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Best Field Service Management (FSM) Software in 2018

The Field Service Management market is dominated by a small number of vendors that offer solutions for verticals. Generally, Field Service Management software provides the ability for mobile workers to do administrative work on-site, while at the same time, providing managers with an overview of operations and their field service agents.

The market is growing at a steady rate and has amassed a wide user base, with predictions of high growth up to 2020. One of the primary drivers of this growth is the universality of mobile devices in the workplace and the inherent mobile nature of field services.

In conjunction, the growing number of businesses pushing the digitization of operations, in order to operate in a more transparent capacity and to improve overall efficiency, has inevitably created a market that is open with software opportunities for field service agents and managers alike.

Product differentiation in the Field Service Management market is substantial. Most products offer features that are aimed at particular niches, such as construction, map surveying, fleet management, home services, etc. That said, the market is varied and there are some horizontal products that offer a suite of general features that aren’t specific to a particular niche.


Supporting sales agents, field workers and fleet managers, field service management software is all about optimizing routing and effective fleet use. With features such as automatic territory management, map visualization, calendar management and appointment scheduling, FSM applications help optimize routing, decrease traveling times in between clients and consequently increase productivity. Field service management software is often used across platforms, on mobile devices and accessible through web interfaces. Client dashboards can often be customized to display custom forms or notifications such as traffic updates, weather updates or check-ins. With high demand for synchronization and import/export functions, FSM software is mostly based around a central database. Advanced solutions offer GPS-tracking, auto-dispatching and offline reporting.  Read the full software guide...


THE ULTIMATE Software Buyer Guide 2018

The Ultimate Field Service Management (FSM) Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select Field Service Management (FSM) software for business. Published in November 2018.

Supporting sales agents, field workers and fleet managers, field service management software is all about optimizing routing and effective fleet use. With features such as automatic territory management, map visualization, calendar management and appointmen...

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Crozdesk Software Ranking 2017

Crozdesk Icon Top 15 Field Service Management (FSM) Software in 2017 View All Products

Field service agents no longer need to head back into the office to do administrative work. Job updates, quoting, scheduling, communicating with customers and much more, can all be done on-site with a Field Service Management software (FSM), which opens the doors to increased efficiency and transparency. These products are integral to any business with a mobile workforce that provides on-site services. Software in this category can also give managers a birds-eye-view of operations, with most products offering solutions that track agents and vehicles, and some that even offer route guidance. The following is a list of the best Field Service Management software.

This ranking was published on November 01, 2017. For the most up-to-date Crozscores, user reviews and other information please have a look at the full list of Field Service Management products.

1
92%
PlanGrid

PlanGrid (11)

  • Crozdesk Icon Grey

PlanGrid is a leading construction and productivity software that can deliver real-time project information to on-site workers and managers. PlanGrid has an all-encompassing suite of features including blueprint collaboration that includes version control, markups & photos, hyperlinking and more. More Information...

2
89%
ServiceTrade

ServiceTrade (0)

  • Crozdesk Icon Grey

A SaaS platform that offers a number of customer service applications for contractors that increases efficiency and streamlines operations, ServiceTrade will provide clients with real-time updates through audio memos, photos, eletronic quotes and job history notes. More Information...

3
80%
Badger Maps

Badger Maps (30)

  • Crozdesk Icon Grey

Badger Maps is an intuitive route planner that is perfect for sales teams. With Badger Maps, sales teams can schedule, plan and optimize their routes in a single unified application. There are also features that enable users to manage customers and find new leads, which increases the utility of the product. More Information...

4
77%
ZenMaid

ZenMaid (0)

  • Crozdesk Icon Grey

ZenMaid is a field service management software for residential cleaning services. With a simple and easy to use interface, ZenMaid provides an efficient way to schedule customer appointments. There are also extensive automations for emails and followups, work orders and SMS. More Information...

5
76%
Jobber

Jobber (12)

  • Crozdesk Icon Grey

Jobber is packed with useful features that will save time and streamline workloads and communication for landscaping businesses. Jobber has features for virtually every area of business, including accounting, client communications, invoicing, job forms, expense tracking, quoting and payment tracking. More Information...

6
73%
FieldAware

FieldAware (5)

  • Crozdesk Icon Grey

FieldAware can help field technicians and dispatchers in a variety of ways. It has the ability to store customer information, upsell services to customers, and track inventory with alerts and reminders. In addition, FieldAware provides everything you need to communicate with customers and schedule changes, all in a matter of seconds. More Information...

7
71%
ClickSoftware

ClickSoftware (3)

  • Crozdesk Icon Grey

Suitable for businesses of any size or niche, ClickSoftware is a field service management software that is intuitively designed and simple to use. It will ensure that customers receive the best customer service, with its features for resource planning, route planning, shift management, contractor management, and analytics. More Information...

8
71%
mHelpDesk

mHelpDesk (89)

  • Crozdesk Icon Grey

An all-in-one field service automation software, mHelpDesk provides all of the tools you need to mitigate repetitive and time-consuming administration tasks. In addition to the expected field service management solutions, mHelpDesk has extensive tools for pre-sales, such as lead management, estimates, quotes and online booking. More Information...

9
70%
Fulcrum

Fulcrum (0)

  • Crozdesk Icon Grey

Fulcrum is a unique hosted mobile forms platform with a huge range of possibilities. At its core, Fulcrum gives field surveyors the ability to design dynamic data collection forms, anywhere at any time. More Information...

10
70%
Natural Insight

Natural Insight (0)

  • Crozdesk Icon Grey

Natural Insight offers features for field and retail services with larger workforces. Natural Insight will ensure that your staff get to the right place at the right time and communicate effectively. It can also offer personalized reports to clients and ensure that you have full oversight over your field team. More Information...

11
68%
Kickserv

Kickserv (10)

  • Crozdesk Icon Grey

Kickserve is a field service management software that offers features for team scheduling, jobs, invoices, payments, leads and estimates. Quick to setup and easy to train staff in its use, Kickserve will enhance the efficiency of your entire team. There are additional add-ons for QuickBooks/Xero synchronization and marketing that can increase the utility of this product. More Information...

12
68%
ServicePower

ServicePower (1)

  • Crozdesk Icon Grey

Give your teams the ability to deliver faster service with ServicePower. This product offers a unified suite of features that will improve your ability to deliver great customer service. ServicePower tackles just about every area of field service, but one of its standout features is the smart AI-driven scheduling tool with real time optimization. More Information...

13
68%
Service Autopilot

Service Autopilot (0)

  • Crozdesk Icon Grey

Service Autopilot is a great field service management software solution for lawn care, cleaning, snow removal and field service. It has a full featured mobile application that enables GPS tracking, client messaging, time tracking, billing and field photos which lets you view and send pictures within the software. More Information...

14
67%
WorkWave

WorkWave (3)

  • Crozdesk Icon Grey

WorkWave is an excellent solution for managing and communicating with your fleet drivers. With WorkWave, you can efficiently plan routes for your drivers, receive real-time updates from your fleet, track your fleet with GPS tracking and more. WorkWave will even analyze and optimize your routes, ensuring that your drivers beat the traffic. More Information...

15
66%
Housecall Pro

Housecall Pro (69)

  • Crozdesk Icon Grey

Housecall Pro is the perfect software for any home services business. It provides features for dispatch, scheduling, estimates, invoicing and customer booking. Best of all, you can do all of this from a phone. More Information...


This Software Ranking was published on November 01, 2017. All Crozscores are fixed as of that date.

Field Service Management Software Guide

What is Field Service Management (FSM) Software?

Field service management software is any digital solution that helps companies coordinate field operations through a mobile workforce and other resources employed off-site.

The software allows field service managers or administrators to receive and manage work orders, assign requests to field agents, track vehicle locations, manage billing and invoicing, and track the exact time and expenses incurred on a job. On the other hand, field workers can use the software to view schedules and customer information and make changes to work orders, if required.

Other key capabilities of field service management software include route planning and optimization, resource scheduling, technician location tracking and contract management. More advanced products enable users to manage inventory, process payments, conduct failure analysis, generate reports and send voice-generated reminders to customers.

These products are used by companies across industries, but mainly those that deliver onsite services to customers, such as, cleaning, plumbing, transportation and construction.


What Field Service Management Software Should I Choose?

Depending on your industry and the size of your business, you may need a ‘best-of-breed’ solution or an all-inclusive product. Small businesses often look for ‘best-of-breed’ products focused exclusively on one or a few functions. For instance, you’ll find products focused on scheduling and service dispatch. Startups and SMBs usually do not need advanced analytics or contract management features. However, if you are expecting rapid growth of your business, consider checking the product’s scalability.

Enterprises, on the other hand, need an end-to-end solution or a product that integrates with their existing CRM or ERP systems. If you are a large organization with multiple fleets, you may need advanced features, such as, mobile time tracking, inventory management, billing and invoicing, forecasting and reporting capabilities. Some products allow you to take customer signatures on the field, get real-time job updates across all devices, locate field agents and assign them jobs nearest to their location.

Companies that outsource field works to third-party contractors often have some additional requirements, such as, the ability to pass work orders, track whether a service request has been addressed on time, how long it took to resolve the issue, and whether the customer was satisfied with the results.

You’ll also find solutions that cater to the specific needs of an industry. For instance, products designed specifically for construction companies often allow multiple users to share project plans, drawings, RFIs and punch lists from any device they use. Some products even preserve different versions of the same drawing and alert users when they open an outdated version.


Common Features of Field Service Management (FSM)

API Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.
Click-to-Dial Dial telephone numbers with one click.
Contact Management Manage large amounts of personal or business contacts in a centralized system.
Customer Management Manage customer databases and/or track outstanding shipments, payments and more.
Data Export Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.
Data Import Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.
External Integrations Integrations with other software products or platforms to improve efficiency and compatibility across systems.
Inventory Tracking Stay on top of inventory levels, to manage the storing, reordering or production of stock items.
Lead Management Manage business leads to improve sales outreach processes or stay on top of prospect inquiries.
Lead Scoring Manually or automatically assign quality scores to business leads to target / segment sales outreach efforts.
Multi-User Supports more than just one user account and generally allows for collaboration with colleagues.
Notifications Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.
Project Management Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.
Route Optimization Optimize transportation routes, often involving complex processes to determine which route is most cost-effective. Route optimization technology tests multiple 'what if' queries to find the optimal route.
Supplier Management Manage suppliers and purchases required in the day-to-day operation of a business.
Travel Management Manage travel plans and expenses for employees, prospects or potential recruits through a central environment.

Latest User Reviews of Field Service Management (FSM)

mHelpDesk
Kira Broussard, Owner - Masra Tech
"Disappointing and Dishonest"

Potential. Program could eventually be a good program. Sole Proprietors are the tar...

Badger Maps
Quincy Byas, Life Insurance Agent - Lincoln Heritage Life Insurance Company®
"Badger is vital for organization."

Badger is vital to organization. At this point I don’t see how could do my day to day...

Badger Maps
William DeFoy, Consultant - Independent
"Works like magic! "

I upload my contacts, create my routes on the map, and go! Check-in notes are saved i...

Jobber
Kundrao Sourav, Software Development Engineer - OATI
"Management made easy"

This software is fast, easy to use and organized.Customer service is responsive and g...


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