Top 10 Field Service Management Software – Experts Recommended

Learn about the best field service management software in terms of features, scalability, and budget that can enhance your field operations.

The world is moving towards a place where every service can be provided at the customer’s home. Resultantly, the field service management industry is set to reach $5.1 billion by 2025.

The best businesses understand the potential of field service management software and implement it to simplify their operations and automate repetitive tasks.

But the rapid growth is not always great news for developers. Why? Because now, they have added competition in the market. There are thousands of mobile workforce management systems in the world. We’ve listed 10 of the most useful ones in this blog.

What is Field Service Management Software?

Field service management software is a digital method that streamlines all field operations of a business.

It tracks and manages everything involved with employees, tasks, and company resources. As such, it generally consists of dedicated modules to manage leave and attendance, tasks, orders, payroll, and more.

Where is Field Service Management Software Used?

Any business with a field workforce needs a field service management solution. But here are some examples of some sectors where this software is used the most:

• After-sales servicing
• HVAC servicing
• Door-to-door sales
• On-field healthcare
• Packers and movers
• Facility Maintenance
• Pharmaceutical Companies

And the list goes on and on…

Top 10 Field Service Management Software Solutions

Be it for sales or servicing, having FSM software is always helpful.

But since there is high competition among software providers, it can be tough to find the perfect match for your organisation. But worry not! Check this list to see which of the top field service management software best fits your company’s requirements.

1. TrackoField – Best For Comprehensive Field Operations

TrackoField is one of the best field service management software for small and large businesses. Here’s why:

• It can be implemented by companies with any number of employees, be it 20 or 100.
• It has the problem-specific solutions needed to kickstart your business.
• It’s updated regularly and is scalable to accommodate your growing business.

TrackoField helps you track and manage tasks, locations, timesheets, expenses, and more.

Here are a few unique features and modules of TrackoField.

Real-time employee tracking

TrackoField boasts 99% accurate employee GPS location tracking. It shows the whereabouts of employees at all times, even when they’re offline.

Plus, you can view their activity, productivity, and unscheduled breaks in real time. Another highlight of the software is that it displays the network and battery levels of employees’ devices.

Sales order management

Sales teams need an updated inventory and fast approvals. TrackoField helps field sales agents quickly fill orders and communicate with managers and customers while on the go. You can also categorise orders into various categories and adjust prices or discounts.

Attendance and leave management

Accurate attendance recording is necessary for any organisation with a field workforce. TrackoField ensures 100% accuracy in attendance using location and visual verification. Plus, its insightful dashboard lets employees apply for leave easily.

Task management

TrackoField lets managers allocate tasks to employees in advance and in bulk. Field agents are free to reschedule or self-allocate tasks as well. Plus, all the task status is visible on the analytical dashboard of the TF app. You can also link tasks to attendance so employees can only unlock it when they are present at a designated site.

Insightful reports

With TrackoField you can monitor various reports and metrics on employee productivity. You can:

• Playback the routes employees take
• Check the distance travelled in a day
• Generate performance reports
• Compare assigned vs completed work hours

2. Zuper – Best For Order Management

Zuper is an all-encompassing field service management software. It manages everything from work orders and executive schedules to location tracking and sales orders.

The best thing about Zuper is that it takes care of everything from invoicing to contracts. Plus, all the data is safe within the platform and archived securely for limited access only.

Top Features Offered By Zuper

• Invoicing Capabilities: Zuper allows you to automate workflows from one end to another through invoice creation capabilities. It empowers field executives to collect payment at the job site for streamlined operations.
• Timesheet Management: Zuper allows you to check the in and out time of your field executives while tracking their working hours. You can efficiently manage employee timesheets, export them, and raise invoices.
• Contract Building: The Zuper app is made to allow you to handle all types of work contracts. Through the software, you can edit, search, sign, and maintain a record of all your contracts in one place.

3. Navixy – Best For Field Routing

Just like TrackoField, Navixy is a known name in the fleet management realm. However, it also offers field service reporting software. From route optimisation and PODs, everything is in line with the parent fleet management software but it’s geared towards field executives.

Navixy’s FSM software is the best for you if you want to optimise the business-front of field operations rather than the operational front. We say so because it offers default features such as route optimisation and digital forms, rather than attendance and task management.

Top Features Offered By Navixy

• Extension For Everything: The default software is pretty lightweight. However, you can add an extension for almost every feature you want – from access rights management to task management.
• Route Optimisation: After the tasks are determined, the first thing Navixy does is assign the most efficient route to field executives to save your business time and resources.
• Proper Job Dispatching: The system assigns tasks and dispatches executives on the basis of availability, proximity, and skills. This helps your services to be the most planned and strategic for maximum customer satisfaction.

4. Cryotos – Best For Customer Satisfaction

Cryotos is a field service monitoring software solution that allows you to build your organisation’s credentials by prioritising customer satisfaction. Therefore, the software prioritises getting customer feedback and ratings with every task. Moreover, the software’s AI capabilities also assign technicians according to the customers’ previous ratings.

Another benefit of Cryotos is that it comes with a nifty mobile app that makes real-time tracking much more powerful and convenient. Thus, Cryotos is a task and work order management software all-in-one.

Top Features Offered By Cryotos

• AI-powered Dispatching: The software matches the right executive based on their skills as per the customer’s previous ratings of your business services.
• Workflow Automation: Cryotos allows you to get rid of repetitive tasks such as repeat order management, and triggered actions like managing customer requests, etc.
• Reporting and Analysis: The software gives you detailed reports and analytics facilitating insights into every aspect of your operations. Therefore, you get to track technician performance and even gauge customer satisfaction.

5. ConnecTeam – Best For Timesheet Management

ConnecTeam is known for its impeccable timesheet management functionalities. This is one of the best small business software tools because it allows you to use the entire software’s functionality for free up to 10 users. Plus, if you want to scale your workforce, this software will support larger teams.

The software offers various field force automation tools like task management and remote communication.

Top Features Offered By ConnecTeam

• Detailed Timesheets: Get the best timesheet management systems in this field service management software. The system tracks employees in real time to verify time spent on the field.
• Payroll Management: ConnectTeam’s impeccable timesheet management integrates with their payroll module, allowing HRs to be able to automate the payroll calculation system. employee time clock to track employees’ working hours & activities.
• Reminders and Alerts: You can choose among various alert and notification options. Choose the aspects of field operations you want to be quickly notified about for the best results.

6. Fieldsense – Best For Visit Management

Fieldsense has made a good name for itself in the field service management software realm. It is a powerful tracking, monitoring, and reporting system ideal for any business that has some field executives ready to work in the field.

From executives’ location tracking and attendance management to expense reimbursement and visit management, Fieldsense makes things much easier for the executives on the field. Moreover, it also strengthens planning and strategizing with a real-time insightful dashboard.

Top Features Offered By Fieldsense

• Visit Management: Fieldsense allows you to schedule visits way in advance. Therefore, your executives have an idea of what their day is going to look like beforehand.
• Customer Address Management: Whenever an executive visits a task site, the address is added to the system for future reference. This helps future tasks get done much quicker.
• Turn-by-turn navigation: Fieldsense makes it easy for executives to concentrate on the task at hand through fast navigation. Therefore, they can see where their next meeting is and how they can get there.

7. Unolo – Best For Employee Tracking and Monitoring

Unolo is one of the older field service monitoring software in the market – giving them a good grasp of the industry. While using the software, you will actually experience how the software provider’s team has their complete focus on field force management. From real-time tracking to target tracking and order booking, Unolo optimises all your field operations.

One of the biggest factors of Unolo’s success is how accurate it is in terms of field executive monitoring. No matter what aspect of field operations you want to look at, Unolo will get you the details.

Top Features Offered By Unolo

• Real-time Location Tracking: Get maximum accuracy in terms of executives’ locations on the field. Know where they are and what they’re doing in real-time.
• Verified Client Visits: All client visits (and attendance records) are geo-verified. Therefore, you know the data you’re collecting is 100% accurate.
• Managing Executive Targets: A unique feature offered by Unolo, you can define executive targets and see if they have fulfilled them on the software.

8. Lystloc – Best For Customer Management

Lystloc is one of the more respected field service management software in the industry. It offers all the basic solutions – task, attendance, and location management and even goes a step beyond in touching on customer management.

Lystloc can keep track of all customer orders, history, and interactions through features such as customer URL redirecting, auto-filling of customer details, etc.

Top Features Offered By Lystloc

• Geofenced Log-ins: Lystloc’s superior location tracking capabilities allow it to know if an executive is actually on the task site while they are marking their attendance.
• Expense Updates: Managers get real-time updates on when and what expenses executives have made on the field.
• Custom Forms and Fields: The software’s digital documentation capabilities are strengthened by the functions of custom forms and fields.  The auto-filling feature lets the software fill in the information it already knows. Executives can later add whatever fields or information they want on pre-existing forms.

9. Housecall Pro – Best For Home Services

If you run an HVAC, plumbing, or any home service company, Housecall Pro is the solution for you. It helps you manage all the tasks in your team through efficient scheduling, dispatching, and invoicing tools.

What sets Housecall Pro apart from all other software on this list is its invoicing capabilities. Therefore, along with helping with employee management, it also becomes a funds collection software. Do check it out if you are not looking for HVAC field service management software not to manage employees, but to manage tasks and business.

Top Features Offered By Housecall Pro

• Invoicing: The software allows you to send one-click digital invoices and auto reminders to customers. The software is integrated with QuickBooks to streamline the payment procedure.
• Recurring Job Scheduling: Through Housecall Pro, you do not have to manually assign the same task every week, month, etc. The software does it automatically for you. Just tell it the gap duration needed between two visits.
• Dispatching: Automatically track and manage dispatching from Housecall Pro. The software has complete employee records and hence, sends the right man for all jobs.

10. GSMtasks- Best For Delivery Staff

Yes, GSMtasks is more of a last-mile software – but it works best for field staff devoted to delivery services. Therefore, it is a great way of managing the after-sales servicing sector where most of the servicing is product or part replacement.

The best thing about this software is its route-planning capabilities. All you have to do is define the tasks and the executives will have an efficient route planned out for them before they even set foot on the field.

Top Features Offered By GSMtasks

• Driver App: The driver app allows executives to have a good look at all their tasks along with any new updates they might need to complete their tasks.
• Recurring Task Scheduling: For repetitive tasks such as part replacement, the software can add the task to the executive’s list by default. You won’t have to go through the whole planning session all over again.
• Customer Notifications: GSMtasks is particular about customer experience. It can send them automated or manual SMS and email notifications.

Criteria for Selecting the Best Field Service Management Software – Ask yourself These Questions!

Using field service management is the best way to optimise your field operations. But doing it is not child’s play especially if you’re not using the right software.

Before choosing field service management software, always ask yourself these questions first.

1. Does mobile field service software support my operational requirements?

Every business has different needs. You must check if the software you’re choosing can support them. It should be able to give you solutions for your team’s size and requirements. Some crucial features to look for are:

• Leave and attendance management
• Task tracking and management
• Distance travelled reports
• Order management
• Expense management
• Real-time employee visibility

2. How easy will the field service management software be for my team to use?

Not everyone in your field operations team will be technically proficient. Therefore, you need to check if the software is easy enough to understand and use for a general user.

You can do this by checking if the software has:

• Separate, uncluttered app for executives
• Easily understandable interface
• Easy navigation
• Technical support
• Internal chat features

3. What level of customer support and training does FSM software provide?

Even the best field service management software will glitch. But if the software provider offers 24×7 customer and technical support, it’s your winning bet. If not, you need to look elsewhere.

Field Service Management Has Never Been Easier!

There you have it! A comprehensive guide to the top field service management software in the industry.

Each software has its strengths, weaknesses, and unique features. It’s up to you to decide what software best fits your budget and employee requirements and can help you fulfil your organisation’s goals.

We’ve listed 10 different FSM software for you to choose from.

At the top is TrackoField which boasts 99% accurate location tracking and a global presence.

FAQs

• Is field service management software scalable enough to accommodate future business growth?

  Even if you’re looking for small business software tools today, you will need bigger software tomorrow.
  The point is, that you’re using field service reporting software to be able to grow your business. Therefore, the software you choose should be compatible with the future needs you’ll have with your team.

• Which is the best field service management software?

  There is no single best FSM software. Every business has different requirements and you should choose the software that fits your needs. However, look out for must-have features like:
  - Real-time employee tracking
  - Attendance recording
  - Task management
  - Order management
  - Workflow automation

• Does the field service automation software provide live updates?

  Simplified communication is key in any business. Most field service management software provides live activity updates. If your chosen software doesn't, it's of no use.
  It comes with live activity updates, geofence entry, and exit alerts, reminders for leave/expense, and more. Plus, you can view employees' location, mobile network, and battery status at all times.