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Field Force Tracker’s cloud-based all-in-one field service management software offers advanced scheduling and dispatching features alongside appointment booking, job management, and technician dispatch more. Our advanced dispatching and scheduling software gives field service businesses (like HVAC, plumbing, and electrical, fire alarm and security) the tools they need to keep field service teams flexible and proactive all day long. By better utilizing their workforce and maintaining higher level of service, they can maintain high level of profitability. This article shows the best FSM software and compares their main functionality.
Field Service Software can be divided into three main categories or groups:
A. Small Team Software : These software are typically designed for handyman and very small teams of 1-5 users. They offer very basic feature but lack more advanced features such inventory, contracts management, billing statements, job automation, third party integrations and advanced financial reporting to run a more organized service business. They are typically used by mom-and-pop businesses or a very small business as they often lack ability to scale for larger teams of 4 or 5 persons. They are often unable support more than ten technicians at the same time or not suitable for bigger teams and lack other industry specific features. Bulk of FSM software marketed falls in this category. Examples are: Jobber, Housecall Pro, Service M8, RazorSync, Workiz etc,
B. Small and Medium Business (SMB) Software : These software are primarily geared for small and medium business (SMB) market with 5+ users. They offer more advanced feature to manage multiple warehouses, inventory management, recurring billing support and large third party integrations. More importantly, they can support larger teams, and sometimes multiple branch offices too. Some software are designed only for a certain business types like HVAc/Plumbing, while others like Field Force Tracker, can offer much more wider features, support for multiple branch offices and departments, and special customization for wider industry types. Examples are: Field Force Tracker, Service Titan, Service Pulse
C.Advanced Enterprise Software: These are purely designed for large enterprises with turnover in billions of dollars and thousands of employees. Large telecom operator or manufacturers may have them as extended module of their ERP systems. They can support 1000+ users and vast geographical areas. They offer vast customization and are very expensive to deploy for most small businesses. Examples are: SAP, Oracle, ServiceCEO, ServiceMax/ SalesForce.
Below we compare the best 8 field service software and describe their features.
1. Field Force Tracker
Field Force Tracker is an advanced Service “CRM” software for a service businesses – maintains customer database, repair history of customer installed equipment, manages service job scheduling to technicians, past invoices, payments and service agreements, track Maintenance Schedule etc. As an all-in-one FSM, it supports wide range of features and service businesses.
Software supports all kind of service businesses and leads in many sectors such as — Elevator Service Companies (that maintain and install elevators and lifts), “Video Surveillance, Security and Fire Alarm” Companies (companies that maintain, install and monitor fire alarms or security alarms in commercial and residential buildings), HVAC companies (hvac is a short form for Heating, Ventilation and Air Conditioning), Plumbing Companies (that provide plumbing services or install plumbing equipment like Water Heaters etc), Electrical Contractors, occasionally on Fitness Equipment and Medical Equipment Repair business (there are not too many businesses in this space), and (commercial) Photocopier Equipment Businesses (it is quite strong here). Field Force Tracker offers specialized software for Photocopier businesses for meter management and recurring billing.
Here’s a summary of our All-in-one Field Service software, Field Force Tracker’s features:
also available to techs via our Mobile App when they’re out on service calls.
1.1 Smart Scheduling to Improve Efficiency & Profitability
When it’s time to schedule an appointment, dispatch managers can easily see available time slots in the upcoming weeks without leaving the original screen. It makes it easier to schedule jobs that best suits the team. Smart Scheduling can improve job efficiency and improve productivity for any service business.
Our Smart job scheduling functionality, which is unique to Field Force Tracker, allows business owners to define, automate, and implement a capacity planning strategy, which optimizes their schedules for profitability.
For example, you can set rules to reduce or exclude annual maintenance appointment slots from a busy holiday week and increase the capacity for high-priority, urgent service calls. Or you can choose to increase capacity for maintenance appointments during slow times. You can auto schedule jobs or in advanced version use AI to help you in scheduling better employee.
This is a game-changer because the work of office employees is greatly facilitated. Office employees don’t need to spend a lot of time to efficiently execute job bookings according to your preset business needs.
Our field service software further automates the booking process by ensuring that only techs with the skill set required for a given job can be assigned to that task. That way, field service companies can be sure that the right tech is dispatched to the right job every time.
Once a job is booked and scheduled, automated job confirmations, text or email notifications are sent to the customer to confirm appointment requests. All scheduled appointments are updated and automatically reflected in the dispatch board and the assigned tech’s personal schedule (which they can view via our mobile app).
1.2 AI Powered Schedule Assistant to Book Jobs Faster
With many software tools (and certainly manual methods), job scheduling requires jumping between different screens to view technician schedules, going back and forth with customers to check their availability, and trying to account for various factors such as technician skills and routing. This is difficult, even for the most experienced dispatch planners.
Field Force Tracker’s new AI Powered Schedule Assistant can be used directly from the call booking screen to solve these issues and improve margins by suggesting an optimal date, time, and technician that minimizes drive time.
It can also be used from the Job Dispatch Board, job record, and on recurring service work. Technician skills, zones, and non-job events are factored into Schedule Assistant’s recommendations—so you can have peace of mind that the right technicians will be sent to the right jobs.
1.3 Dispatch Board for Easy Field Service Coordination
Field Force Tracker’s user-friendly dispatch board allows dispatchers to perform most of their work order management tasks without needing to leave the board. This includes being able to see which jobs are unassigned, unconfirmed, dispatched, working, and more.
From the dispatch board, users have access to:
- Drag-and-drop functionality: Dispatchers can easily assign or reassign a tech; confirm or reschedule a job; view job location data; and more.
- Live activity feed: A feed to see real-time job status (Arrived, Paused, Complete) and to direct-message and communicate with techs (individually or en masse).
- Notifications: Alerts that notify the dispatcher of unusual activity or problems that need to be addressed.
- GPS tracking: With technician GPS tracking, dispatchers (and customers, if enabled) can track the location of field service team members as they’re on their way to a job. Dispatchers can also view techs’ downtime.
- Schedule and route optimization: Options that help dispatchers coordinate appointments and route planning in an efficient way, including identifying jobs in locations where a tech is already working and rerouting techs when necessary to save on travel time.
Note: Field Force Tracker also offers an add-on product, Smart Dispatch Pro, with more advanced dispatching features. Using machine learning, Dispatch Pro’s algorithm runs thousands of scenarios to find the best technician for every job. This, plus its intuitive dispatch board automations, saves your dispatchers time, improves customer service, and maximizes profit.
1.4 Advanced Inventory Management to Manage Costs
Inventory management is very important to track expenses and sales and the profitability. Most low end FSM software lack inventory management or have very rudimentory inventory management. Field Force Tracker is an advanced FSM and its inventory management is very comprehensive. It offers the following features:
- Parts Inventory with cost and profit margins
- Multiple Warehouse Support
- Mobile Integrated Inventory Management
- Parts Purchases and Purchase Orders Management
- Serialized Parts Support
- Accounts Payable Support
- Inventory Audits
- Data imports
- Bulk Price Changes for Dealers
- Dynamic Inventory Management
- Truck Inventory Levels
- and Many more Inventory Features
Track High-Value Equipment from Warehouse to Job Site
With Field Force Tracker, you can track high-value items using serial numbers linked to jobs, techs, and invoices. This helps you avoid losses, prove service history, and maintain warranty coverage.
- Serialized Tracking System: Assign unique IDs by SKU and track individual inventory units from the warehouse to installation.
- Job and Technician-Level Tracking: See when and where each serialized item was used, by job or technician.
- Warranty Data Visibility: Track warranty details to simplify repairs, replacements, and documentation.
- Barcode Scanning On-Site: Scan barcodes on the materials to update stock location in real time.
- Create Purchase Orders on the Go: Build and send POs right from the job site when parts run low.
1.5 Mobile App to Ensure Your Techs Stay Agile
Technicians using our powerful field service Mobile Apps (via Android and iOS mobile devices) enjoy mobile access to their appointments and job details for the day, and a wide range of functionality.
Techs can manually dispatch themselves to each new job, and provide the office with status updates (such as “arrived” when they’ve reached a job site).
As new appointments are scheduled, or existing ones rescheduled, changes are reflected in real time within the technician’s dashboard.
Crucially, like dispatchers, techs can send and receive messages from their mobile device, so they keep on top of schedule changes, and communicate with the office about jobs. This also allows them to answer questions from the office without interrupting their workflow to take a call.
From their home screen dashboard, techs can access real-time data and:
- Listen to call recordings between customers and dispatch manager
- View a customer’s service history
- Send text notifications to customers to confirm and revise arrival times or follow up
- Take and upload pictures
- Create estimates
- Provide customers with Good Better Best presentations
- Order parts
- Collect signatures on work orders
- Help customers apply for financing
- Take check and credit card payments
- And more
1.6 Web Scheduler for Direct Online Bookings
For customers who prefer to book their appointments online, our user-friendly website widget allows them to make online bookings without ever having to talk to anyone on the phone.
The web widget syncs with Field Force Tracker’s dispatch board and shows real-time availability, so jobs are immediately confirmed. Appointments can also be canceled or rescheduled through a link that is sent out by email or text message.
Because our widget is fully integrated, you don’t need to wrestle with APIs or pay an additional fee for a third-party online call-booking tool that you have to manage separately.
1.7 Integrated Scheduling & Dispatching with Other Business Operations
Field Force Tracker software does much more than scheduling and dispatching. Our dispatching features are integrated with the entire workflow, which hugely increases efficiency and scalability. Dispatchers, techs and management can see all customer information, job details, invoices, materials pricing, inventory management, and more, in one place.
Field Force Tracker offers:
- Payment Processing of Jobs and Contracts
- Recurring Payment, Customer Balance Reports Generation
- Parts and Inventory Management Integrated with Work Orders and Mobile Apps
- Payroll features that decrease payroll prep time by automatically providing time tracking and timesheets (while syncing with the dispatch board); calculating overtime, commissions and bonuses; and helping you track and monitor crucial job-costing data in real time.
- Accounting software integration with Viewpoint Vista, QuickBooks®, and Intacct.
- Customer relationship management (CRM) tools that help improve office organization and workflow (in addition to improving the customer experience).
- Service Agreement Software that helps you grow and manage preventative maintenance contracts.
- Field Reporting Software that helps you monitor key financial performance indicators (KPIs), such as: CSR and technician metrics, revenue trends, and more.
To see why Field Force Tracker is trusted by 100,000+ field service businesses, schedule a call to get a free, live, one-on-one walk-through of how our field service software can help you schedule and dispatch more efficiently, work smarter, and grow revenue.
1.8 Call Booking That Optimizes Customer Experience
Field Force Tracker’s optional call booking feature helps your CSRs efficiently book calls from the moment a customer calls your company with a service request.
Using drop-down menus and custom prompts, CSRs can simply enter the customer information directly into their system, including job type, start date, priority, and more.
If the call is from an existing customer, Field Force Tracker will tell the CSR exactly who is calling before they even answer the phone, so CSRs can greet them by name, boosting customer satisfaction from the get-go. They can also pull up their complete service history (estimates, work orders, invoices, etc.), property data, and more from the very same screen, providing valuable efficiency gains and ensuring that they’re prepared to answer questions and swiftly book new jobs.
With Field Force Tracker, there’s no need for the CSR to juggle a pen, paper and spreadsheet, put customers on hold, or call them back while they pull paperwork from a filing cabinet or spreadsheet.
We even provide examples of call center script templates that can be used in your own specific business. And, in the event that anything does go wrong, our Call Recording feature allows supervisors to replay a CSR’s conversation with a customer to verify the facts.
Note: Recordings are
2. FieldEdge
FieldEdge is a field service management software with scheduling tools for service businesses. As well as scheduling and dispatching, FieldEdge offers a wide range of features in a basic system.including functionality for quotes and invoicing, service agreements, and more. It lacks the advanced Inventory management, contracts management, Meter based billing and many other features available in Field Force Tracker.
Learn more about how Field Force Tracker compares to FieldEdge here.
3. Service Fusion
Service Fusion describes itself as a simple field service Software.” Like Field Force Tracker, Service Fusion offers a wide range of key features in addition to scheduling and dispatching, including estimates, invoices, customer management, and more. It lacks the advanced Inventory management, contracts management, Meter based billing and many other features available in Field Force Tracker.
Learn more about how Field Force Tracker compares to Service Fusion here.
4. Housecall Pro
Housecall Pro is a field service management software that includes scheduling and dispatching features among other tools for managing field service businesses. Unlike Field Force Tracker, it is rather a low end software for small teams or freelancer operations. It lacks the advanced Inventory management, contracts management, Meter based billing and many other features available in Field Force Tracker.
This solution supports all aspects of the workflow, including scheduling jobs, assigning technicians, managing customer information, invoicing (including QuickBooks Online), and payment processing.
Learn more about how Field Force Tracker compares to HouseCall pro here.
5. Jobber
Jobber is an all-in-one field service management software that’s widely regarded as user-friendly. Unlike more advanced Field Force Tracker, it is meant for small teams with very simple needs. It is an handyman type software instead of a more advanced software like Field Force Tracker. It lacks the advanced Inventory management, contracts management, Meter based billing and many other features available in Field Force Tracker.
Jobber is customizable to fit your process, so you can schedule jobs, optimize routes, send quotes and invoices by text, and get paid on-site via the software’s mobile app.
Jobber is popular with small businesses that want a simple, easy-to-use solution.
Check out our comparison article: Jobber vs. Field Force Tracker
6. FieldPulse
FieldPulse is an all-in-one field service management software for field service teams. FieldPulse offers scheduling and dispatching features, estimating, advanced CRM, and a customer portal. It has many features common to a small team field service software. It lacks the advanced Inventory management, contracts management, Meter based billing and many other features available in Field Force Tracker.
FieldPulse is considered to be more suited to small- and medium-sized contractors rather than commercial businesses.
Learn more about how Field Force Tracker compares to Field Pulse here.
7. ServiceM8
ServiceM8 is a simple field service management software designed for small teams and small contractors. It is simple to use and similar to jobber software popular with handymans and small business. It lacks the advanced Inventory management, contracts management, Meter based billing and many other features available in Field Force Tracker.
Learn more about how Field Force Tracker compares to HouseCall pro here.
8. SeviceTitan
ServiceTitan is a field service management primarily focused on large Hvac contractors. It is a complex software and starts at a very high price point. Despite their costs, they have been marketed very successfully to a large number of contractors. Like Field Force Tracker, it offers many features for large business such as the advanced Inventory management, contracts management etc. However, it is primarily focused on residential HVAC and Plumbing businesses systems and lacks many other features available in Field Force Tracker.
Learn more about how Field Force Tracker compares to Service Titan here.
Field Force Tracker Software:
Field Force Trackeris a comprehensive all-in-one Field Service software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based Field service software platform is used by thousands of electrical, HVAC, plumbing, Alarm and Security, and Elevator across the country—and has increased their revenue by an average of 30% in just their first year with us.
