Schedule, Dispatch, & Track Work With Workyard
As technology reaches new heights of innovation, the construction industry must adapt. Field-based businesses in areas like property maintenance and renovation can arguably benefit the most. These businesses heavily rely on planning, scheduling, and swift communication, tasks the newest technology can take to the next level.
So, what exactly is field service management (FSM) software?
FSM software usually comes in mobile app form. It’s a platform where managers and workers can communicate together more efficiently than a traditional email or phone call. Managers can plan the week by assigning tasks to staff with detailed instructions, tracking staff progress, estimating their labor hours, and even tracking their location in real time.
All these features help managers or owners run their service business smoothly without the need for frequent calls, leaving more time for creative tasks.
With that explained, get strapped in as we reveal the 10 best FSM software apps that will elevate your field-based business to unprecedented levels of productivity and performance in 2024.
Workyard is a versatile all-in-one FSM app designed to help construction and property maintenance businesses manage their field service operations more efficiently than traditional methods.
The problem with field service businesses is that remote, independently-operating staff can be hard to track and communicate with.
To eliminate this issue, Workyard is packed with many field-friendly features, including GPS location tracking, labor time tracking, job scheduling, real-time reports, job costing, and even payroll integration. Consequently, Workyard lets you know where your employees are, their performance, their estimated payroll, and what they’re doing in real time.
Best of all is Workyard’s enhanced task scheduling system, which lets you select the time, location, and team members for your chosen task and give them detailed instructions through images, notes, and checklists. This significantly improves communication between you and your employees and frees more time for more complex tasks like lead generation and marketing.
In summary, Workyard is a complete and easy-to-use FSM software app where you can monitor, measure, and communicate with your team all in one place. Although the app is mainly designed for construction and specialty contractors, it also works well with telecommunication and oil & gas businesses.
Fieldpoint is a powerful service management platform compatible with almost all field-service-based industries, including HVAC, IT, security, and even the medical sector.
Apart from the usual FSM essentials like scheduling, task checklists, and dispatch, Fieldpoint comes with more complex features. One is Internet of Things (IoT) connectivity, which gathers data from your connected applications and devices to enhance various functionalities and services.
Practical IoT tools can monitor your business 24/7, handling everything from customer queries to enhanced security measures, allowing you to expand knowing your supercomputer employee has you covered when the workload increases.
Fieldpoint offers advanced accounting integrations with software like Quickbooks, NetSuite, and Microsoft Dynamics, reducing time and resources spent on back-office accounting. In addition, the software allows your field-based employees to gather online payments via Stripe, which accepts credit cards.
Rather than hiring a whole IT department, Fieldpoint offers its software on cloud-based servers. Fieldpoint will maintain your database by deploying additional databases, updates, and storage space when required while keeping your business information secure and restorable by conducting automatic intelligent backups.
Service Fusion software is excellent for companies looking to track the performance of their field technicians in more efficient ways. Its modern app is explicitly designed for construction-related industries and works with desktop and mobile devices.
Thanks to its modern GPS tracking tech, Service Fusion lets you track your field technicians individually and view their performance on their individual tracking cards. These cards present some important figures, including distance driven, idle time, drive time, and even behavioral alerts like speeding.
Besides tracking each employee individually, Service Fusion compares their results and showcases critical performance indicators in the fleet dashboard.
This feature lets you view which employees have driven the longest distance, the highest average speed, or spent the most time idle. Most importantly, you can compare behavioral patterns to determine which drivers are more likely to have used their work vehicles for speeding, harsh braking, harsh turning, or even unauthorized use.
Service Fusion may also be a suitable choice for larger businesses, thanks to their pricing plans. All the tiers allow unlimited users, meaning that even if you have hundreds of employees, you’ll still pay the same price.
ServiceNow is designed to empower your field service management experience by enhancing your communication, which benefits your employees and customers. The software works well with many industries, most importantly, healthcare.
As we all know, health is personal. That’s why, with ServiceNow, you can create personalized patient portals where your patients can make appointments, refill prescriptions, and request medical records.
ServiceNow only gives custom pricing quotations depending on the size and complexity of your company. Although this can be costly, ServiceNow goes the extra step in the healthcare industry by helping businesses integrate with essential electronic health record systems while keeping sensitive data secure with cloud-based hosting.
Ever since COVID-19 struck, the healthcare industry has learned the importance of swift vaccine distribution. ServiceNow lets patients log in to a personalized dashboard to review privacy consents, book and reschedule vaccine appointments, complete pre-vaccination questionnaires, and receive notifications on booster doses. On the other hand, your management team can configure vaccine schedules, upload patient data, update records, set up pre-appointment reminders, and more.
ServiceTitan is a field service management software program with many uses.
Like most FSM software, ServiceTitan offers essential field-friendly features such as dispatch, scheduling, price books, forms, reporting, and a complex mobile field app. This lets you handle everything from a single, easy-to-use platform. Besides being great for field employees and management, ServiceTitan excels in customer experience, a vital part of all service-based businesses.
Younger customers, even some baby boomers, often prefer using more modern forms of communication. ServiceTitan lets you send and receive text messages to and from clients, which comes in handy when confirming appointments, rescheduling appointments, or even answering any questions or general queries your customers have for you.
Service-based businesses often rely on recurring clients who need a service done every week, month, or sometimes every year. Unfortunately, many customers are busy, and they tend to forget about servicing dates.
With ServiceTitan, you can send automatic reminders letting your clients know a service is due soon, and they should book an appointment as quickly as possible. This dramatically increases the chances of clients using your service again, increasing your overall revenue.
Using the newest GPS technology, ServiceTitan tracks the location of your field-based employees and presents it on an easy-to-use interactive map. It’s excellent for analyzing driving performance by viewing the routes your employees take when traveling to a job.
Besides that, ServiceTitan also uses GPS tracking for customer experience. When one of your employees is due to arrive soon, customers can see their location on a map with a detailed estimated arrival time. It’s kind of like Uber!
ServiceMax is another powerful piece of FSM software. It comes equipped with vital features for tracking performance and managing your workforce. This includes scheduling, dispatching, task creation, quotes and estimates, and a helpful field employee mobile app. Perhaps the most impressive area of the ServiceMax software is the insightful performance metrics.
ServiceMax empowers you with the ability to compare your team’s performance. See how your technicians compare the mean time to complete a job and their first-time completion rates. These metrics allow you to determine which employees are performing well and which ones need to improve.
With ServiceMax, you can also compare your technicians on their average response time. This lets you determine which employees respond to messages about tasks with the most prompt and which ones may need to check their phones more frequently.
Furthermore, the ServiceMax software also lets you track your workforce on attach rates, contract up times, and repeat visit rates. All these KPIs (Key Performance Indicators) consequently help you figure out your total service revenue and service cost, perhaps the two most important figures of a service-based business. With those figures, you can decide whether your profit margin is high enough or if there’s something you need to change to be more efficient.
Dynamics 365 Field Service is Microsoft’s own field service management software. It’s packed with helpful features, which include scheduling, dispatch, work order management, estimates, a client portal, a field mobile app, invoicing, and easy integrations with Microsoft Accounts. Arguably, its most helpful feature is Copilot, Microsoft’s artificial intelligence engine.
Copilot assists your field service business every step of the way, starting with how you receive and process customer emails. As soon as you receive an email, Copilot will automatically give you multiple action options, such as generating a reply email, scheduling a work order, or creating a work order based on the email’s information.
Scheduling can be time-consuming. It involves finding the right technician in the right location and reaching out to the technician to figure out if they are available for the task. Copilot does that for you. The artificial intelligence will recommend the ideal technician for the task based on availability, skillset, travel time, and even customer relations.
Microsoft software is used by hundreds of thousands of companies worldwide. So, your employees may already be using some Microsoft programs. Dynamics 365 Field Service software can effortlessly connect with other handy Microsoft apps like Microsoft Accounts, Outlook, or OneDrive. Even the updates sync with all Microsoft software simultaneously, leaving you with an interconnected workforce only using software that is compatible with what their coworkers use.
Jobber is a beginner-friendly field service management software program designed for numerous service-based industries, including cleaning, landscaping, roofing, painting, HVAC, lawn care, and more.
Available in five different views, Jobber’s schedule and dispatch dashboard are very straightforward. Whenever you need to schedule a job, you can simply click, drag, and drop to your desired date and time, and your chosen technician will be notified simultaneously. The software calendar view has a personalized color coding feature, which helps distinguish between technicians, times, and dates.
Jobber’s customer service abilities are second to none. The software has numerous modern features that make your client’s experience as smooth as butter.
One of those features is the client hub, where your clients can log in to their accounts and approve quotes, print receipts, and request work. Another handy feature is Jobber’s complex customer communication system, which gives you access to thousands of professional text templates and automates visit reminders, quote follow-ups, invoice follow-ups, and on-my-way texts.
With Jobber, you can access hundreds of elegant quote templates, leaving a professional impression on the potential client. The easy-to-use software is also integrated with MailChimp, via which you can automate email sequences, create landing pages, signup forms, social media ads, and even send postcards to local businesses. In addition to that, Jobber accepts credit cards, meaning your customers can swiftly pay online through their client hub.
Zuper is a field manager software program designed primarily for HVAC service businesses. It comes packed with countless efficiency and productivity-increasing tools.
Technicians can use Zuper to schedule work, clock in, view detailed job instructions, request materials, track their earnings, and communicate with management, all in one easy-to-use mobile application. These tasks would typically require long phone calls and documentation, thus saving the technician and their company lots of time and resources.
HVAC service businesses tend to stock many air conditioning and heating systems in their inventory so customers don’t have to wait long for new parts. Keeping track of such inventory can be tricky, especially when items go in and out daily.
Zuper offers an intelligent inventory system to make it easier. With Zupper, you can track your inventory data in real-time, control inventory flow between multiple job sites and warehouses, set reorder points, and create serial numbers for items that need to be tracked and restocked regularly.
Thanks to Zuper’s intelligent self-learning algorithm, the software will recommend technicians for you so that the right person is always at the right place at the right time.
Kickserv is an established field management service software program and a direct competitor of Zuper and Jobber. The software is designed to take construction-based businesses such as HVAC, plumbing, and electrical to new heights of productivity and revenue.
The main benefit of Kickserv is its affordability for smaller businesses. The software has an entirely free plan for up to two users, which might be an excellent option for startup businesses wanting to try FSM software. Although the free plan does have its limitations, it gives users access to many helpful features, including estimates, invoices, mobile apps, a contact manager, customizable interface colors, and a customer center.
Kickserv lets you collect payments twice as fast as traditional back-office accounting methods. The software lets customers finalize everything swiftly using online signatures, digital invoices, payment reminders, and a digital customer panel. Consequently, eliminating the use of traditional paper-based processes.
Kickserv keeps you connected by integrating its software with other popular business apps. Using Kickserv, you can link with Quickbooks to simplify accounting, Stripe to take card payments, MailChimp and Podium to master marketing, and Google to import your Gmail contacts and your Google Calendar.
Field service management (FSM) software is an intelligent system that helps service-based businesses manage their field service tasks more efficiently than traditional paper methods. It is mainly designed to organize daily tasks such as job scheduling, inventory management, dispatching, work order management, and more.
Most FSM software programs have built-in mobile apps that field employees such as technicians, delivery personnel, or repair teams use to clock their hours, read detailed task instructions, report job statuses, request materials, and even improve customer experience.
Some specialized field service management programs even have systems that monitor the behaviors of your field-based staff so you can determine which employees perform the best on task completion, driving, and response time. As a manager of operations, you can use key performance figures to select the ideal technicians for specific tasks depending on their location and skill set, past performance.
The amount you pay for FSM software varies depending on the size of your company and the specific functionalities you require. Usually, a monthly subscription plan is the way to go. You can expect to pay anywhere from $50 monthly for a small business to thousands of dollars monthly for large enterprises requiring specialized features.
Here’s a general idea of what most field service management apps charge depending on company size:
Costs can add up for companies that require personalized and specialized features such as private cloud servers, high storage requirements, or personalized accounting integrations.
FSM (Field Service Management) and CRM (Customer Relationship Management) are similar yet very different software solutions. The main difference is that FSM is focused on your employees, while CRM is focused on your clients. Here are the key differences:
FSM (Field Service Management) software:
CRM (Customer Relationship Management) software:
Field service management (FSM) software provides many benefits that can elevate your revenue to unprecedented levels. These benefits include:
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Workyard provides leading workforce management solutions to construction, service, and property maintenance companies of all sizes.