The Top Field Service Management Software for Small Businesses in 2021

Trying to manage multiple technicians in the field is a challenge. Trying to keep up with customers and payments on top of that, even more so.

If you struggle to keep up with the various facets of running a field service business, field service management software can help you stay on top of all the elements of your job.

Top Rated

mHelpDesk

If your principal goal is to reduce busy work, mHelpDesk is a great option. Even better, mHelpDesk is an intuitive tool, so scheduling technicians is a seamless experience.

Best Features

ServiceTitan

ServiceTitan is a highly customized and feature-rich field service management platform that helps companies streamline their processes and operate more efficiently.

Best Value

Service Fusion

Service Fusion is a great choice if you have a lot of employees and want a basic list of features. The basic package gives you a solid option for a large team to access while they’re in the field.

Best for New Users

Housecall Pro

Housecall Pro is meant for field service companies who want a cloud-based option that can manage customers, automatically contact them, and handle invoicing.

Best Support

Jobber

If you’re looking for a comprehensive solution at a reasonable price, Jobber’s a good choice. It combines an accessible user experience with pricing that doesn’t break the bank.

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Overwhelmed trying to keep up with billing, invoicing, scheduling, dispatching, and the other administrative duties necessary to any field service business? If so, field service management software is for you.

These field service management software programs represent the top field service management tools The Blueprint has found. They’re sure to help you keep track of all the work entailed in any field service business, whether you’re in HVAC repair, plumbing, landscaping, or electrician work.

Our top picks for the best Field Service Management Software:

Top Rated

1. mHelpDesk

   
Best Support

2. Jobber

   
Best Training

3. FieldEdge

   
Best for New Users

4. Housecall Pro

   
Best Features

5. ServiceTitan

   
Best Value

6. Service Fusion

   

7. Intuit Field Service Management

   

What The Blueprint looks for in great field service management software

When looking into what makes a great field service management software program, The Blueprint takes a lot of factors into account. However, there are a few main ones that we focus on: UI/UX, the mobile app, and the cost.

We focus on UI/UX (user interface/user experience) because everything else stems from how easily the user can navigate the program. If a program’s as easy to use as a federal bureaucrat’s filing system, no one’s going to use it, no matter how fast it runs.

And speaking of whether or not you can use something, having a mobile app you can use in the field is essential for a field service management program. That’s why the quality of the mobile app is another essential in The Blueprint’s review system.

A solid mobile app is not just a great way to keep in touch, it’s also a great way to keep track of years of experience. If you’ve got work order history saved on an accessible mobile app, it means a new technician can check another technician’s information about a customer. Years of experience and tribal knowledge is available anywhere, anytime.

Lastly, we focus on cost, for obvious reasons. You’re in business to make money doing what you love. That happy partnership happens only if you can exceed your margins. A field service management program at the right price, is a great example of the old “spend money to make money” cliche.

UI/UX

User interface is what the program looks like, and handles like, to the user. The user experience is the overall experience the customer has, from ease of use to accessibility.

UI and UX are important for any program. They’re particularly important, however, for field service engineers. That’s because field service companies are forever trying to fit 48 hours of work into a 24-hour day, so they don’t have the time to do battle with their software.

Add to this the finicky, urgent nature of field service problems. For example, it’s 99 degrees and the coffee shop’s AC just broke. It’s then you’ll understand that an accessible UI can be the difference between getting there on time (the routing feature) and being able to pick the right tech for the job (the scheduling dispatching feature in the desktop version).

Mobile app

For a field service management program to be good, the mobile app has to be great. As the name suggests, field service entails going out into the field. If you want to manage those employees in the field, a decent, accessible mobile app is key.

A good mobile app is the difference between knowing that your technician has gotten there, and not being sure where they are. It’s the difference between knowing that they’ve taken a safe and efficient route to the site, and not being sure whether they’re on a road that’s closed, and will cost them an extra thirty minutes.

Cost

Cost is important for the obvious reasons, you’re in business to make money, but also for some less obvious ones. The same pricing model that works for another business may not work for yours.

For instance, if you’ve got a lot of employees who don’t need a lot of features, pricing like Service Fusion’s may be a better bet. If you’ve only got a few technicians, however, the sort of pricing model Jobber offers may be good.


How your business can benefit from using field service management software

Computers have revolutionized business, and field service management is no different. Field service management software programs offer many benefits, chief among them the way they simplify administrative tasks.

A 360 view of your field service business

Once you get past five technicians or so, keeping track of everyone becomes a job in itself. Field service management software, however, can provide you with a glance at the bigger picture, anytime you need it. Some of the programs above even offer dashboards that give you a great at-a-glance view of things, like Service Fusion’s.

Service Fusion dashboard showing a snapshot of service data including, new customers, jobs, invoices, a heat map, etc.

Service Fusion’s dashboard shows you the basic info that will keep you updated. Source: Service Fusion.

Make the move away from paper

When it comes to books, I’m a definite paper man. When it comes to business? Not so much. Keeping up with endless paper files is frustrating, and inefficient.

Imagine trying to find information on ten years of records on an important client, especially when that client’s favorite technician is about to retire. That’s a lot of institutional knowledge that could leave with your employee, unless the records for that customer are kept in the work order history feature of a software program.

Conquer cash flow woes

Cash flow’s a problem for most small businesses. That problem can get worse if you’re waiting on customers to respond to an invoice, whether by phone or mail. A field service management software program, however, makes it easy to keep the money flowing.

Many field service management programs have invoicing features where a technician can assign an invoice from the field, and some even offer the option for customers to pay on the spot.


Field Service Management Software Frequently Asked Questions

What does field service management software help you do?

Field service management software helps you run elements of your business like scheduling and dispatching, billing and invoicing, work order management, routing, and even keeping track of work order history.

Does field service management software work on smartphones and tablets?

Most field service management software programs work on Android and Apple smartphones and tablets.

How is field service management software priced?

Pricing structures vary between field service management programs. Some are priced by number of users, and that pricing is even split by whether the user is a desktop user/administrator, or only has access to the smartphone app. Some programs’ pricing plans are for unlimited users, but instead differentiate pricing based on how many features you want access to.