Field Service Management Software
Field Service Management Software Overview
What is Field Service Management Software?
Field Service Management Software automates the deployment and tracking of personnel in the field, supports warranty or service contract / SLA management, and can provide analytics or decision support to agents in the field. Some vendors offer solutions tailored specifically to the needs of field service-oriented companies in industries like HVAC, plumbing, etc.Apps for Technicians, Dashboards for Managers
Field service management application suites present groups of distinct features and capabilities for technicians and their managers. Mobile apps and tools allow servicemen, via a technician portal accessed through mobile applications, to report job progress to their managers, order parts in the field, or draft and present service reports and invoices for customers. Managerial controls might include advanced scheduling and resource allocation options and dispatch features, and workforce optimization features like the capability of matching job need or complexity with technician skill level or certification.Enterprise Integrations
For enterprises, field service management platforms and application suites may integrate with other HR systems (workforce management or time tracking & expense management software), inventory systems (for spare parts ordering), as well as knowledge management systems and self-service customer portals and support systems to reduce or eliminate needless deployments, and the costs of these.Field Service Management Features & Capabilities
Managerial & Administrative Features
Geolocation: Location tracking of technicians, vehicles, and other resources.
Job Prioritization: Ordering jobs based on importance, SLA.
Skill-Matching: The capability to assign technicians and resources based on their appropriateness for the task (e.g. certification, license, etc.).
Administrator Dashboard: A centralized hub for monitoring resources, job or task progress, control inventory usage and approve orders, with data feeds and visualization for workforce optimization.
Technician Portal
Mobile Device Access: While in the field, the software supports access to the technician dashboard via a mobile device or tablet and allows the technician to update managers on job progress.
Customer Data Access: The technician dashboard allows the field tech to view or edit customer data relevant to the job.
Inventory, Part Ordering: The technician portal allows appropriate access to inventory controls and requisition requests.
Arrival Time Communication: An app that allows the technician communicate arrival time or that a job has begun.
Mileage Tracking: Record and report mileage.
Mobile-delivered Safety & Policy Guidance: Field service management apps can also be used to provide policy and safety instructions to fieldtechnicians, or guided walkthroughs for standardized service.
Job-Specific Measurement & Analytics: Some apps support meter-reading, trend reading, and other job specific measurements aids and decision support to help technicians in the field.
Field Service Management Products
Oracle Service Cloud
Oracle Service Cloud is the help desk and customer experience management platform from Oracle. The technology was developed and supported by RightNow Technologies as RightNow CX for cloud-based call center automation, until that company's acquisition by Oracle in 2011 for about $1.5 billion.
Kickserv
Kickserv is a field service management solution offered by ReachLocal. It includes features such as dynamic scheduling optimization, invoicing and online payments, and detailed reporting.
Mhelpdesk
Mhelpdesk is a field service software solution that manages field technicians, work orders, employee scheduling, and client billing. By combining and integrating multiple business management tools, Mhelpdesk provides a solution that eliminates double-data entry while giving business owners...
Bigtincan
Bigtincan is a mobile content sales enablement platform, designed to make accessing and presenting content easier for salespeople. Marketers can create logic to recommend content for salespeople to share with prospects on their mobile device, based on the stage of the deal. Then content utilization...
GoSpotCheck
GoSpotCheck enables brands to streamline their sales and merchandising team's surveys, audits and reports through mobile data collection. Companies can arm their teams with GoSpotCheck's mobile app to get real-time information about merchandising, product line performance and competitive research....
ServiceTitan
ServiceTitan is a cloud-based field service management solution. The platform includes CRM, intelligent dispatch, comprehensive reporting, marketing management tools, mobile connectivity for field techs, and QuickBooks integration. The platform's core product offers advanced job booking, drag and...
Oracle Field Service Cloud
Oracle Field Service, formerly Service Online, is for centralizing and providing oversight of deployed service technicians. Oracle acquired Service Online and the market-leading company that developed it (TOA Technologies) in July 2014.
ClickSoftware
ClickSoftware headquartered in Israel offers their Mobile Workforce Management software, a leading enterprise-level solution for field management.
HouseCall Pro
HouseCall Pro is a field service management solution built for any professional service-based industry. It includes features such as scheduling and dispatch, customer databases, and live mapping and tracking.
IFS Field Service Management
IFS Field Service Management (formerly Metrix) is the field service management application from Industrial and Financial Systems (IFS). It is built around features such as a contact center, dynamic scheduling, and service contract management.
Jobber
Jobber is field service management software from the company of the same name in Edmonton, Alberta.
CoConstruct
CoConstruct is an all-in-one Custom Builder & Remodeler Software. It allows users to enter data once and have that information flow through the estimate, specs, selections, bids, proposals, change orders, and budgets, including to and from QuickBooks. In addition, CoConstruct includes...
Astea
Astea is a field service management built around features such as contact center management, mobile workforce management, and scheduling optimization.
Footprints Mobile Data
Footprints Mobile is a field service management built around features such as geo-fencing technology, location-based notifications, and field status updates.
Oneserve
Oneserve is a British field service management solution built around features such as automated workflows, scheduling optimization, and supply chain management.
NetDispatcher
NetDispatcher is field service software. It is focused on field service automation for companies between 20-250 employees or more. Some key features include: Mobile Scheduling, Time and Expense Management, and Report Center.
SimpliField
SimpliField is an analytics and mobile solution that allows businesses to manage their field operations in real time. Some key features include: Real Time Analytics, Mobile Knowledge Base and Easy Report Sharing.
YourTradeBase
YourTradeBase is a web-based field service management solution. Users can create quotes, invoices and receipts.
WorkDeskPro
WorkDeskPro is cloud-based field service management software. Some key features include: Scheduling, Dispatching, Invoicing and Quotations, and Reporting.
FieldEZ
FieldEZ is a field service management software that works on multiple mobile platforms (iOS, Android, Windows). FieldEZ contains all basic field management functions including scheduling, dispatch, invoicing, billing, e-signature, reporting, etc. Some key features include: Lead/Service Ticket...
VServiceManagement
VServiceManagement is a field service management built for the entire service lifecycle, with features such as business process management, contract and warranty management, and integrations into existing enterprise resource planning solutions.
Corrigo WorkTrack
Corrigo's WorkTrack is a field service management offering.
SAP Work Manager
SAP's Work Manager is a field service management mobile application.