It can be difficult to oversee several technicians in the field. much more so, trying to keep up with payments from customers.
Field service business software might assist you if you find it difficult to remain on top of all the aspects of running a field service firm.
Do you find it difficult to keep up with all of the administrative tasks required of any field service firm, including scheduling, billing, invoicing, and dispatching? Then you should use field service business software.
The best field service business software that businesskd.com has discovered are these software packages. No matter what kind of field service business you’re in—whether it’s HVAC repair, plumbing, landscaping, or electrician work—they’ll undoubtedly help you keep track of all the work that goes into it.
Top 3 picks for the best service business software
1. Jobber
Jobber, a seasoned competitor in the industry, is deserving of its standing among field service business software solutions.
Jobber offers a number of price alternatives, making it an excellent option for smaller field service companies thanks to its pricing structure. Starting at $69 per month for a single user in their core plan, going up to $169 per month for up to 5 users in their connect plan, and ending at $349 per month for up to 15 users in their Grow plan. Additionally, all programs provide savings on yearly subscriptions.
Managers who are tired of managing chaotic paper invoices may appreciate Jobber’s invoicing feature. The fact that you may search invoices by whether they have been paid or their due date makes it useful for any kind of disorganized invoicing situation. The mobile app makes invoicing simple as well. When a technician completes a job, the app prompts them to create an invoice either immediately or later.
Additionally, the mobile app makes it simple for professionals to manage their workload. It will be simpler to remember to clock in when you start a work thanks to the Clock In button that is provided by the Time Sheet button at the bottom of the app screen.
All of these distinguish Jobber, but nothing particularly caught my attention more than what I had never seen in all the years I had been writing about the B2B market: an employee offering to make less calls. The customer service representative from Jobber asked me whether I wanted them to make less sales calls when I called to test out the software. A common justification for upselling is poor customer service. It was, to put it mildly, shocking to learn that Jobber was an exception.
2. mHelpDesk
Because of its excellent UX (user experience), broad feature set, and general usability, mHelpDesk is the Ascent’s top field service business software product.
For instance, mHelpDesk adjusts to the user’s working style. mHelpDesk won’t prevent you from creating a new work order, for example, if you haven’t yet created a customer. Instead, it will ask you to add a new client before letting you return to the work order you were making earlier.
The billing and invoicing section of mHelpDesk is neatly laid up, especially for the desktop edition. The user is alerted to crucial information like the number of past-due invoices and the number of invoices that are still in draft form by a bar of icons at the top of the invoice screen.
The mHelpDesk app is perfectly made to maximize technician productivity. Even better, it won’t slow down technicians who are more interested in finishing a task than in trying to understand the new software that their employer just handed them.
The fact that mHelpDesk’s home screen features a daily calendar that lists your upcoming appointments is the first illustration of this. The technology will be used that day, not the software’s features for their own sake. That’s why mHelpDesk is a fantastic field service scheduling software tool.
Customer support at mHelpDesk is also excellent. I didn’t have to wait long to speak with a customer service agent when I phoned. Even though they didn’t have the solution to my question, they were able to contact someone who did in a matter of minutes.
3. FieldEdge
The bottom line for FieldEdge is that if your company is large and has a well-established method of operation, this is a solid option.
For starters, FieldEdge provides support and customization that you’ll value if your procedures are established. When you sign up, a support agent will be assigned to you who will assist with user training and data integration into FieldEdge. Small businesses find the $4,000 price tag for this excessive, but larger ones should be able to cover the expense.
Larger field service companies will like FieldEdge’s distinctive QuickBooks integration strategy as well. They provide live integration, which means that data from FieldEdge is instantly posted to QuickBooks each time a payment is made. Instead, a lot of other field service business software employ batch-and-sync processing, which holds on to transactions until there are enough to constitute a “batch.”
You won’t receive real-time updates on payments and transactions as a result. You’ll appreciate FieldEdge’s live integration if you want a current picture of your money.
FieldEdge’s integrated price book is yet another tool that caters to businesses. Any large business that performs a wide variety of operations most likely requires a wide variety of components. FieldEdge’s built-in price book of inventory items that your technicians might frequently use is helpful in achieving this goal.
They will only have to seek up that item, no matter how obscure, in the catalog rather than entering pricing for each new item. The price book is an additional expense, but the organization it provides a business with many hundreds of employees makes it worthwhile.
