Instantly improve your service team’s productivity by keeping in touch more efficiently. After we researched dozens of field service management software options, we found that Salesforce is best for most. Dispatchers get real-time visibility of the workforce and technicians have every resource they need at their fingertips. Salesforce helps teams optimize their work, no matter where it takes them.
The Best Field Service Management Software for Most
Make managing your field service team easy, even if you do all your managing from a mobile device. With its robust features and diverse range of software integrations, Salesforce can help, no matter your industry.
Manage work orders, assets, warranties, schedules, and contacts in a single platform. It doesn’t matter how you run field operations today–with Salesforce, you can start improving tomorrow. No other tool we looked at provides as many ways for companies to streamline their field service management.
The 8 Best Field Service Management Software to Consider:
- Salesforce – Best for most
- Jobber – Best for small business
- Housecall Pro – Best all-in-one customer experience management software
- FieldCode – Best field service software with pay-per-event pricing
- PestRoutes – Best for pest control businesses of all sizes
- FieldEdge – Best for HVAC, plumbing, and electrical service providers
- ServiceTrade – Best for commercial field service providers
- Kickserv – Best free field service management plan (up to two users)
When Does It Make Sense to Invest in Field Service Management Software?
Managing multiple technicians used to be hard.
Now, in no time flat, you streamline, optimize, and automate your field service processes.
So you and your team can get more work done in less time.
Plus, you can clarify work schedules to prevent two technicians from working on the same job or sending someone from one side of town to the other.
Furthermore, most field service management software includes invoicing and payment processing.
So, you don’t have to Frankenstein a bunch of tools together.
Instead of managing those things separately, everything is centrally located in one place.
However, if you’re the only technician (or you only have one), you may not need it just yet.
With that said, Kickserv offers a free forever plan and most providers offer free trials. So, you have nothing to lose by trying it out.
You may find it incredibly helpful and worth the investment, even as a small team.
#1 – Salesforce — Best for Most
If you are committed to providing the best support for your field service teams, get Salesforce.
Whether you are transitioning from paper docs or you’re tired of trying to make different tools work together in the field, Salesforce can help you build the perfect solution.
This isn’t a transition you have to make all at once, either. Salesforce can help you implement the core field service tools to start, and set you up to add fleet management, employee training, and customer self-service features over time.
Start with a free trial of Salesforce Service Cloud to see what it could do for your organization.
Once you are up and running, the user experience is about as sleek as it gets.
Dispatchers at desktops have complete visibility into schedules, workforce availability, and real-time traffic updates. Last minute cancellation? No problem, they can alert the driver and shift the schedule with a few clicks.
Because Salesforce Service cloud is built on the company’s powerful CRM software, your service team will always be able to see customer histories, order details, and a record of the conversation. Customers won’t have to repeat information, even if they speak to different agents.
Technicians and contractors in the field are kept up to date with the app. They’ll have their schedule, access company assets, warranty information, and safety checklists. Step-by-step instructions ensure agents never forget an acknowledgement or customer signature.
Salesforce is not the cheapest option for field service software. The field service management features we’ve discussed in this review come with Salesforce Service Professional licenses, which start at $75/month per user.
No other field service software will give you the depth of customization, automation, and integration as Salesforce. Is the investment right for your organization?
We recommend getting in touch with a representative to ask about your specific situation. Salesforce has a massive product portfolio, and the rep will work with you to build a custom solution.
#2 – Jobber — Best for Small Business
Getting an edge in field service means delivering repeatable quality to customers, fast. From booking and delivering quotes to scheduling and deploying your field service workers, Jobber has an efficient tool to help you get that edge.
We like Jobber for small business because you aren’t paying nearly as much as other field service management software, but you are getting nearly all the value.
At every step, Jobber saves you time. No more entering the same information over and over again—once you fill out customer information on your quote, it’ll show up automatically in your job details and invoice (which Jobber will even generate for you).
From there, you can use its drag-and-drop calendar to schedule jobs and assign them. Jobber keeps jobs, internal tasks (like equipment maintenance dates), and reminders all in one place. You get multiple crystal-clear views of each day’s agenda.
That helps you prevent over- or double-booking jobs. See availability and assign to a worker with just a few clicks. Jobber can even identify optimal routes for both scheduled and pop-up jobs, making sure your team gets to the customer in the shortest amount of time every time.
Plus, you can schedule and dispatch from anywhere with Jobber’s mobile app.
When it comes time to invoice, Jobber will batch generate invoices and make it easy on clients by giving them one-click payment options. So, Jobber even helps you get signatures faster and, thus, get paid faster. Additionally, with Jobber Payments, you can set up automatic payments with cards stored on file, automated late invoice reminders, and access to funds in moments with Instant Payouts. You can even easily collect tips from customers.
You also get award-winning customer support. So, you’re in good hands whether you have a quick question or want advice for optimizing and automating more of your business.
You get everything you need to organize, automate, and scale your field service business without hiring new employees or learning how to use complicated tools.
There are three pricing plans to choose from, with the lowest tier starting at $49/month.
However, the lowest tier only includes core features and one user. So, it’s worth it to upgrade to the connect plan at $149/month. With it, you get up to seven users and more advanced features, like automatic payments and follow-ups, routing, GPS tracking, and online booking, plus QuickBooks online sync and custom fields.
For businesses up to 30 users, the Grow plan is the best option at $299/month, as it includes two-way texting, lead management, referrals, markups, line-item images, automated quote followups, and more.
Start your 14-day free trial to see if Jobber’s right for your small business today!
#3 – Houseall Pro — The Best All-in-One Customer Experience Management Software
Housecall Pro is one of the most popular field service management software providers on the market, with more than 15,000+ customers across North America.
Whether you’re looking to save time, wow your customers, or make more money, Housecall Pro provides everything you need. From automated scheduling and online booking to sales proposals, recurring payment plans, and payment processing, you get everything you need from a singular easy-to-use software.
With that said, Housecall Pro goes beyond just the basics.
It includes everything you need before the job, on the job, and after the job. So, you can easily provide excellent customer experiences from scheduling the appointment to asking for that final five-star review.
When you sign up, you get access to a wide range of features, including:
- Online scheduling and automated employee notifications
- Automated digital back-office paperwork (i.e. invoices and estimates)
- Recurring jobs, automatic assignments, and arrival windows
- Professional SMS and email updates for customers
- In-app employee chat for seamless communication
- Live map GPS and real-time dispatching
- Follow-up email and postcard marketing
- Instant deposits into your bank account
- Cash, check, and credit card payments
- Website builder (if you need it)
- Live chat widget for your website
- Advanced analytics and reporting
Each pricing tier includes more features, so you may have to upgrade to a higher plan if you need some of Housecall Pro’s more advanced capabilities.
Pricing plans start at $49/month for one user billed annually. You can add more users for an additional $30/month. However, the Grow plan is $109/month for up to five users, so that’s definitely a better option if you have more than three users.
Sign up for a free trial to see if Housecall pro is right for you today!
#4 – FieldCode — The Best Field Service Management Software with Pay-Per-Event Pricing
Most software providers charge a monthly fee. However, FieldCode does things a bit different. Rather than a monthly fee, you only pay when you actually use the software.
It’s an incredibly simple pricing model—you pay $2 for every event.
This means you actually pay for the volume of work you do, rather than paying an endless monthly subscription with user and feature limitations. With FieldCode, you can have as many users as needed without additional fees or having to upgrade to a higher plan.
And the best part? You get every single feature, regardless of how much you pay.
So, if you’re a seasonal business (like lawn care, for example), you can scale back software usage in your off season without continuing to pay for features and tools you’re not using.
When you sign up, you get everything you need to:
- Connect and communicate with your entire service team
- Automate, optimize, and improve your service processes
- Increase customer satisfaction and consistently deliver great experiences
- Create process-based workflows to guide your team
- Deliver proactive user guidance and automated instructions
- Monitor and analyze all the moving parts
The company is also working to make field service management a carbon negative environment by donating funds to various research orgnizations dedicated to speeding up the development of future green technologies.
On top of that, FieldCode also operates a tree planting farm in Zimbabwe. So, you can rest easy knowing you’re helping support a company doing its part to make the world a better place.
#5 – PestRoutes — The Best for Pest Control Businesses of All Sizes
If you’re a pest control company, PestRoutes is our top recommendation. It specializes in all things pest control so you can rest easy knowing you have access to everything you need to streamline field service, office management, sales, and marketing.
With a specialized solution, you get what you need without paying for what you don’t.
Furthermore, current PestRoutes customers enjoy a 12% increase in efficiency and productivity as well as saving 40+ hours a month on various management activities.
Plus, it takes less than 35 days (on average) to get everything going. And the training programs provided equip you and your team with everything you need to make the most of the PestRoutes system.
So, you don’t have to halt operations or navigate the learning curve on your own.
With the PestRoutes mobile app, you can:
- View your routes and equip your vehicles accordingly
- Receive up-to-date route information
- Automate customer reminders and notifications
- Use geo-tracking to see where your technicians are
- Capture and upload images
- Scan equipment
- Open detailed reports based on the property
- View and create service history
- Manage appointment details
- Generate automated service notifications
- Print invoices and reports
On top of the mobile app, you also get an office management system to manage your users, create templates and workflows, create service types or packages, optimize routes, set your calendar, and accept online payments.
So, between the two feature-rich systems, you get everything you need.
Pricing is based on the number of customactive ers you have, rather than the number of technicians. This makes it easy to handle seasonal or temporary workers without needing to pay extra fees.
Plans start at $199/month for up to 2,000 customers.
Schedule a free demo to learn more and see if PestRoutes is right for you and your team today!
#6 – FieldEdge — The Best for HVAC, Plumbing, and Electrical Service Providers
If you provide HVAC, plumbing, or electrical services, FieldEdge is an excellent field service management option. The software is designed to help you complete more jobs in less time, streamline operations across your entire business, and make more money.
From smart dispatching, technician assignments and scheduling to customer management and invoicing, you get a complete CRM tool built specifically for field service providers.
So, it’s way more than just a field service management software.
Plus, FieldEdge has over 40+ years of experience and more than 40,000+ HVAC, plumbing, and electrical customers under their belt.
So, you can rest easy knowing you’re in good hands (and good company).
From technicians and the office team to owners and partners, FieldEdge helps maximize efficiency and productivity for the whole team, with a powerful software suite, including:
- Desktop — dynamic dispatch dashboard, scheduling, billing, and client management
- Mobile — customer info, notes, work orders, dispatching, plus SMS and email
- Payments — built-in payment processing system with paperless invoicing
- Flat Rate — price book to present prices before technicians start working
Plus, it seamlessly connects with QuickBooks so you can streamline your accounting processes without manual entry and the risk of human error.
With FieldEdge, you can pick and choose what you need to create a custom-fit plan tailored to your business and service team.
So, you don’t have to worry about cookie-cutter plans that don’t quite cover everything.
Pricing isn’t available online. As such, you’ll need to request a demo and personalized pricing plan from their sales team to learn more.
#7 – ServiceTrade — The Best Field Service Management Software for Commercial Services
As a commercial service provider, you face different challenges. As such, it’s important to choose a field service management software that focuses on your specific needs.
And ServiceTrade does just that.
From fire protection and food equipment to HVAC, refrigeration, and electrical, ServiceTrade specializes in software specifically designed to suit the needs of commercial service teams at scale.
On average, ServiceTrade’s commercie service users see:
- 24% growth in service revenue
- 19% more revenue per customer
- 12% more revenue per job
So, it’s an excellent tool to have behind the scenes. Plus, from simple scheduling and on-site invoicing to a dedicated customer service team, you get everything you need to streamline operations and create excellent customer experiences all within one interface.
The software’s robust dispatching features include advanced search capabilities, automatic job progress updates, drag-and-drop scheduling, and automatic notifications.
Plus, you can easily schedule one-off and recurring work optimized to reduce drive time so you can complete more jobs in less time. You can also prioritize and categorize jobs, optimize routes, and see where your staff is using a map view.
Furthermore, ServiceTrade is great for your team, but it’s also great for your customers. On select plans, they get access to an online self-service portal where they can do things like:
- View their service history
- Look at and approve open quotes or proposals
- Preview upcoming appointments
- Request service
And the entire dashboard is 100% customizable to match your brand and website for a truly white-glove experience.
Pricing starts at $79/month per technician, so it’s definitely not the cheapest option. But as a commercial service provider, you need a robust software. And it’s certainly worth the price.
Sign up for a free demo to see if ServiceTrade is right for you!
#8 – Kickserv — The Best Free Field Service Management Plan (Up to Two Users)
If you’re on a tight budget or have a really small team, Kickserv offers a limited free plan for up to two users. This is a great place to start and its paid plans are excellent when you’re ready to upgrade to a better package.
Kickserv also offers dedicated training packages for $199, which is a smart choice if you’ve never used field service management software before.
Although the free plan is limited, you still get everything you need to start optimizing and streamlining your field service processes, including:
- 2.9% + $0.30 processing fees for online payments
- Unlimited live support and attachment storage
- Unlimited invoices, jobs, and estimates
- Contact management
- Website contact forms
- Automated email and SMS reminders
- Time tracking tools
- Basic customization
- Self-service customer center
- iOS and Android mobile apps
Kickserv’s paid plans offer a few more advanced features, like live GPS tracking, QuickBooks integrations, dispatch mapping, and job expense tracking. However, you probably won’t need these if you’re just getting started.
Furthermore, the free plan includes higher processing fees for credit card transactions, but that’s how the company stays profitable while offering services for free.
Sign up for a free 14-day trial to get started! Just don’t forget to downgrade before your trial is up.
Methodology For Choosing The Best Field Service Management Software
Now, let’s talk about how to narrow things down so you can decide on the best field service management software for your business.
Be sure to consider the following factors when making your final decision.
Most field service businesses need a lot of the same things. However, specific features are better suited for different industries.
And many of the providers on this list offer various industry-specific solutions.
As such, you should carefully consider choosing field service management software built around what you do. This isn’t as important when you’re first getting started. But as your business grows, you may find it easier to use a solution built specifically for your industry.
Number of Technicians
Many software providers limit the number users you can have on any given plan. And if you need more than that, you have to pay an extra monthly fee or upgrade to a higher tier.
So, it’s critical to know how many technicians/users you have before making any decisions.
You should also consider how quickly you plant to grow and choose software that can affordably scale alongside you.
Scheduling and Dispatching Features
Scheduling and dispatching are two of the most critical functions of field service management software. They’re essentially at the heart of what you do.
Depending on how many technicians you have, you may benefit from advanced route and dispatching automation features. However, not every plan from every provider offers these capabilities.
And i’s crucial to understand the difference between what you need and what you’d like to have. So, start by making a list of the dispatching and scheduling features you’re interested in.
From there, prioritize them to make sure you get everything you need. And don’t forget to consider features like:
- Route optimization
- Live GPS tracking
- Automated SMS/email notifications
- Automatic smart scheduling
- Real-time route information
- Internal communication tools
- Online appointment booking
Self-Service Customer Access
While field service management software is excellent for your team, it should also serve your customers as well.
Most of the options on this list offer some form of a self-service customer portal where users can schedule appointments, look at past appointments, accept quotes/proposals, and pay open invoices.
However, some providers don’t include this with every plan. So, pay close attention to this and make sure you choose a tool that matches your customers’ expectations and requirements as well as your own.
Payment Processing Fees
Payment processing is never free, but transaction fees vary from provider to provider. Typically, you should expect to pay higher processing fees on lower-tiered plans.
And as you increase your monthly subscription costs, you’ll find better processing rates.
But that’s not always the case. So, be sure to take this into consideration and pay close attention to the amount of money each provider takes from every transaction.
2.9% + $0.30 is the industry standard, but some providers may offer better deals.
Most field service management software providers charge by the number of technicians you have on your team. However, others charge by the number of jobs you complete in a month.
And FieldCode charges by the event.
So, there are several distinct pricing structures to choose from. If you have a lot of technicians, you may be better off choosing a per-event or jobs per month provider.
But that pricing structure isn’t necessarily the best option for everyone. So, be sure to take time and calculate your average monthly prices for each provider to see which one is best for you and your team.
Salesforce is our #1 recommendation for most users. It’s packed full of powerful features and includes everything you need to streamline, automate, and optimize your field service business, while putting your customers first.
Plus, it’s great for businesses of all sizes. However, it’s not a perfect fit for everyone.
So, don’t forget to use the methodology and criteria we talked about as you sort through choosing the best field service management software for you, your team, and your customers.