Struggling to keep your field operations running smoothly? Field Service Management Software might be your secret weapon. It transforms chaotic schedules into seamless workflows, boosting efficiency and customer satisfaction. From real-time tracking to automated scheduling, these tools ensure your team is always prepared and equipped. Ready to find the best software for your business?
Our Top Picks
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The best all-in-one solution
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Comprehensive support capabilities, Mobile Access
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Optimizing service operations
Key Facts
- Streamlining Field Operations: FSM software like ToolSense combines mobile workforce management with automated scheduling, ticketing, and maintenance with real-time insights.
- Centralized Functionality: It combines asset management, inventory tracking, and updates, reducing the need for multiple software subscriptions.
- Boosted Customer Satisfaction: Enables proactive maintenance and efficient resource allocation, minimizing downtime.
- ToolSense as a Top Choice: Offers QR-code-based asset tracking, seamless integration, and tailored features for field service companies.
ToolSense is trusted by 700+ companies
What Is Field Service Management Software?
Field service management software is a software solution that assists field service companies in optimizing their field service operations by streamlining job management processes, enhancing communication, and fostering customer loyalty. There are two types of field service management software available for field service businesses: field service cloud (cloud-based) and on-premises field service solutions.
These software solutions, irrespective of their type, can completely transform the operations of field service technicians and teams, resulting in enhanced efficiency and customer satisfaction.
Features of Field Service Management Software
A powerful FSM solution revolutionizes how service teams operate by combining essential features under one roof. At its heart, the system provides comprehensive service planning and dispatch capabilities that transform daily operations:
Service Planning and Dispatch
- Automated appointment scheduling and coordination
- Intelligent route optimization for service technicians
- Real-time adjustments for last-minute changes
- Mobile access options for teams in the field
- Work order management
Asset and Inventory Management
- Centralized administration of all equipment and their locations
- Automated inventory monitoring and reordering
- Preventive maintenance planning to avoid downtime
- Digital asset documentation including maintenance history
- QR code-based asset tracking for quick access to equipment information
Benefits of Field Service Management Software
Implementing field service management software can lead to numerous benefits, such as:
- Decreased scheduling costs
- Significantly enhance customer satisfaction
- Decreased parts inventory costs and reduced fuel costs
- Meet the unique needs of each business type
- Streamline business operations across various service industries
Specific features like estimates, follow-ups, service agreements, and custom forms and checklists can maximize profits and efficiency for your business, while meeting customer expectations.
Another significant benefit lies in its ability to monitor safety and compliance requirements. Ensuring that technicians are properly trained and equipped to handle hazardous materials or other safety considerations is paramount for many service businesses. Customizable dashboards in field service management software can provide accountability and control of the entire business operation, scaling automated processes and improving efficiency. Tracking job details accurately helps businesses reduce errors, improve task completion rates, and enhance overall productivity.
Top 5: Best Field Service Management Solutions
Having gained a more profound understanding of what field service management software entails and the factors to consider while comparing solutions, let’s examine the top 5 field service management solutions available in the market.
ToolSense (#1)
ToolSense is a field service management software that helps businesses streamline their operational efficiency. With ToolSense, companies can automate and store work orders, transform the scheduling process, stay proactive with maintenance management, and maximize efficiency and productivity. The software also offers features like inventory management, equipment safety inspections, vehicle management and trip planning, intelligent reporting and analytics, and live GPS tracking.
One of the standout features of ToolSense is its seamless integration with other systems, making it a versatile solution for businesses in various industries. Additionally, ToolSense’s field service mobile app offers a simple QR code solution for asset tracking, enabling customers and technicians to easily report and track issues without installing additional software. This streamlined approach makes the platform particularly user-friendly and efficient for field operations. Field service management software is available to help with end-to-end tasks. It offers comprehensive solutions for streamlining the process.
Features:
- Streamlines operations and improves efficiency
- Offers inventory management capabilities
- Provides tools for conducting employee safety inspections
- Features intelligent reporting and analytics capabilities to track key performance indicators
- Enables work order automation and storage
- Transforms the scheduling process
- Facilitates proactive maintenance management
- Maximizes efficiency and productivity
- Includes live GPS tracking for real-time updates
- Offers seamless integration with other systems for enhanced functionality
- Provides a simple QR code solution for asset tracking
Pros:
- Beneficial and time-saving tool management solution
- Cost-saving through tracking and efficient management of tools
- Seamless integration with other systems
- Much more price efficient than other solutions, making it an ideal fit especially for smaller service organizations
Pricing:
Free 30-day trial available. There is also an option for a free personal tour as guided walk-through to get to know the software. All prices are individualized and tailored to the specific needs of each customer and available upon request.
Cons:
- feature-rich and comprehensive interface, which might take some time to get used to
- QR code solution is dependent on internet connectivity
Salesforce Service Cloud (#2)
Salesforce Service Cloud is a comprehensive customer service and support platform. It streamlines operations, resolves customer issues quickly, and offers personalized support across channels. The platform integrates seamlessly with other Salesforce products, aligning customer service with sales, marketing, and analytics. However, some users have reported drawbacks like inadequate support, fragmented customer data, inefficient sales processes, limited customer engagement, and restricted visibility and analytics.
Features:
- Field Service Scheduling and Dispatching
- Work Order Management
- Mobile Access and Offline Capabilities
- Real-Time Tracking and Analytics
- Inventory Management
- Customer Relationship Management
- Service Agreement and Contract Management
- Safety and Compliance Monitoring
- Integration with Other Systems
- Customizable Dashboards and Automated Processes
Pros:
- Swift setup
- Powerful release management
- Useful reporting tools
- Simple view and chart creation
- Comprehensive omnichannel communications management
- Seamless integration with Salesforce
Pricing:
Free trial available. Anually billed prizes start with the „Contractor“ plan (at $ 50 per User/Month or $ 20 per login) and go up to $ 220 / user / month for „Field Service Plus“. There is no option for a tailor-made plan shown at the websites pricing section.
Cons:
- Fragmented customer data
- Inefficient sales processes
- Lack of customer engagement
- Inadequate customer support
- Restricted visibility and analytics
- Congested user interface
- Very high contract costs
- Poor integration with other ERP solutions than Salesforce (Microsoft, SAP, Zoho, etc.)
Oracle Field Service Cloud (#3)
Oracle Field Service Cloud is a cloud-based service management solution that offers a broad spectrum of features and capabilities to streamline service operations. This platform is designed to cater to the intricate planning and training demands of businesses, transforming the asset-based field service lifecycle. The software’s self-learning scheduling engine and optimized schedules ensure that your field service operations run smoothly and efficiently. However, it’s not without its drawbacks. Some users have reported issues such as limited visualization and integration capabilities, an inconvenient website layout, and slow processing speeds.
Features:
- Route and schedule planning for mobile workers
- Equipment provisioning for efficient service activities
- Workforce scheduling to optimize technician assignments
- Customer self-service options for easy scheduling and tracking of service requests
- Service logistics capabilities for efficient inventory management and parts tracking
- Integration with IoT and connected devices for real-time monitoring and proactive maintenance
Pros:
- Unified solutions for end-to-end field service
- Self-learning scheduling engine
- Optimized schedules
- Field operation management and collaboration tools
Pricing:
No free trial available, Live-Demo upon request. Plans start at $100 per user per month (Oracle Field Service Professional) or $5 per activity (Oracle Field Service for temporary employees). There is no option for a tailor-made plan shown at the websites pricing section.
Cons:
- Limited visualization and integration capabilities
- Inconvenient website layout
- Slow processing speeds
- Very high contract costs
UpKeep (#4)
UpKeep functions as an Asset Operations Management solution, but it also works as field service management software, offering businesses a comprehensive set of tools and data to enhance the operations of their Maintenance and Reliability teams. This mobile-first software is designed with a focus on maintenance management. With UpKeep, you can:
- Streamline work order management
- Boost asset utilization and reliability
- Streamline parts consumption and purchasing
- Implement preventive maintenance strategies
- Ensure safety and compliance
- Integrate with other systems
- Access reliable asset and workforce data for data-driven decisions.
UpKeep is designed with a user-friendly interface, making it easier to adapt to the system. The software tracks assets and allows for quick and easy preventive maintenance creation, ensuring that your business’s assets are always functioning at their best. However, some users have reported issues with the Single Sign-On (SSO) setup and glitches in the system.
Pros:
- User-friendly interface
- Reduced training time for new field engineers
- Effective asset tracking
- Quick and easy preventive maintenance creation
Pricing:
Free trial available. Starting with the „Lite“ plan for $20 / month per user. It builds up to Starter ($45 / month per user) and a Professional ($75 / month per user) plan with more functionalitties. The „Business Plus“ package as individually modelled plan offers a tailor-made pricing upon request.
Cons:
- Single Sign-On (SSO) setup could be improved
- Some users report occasional system glitches.
Odyssee Field Service (#5)
Odyssee Field Service is a robust software solution designed for companies that provide installation, maintenance, and repair services. It centralizes all field service activities into one hub, providing real-time control and organization of customers and their equipment. The software manages work orders from request to completion, punctual service planning, and allows businesses to go fully digital with a mobile app. However, it’s essential to be aware that the highly customizable feature set may require a significant learning curve, and its collaboration with industry leaders may limit flexibility for smaller organizations.
Features:
- Centralizes all field service activities in one hub
- Organizes customers and their equipment
- Manages work orders from request to completion
- Punctual service planning
- Allows you to go fully digital with a mobile app
- Collects and saves all data for reporting and insights
Pros:
- Cost-effective solution
- Well-structured and straightforward interface
- Efficient multi-worker time and route planner
- Comprehensive customer portal and contract management features
Cons:
- The highly customizable feature set can be overwhelming and difficult to understand
- Limited flexibility for smaller organizations
Cons:
- The highly customizable feature set can be overwhelming and difficult to understand
- Limited flexibility for smaller organizations
How Is field service management software used by different types of service businesses?
Field service management software can cater to a wide range of businesses. From large enterprises to manage service calls and other field service operations to small and medium-sized businesses related to maintenance, installations, on-site repair, in-home care, landscaping, and cleaning that benefit from customer relationship management features. Field service management solutions have the capability to be useful in many field service industries. These include:
- Plumbing and electrical trades
- Healthcare
- Oil and gas
- Fire safety
- Pest control
- Industrial engineering
- Facilities management
- Property management
6 Ways ToolSense Field Service Management Software Can Improve Your Business
Automate and Store Work Orders
Coordinating your field workers in multiple locations can result in many phone calls and e-mails. Oftentimes, work orders can’t be conveyed directly, and it’s unclear whether a task has already been completed. Your day-to-day workflow becomes a breeze with proper work order management and the help of cloud-based field service management software. ToolSense offers a work order and field service management solution that allows you to reach the right employee at all times by simply assigning them the order through the software.
Transform the Scheduling Process
Developing a schedule and conveying it to your employees in a way that enables them to easily stick to it are two different things. With ToolSense, your trusted field service software, you can transform your schedule and scheduling process because it combines field service management, work order management, inventory and asset management in one clever tool. If certain maintenance tasks are due at a specific interval, you can easily set up automated reminders that will alert your field service technicians every 3, 6, or 12 months – whenever the next inspection is due.
Stay Proactive Instead of Reactive
Reactive maintenance is still a prevalent form of maintenance management, but waiting for an asset to break can result in higher maintenance and repair costs, unexpected downtime, and loss of revenue. FSM software, which also covers asset management, can help your business shift from reactive to proactive maintenance. Instead of waiting for an asset to break, proactive maintenance focuses on conducting regular maintenance and service tasks to prevent downtime and unexpected repairs in the first place. The service scheduling software can be used to determine service intervals, set up automated reminders, request spare parts, and organise all field service maintenance tasks.
Greater Customer Satisfaction
A satisfied customer is often a returning customer and can lead to an increase in revenue for your business, which is why customer satisfaction should be one of your top priorities. But how exactly can field service management solutions help with that? ToolSense offers combined asset management and field service solutions that make it easy for you to keep track of all your equipment, machines, and vehicles – and what shape they are in. This allows your business to easily manage your assets or fleet and offer your equipment and services on time, while proactive maintenance ensures that your assets are always in top shape.
Maximize Efficiency and Productivity
Downtime, unclear work orders, and a lack of overview of your equipment can really put a dent in your company’s efficiency and productivity. The right FSM software tools can help your business unleash its true potential by reducing downtime with the help of proactive maintenance and asset management. Every service appointment, spare part request, location, and runtime are stored in your asset’s lifecycle folder, allowing you to make the best of your equipment at all times.
Keep Your Stock Levels Just Right
Inventory management is another clever ToolSense feature that makes the platform the top field service management software. By keeping track of your stock and inventory and setting up automated alerts in case of shortages, you can perfect your inventory management without further tools. Your field service team can request spare parts straight through the mobile field service management software, allowing all your employees to access inventory information from anywhere.
Conclusion
Field Service Management software has become an indispensable tool for businesses looking to optimize their operations, with the potential to reduce maintenance costs while significantly improving customer satisfaction. When choosing the right solution, companies should focus on finding a system that combines robust asset management capabilities with user-friendly mobile features – making ToolSense an optimal choice for businesses of all sizes with its comprehensive feature set and straightforward implementation.
FAQ
The best field service management (FSM) software depends on your specific needs, such as asset management, ticketing, or IoT data integration. ToolSense stands out with its user-friendly interface, real-time tracking, and IoT capabilities, praised for increasing efficiency and reducing maintenance costs by up to 20 %.
Field services software helps businesses manage their field operations, such as maintenance, repairs, and asset tracking. It includes features like real-time communication, task management, and IoT integration to streamline processes and boost efficiency.
CRM (Customer Relationship Management) focuses on managing customer relationships and sales processes, while FSM (Field Service Management) focuses on the operation and optimization of field service activities. FSM software, such as ToolSense, offers specialized features like asset tracking, IoT integration, and maintenance management.
FSM software is used by companies managing field operations, such as facility service providers, construction companies, and manufacturing firms. Typical users include operations managers, maintenance teams, and facility managers, benefiting from automated workflows and real-time data insights.
The software solutions and the respective rankings presented in this article reflect both our opinion and that of our customers. While we can’t claim to have looked at them with complete objectivity, we do believe we offer a top-notch solution. Not convinced yet? We warmly invite you to form your view during our complimentary 30-day trial period.
