Top 5 Free and Open Source Solutions for Field Service Management

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Need a field service management tool but think it’ll be too expensive? Check out these top five free and open source options that won’t break the bank.

Imagine this: you own a small plumbing business. You initially started solo, but last year you hired a few additional plumbers to handle the growing number of jobs coming in.

Your business is growing and manually managing job orders, assigning technicians, and tracking invoices are making you disorganized and overwhelmed. You know you need field service management software.

But your concern—field service management software is expensive! Or, at least, so you think.

The truth is, there are multiple free and open source field service management tools that can cover your basic needs without pinching your wallet.

This article looks at five highly rated free field service management software options. See the full list of free field service management solutions here.

And it’s not just plumbing businesses that could use free field service management tools. Any small business that sends people—electricians, HVAC technicians, taxi drivers, and such—out into the field face the same challenges and can explore these options.

Below are our top five picks for free and open source field service software (in alphabetical order):


For more details on how we selected these products, you can read our methodology here.

Top 5 free and open source field service management software

1. Fergus

Fergus is a cloud-based tool that packages itself as an all-in-one field service management solution for small service businesses. One of Fergus’s highlights is a feature called job cards, which allows users to store all information related to one project, including pictures and notes, in one place.

It offers a free tier with no cap on the number of users. However, the free tier limits users to 10 job cards per month.

Scheduling and calendar feature in Fergus

Scheduling and calendar feature in Fergus (Source)

Other important features of the tool’s free tier include:

  • Job management features such as timesheets, calendars, quotes, and estimations for materials as well as jobs, and supplier integration to send purchase orders.
  • Cashflow features such as accepting credit card payments and generating invoices (the free tier limits the number of invoices to three per month).
  • Notice board to share information with team members, and notes to record details about jobs (the free tier limits the history of notes to 14 days).
  • Business insights and reporting to analyze project financials before, during, and after a job.

Cost to upgrade: “Basic” plan at $20/user/month and “Professional” plan at $40/user/month.

Mobile apps: Android, iOS

Most suitable for: The free tier is suitable for independent technicians/contractors or small businesses looking to maintain fewer than 10 jobs a month.


Ready to explore Fergus further?


2. Loc8

Loc8 is a cloud-based field service management tool that has a free tier for up to two users. Its task management feature is similar to Fergus’s job cards and allows users to create tasks to represent projects and add photos, attachments, and notes to the tasks.

With all tasks synced to a central database, technicians in the field can see upcoming appointments on their mobile devices, view the details of a job, and write comments. They can also obtain customer signatures for completed jobs and schedule follow-ups if required.

Client records in Loc8

Client records in Loc8 (Source)

Other important features of the tool’s free tier include:

  • Calendar to schedule jobs and view multiple appointments in a single glance. The calendar can be filtered based on a number of parameters such as job status, type, customer, assignee, appointment status, and priority.
  • Reporting dashboard to get an overview of quotes, jobs, invoices, assets, and workforce.
  • Integration with accounting tools such as MYOB, Xero, and QuickBooks. Users can also create invoices within Loc8, share them with clients, and track payments to stay on top of their finances.
  • Customer records to keep track of all communications with clients, as well as their job history, notes, photos, quotes, and invoices.

Cost to upgrade: “Professional” plan starting at $39 for four users. The vendor does not list pricing for the “Enterprise” plan.

Mobile apps: Android, iOS

Most suitable for: The free version is ideal for independent technicians or contractors looking to manage a small business.


Ready to explore Loc8 further?


3. ReachOut Suite

ReachOut Suite is a cloud-based field service management tool that combines customer relationship management and technician tracking into one platform. The tool is free for up to three users.

ReachOut Suite offers work orders that function similarly to the job management features of the two previous tools. Users can input job details in the work orders, add photos and comments, and assign technicians. These work orders can be viewed on a smart calendar and scheduled using the drag-and-drop functionality.

Ticket management in ReachOut Suite

Ticket management in ReachOut Suite (Source)

Other important features of the tool’s free tier include:

  • Mobile apps that allow technicians on the field to view upcoming jobs and keep track of the time taken for each job. Technicians can also take customer signatures for completed jobs.
  • Customer management repository that holds the history of all client interactions, including the past jobs with each client.
  • Billing and invoicing right from the mobile app. The free tier does not offer integration with accounting tools such as QuickBooks or Xero.
  • Ticket management to track incoming client requests and channel them into work orders once appropriate details regarding the job are finalized.

Cost to upgrade: “Premium” plan starting at $90/month for three users and going up to $600/month for 50 users. The vendor does not list pricing for the “Enterprise” plan.

Mobile apps: Android, iOS

Most suitable for: The free version is well-suited to the needs of independent technicians or contractors managing small businesses.


Ready to explore ReachOut further?


4. ServiceTrade

ServiceTrade is a cloud-based field service management tool designed to help commercial service contractors deliver better services to their customers. The vendor calls the free version a “self starter” account and it is limited to one user.

Creating a quote in ServiceTrade

Creating a quote in ServiceTrade (Source)

The features of the tool’s free version include:

  • Quotes to provide a professional-looking estimate to clients. The quote can include pictures as well as detailed descriptions of the job and the cost break-up. There is no limitation on the number of quotes.
  • Jobs to manage projects and technicians. Users can add details such as the type of job and due date and assign technicians. The free version of the tool allows up to 20 jobs each month.

Cost to upgrade: “Select” plan starting at $59/user/month. The “Premium” and “Enterprise” plans are priced $99/user/month and $159/user/month respectively.

Mobile apps: Android, iOS

Most suitable for: Independent technicians or contractors who need to self-manage workflows.


Ready to explore ServiceTrade further?


5. Tasker

Tasker is a cloud-based field service management tool that is free for up to three users. Its job management feature—called task—is quite similar to the job management features offered by the tools discussed above.

For each job, users can create a task and assign it to a technician. Users can also add comments and photos to the task and mark out any follow-up requirements.

Route planning in Tasker

Route planning in Tasker (Source)

Other important features of the tool’s free tier include:

  • Mobile apps that allow on-field technicians to see the details of upcoming jobs and mark them complete once done. Technicians can also obtain the client’s signature to acknowledge job completion.
  • Route planning with the help of GPS.
  • Real-time status updates on jobs as they are picked up, worked on, and completed by on-field technicians.
  • Time and materials tracking for each task.

Cost to upgrade: “Growing” plan starting at $20/user/month and “Pro” plan at $25/user/month. The vendor does not list pricing for the “Enterprise” plan.

Mobile apps: Android, iOS

Most suitable for: Independent technicians or contractors managing small businesses.


Ready to explore Tasker further?


Next steps

Now that you have a better understanding of what the top five free and open source field service management tools offer, you can start figuring out if any of these tools is the right one for you. Spend a little time evaluating the tool’s offering vis-a-vis your requirements.

Here is what to look for in the tool:

  • The number of users supported by the free version of the tool should meet your requirements.
  • The number of jobs/tasks per month supported by the tool should be more than your requirement.
  • The number of invoices the tool allows you to generate should be more than the number of jobs you usually do in a month.

If you are currently using a free field service management tool, or have used one in the past, please share your experience with us in the comments below.

For more information on CMMS solutions, check out the following resources:


Product selection methodology

Based on secondary research (via Incognito Google search) 24 products were considered for evaluation. 11 products that appeared (on third-party listings) at least twice during the secondary research were shortlisted for further evaluation.

These 11 products were evaluated against our definition of field service management software: Field service management software lets companies manage and communicate with their mobile workforce while workers are in the field. The solutions improve employee productivity and customer experience by allowing constant contact between field personnel and their dispatch office, providing access to customer information, service histories, scheduling tools, and an organization-wide knowledge base.

For the products that met the market definition, we checked if a free version was available. We classify a product as free if:

  • It offers a standalone free version of the software.
  • This is not a trial version of the software where you must purchase the product after a set period of time.

The five products that met all the above criteria have been included in this article.

Looking for Field Service Management software? Check out Capterra's list of the best Field Service Management software solutions.

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About the Author

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Rupal Bhandari

Rupal Bhandari is a specialist analyst covering Sales and Account Management markets. She received her Masters degree from the University of Delhi, India, and has created content for some of the world's leading technology products and companies.

Comments

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Can anybody be willing to provide me a open source software for Janitorial? I just need software to provide inventory and be able to provide my manager weekly, monthly, and annual budget reports.
Thank You!

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Really a great article, there is one more option available i.e Kickserv’s field service scheduling software. For more details, do visit https://www.kickserv.com/.

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Thanks for sharing this wonderful researched article it helps lot of people and organisations who are looking for the same. I want to add and suggest one more platform that provides employee location tracking and some other features like order management, task scheduling, custom forms and my personal favorite selfie attendance. Employee location tracking is best way to improve field work quality and work efficiency of employees. To Manage our field forces we are using FeetPort (https://www.feetport.com) that provides mobile and web console to track field work force, generate custom reports and much more. I hope this will be helpful for many organisations.

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We have been using CVenture to manage our field support staff. It’s web based and free product. We are currently using to manage our 50 support Engineers. It’s got massive features. Like managing visit reports and managing our IT FMS engineers that are stationed at customer site itself. Highly useful product.

https://cventure.in

They charge for installation if you don’t have the expertise to install it.. but the manual is provided so not to worry on that part..

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Nice read. I think field services still have so much potential for automation/disruption. It’s also worth mentioning that besides just time tracking, efficiency and productivity improvement can be one of the great reasons to use these tools.
This the exact reason why we have developed http://www.jibble.io. A simple time & attendance with strong reporting capabilities.

Full disclosure: I’m Jibbles product manager

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Interesting software list! I’m actually quite curious about how these tools cater to specific industries. I can imagine that every type of field service needs some degree of customization.
I would also like to highlight that with this data, you can generate valuable reports for productivity improvement too. This is exactly one of the reasons why we started Jibble.io as a tracking tool focused on improving team productivity.

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Hey Geoff,
I have read most of your posts about job tracking and time tracking software. I have learnt many things from your articles like which is good, which is having more features, and what software’s are without fees or don’t have any trial. Thanks for all informational posts. I am waiting for another posts.

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It is a good list but is not new. I want to suggest new drywall companies
“sky boss”. I provides several features like geo tracking, time logging etc. I am also using “sky boss drywall companies” in my organisation and it reduces my burden of management. It is providing 1 MOTH FREE TRIAL. It is also available on playstore and appstore. Try it once. Here is the link : http://skyboss.com/drywall.html

Drywall Software for Success
SkyBoss is business management software with a proven track record. We have already helped thousands of drywall companies improve their business from the ground up, with many built-in features, designed specifically for the drywallindustry.

From recurring contracts, to every-day tasks and one-time jobs, our features make it easy to manage your workload and improve the efficiency of your business and field technicians. Save time with our intuitive features so you can handle quotes, billing, scheduling, job tracking and more, all from your computer, laptop or tablet! Our goal is to give you more time to grow your business.

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Great write-up, Leah! Field service management has been taking off lately and I think you put together 5 great choices for businesses that are considering an investment.

Are you currently looking for newly-released applications to add to this list? My company has started using EasyData http://easydata.me for about 2 months now and have been really impressed so far.

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Ms. Merrill’s post is very thoughtful and I encourage her readers to review RazorSync’s award-winning field-service-management solution. With dozens of 5-star reviews at both iTunes and Play Store, RazorSync is incredibly powerful and yet simple to use, low-cost and without a contract. RazorSync will undoubtedly deliver value to any service business seeking to empower their operations. http://www.razorsync.com

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Ms. Merrill’s post is very thoughtful and I encourage her readers to review RazorSync’s award-winning field-service-management solution. With dozens of 5-star reviews at both iTunes and Play Store, RazorSync is incredibly powerful and yet simple to use, low-cost and without a contract. RazorSync will undoubtedly deliver value to any service business seeking to empower their operations.

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Mobijobi is a free field service management platform, for mobile and desktop users.
It is free for up to 3 team members. check it out on http://www.mobijobi.com

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While not free, but certainly at a great price point, Road Runner provides a simple to use field management solution with real time tracking capabilities for your fleet of service vehicles and great integration with your accounting packages.
http://www.cavecreeksoftware.com

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