Finding the right field service management software for your small business is no simple task. Luckily, we’ve got a whole blog dedicated to the topic of popular field service management systems. If you’re just looking for a starting point, today, we’ll cover the five most popular options for small businesses, as ranked by Capterra’s Top 20 Field Service Management Software infographic.
There’s a little wiggle room in this listing, since we’ll be focusing on what’s good for small businesses, specifically. That means I’ll be weeding out some of the brands focused on bigger operations. In case you’re interested, I’ll make a note of the ones we skipped over at the end of the piece.
Enough with the preamble – let’s dive in. I’ve put the most popular software first, and then we’ll work our way down the list. For a full listing of field service software options, you can also check out Capterra’s field service directory.
Wintac has a little of a medium-business slant to it – in my eyes – but it’s still a solid small business solution. I would say this is one that does best in a slightly larger office, maybe one with ten office employees and twenty or so trucks out in the field.
That being said, it has a lot to offer. Wintac ships with scheduling and work order management features, allowing you to keep a close eye on the work being done and what you’ve got coming up. You can use the estimating and proposal features of Wintac to generate estimates on the fly, saving your company tons of time and allowing you to book more clients.
Behind the scenes, Wintac can manage inventory, tie into your accounting and payroll systems, and help you keep your fleet up and running. This isn’t your grandfather’s field service software. Also, I’m super impressed that your grandfather had service software – forward-thinker, I guess.
Wintac comes in a few different flavors, with add-ons based on your business’ needs. The most basic package will set you back about $2,000, but I imagine most small shops will end up spending closer to $6,000 for more users and some add-ons.
mHelpDesk hits slot number four on our top 20 listing, and it has a very strong small business focus. mHelpDesk boasts a powerful CRM (customer relationship manager), allowing you to get the most out of your client relationships.
Like with Wintac, you can generate quotes and invoices in the software, tying your billing right into the system and cutting down on duplicate entry. You can also sync with QuickBooks to even further reduce the amount of manual entry – and therefore time – that you’re spending on finances.
With alert options, job tracking, and automated emails, mHelpDesk is a solid choice for a small business. Of all the options we’ll go through here, I think mHelpDesk might be the most small business friendly, in that it contains fewer moving parts to worry about. That may say something about its features, but for the truly small business, I don’t think this is a drawback.
mHelpDesk is also the cheapest option here – depending on how you feel about monthly payments – with plans starting at $39 per month for a single user. For most small service businesses, you should be able to get out for $175 per month, which includes ten users and all the features mHelpDesk has to offer.
*dESCO holds the number five slot on our top 20 infographic. I don’t know that the full suite is right for small businesses, but the ESC Mobile has a ton of great features and is aimed at the smaller market.
ESC Mobile is designed for smartphones, tablets, and laptops. It offers some of the more basic features you’d be looking for in a service management solution. Basically, your mobile workforce will have a range of awesome tools to get the job done, without all the bells and whistles that come on the backend of a bigger system.
ESC Mobile provides dispatch management, invoice and quote generation, attachment management, and GPS tracking for your team. A lot of what the solution does is focused on making you more effective in the field. If you’re looking for huge backend solutions – like fleet management, accounting software, or inventory management – this is going to fall a little short.
But for small businesses trying to get a handle on field operations while stepping away from paper-based invoicing, quotes, and signatures, this is an excellent option. It also sets you up for success if your company does end up pushing into the larger end of the spectrum, where you might need dESCO’s full-blown option.
If you’re looking for a basic management system for your small field service company, WorkWave Service might be the right solution. The solution gives owners and managers a great dashboard for a bird’s eye view of the business.
You can quickly see outstanding bills, which techs have done what, and what work orders are outstanding. Dive in a little further and you can group employees into teams to cover regions or specific technical needs. Maps with geofencing and service territories make the whole thing easy to take in visually.
On the techs’ side, they’ll have the usual array of billing and invoicing tools, helping them to make more out of every customer visit. They’ll also have the option to take payment in the field, cutting down on your billing cycle and getting more cash in your hand from day one.
Pricing is on a case-by-case basis, so you’ll need to reach out for a specific quote for your small business.
Shafers from Explorer Software is, in the grand scheme of things, fairly small. The company largely focuses on construction software, but they have a side business in service management. It’s a great piece of software, it just gets less of the company’s limelight.
Shafers offers accounting tie-ins, dispatch and GPS tracking, the standard selection of sales and reporting features along with some inventory management functions that you don’t always find in software tailored to smaller businesses.
They also have add-on modules to give the software more features, including options for flat-rate pricing, payroll, and additional accounting features. I like the flexibility that Shafers has on offer here, and it seems like it’s the sort of thing you can really tweak to meet your needs.
This is another one to reach out to for specific pricing.
ClickSoftware has a small/medium business offering, but it’s usually thought of as an enterprise solution – one of the best enterprise solutions available, in fact. It’s top of our popularity infographic, so it might be worth a look over to see if your business is a good fit, especially is your company is closer to the medium-sized business tier.
Coresystems is a big chunk of software for a big company. I suppose you could shoehorn it into your fifteen person HVAC business, but I think it would be an odd fit.
FieldOne is another big business player. From the company’s copy on its Capterra listing, “[FieldOne is] ideally suited to midsize-large businesses with dozens, hundreds, or even thousands of field technicians.”
ServicePower is another brand focused more on the high-end field service business. If you’ve got 5,000 transactions to process each minute, then a) you’re reading the wrong article and b) ServicePower might be the perfect solution.
If you’ve used a field service software for your small business, I’d love to hear how the experience went. Please drop a line in the comments below.
Looking for Field Service Management software? Check out Capterra's list of the best Field Service Management software solutions.