Which are the best field service management software solutions for small businesses?
It's not easy to wade through all the options and find the best field service management software for small businesses. The 3rd party review site, G2, shows 480+ field service management solutions and 40+ tailored specifically for small businesses. That is a lot.
If you've been reading our Guide for Selecting the Right Small Business Field Service Management Software, you know we've been objectively outlining a series of topics, from pain points, to basic field service management software features, tips for selecting a solution, and more. Our goal is not to analyze or lead you to a specific solution, rather just to give you a framework to guide your decision.
To that end, we are not going to provide reviews or opinions, but simply highlight a few of the leaders in the field service management space that are really targeted on serving small businesses. In later articles we'll provide a pricing comparison for these solutions to further guide decisions. We encourage you to look at all of these solutions (including Kickserv).
Which vendors provide the best field service management software for small business?
We look at this based on a few factors:
- Reasonable pricing
- Which have the basic features a small business might need (and not in an overly complex way)
- Well established businesses that can provide reliable software and support
- Companies that are growing, doing well and should be around to help you as you grow
Our short list of field service vendors typically have these field service management features:
#1 Lead capture and management
Field service management solutions should help you organize leads and respond to them quickly. Typically, the first one to call back wins the job. All leads from phone, email, forms and more route into a permission based inbox where your team, either from the desktop application, or you (from your mobile phone), can quickly respond throughout the day.
These features are critical for closing the deal. You make the appointment, inspect the job and want to quickly turn around an estimate to keep the momentum and close the deal. Take notes and turn this into an estimate you can send to the client via text or email and track all questions and communication in the customer record.
#3 Service scheduling
Service scheduling features help coordinate employees and resources to specific clients and jobs. You can schedule employees, routes and resources in advance and employees can view their jobs, schedules and routes from a mobile field service management app.
#4 Job management
Job management features allow you or technicians to manage all jobs in one place. Notes, job adjustments, expenses, images, customer communication around a job can all be logged in the field service app.
FSM software offers invoicing features that help manage field service sales transactions. This feature includes immediate invoicing directly from the field technician who completed the work, thus achieving a more streamlined, quicker payment cycle.
#6 Mobile service apps
Mobile field service apps help managers use GPS tracking to oversee resources in the field, while helping technicians view their jobs for the day, route to the right job, make notes and add to estimates while in the field, and even capture online payments from customers while on-site.
Drumroll for the short list of best field service management software for small businesses.....
Jobber categorizes its capabilities into three areas of functionality; Job Management consisting of client manager, scheduling and dispatching, invoicing and follow-ups, and mobile app. Its Customer Service consists of online booking, client hub, customer communication and job forms. Its Business Operations consists of quoting and follow-ups, email and postcard marketing, credit card processing and reporting. They provide these functionalities across all verticals and have pricing that starts at $49/month.
HousecallPro categorizes its features into 3 areas; Streamline consists of scheduling, dispatching, estimates, invoicing, QuickBooks™ integration and pipeline. Scale has service plans, pricing, online booking, local service by Google, reporting and proposal tools. Manage Money has payments, instapay, card reader, financing and expense cards. Pricing starts at $65/month.
Kickserv has Customers; consisting of customer records, jobs, messaging and the Customer Center. Estimates has estimate management, digital signatures and customer pipeline. Jobs has job notifications, expenses, photos & documents. Invoices allows you to manage receivables, digital approvals and online payments. Mobile provides job schedules, GPS & time tracking, digital signatures and on-site credit card payments. Integrations offers QuickBooks™ Online, QuickBooks™ Desktop, Stripe, XERO, Mailchimp and Customer Lobby. Pricing starts with a $0/month free plan.
Workiz offers For Your Business; including scheduling, lead management, automations, sales proposals, inventory management and GPS tracking. For Your Team offers dispatching, mobile apps, service areas, communication, call masking and commissions management. For Your Customers offers online booking, estimates, online payments, card readers, invoicing consumer financing. Pricing starts with a $0/month free plan.
ServiceFusion offers customer management, estimates, scheduling and dispatching, online invoicing and payments, text messaging, field technician mobile app, QuickBooks™ integration, contactless ESign, and recurring invoicing. Pricing starts at $149/month.
Read reviews on these small business field management software solutions at G2
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