Simplify Business Workflow with Field Service Management Software

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What is Field Service Management Software?

Field service management software helps businesses run their field operations smoothly. It handles everything from scheduling jobs to creating routes and tracking your staff.

Here’s how it works: It handles routing, scheduling, dispatching, and job tracking from one central location.

For instance, you can book jobs, assign tasks to your team, and even communicate with your customers—all in real-time. This means you can quickly adapt to changes and keep everything running smoothly.

Upper’s field service management software gives you all these benefits and more. We make it simple to plan routes, track progress, and manage your team from anywhere. It takes care of the busy work so you can focus on what you do best – providing exceptional customer service.

Want to see how Upper can simplify your workday? Let’s explore its features!

Features That Make Your Workday Easier

We know your job can be challenging. You’re handling schedules, managing teams, and keeping customers happy. That’s why we’ve packed Upper with features to help you out.

  • Smart route planning
  • Easy scheduling and dispatching
  • Centralized customer management
  • Mobile access for field techs
  • In-app communication
  • Live team tracking
  • Real-time customer updates
  • Proof of delivery
  • Extensive reports and analytics

Upper’s smart optimization simplifies route planning for multiple locations. Our system creates optimized routes for your team, considering factors like distance and time. This means your technicians can complete more daily jobs, saving you time and fuel costs.

Proven Performance: Upper by the Numbers

Here is why 12,000+ technicians trust Upper!

Up to

20%

Increase
in On-Time Jobs

Up to

75%

Reduction in
Administrative Time

Up to

78%

Increase in
First-Time Fix Rates

Top Benefits That Your
Field Service Business Can’t-Miss

Complete more jobs

Complete more jobs

With efficient routing and scheduling, your team can complete more daily jobs. This means more revenue without increasing your workforce or overtime hours.

Stress-free operations

Stress-free operations

Automating daily tasks, easy scheduling, and real-time insights simplify your workload, reduce stress, and allow you to manage your business with confidence.

Optimized resource utilization

Optimized resource utilization

Upper’s smart scheduling ensures that every technician is assigned the right job at the right time, maximizing resource use and minimizing idle time.

Happier customers

Happier customers

Timely updates and clear communication from Upper mean customers stay informed, leading to higher satisfaction and more repeat business.

Enhanced team accountability

Enhanced team accountability

Upper’s real-time tracking helps ensure your team is where it needs to be, allowing you to monitor job progress and address issues before they escalate quickly.

Lower operational costs

Lower operational costs

Reduced travel time and fuel consumption lead to tangible savings, helping your business become more cost-efficient with every job completed.

Client

“Upper isn’t just software, it’s like having an extra team member. It handles the tedious work of scheduling and dispatching, letting us focus on what we do best – installing solar panels. The difference in our productivity is night and day.”

Jason Dudney

Manager, Sunbility
Read the full story

9 Essential Features to Look for in
Field Service Management Software

When choosing field service management software, focusing on features that will genuinely make a difference in your daily operations is essential. Here’s what to look for:

7 Things to Consider Before
Choosing Field Service Management Software

Let’s discuss picking the right field service software for your business. It’s a big decision, and we want to help you make it right.

  • 1 First, think about your budget. How much can you afford to spend? Remember, cheaper isn’t always better. Look for value, not just the lowest price.
  • 2Next, consider your team size. Are you a small crew or a large operation? Make sure the software can handle your current size and future business growth.
  • 3Every business is different, so you need software that adapts and customizes to your needs. The more flexibility you have, the better it will fit your day-to-day operations.
  • 4Remember ease of use. You want FSM software, so your team can learn quickly. If it’s too complicated, it might slow you down instead of helping.
  • 5 Reliable customer support is important if something goes wrong or you need help. Look into what kind of support the software provider offers. Quick support can save you a lot of frustration.
  • 6Can the software grow with you? Your needs might change, so look for options that can adapt as your business evolves.
  • 7Before committing, try out the software. Many providers offer free trials or demos, which allow you to see if it works for your business.

Remember, there’s no one-size-fits-all solution. Take your time, ask questions, and choose what works best for you.

Who Can Benefit from Field Service Management Software?

Let’s discuss picking the right field service software for your business. It’s a big decision, and we want to help you make it right.

  • Are you in the HVAC business? It helps you keep track of all those repair jobs and installations.
  • Plumbers, this one’s for you, too. Imagine managing your jobs and team all in one place. It’s pretty handy.
  • Electricians, don’t feel left out. This FSM software can help you manage multiple projects and keep your clients happy.
  • Are you running a cleaning service? Field service software can make scheduling and tracking your field service teams much easier.
  • Landscapers, consider how much time you could save on job scheduling and equipment management.
  • IT service providers can help you manage all those tech support calls and on-site visits.
  • Property managers, you can use this to stay on top of maintenance requests and keep your tenants smiling.
  • Even pest control companies can benefit. It’s great for routing your technicians and tracking treatments.
  • Are you in equipment maintenance? This software can help you keep tabs on service schedules and parts inventory.
  • Solar panel installers can use it to manage installations and follow-up maintenance.

The list goes on and on. If your business sends people out to do jobs at different locations, this software can likely help.

Remember, it’s not just for big companies. Small businesses and solo operators can benefit, too. It’s all about making your work easier and your customers happier.

So, take a look at your business. Do you need help with scheduling, customer management, or job tracking? If you answered yes to any of these, field service software might be just what you need.

Comparing the Best Field Service Management Software Options

We understand how challenging it can be to choose the right field service management software, especially with many options. That’s why we reviewed some of the most popular tools on the market.

We focused on the things that matter most—ease of use, essential features, scalability, and how well each software supports your day-to-day operations.

Finally, here is our list of top field service management software:

01 BuildOps

Best for field service as well as project management

buildops

We had the chance to test out BuildOps, and it’s clear why it’s a favorite among commercial contractors, especially those who perform HVAC, plumbing, and electrical work.

The intelligent scheduling and mobile app make it easy to assign and manage jobs on the go, helping teams work more efficiently.

We also liked the customer management and invoicing tools, making tracking service history and handling payments easy.

While it’s packed with useful features, we did notice some occasional glitches, and some users feel that the price is high for smaller businesses. Overall, though, BuildOps delivers excellent value for improving field operations.

Pricing: BuildOps does not publicly disclose specific pricing details.

buildops
service-fusion

02 Service Fusion

Best for small to mid-sized service businesses seeking an affordable field management solution

service-fusion

We examined Service Fusion, a cloud-based field service software designed for businesses like HVAC and plumbing.

Its drag-and-drop scheduling tool stood out, making job management easy. It also creates quick estimates and handles invoicing efficiently. The mobile app is also a plus, allowing field teams to stay updated in real time.

A service agreement management dashboard offers complete visibility into active service agreements and potential sales opportunities.

However, users have reported minor system failures and reliability issues, such as software outages that can disrupt workflow.

So, do consider these issues before making a decision.

Pricing: Stats at $192/month

03 ServiceTitan

Best for medium to large home service businesses

servicetitan

ServiceTitan is packed with features that make it a strong choice for businesses in the home service industry.

The scheduling and dispatch tools are convenient, and the route optimization helps save time and fuel.

We found the customer management and invoicing features helpful, streamlining everything from booking to payments.

However, it’s pricier, which might be a barrier for smaller companies. The learning curve is steep, but the software can make a real difference once you get used to it.

If you’re ready for a robust system and can handle the cost, ServiceTitan is worth exploring.

Pricing: ServiceTitan does not publicly disclose specific pricing details, as costs can vary based on the size of the business and the features selected.

servicetitan
jobber

04 Jobber

Best for small to midsize service businesses seeking user-friendly solution

jobber

Jobber is a standout choice for service businesses looking to simplify their operations.

Its visual calendar and drag-and-drop scheduling make managing jobs easy, while the mobile app ensures technicians can update job statuses and communicate in real-time.

The CRM system helps maintain customer relationships by tracking interactions and customer history.

Jobber’s quoting and invoicing features and online payment processing options streamline billing and cash flow. The Client Hub is also a great addition, giving customers a self-service option for booking, payments, and updates.

While it excels in ease of use and customer support, some users note limited inventory management and occasional invoicing issues.

Pricing: Starts at $199/month

05 Fieldpoint

Best for companies needing advanced work order and contract management

fieldpoint

Fieldpoint offers a robust suite of tools for managing your entire service operation, from work order management to advanced CRM features. Its visual scheduling and mobile app are handy for office staff and technicians, enabling real-time updates and efficient resource allocation.

Fieldpoint also integrates well with other tools, like QuickBooks and Salesforce, which helps keep operations smooth.

However, its complexity might be overkill for smaller businesses or those with simpler needs. Also, some users find the customer support response times slow during peak periods.

If you’re running a larger operation and need a comprehensive solution, Fieldpoint could be a great fit. However, be prepared for some learning at the initial stage.

Pricing: Fieldpoint does not publicly disclose specific pricing details on its website, as costs can vary based on the business size, the number of users, and the features selected.

fieldpoint

Confused by the options?

Check out Upper, the field service software with all the must-have features and extras you need.