Top 11 Field Service Management Software for Small Business in 2021

Top 11 Field Service Management Software for Small Business in 2021

field service management software

Field service management is essential to the success of your field service enterprise. You might encounter a few challenges but in the face of those obstacles, you can find the most reliable software platforms as well that are ideal for your needs. Compare features, prices, suitability, and appropriateness of the software before making a choice. Understand the various advantages of using any field service management software and how you can grow and prosper in this ever-expanding industry.


Various Industries That Field Service Management Software Will Prove Useful For

If you thought that you could do better or well off without field service management software, you were probably mistaken. The industries that are using some sort of field service management platform or any similar tools are several in number and counting.

  • Plumbing services
  • Construction industry
  • Gas and utility maintenance
  • Pest control services
  • HVAC industry
  • Landscape and lawn maintenance
  • Handyman services
  • Electrician services
  • Cleaning companies
  • Healthcare and home care companies
  • Telecommunications and cable industry
  • Engineering
  • Mining and industrial sector
  • Manufacturing, and the list goes on

What Is Field Service Management?

To put it in the simplest words, any organization is responsible for the careful management and maintenance of their field service team of professionals. Several operationally complex tasks need to be allocated and managed simultaneously. Field service management comprises regular allotment of these tasks, along with monitoring of the various activities of technicians and professionals, controlling costs and optimizing operations, and keeping all technicians, contractors and subcontractors, and clients on the same page through careful and regular dissemination of vital information.

This is done by using a permanently connected system of mobile devices through a responsive and robust application. This application is responsible for assisting your enterprise with managing all your mobile workforce and each one of their field service operations. Field service management reduces your paperwork significantly and with the help of sophisticated software and cloud technology, aims to reduce your overhead costs, employee and technician turnover, and promises to deliver a larger profit margin.


9 Challenges Of Field Service Management

But despite being a growing industry, it is not a rosy picture of opportunities alone. Yes, the field service industry is riddled with challenges as well and every player has to face them at some point in their profession. Let’s have a quick look at what these challenges are:

1. Scheduling Conflicts

These include frequent incidents of double booking, overlapping events and tasks, unavailable time slots, unavailable technicians, duplication of effort, and a lot more.

2. Travel Costs

Travel costs are a big expense, especially when you calculate the accumulated expenses over the year. The unavailability of optimized routes is the major cause of increased travel costs.

3. Inefficient Work Order Management

The whole work order management function becomes inefficient if there is no:

  • Tool to identify a task.
  • Feature to allocate the task.
  • Notification upon completion of any responsibility by the technician.
  • Inspection and validation of a task.
  • Recording of all manual labor and tasks performed by the technicians.

4. Lack Of Real-Time Communication

Real-time communication is not possible when a technician is on the job. He cannot be expected to make calls, receive and send out emails, or read and respond to messages while he is working.

5. Increased Overhead Costs

There are five primary functions to almost every field service management enterprise namely:

  • Salaries
  • Administrative costs
  • Office supplies and expenses
  • Utilities and related expenses
  • Accounting costs

Lack of a unified platform to manage and monitor all your costs is a major hurdle in front of field service businesses.

6. Laggy Invoice And Payment Management
A few incidents that can easily remind you of this common problem are missing invoices, delayed payments, lack of transparency in finances, confusing quotes, disparity in purchase orders, and a lot more.

7. Little About Validations

  • What task was performed by which technician?
  • Was the quality of service maintained?
  • Where is the inspection manager and what protocols were followed? These and many other challenges prevent you from validating your performed and pending tasks.

8. No Benchmark, No Metrics

This is another big challenge that exists in the field service sector. There is no precise way to understand the level of customer satisfaction that you were able to deliver.

  • Where is the complaint resolution system?
  • Where is a trusted client review portal?
  • Where is the feedback page?

9. Risk And Uncertainties

Uncertainties and risks such as the pandemic that everyone has gone through and is still struggling with can disrupt your field service business. This is a tricky puddle that a lot of field service enterprises have had to cross. In the absence of a unified software tool, keeping your field service business intact and functional becomes even more challenging.

Following is an ensemble of the most preferred and popular field service management softwares that are going to help you overcome these challenges and more. These lead the market right now and you can leverage them to become industry leaders in no time.



Who Is It For?

DragonflySM is a super fast and very easy-to-use field service management software. You can easily wrap your head around its many features and it is ideal for various industries such as plumbing, electrical services, woodwork, hospitality, personal care, telecommunications, handyman services, gas utilities, pest control, mining, and manufacturing landscape and lawn care, and many more.

DragonflySM helps you reduce your paperwork and manage all your calendars, reduces the weight of your spreadsheets, and assists you in keeping all the technicians and engineers constantly updated with regards to any newly available tasks and responsibilities.

Key Features:

  • Fast and efficient online service ticket generation system
  • Easy communication and collaboration among all the parties
  • Instant quote and bill generation
  • Task and responsibility scheduling
  • Calendar management
  • Inventory management
  • Simplified dashboard for efficient customer record keeping
  • Service appointment maintenance
  • Full connectivity across various devices and operating systems
  • 100% transparency and visibility with regards to tasks being performed
  • Geolocation facility to track and monitor projects
  • Optimized resource allocator tool
  • File sharing and dissemination
  • Data integration with multiple systems
  • Real-time data sharing for constant monitoring
  • Messaging support
  • Tight security of your data

Pricing:  $39.99

Free Trial: Yes



Who Is It For?
GeoOp allows you a lot of freedom. It is specifically popular for real-time information sharing making it ideal for several field service management professionals. It is going to be ideal for your company if you are looking for tracking and task mapping capabilities. In addition to this, you can also prepare quotes and invoices seamlessly with their inbuilt system.

Key Features:

  • Real-time job scheduling
  • Messaging support
  • Invoicing
  • Timekeeping
  • Remote access
  • Job status information
  • Create profitability reports
  • Pre-installed document templates

Pricing: You can get it for one month at a starting price of $ 58.8. Depending upon the features that you choose, the plan may go up to $1,318.8 for a month.
Free Trial: Yes



Who Is It For?
mHelpDesk is a great field service management software that is highly suitable for small businesses, freelance technicians, and engineers, mid-sized businesses as well as large-scale enterprises especially focusing on domestic services.

Key Features:

  • Customized alerts and notifications
  • Reporting and analytics capabilities
  • Easy-to-use activity dashboard
  • Third-party integrations
  • Inventory management feature
  • Document management tool
  • Mobile access across devices and operating systems

Pricing: The base price starts from $169 a month
Free Trial: Yes


Oracle Field Service Cloud

Who Is It For?
Oracle field service cloud is a very robust field service management platform that gives you complete visibility and easy data access in real-time. It is based on a very unique algorithm that allows smart communication and safety of all your company data. It also lets you set customized notifications and reminders, safety and accountability measures, and lets you access historical data from anywhere. This platform is ideal for companies that deliver frequent and fast services.

Key Features:

  • Third-party integration is easy
  • Customer communication tool
  • Inter technician collaboration feature
  • Smart location feature
  • Forecast and calendar management
  • Capacity management
  • Real-time traffic assessment tool
  • Street-level routing feature

Pricing: contact Oracle for pricing details
Free Trial: Yes



Who Is It For?
UpKeep is also a cloud-based computerized maintenance management system. It is ideal for companies that are looking for free maintenance planning functionalities, work order management on the go, order creation, task prioritization, inventory management, and chat and collaboration.

Key Features:

  • Audit trail
  • Compliance management
  • Reporting and analytics generation
  • Status tracking
  • Customizable reports
  • Customized alerts and notifications
  • Activity dashboard which is easy to understand
  • Access controls and permissions
  • Inventory and document management
  • Data import and export feature

Pricing: Starting price is $45 per month
Free Trial: Yes



Who Is It For?
Wrike is a very dependable field service management software that is also cloud-based and facilitates collaboration and project management on the go. It is ideal for companies that provide frequent services to their clients and need real-time tracking and work progress information. It also provides your managers with full visibility and complete control over all the tasks.

Key Features:

  • Activity dashboard
  • Project planning and scheduling feature
  • Project management
  • Task prioritization tool
  • Milestone tracking tool
  • Collaboration and projection feature
  • Resource management
  • Task and tasks progress tracking and management tool
  • Timeline view feature
  • Third-party integration
  • Time and expense tracking

Pricing: The base price starts from $9.8 per month
Free Trial: Yes



Who Is It For?
Fluix is a very dependable and modern platform that allows you to communicate with all your team members and professionals. It is highly suitable for industries such as airlines, construction, oil and gas control, railroads and transportation, and many more.

Key Features:

  • Instant access to up-to-date information
  • Contracts and forms feature
  • PDF support
  • Integration and workflow Management
  • Customer signature collection on the go
  • Integration with cloud storage solutions
  • Analytics and reporting feature
  • Connectivity between field workers, office managers, and customers activity tracking tool

Pricing: Price starts from $20 per month
Free Trial: Yes


AI field management

Who Is It For?
AI field management is a friendly platform designed for organizations that are highly considerate about the value of services that they put out in the market. It is efficient and economical and helps several industries save money on the go. It is ideal for companies looking to improve employee productivity and ensure minimal employee turnover. It is a cloud-based solution and easily scalable for a variety of field service professionals.

Key Features:

  • Access controls and permissions
  • Assignment and attendance management
  • Appointment scheduling
  • Alerts and notifications
  • Activity tracking and dashboard feature
  • Barcode and ticket scanning
  • Billing and invoicing
  • Contract management
  • Chat and messaging tool
  • Budget forecasting and data dissemination
  • File storage
  • Inspection management

Pricing: The base price starts from $4.99 per month
Free Trial: Yes



Who Is It For?
If you are looking for a cloud-based and centralized deployment platform for your company, OptimoRoute is perfect for you. It helps you improve employee efficiency and also calculate the actual geographic distance to optimize your routes. It is ideal for plumbing services, the gas and pipeline sector, telecommunications, home improvement, grooming services, and a lot more.

Key Features:

  • Responsive activity dashboard
  • Drag and drop features
  • Customizable forms
  • Customer Management
  • Cross-docking
  • Automated task scheduling
  • Electronic signature
  • Order management
  • Reports and analytics
  • Online time clock management
  • Task scheduling and calendar feature

Pricing: The base price starts from $17.1 per month
Free Trial: Yes



Who Is It For?
OkDesk is also a powerful field service management software focused on maintenance services and after-sales procedures. It is ideal for those organizations that have a pre-planned workload and struggle with technician availability. It comes with user-friendly dashboard features and ticket registering as well.

Key Features:

  • Customizable templates
  • Customer database management
  • Automated task scheduling and routing
  • Billing and invoicing feature
  • Job and task management and tracking
  • Equipment maintenance
  • Electronic signature
  • Barcode scanning
  • Real-time reporting
  • Chat appointment maintenance and management
  • Email management
  • Inventory tracking

Pricing: Starting price is $ 19 per month
Free Trial: Yes



Who Is It For?
Slack is a great and lightweight workplace communication tool. It is ideal for businesses that are looking to connect users across divisions and departments. Your teams can work on Slack and keep the entire project organized along with all the documents and task lists.

Key Features

  • Access Controls and Permissions
  • Alerts and Notifications on the go
  • Collaboration Tools
  • Commenting and/or Notes feature
  • Communication Management

Pricing: Starting price is $ 8 per month
Free Trial: Yes

We have spoken a lot about field service management software but we haven’t touched upon the many benefits that they offer. The following section explains a few game-changing advantages of investing in the right field service management platform for your business:

  • Streamline your work orders
  • Eliminate paper-based record keeping
  • Improve and speed up job scheduling
  • Boost operational efficiencies
  • Optimize your appointments and task allotment
  • Improved resource optimization
  • Maintain effective communication among field service technicians and customers
  • Better monitoring and management of all tasks
  • Reduced transport costs
  • Work automation
  • Easy management of client history and knowledge base
  • Keep a track of all your inventory and equipment
  • Invoicing and billing become faster and more efficient
  • Manage emergency jobs with flair
  • Minimize waste and reduce employee turnover
  • Real-time tracking of technicians and tasks performed
  • Improved coordination within all the team members

So, there are plenty of reasons to digitize your field service business. The right software could do wonders for your enterprise. Which one is it going to be?

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