- Home
- Project Management Software
- Field Service Management Software - FSM
What is Field Service Management Software - FSM?
Field service management (FSM) software enables companies to easily supervise their employee activities, trace vehicles, schedule work, dispatch technicians, support driver safety, and integrate with inventory and other back-office solutions. This software is highly popular among field service companies because they can help to reduce costs and boost efficiency. Show moreBusinesses can use the system to access customer data, manage orders easily, and do route planning at an affordable cost. FSM software is normally used by companies that focus on handling installs, repairs, and services of work equipment. You can use our list of top FSM applications to find a suitable tool for your requirements and don't forget to take a good look at our current category leader monday.com.Show less
How was this ranking made?
In order to devise this list of best Field Service Management Software - FSM we have analyzed 138 popular apps currently present on the market, analyzing their features, ease of implementation, customer service, available integrations with other systems as well as mobile support using our patented SmartScoreTM rating system. This list has been developed by Jenny Chang, our B2B authority dedicated to the Field Service Management Software - FSM category.
List of Top 12 Field Service Management Software - FSM
Order by:
Sponsored
- Sponsored
- Score
Select more products to compare
Compare selected products
1. monday.com
Our score: 9.8 User satisfaction: 99%An industry-leading collaboration app for on-site and remote work teams. This leverages tools such as Kanban boards, Gantt charts, and workflow automations to help teams handle any type of project. It also seamlessly integrates with third-party apps to ensure easier adoption and extend its capabilities.
Select more products to compare
Compare selected products
2. Freshdesk
Our score: 9.3 User satisfaction: 100%An efficient and reliable help desk solution and winner of our Expert's Choice Award. The software offers multi-channel support, automation tools, gamification, and self-service portals to help businesses deliver high-quality customer support. Ticket management features such as tagging also improve organization and ease collaboration within support teams.
Select more products to compare
Compare selected products
3. Wrike
Our score: 9.0 User satisfaction: 98%A collaboration software with user-friendly navigation and flexible project views for easier project management. It gives you a bird's eye view of your projects to get a better feel of the progress of your efforts. Moreover, its powerful reporting and analytics tools also help you generate accurate reports with actionable insights.
Select more products to compare
Compare selected products
4. TrueContext
Our score: 9.3 User satisfaction: 96%TrueContext, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.
Select more products to compare
Compare selected products
5. Connecteam
Our score: 9.0 User satisfaction: 97%An all-in-one business management platform with comprehensive collaboration and HR modules equipped with time tracking and employee scheduling features.
Select more products to compare
Compare selected products
6. Jotform
Our score: 9.0 User satisfaction: 100%JotForm is a professional, fully-featured mobile form builder for companies and individuals. This user-friendly and intuitive forms builder is known for its capability in helping create innovative and personalized forms for various purposes using its smart drag-and-drop forms editor. It also allows automatic synchronization of updated forms.
Select more products to compare
Compare selected products
7. Method:CRM
Our score: 8.8 User satisfaction: 99%A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Select more products to compare
Compare selected products
8. Salesforce Field Service Lightning
Our score: 9.4 User satisfaction: 100%A field management solution designed to connect the in-office personnel with the field-based workforce. To that end, it provides smart and fast delivery of information within the platform. This removes the need for constant phone calls, thus making fieldwork more efficient.
Select more products to compare
Compare selected products
9. Jobber
Our score: 9.2 User satisfaction: 98%Jobber is the simplest, most efficient way to run a mobile service business. Though it is uncomplicated, it does have a robust set of tools that include time and GPS tracking. It also has automatic client follow-ups to ensure that the company receives compensation on time.
Select more products to compare
Compare selected products
10. QuickBooks Enterprise
Our score: 9.2 User satisfaction: 96%A popular accounting software suite, QuickBooks is the go-to solution of businesses big and small, including freelancers and startups. It offers an extensive range of financial tools for sales, inventory, invoice management, and tax calculation among others.
Select more products to compare
Compare selected products
11. ManageMart
Our score: 8.0 User satisfaction: N/AA best-in-class field service management application that provides robust features for optimal operations.
Select more products to compare
Compare selected products
12. FieldPoint
Our score: 8.0 User satisfaction: 100%Fieldpoint offers an end to end field service management, project job costing, and preventative maintenance system.
Order by:
Sponsored
- Sponsored
- Score
- User Score
Table of contents
Industry Report - Field Service Management Software - FSM for 2022
CloudRank™ system is a unique algorithm that our research team uses to evaluate Field Service Management Software - FSM solutions in a detailed and accurate way. The Spring 2022 edition of the ranking was prepared by Jenny Chang, our leading expert in the field of Field Service Management Software - FSM, who has authored 1380+ product reviews in this category. The goal of CloudRank™ is to present an unbiased, multi-layered perspective on Field Service Management Software - FSM, considering a wide range of metrics and factors, and educating potential customers about both opportunities and challenges associated with each piece of software.
In order to achieve full objectivity the position in our CloudRank™ is based on:
- Expert Score: which involves extensive analysis by our internal team which carefully examined all key elements of each software and testing it in real-life situations
- User Score: which involves an aggregated opinion of actual users of each product whose identity was properly verified
- Market Position: which involves general recognition of a given vendor on the market and reflects its overall popularity and reach
What do the tiers in CloudRank™ mean?
We’ve calculated a score for each product based on the average experience shared by our users in their product reviews and arranged the list in three tiers. You can see the methodology below on how the calculations were made.
- Leaders: those with a User Score of 8.1 or higher; this tier includes products that are currently leaders on the market and are appreciated by both experts and actual users. They always represent the best of what the Field Service Management Software - FSM market has to offer and are all worth trying out if you’re looking for a reliable solution.
- Contenders: those with a User Score between 7.6 and 8.1; this tier includes high-quality products that still have some minor drawbacks that prevent them from becoming leaders on the market. They always represent well-designed tools that, over time, will most likely develop into market leaders as the missing features are added.
- Rising Stars: those with a User Score between 7.1 and 7.6; this tier includes products that have high-potential but still lack some crucial features or services expected from a leading solution. They are products with solid foundations and a vision that makes us eager to see what they will become as their solution improves in the future.
Regardless of their tier, all products included in our CloudRank™ are popular, quality products considered top-performers by our team of experts. Make sure you read a more detailed review of each solution to find one that will work best for your specific needs and budget.
Show less
MARKET POSITION
A score between 1 and 10 based on popularity and market reach of each product.
TOTAL score
A score between 1 and 10 based on the average of our Expert Score and User Score.
How does CloudRank™ work?
Market Position
A score between 1 and 10 based on popularity and market reach of each product.
Total Score
A score between 1 and 10 based on the average of our Expert Score and User Score.
CloudRank™ tier
Based on product's total score.
Rising Star
Contender
Front Runners
25 Most Popular Field Service Management Software - FSM
Here is a list of all 25 Field Service Management Software - FSM solutions evaluated with our CloudRank™ analysis. We have compared their features, user satisfaction, market presence and other key factors in an in-depth analysis you can find below:
Our score and features analysis:
} CloudRank™
Score:8.90
Score:8.90
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:8.85
Score:8.85
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:8.79
Score:8.79
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:8.42
Score:8.42
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:8.14
Score:8.14
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:8.12
Score:8.12
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
7. Microsoft Dynamics 365
7.95
Our score and features analysis:
} CloudRank™
Score:7.95
Score:7.95
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.93
Score:7.93
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.87
Score:7.87
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
10. HouseCall Pro
7.83
Our score and features analysis:
} CloudRank™
Score:7.83
Score:7.83
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
11. Oracle Service Cloud
7.77
Our score and features analysis:
} CloudRank™
Score:7.77
Score:7.77
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
12. ServiceTitan
7.68
Our score and features analysis:
} CloudRank™
Score:7.68
Score:7.68
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
13. Service Fusion
7.62
Our score and features analysis:
} CloudRank™
Score:7.62
Score:7.62
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.56
Score:7.56
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
15. GPS Insight
7.49
Our score and features analysis:
} CloudRank™
Score:7.49
Score:7.49
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
16. Salesforce Field Service Lightning
7.47
Our score and features analysis:
} CloudRank™
Score:7.47
Score:7.47
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.43
Score:7.43
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
18. ServiceTrade
7.41
Our score and features analysis:
} CloudRank™
Score:7.41
Score:7.41
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.38
Score:7.38
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.37
Score:7.37
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.30
Score:7.30
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.28
Score:7.28
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.17
Score:7.17
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
24. Verizon Connect
7.10
Our score and features analysis:
} CloudRank™
Score:7.10
Score:7.10
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our score and features analysis:
} CloudRank™
Score:7.08
Score:7.08
Customers company size
No. of employees:
1-10 11-50 51-100 100+
Best features
Worst features
Our report covered 25 most popular products from the Field Service Management Software - FSM category. We’ve analyzed their features, performance, integration, customer support, pricing, and several other key buying factors and combined it with feedback from user reviews to come up with the current list of best solutions:
- 2022 Field Service Management Software - FSM Leaders: monday.com, Freshdesk, Wrike, CoConstruct, UpKeep, Jobber
- 2022 Field Service Management Software - FSM Contenders: Microsoft Dynamics 365, Quick Base, TrueContext, HouseCall Pro, Oracle Service Cloud, ServiceTitan, Service Fusion, mHelpDesk, GPS Insight, Workiz
- 2022 Field Service Management Software - FSM Rising Stars: Salesforce Field Service Lightning, ServiceTrade, Siebel CRM, Corrigo, Canvas, Skedulo, Dataforma, Verizon Connect, Vonigo
monday.com is a consistent top-rated product delivering results based on empowered team members. At its core, monday.com is a Work OS that transforms into any tool needed by a team, small business, or organization to manage anything. monday.com works on the premise of running projects and workflows transparently and intuitively with a single, hero product turning it into over 200 solutions. There is no need for other solutions when monday.com transforms into a construction manager tool, a bug tracker, church management tool, task planner, etc.
The work OS platform is trusted by over 100,000 organizations to get projects done. Integrations with known business systems and tools simplify your process and concentrate everything into a cohesive workspace. Processes are streamlined with automation for repetitive work set up in seconds, saving time and avoiding inaccuracies. Workspaces are fully customizable with options for visualizations to match user preference and project needs.
The Israel-based start-up behind monday.com has been developing the Work OS since 2012. The company has achieved unicorn start-up status in 2019 and continues to receive acclaim and partnerships for its product. monday.com’s reputation precedes it. Hulu, PayPal, Uber, and Adobe are some enterprise organizations that entrust their business processes to monday.com.
Most users of Field Service Management Software - FSM solutions confirm that in most cases these tools allow them to reach the following business goals:
- It automated critical processes such as invoicing, scheduling, and dispatching. [ 85.6% of users ]
- It helped in orchestrating and tracking employees by setting schedules, timelines, and appointments. [ 85.3% of users ]
- It improved the communication and transparency between management and field agents. [ 85.0% of users ]
- It provided optimization features that enable field service agents to efficiently plan their routes. [ 86.2% of users ]
- It updated inventory in real time. [ 84.3% of users ]
How did we select products for this Field Service Management Software - FSM report?
The Spring 2022 version of the report includes a total of 25 Field Service Management Software - FSM products that were compared and analyzed by our team. We selected them based on the following factors:
- Popularity of a given brand in the SaaS market (based on our own market research)
- How popular a given brand is among FinancesOnline users (based on number of mothly readers for each review page)
- Availability of statistical data generated from user reviews of a particular product (we excluded products with not enough data to draw meaningful conclusions)
- The current listing reflects the state of our database and research as of March 2022. An updated version of the report will be released quarterly to keep data fresh and incorporate information about shifts and changing trends in the market.
What are the current Field Service Management Software - FSM trends?
Focus on safety protocols through digital transformation
Field service management and other service-oriented businesses have to shift their focus on technology and safety to keep their businesses running and keep profitability in 2021 and beyond. The year 2020 has been difficult for businesses, some more than others, but to move forward and ensure that businesses not only stay afloat but are generating more revenue, a shift to digital transformation initiatives and investing in new technology will move the business forward and minimize risks with physical employee deployment. Contactless check-ins. Invoice generation, payment processing, and signatures all can be done through an app. Safety is not only a concern for service professionals. Customers expect providers to find resolutions to service and equipment issues promptly, 3 out 4 do not want service pros in or around their homes unless absolutely necessary.
Home services spending trends, 2020
HomeAdvisor
Designed byProactive and predictive maintenance
Internet of Things and smart technologies will help field service professionals proactively monitor equipment health, set up triggers to send notifications to schedule a maintenance check or perform preset actions to lessen potential damage. Predictive maintenance makes use of product behavior and performance logs through data that is continually sent. Historical data is run through analysis using machine learning and AI to match product behavior from current and previous records to predict the likelihood when a piece of equipment may be in need of repair or replacement. Predictive maintenance also allows companies to predict conditions when it would be safest to schedule a work order and site visit that will protect all parties. Another option is to provide remote diagnostic service first and send a technician if the issue can’t be resolved.
PwC
Augmented Reality
Remote work does not always apply to all job types. Field service technicians and professionals are required to be physically present where their service expertise is required. Remote service with augmented reality (AR) can bridge the gap between providing remote service and getting service issues resolved without having to be physically present. AR technology addresses concerns about sharing field expertise during training, time zone differences, limited pool of on-call techs, and consultations with more experienced members of the service team. Augmented reality for remote service gives the advantage of increasing response time, savings in service logistics, and an increase in customer satisfaction.
ReachOut
A wide variety of field service management software providers offer field service management (FSM) programs and there are different online platforms that address the needs of different business sizes, from small maid service and pest control companies to global biggies in industries such as manufacturing and communications. This buyer’s guide can help you navigate this complex market and select the best field service management software for your needs.
Get to know each product with free trial
It is a good idea to register for the free trial or demo of leading tools to learn about their list of features and do a comparison. The free trial period will give enough time to check how the product can boost your business. To start, you can sign up for the free trials of the following FSM apps that have received high SmartScore rankings and user satisfaction rating to discover the best field service management software for enterprises or SMBs: GeoOp, HouseCall Pro, Wintac, Jobber, and GoSpotCheck.
Targeted Businesses
Most buyers of field service management tools fall into the following main categories:
- Direct buyers – These are companies that maintain their own field service unit. They have relatively simple needs that can be met by a wide range of vendors.
- Contract buyers – These are companies that contract out their work. Such companies have special needs for passing work requests, and tracking request fulfillment and customer satisfaction.
- Small businesses – These companies look to move beyond spreadsheets and Microsoft Outlook, and wish to add FSM features for planning orders and monitoring customer satisfaction.
- Large enterprises – These buyers have multiple fleets of field employees, and they wish to integrate data information across units and with the customer support department.
- Growing organizations – Established companies that are growing and are looking to expand their business can also benefit from field service management software or FSM. This allows them to demonstrate their capabilities and show clients that they are reliable.
What are Examples of Field Service Management Software?
- GeoOp: GeoOp provides a complete workforce management app for small business as well as big companies. It is a time-saving solution that is designed to improve workflow.
- HouseCall Pro: HouseCall Pro helps services professionals operate their business on their smartphone and a web portal.
- mHelpDesk: mHelpDesk is an all-in-one system for service management that operates smoothly on tablets, smartphones, and desktops.
- Wintac: It is an all-in-one field service management system designed solely for service contractors.
- GoSpotCheck: GoSpotCheck helps users to collect real-time information and make an instant analysis to facilitate smart decision-making.
Types of Field Service Management (FSM) Software
The following are popular types of FSM software:
- Best-of-breed standalone FSM systems for fleet management, dispatch, and field workforce optimization processes.
- End-to-end FSM suites that include all the key features.
- Field mobility solutions for enterprises and small and medium-sized companies, as well as those focused on a single industry.
Key Features of Field Service Management (FSM) Software
The following core features are common in best FSM software solutions:
- Project management – Helps to manage projects from start to completion
- Voice-generated customer appointment reminders – Customers can be reminded on time for their appointments
- RMA (Return Merchandise Authorization) Management – Helps to manage and authorize return merchandise
- Failure analysis – You can analyze the causes of failure and take corrective steps for future success
- Forecasting and reporting – These features help in forecasting as well to generate insightful reports
- Partner management – You can manage and collaborate with all your partners
- Contract management – Manage your project contracts easily
- Parts inventory management – Helps to handle parts inventory effectively to ensure there is enough stock at all times
- Route planning – You can your routes in advance to reach your clients well in time for the appointment
- Dispatching – Dispatch agents in time so that they are punctual for the appointment
- Resource scheduling – Schedule and plan your resources for optimal utilization
- SLA compliance tracking – Makes sure your operations are compliant with the Service Level Agreement (SLA) policies
- Order management – Helps to manage and fulfill orders easily and successfully
- Trouble ticketing – Customers can raise tickets that can be forwarded to agents for speedy resolution
- Mobile support – Mobile apps to help your workforce to be productive in the field
- Invoicing – Empowers field workers to generate and send invoices to clients
Benefits of Field Service Management Software
Our field service management software reviews show that these systems offer the following benefits:
- Minimize scheduling costs – Call scheduling can result in huge costs. Manual systems typically leave big “windows” for appointments and there is plenty of time allowed between scheduled stops. FSM systems can schedule appointments more closely and minimize travel times through smart routing.
- Boost customer satisfaction – FSM systems can boost customer satisfaction in three ways: First, they can provide more precise arrival and working times for field employees. Second, they reveal the parts and tools the worker needs. Third, they allow the customer to select a convenient appointment time.
- Minimize inventory costs – FSM systems can evaluate history files to forecast which parts are likely to fail on particular schedules. Businesses can use this data to more accurately handle part inventories to minimize expenses.
- Lower fuel costs – FSM solutions make use of smart route planning and calculate the most efficient way for sales reps to travel to their appointments. This dramatically reduces mileage and fuel expenses.
- Real-time data relay – In case a customer requests changes to their service, the in-office staff can relay that information to the field worker through the FSM. That is because whatever data one user inputs is instantly visible to other users.
Latest Trends
The following trends have been noticed in the ongoing evolution of FSM software:
- Mobile – Vendors offer mobile support for all major tablet and mobile platforms including Android, iPhone/iPad, Blackberry, and Windows Phone.
- Software as a Service (SaaS) – Cloud-based products and services are becoming popular for their many benefits and you can subscribe to avail them typically via a monthly subscription package.
- Web-based interfaces – Managers and reps can use Web-based systems to interact in the office and in the field. Internet-based tools also allow partners to access the FSM systems and even enable customers to fix their own appointments.
- Consolidation of customer support – Vendors are offering more features directly in support software and CRM. For instance, Microsoft Dynamics CRM allows agents to create a trouble ticket, fix an appointment, create an order, and send a rep. After the rep completes the work, the order is closed, and the ticket is closed.
Potential Issues
Two issues can reduce the effectiveness of FSM software:
- First, reps can be over-scheduled, which reduces their efficacy and job satisfaction level, and also reduces customer satisfaction as appointments may be missed.
- The second issue is typical of business software: FSM systems need to be properly implemented and adopted for companies to realize their true benefits.
Tips to Select the Right Field Service Software
Whether you opt for an end-to-end service management solution or seek to integrate best-of-breed systems, follow the steps below to select the right FSM solution(s) for your needs:
- Prioritize: Be clear about the processes you wish to automate and improve. Then, start investigating the products that meet all your needs. Consult front-line and back-office staff who will be using the new system.
- Requirements: Which features are likely to deliver key benefits to your company? Do not be influenced by the gimmicky ‘bells and whistles’ offered by the vendor.
- Expertise: Select a vendor who has a proven track record in your particular industry. Go online and check out references and customer feedback to learn more about a vendor.
- Make a shortlist: Create a shortlist of three vendors and arrange for detailed demos of the packages. Try out their free trial plans to gauge how an app can suit your business processes.
- Integration: The app should smoothly integrate with the other systems you use. Many software solutions offer software development kits and APIs to make integration easier and quicker.
- Planning: Make realistic plans about how much time it will take for the system to be fully functional and effective, and the amount of involvement needed from your team. Proper planning from the start can lead to the effective implementation and usage of a more robust solution in the long term.
- Support: The vendor should provide reliable support to help with implementation and on-boarding, and to promptly resolve any issues that may arise.
- Supplier stability: The vendor should have a product development team dedicated to creating new software releases, which can make sure the system stays effective and scalable to meet the demands of future business growth.
Cost of Field Service Management Software – FSM
With cloud-based solutions becoming more popular, the cost of field service management software is being driven down. Most solutions have per-month pricing and there are those that have a per-user model. On that note, FSM tools can cost from $60 – $100 every month.
The abovementioned price range is applicable to standard plans only. It can still go up for premium or enterprise packages. In that case, organizations unlock the most sophisticated features such as APIs, client portals, and graphical reporting.
Field Service Management Software – FSM Statistics
To get you up-to-date on the latest happenings in the industry, here are some useful statistics on field service management:
- 48% of businesses implement a field service management software.
- 77% of organizations still utilize an on-premise solution.
- 89% of customers prefer their field service contractor to have modern technology, especially for scheduling, and are willing to pay more for the convenience.
- 49% of field service companies experienced growth after deploying an FSM tool.
- 80% of experts believe that AI can boost work processes in field service operations.
Bottom Line
We hope reading this buyer’s guide has helped you understand the complexities of the FSM software market. Be clear about your business needs and do not get taken in by gimmicky software features. Try out the free trials of your shortlisted field service management tools and make informed comparisons to select a suitable solution for your company.
List of Field Service Management Software - FSM Companies
Order by:
Newest
- Newest
- Score
- User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
Things to consider when you invest in a SaaS
Pricing details are a key consideration when you analyze SaaS vendors. Ask the vendor if they offer price safeguards and contractual flexibility. “Shelfware” has become a major concern in SaaS licensing as buyers end up paying for more than they require. Plus, to get pricing predictability, buyers are forced to subscribe to long-term contracts. Make certain you don’t get saddled with long-term licensing and get locked in for a long period with a single vendor. Ask about easy exit policies that assist you to move on to another vendor if you are not happy with the services provided by the current one. Select a provider that offers a convenient standard annual termination facility as well as long-term cost protection.
Another crucial element to consider is whether the cloud vendor meets compliance and security requirements. Your business is accountable to staff members, customers, business partners, and regulators. Therefore, you should select a provider that has deployed a technically sound and comprehensive security system. Map your security control requirements such as availability, integrity, confidentiality, privacy, and accountability to the vendor’s capabilities. Ask the potential provider about the processes and systems they use to protect your confidential data. Do they meet general as well as industry-specific compliance and security regulations? Do they provide special measures to meet the unique security needs of your particular industry? Get satisfactory answers to these questions before you make the investment.
Frequently asked questions about Field Service Management Software - FSM
What is the best field service management software - FSM?
The best field service management software is monday.com. This collaborative solution leverages its visually appealing interface to enable users to determine the status of tasks with one glance. Because of its easy-on-the-eyes approach, even nontechnical users find their footing with the application in no time.
Apart from that, monday.com has a drag-and-drop function. With this, team members can change the status or priority of tasks in a few seconds. Even so, everything would remain understandable because the platform arranges elements in a logical manner.
Moreover, monday.com has a familiar interface. It reminds users of a social networking site, which allows them to employ it with little to no training. Thus, they can leverage the platform as soon as they get on board.
What are the benefits of field service management software - FSM?
Field service management software – FSM is designed to empower field workers to complete their tasks quickly without sacrificing quality. Specifically, it provides the following benefits:
Real-time job updates. Whenever a client requests changes to their service details, field crews can receive the information through the software. Their office-based counterparts only have to input the new data in the application and it will synchronize for the rest of the team.
Punctual service. Customers like it when jobs get done on time. To facilitate this, FSM have a route planning tool. Through this, teams can plan which road to take ahead of the scheduled service.
Complete parts. With an FSM, companies can keep track of parts availability. Thus, they can be confident that they can finish projects on time since their service crews are always fully equipped.
What are the features of field service management software - FSM?
One of the main aims of field service management software is to streamline communication between the office and the field. Aside from that, it is also designed to help field workers complete tasks on the dot. To that end, FSM solutions have the following standard features:
Parts inventory management: This enables the company to monitor the number of parts they have on stock. This way, they can be sure that they always have enough for jobs.
Team schedule visibility: An FSM platform gives dispatchers, managers, and owners visibility into their service crew’s availabilities. With this, they can form teams on the fly to provide services to clients at any time.
Route planning: With this feature, field service organizations can draw up optimal road plans to ensure that their crews arrive at a customer’s location on time.
Resource maintenance: Other resources like vehicles and equipment need proper maintenance to maximize their use. FSM solutions have a maintenance management module to this end.
Reporting: Regardless of how basic a tool is, it is going to come with some sort of reporting function. Businesses can take advantage of this to see the status and scope of their operations.
What is the easiest field service management software - FSM to use?
Field crews are a busy bunch so they do not have time to spend tinkering with a software or an app. That is why it is crucial that field service companies employ a user-friendly platform. Below are three solutions that meet that criterion:
Jobber. This is one of the simplest FSM software around. By using this, field crew members can be efficient in checking job details and completing tasks.
Service Fusion. This leading FSM tool leverages powerful automation capabilities for maximum efficacy. On top of that, it lends a hand in ensuring that records are always accurate.
Salesforce Field Service Lightning. Coming from a recognizable name in the software development industry, this FSM platform lives up to standards. Mobile employees can especially appreciate its clean and intuitive interface.
What is a good free field service management software - FSM to use?
A good free field service management software – FSM needs to have the basic tools for smooth communication between the office and the field. It also has to have essential functions that allow field service workers to complete their jobs with no hitches. On that note, the three platforms below meet those requirements:
Wrike. This enables users to handle big projects and one-off jobs alike. It has flexible views, which allow users to look at projects from different perspectives.
Freshdesk. An expert’s favorite, it has a different approach to FSM as it connects with social platforms. Therefore, field service organizations can gauge the satisfaction of clients from their online posts.
Loc8. The lite version of this application has jobs management, quoting and invoicing, as well as calendar and mapping. These are all basic tools wrapped in a neat and free package.
Updated
Why is FinancesOnline free?