offer exactly the same thing feature-wise. Let’s have a look at some of the different types of field service software out there.

Dispatch Software

Dispatch software is often considered a feature of field service software. However, it can also be considered a product of its own accord. This software is particularly handy for businesses that want to focus on job scheduling and allocation, and not necessarily the other features that come with the entire field service software package.

The best dispatch software provider

HouseCall Pro is a great option if you’re a small business looking to invest in dispatch software. Its basic package isn’t particularly expensive, yet it comes with a huge range of dispatch features. That doesn’t mean it doesn’t have a good amount of upgrade options, though – CRM integration, employee time tracking, and GPS tracking are all there if you need it.

Pool Service Software

Pool service technicians are constantly dealing with chemicals, but how do they know how much of any chemical to put into a pool? Thankfully, pool service software offers all the features of regular field service software, plus the functionality you need to keep up to date with chemical measurements and usage details.

Best pool service provider

RazorSync has been designed to meet the specific needs of the pool service industry. Sophisticated dispatch functionality allows you to update job schedules in real time, ensuring technicians are delegated to appointments efficiently. The software will even send appointment notifications to customers to let them know their technician is on their way.

Field service software with fleet management

Fleet management and field service software go hand in hand. Think about how useful it would be to have a map that displays each vehicle’s location in real time – you’d be able to re-allocate jobs to technicians that are closest to the job destination, as and when they are needed. But you’d also have access to heaps of vehicle data, meaning you can keep track of things like vehicle maintenance and usage – helping you to cut costs further.

The best field service software with fleet management

Verizon Connect offers a complete field service software solution that includes fleet management features. This combined solution is a powerful tool for any business looking to cut back on unnecessary spending, and reap the rewards of increased job scheduling efficiency.

Open API Field Service Software

With many field service software solutions offering an API (application programming interface), it’s easy to integrate your field service software into different business systems. This means your field service software could merge with CRM (customer relationship management) systems, phone system software, and accounting software.

This kind of integration allows data to be shared between all of your business software. Enter customer details into your field service software when you’re out in the field, and all that data is shared with your CRM system. This allows you to effortlessly keep track of where that customer is in your sales funnel.

The best API field service software

If you’re looking to integrate a field service software platform into an existing system, Synchroteam’s robust API will certainly do the job. And with scheduling and dispatch, GPS tracking, and time tracking just a small sample of its features, you certainly won’t be lacking.

Customizable Field Service Software

Why not opt to invest in customizable field service management software? Your tech team can play with and add to the interface, allowing them to make a system that’s completely bespoke to your business’ needs. Just bear in mind that customizable field service software can work out more expensive than purchasing ready-made software with an API.

The best customizable field service software

Jobber is one of the few field service software options that allows you to create customizable fields and templates. This means you can mold the software to your needs, rather than make do with a system that doesn’t quite work with the way you do things.

How Much Does Field Service Software Cost?

Field service software doesn’t have to be expensive. In fact, some providers even offer very basic packages for free to businesses with one to two employees. While it’s hard to pinpoint an exact price for field service software, we’ve given you a rough idea of how much you can expect to pay per month in the table below. The prices are worked out on the premise that the bigger your team, the more features you’ll need.

Average monthly price up to 3 usersAverage monthly price up to 6 usersAverage monthly price up to 10 users

The great thing about field service software is you don’t have to upgrade your package if you don’t need to. If you’d prefer to stick with the features you’ve got, you can simply add an additional user for around $20/month.

Also bear in mind that many field service software providers offer a generous discount if you’re willing to sign up for a year, rather than pay on a monthly basis.

Compare Prices From Leading Field Service Software Providers Get free quotes

What Should I do Next?

Do your research, and collect quotes from a range of providers to ensure you’re getting the best deal for your business. Make sure you investigate how many features each provider is offering you for your buck, because there may be a supplier that can offer you exactly the same features for a better price.

If you’re thinking ‘I don’t have the time for this,’ why not use our comparison service? All you need to do is tell us a little bit about your business, and we’ll share with you the best suppliers for your needs without you having to lift a finger. They’ll soon be in touch with quotes for you to compare, and more information.

Julia Watts Content Manager

Specializing in the complex realms of telephone systems, business energy, vehicle tracking, asset tracking, and fuel cards, Julia writes content that cuts through the noise to help you find the right solutions and technologies for your business. Having spent five years working across the dynamic world of entrepreneurship, she loves helping exciting ventures – big or small – to flourish.

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