What to look for when choosing a field service management software:

  1. Ease of use – make sure the software has very good user experience and understandable features.
  2. Support – ask yourself, how responsive is this software company’s support team.
  3. Onboarding – find a software that will get you up and running in only a few weeks.
  4. Features – make sure your software has everything you need to successfully manage day-to-day operations.
  5. Customizability – no job is made equal, make sure you can easily customize client information, job, documents etc.
  6. Automations – this will save your life. It’s important to have software that can support daily tasks being automated to save time.
  7. Data & reporting – in order to grow your business, you will need to have data that you can analyze to make better business decisions.
  8. Mobile access – your team will need to have access to your software in the field for payments, scheduling, communication etc.
  9. Financial solution – you should be able to accept payments in the field, sync with QuickBooks, and offer your clients financing options like consumer financing or installments.
  10. Communications – make sure your team can easily communicate with your clients and the team via phone calls and messages.

Workiz Crm

Workiz

Workiz is an all-in-one field service business management platform that is easy-to-use and doesn’t require technical background or extensive training. The platform has a competitive list of features specifically designed for home service businesses, offering optimal flexibility and customization with various automations, enabling businesses to tailor the software to their specific needs. Workiz is specifically designed as the best fit for small to midsize businesses and provides scalability & tailored solutions to meet the needs of growing businesses.

Key features:

  • Automations
  • Customizations
  • Communication Suite
  • Workiz Pay-Financial Solution
  • Online Booking
  • Inventory management
  • Ad Tracking (ROI)
Pros Cons
Affordable pricing Not the best fit for large enterprises
Easy-to-use interface
Quick onboarding
Flexibility & customization
Best fit for small to midsize businesses

Pricing:

Standard plan $225/ month for 1-5 members, monthly payment with annual commitment. Start your free trial, no credit card required.
Service Titan

Service Titan

ServiceTitan brings a robust and feature-packed field service software solution. Its significant focus on commercial businesses sets it apart, and its CRM system makes it easy to manage customer relationships.

Key Features:

  • Scheduling
  • Dispatching
  • Reports & analytics
  • Booking
  • Invoicing
Pros Cons
Comprehensive features Pricing
All-in-one place Complicated User interface
Customer service Long onboarding process
Mobile app
Saves time

Pricing:

For all inquiries, you must book a demo to get a custom quote.

Housecall ProHousecall Pro

With Housecall Pro, service professionals can manage their entire business from their smartphone and complimentary web portal. Service professionals will be able to use the app to complete all aspects of their workflow with a low cost.

Key features:

  • Scheduling
  • Dispatching
  • Employee location
  • Invoicing
  • Scheduling notifications
Pros Cons
Scheduling Long onboarding process
Customer service Limited customizations
Pricing No inventory management
Comprehensive features Online booking is not embedded on a businesses’ website & social media
Good fit for small businesses

Pricing:

Free trial available for a limited time only – Starting at $49 per user.

Jobber

Jobber

Jobber distinguishes itself as a leading field service management platform with its focus on mobile-friendly solutions, optimizing job tracking and customer communication for on-the-go service providers.

Key features:

  • Job roles and permissions
  • Employee location tracking
  • Invoicing
  • Calendar
  • Reports & Analytics
Pros Cons
Great for teams or 3 or less Not a good fit for medium to large teams
Best for the Green Care industry, Cleaning & Maid service Limited communication options
Low-cost for small teams Minimal automation capabilities

Pricing:

Free 14 day trial – Starting at $42 /month per user.

Field Edge

Field Edge

FieldEdge is a field management service software for contractors that connects every part of your business on one system. Accessible from anywhere and updated in real-time.

Key features:

  • Dispatching
  • Scheduling
  • Employee communication
  • Integrated Automations
  • QuickBooks integration
Pros Cons
Good for HVAC & Plumbing No Free trial
Service plans No Online Booking
Scheduling Limited communication suite

Pricing:

Must book a demo in order to get a price.

Service Fusion

Service Fusion

Service Fusion is built to improve your operations and decision making so that you can run your business from anywhere. Experience more jobs, less work through effortless quoting, scheduling, mobile tech access, and payment solutions for service experts.

Key features:

  • Scheduling
  • Dispatching
  • Client notifications
  • Reports & Analytics
  • Invoicing
Pros Cons
HVAC Focused Pricing
Profit Rhino Price Book No free trial
Limited client portal
No call masking

Pricing:

Starting at $166/month.

Payzer

Payzer

Payzer is a business management software dedicated to the HVAC and plumbing industry and many other field service industries plus free onboarding and support.

Key features:

  • Scheduling
  • Dispatching
  • Client notifications
  • Reports & Analytics
  • Invoicing
Pros Cons
Good for HVAC Complicated user interface
Service plans Poor customer management
QuickBooks Integration Minimal automation capabilities
No inventory management
No Free trial

Pricing:

Free for payment volume over $25,000/mo ($69/mo if under).