As a small business, extraordinary customer service is crucial to success. That’s why investing in the right field service management (FSM) software is essential. Finding the perfect service software for small businesses can be daunting, but luckily, there are plenty of options.

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Our guide provides an overview of the best FSM software for small business, sorted based on affordability and functionality. From the most affordable options to those with more features, you’re sure to find the right fit for your company.

Best Field Service Management Software for Small Business

Starting and running a small business is challenging, but a variety of tools and resources are available to help. With so many options on the market, it can be overwhelming to determine which solutions are best for your specific needs. Let’s explore some of the top systems to improve your operations, increase productivity and boost your bottom line.

Jobber

Jobber is comprehensive field service management software that streamlines and automates critical business tasks such as scheduling, invoicing and dispatching. This cloud-based, standalone, proprietary software is designed to help small and mid-sized businesses optimize their operations, improve their workflows and grow their bottom line. Users can manage their schedules, track their time and expenses, and communicate with their customers from a single, easy-to-use platform.

Customer History at Jobber.

Top Benefits

• Leverage Franchising Options: Connect two or more accounts, allowing access from a single login. Keep schedules, teams, reports, quotes, jobs, invoices, and income separate and organized for each business.
• Send Automated Payment Reminders: Streamline billing processes and ensure timely customer payments, saving time and effort.
• Track Customer History: Track each customer’s past interactions and service history. This ability helps provide personalized service, build customer loyalty and make informed business decisions.
• Send Automated Invoice Reminders: Make the invoicing process efficient and convenient with automated invoice reminders and batch invoicing capabilities.
• Add Customizable: Tailor the platform to unique business needs and workflows, enhancing productivity and effectiveness.

Primary Features

• Field Service CRM: Let users manage customer details and track all important information. Access full client history, a notes and attachments feature, note linking and sales process management that integrates with Mailchimp and Jobber reporting to manage leads.
• Job Scheduling And Dispatch Management: Schedule and dispatch work efficiently. Access scheduling management, a drag-and-drop calendar, scheduling in the field, team progress and dispatch management features. Personalize with color coding, reschedule jobs, compare team member schedules, view team progress and visualize crew availability in different views.
• Invoice Management: Simplify invoicing and automate follow-ups for overdue payments. Get customizable invoice templates, batch invoicing with email or print options, automatic payments and invoice tracking. Send customized email or text reminders to customers with outstanding invoices.
• Expense Management: Get expense tracking support for various items, such as materials, fuel, and new equipment, while allowing users to view, filter, and export expense reports for accounting purposes. Streamline expense management and maintain accurate records with the option to create accounting codes for each expense and a receipt scanner that attaches photos directly to the expense log.
• Job Forms And Checklist Management: Manage job site details with custom to-do lists and site inspection forms. Give staff necessary information like site checklists that record job site details, including safety inspections, site facilities, chemical tracking, accessibility and equipment. Utilize customizable service authorization forms and create specific instructions for customized jobs.

Limitations

The product has the following limitations as of the writing of this review:

• Lacks inventory management.
• It doesn’t provide a mass editing feature for deleting or editing a batch of clients or contacts.
• Jobber Payments doesn’t label transactions with their or the user’s business name.
• It can’t “select all” on multiple accounts or service orders simultaneously.

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Kickserv

Kickserv is a cloud-based field service management solution that supports small businesses. It allows them to streamline their workflows, automate processes and gain insights into their performance. It offers a range of features, including scheduling and dispatching, customer management, job tracking and invoicing, among others. It’s designed to be user-friendly and accessible from anywhere at any time.

View all jobs at a glance with KickServ.

Top Benefits

• Manage Customer Data: The software enables efficient customer data management, including contact details, service history, preferences, and notes, improving customer relationship management and service delivery.
• Tailor the Software: The platform offers customization options to tailor it to your business requirements, workflows and branding, ensuring a personalized and cohesive experience.
• Automate Scheduling: Automate the scheduling process, assigning jobs to field technicians based on availability, location, and skills, optimizing workforce allocation and reducing scheduling conflicts.
• Access Job Management: Provide comprehensive job management functionalities, including job creation, assignment, tracking, and completion, streamlining job workflows and improving overall operational efficiency.
• Get Account Export Support: Supports account export functionalities, allowing you to export financial data, invoices, and reports to accounting software for seamless integration and streamlined financial management.

Primary Features

• Job Scheduling: Get a centralized view of all jobs and details to track their status. Allow service technicians to view the day’s jobs on a map, update the customer on arrival times and receive automatic notifications of new jobs or changes through the mobile application. Track all job details and provide service route optimization for organizing activities in the field.
• Invoicing And Payment: Support digital signatures, invoicing and point-of-sale field service. Access several digital options to capture payments. Support contactless payment methods. Access an API to connect with any application and ensure that field service software syncs with accounting tools.
• Customer Management: Create a positive customer experience, drive referrals and repeat business. Offer a customer portal that allows various functionalities to customers. Access features like automated communication, GPS alerts and customer messaging to manage external communications.
• Create Estimates: Let service technicians add notes, create estimates and collect digital signatures while on site. Schedule jobs, and once completed, provide an invoice and collect payment from the application at the job.
• Lead Capture: Automatically create new opportunities via digital forms. Once a customer record is created, you can store notes on all discussions for continued context.

Limitations

The product has the following limitations as of the writing of this review:

• The software doesn’t offer an out-of-the-box feature to directly bill customers for a job in progress.
• Depending on the plan, it supports customization of additional fields, estimates, invoice templates and reports, but not all aspects of the software are customizable.
• Repeated fields don’t have an auto-fill feature.
• Unless the estimate is duplicated every time changes happen, there’s no easy access to past records or old versions.
• Technicians using the mobile application can’t see the description of charges in the itemized list of charges.

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Housecall Pro

Housecall Pro is cloud-based field service management software that automates operations and improves efficiency. The software provides a range of tools, including scheduling and dispatching, invoicing and payment processing, customer management and more. Businesses can streamline their workflows and reduce the time and effort required to manage their operations.

Job Scheduling in HouseCall Pro.

Top Benefits

• Access Voice Solutions: Manage centralized communications with three types of voice packages — call tracking, customer intake and VoIP (Voice-over IP).
• Get Customizable Service Plans: Create and customize service plans to meet customers’ unique needs and preferences, enhancing service offerings and customer satisfaction.
• Track Expense Cards: The solution supports tracking expenses and notifying businesses when purchases occur.
• Facilitate In-app chat: Enable multi-media communication between team members and customers across the web and the Android or iOS mobile app.
• Add or Remove Features: Fine-tune various settings and parameters, empowering you to optimize field service operations, streamline workflows and achieve maximum efficiency.

Primary Features

• Job Scheduling: Manage booking with drag-and-drop job scheduling. Set up new and recurring jobs. Technicians can receive alerts about upcoming jobs, update their availability and mark work completion. Users can preview job details from the calendar view and manage time, location and other job details.
• Dispatch Management: Manage employee job assignments with real-time dispatch boards, drag-and-drop functionality calendars, and the ability to filter and view the calendar by employee type or crew. Notify customers about scheduled jobs and send customizable “On My Way” text messages.
• Estimate Management: Create customizable estimates and convert them into invoices. Create and send estimates via text or email and let customers accept them. Track estimates awaiting approval, update existing estimates and add custom descriptions of services.
• Invoice Management: Manage invoices efficiently with a range of capabilities, including searching invoice history and sending payment reminders to customers. Enables users to send branded invoices and digital invoices with a payment link. Import invoice history from QuickBooks Invoice Generator and automatically push job details to QuickBooks.
• Job Costing: Track and report on the costs associated with each job, measuring total labor hours using on-the-job time tracking and reporting on employee commissions and upsells. Set up employee permissions, control what customers see on their invoice, and view business performance with a reporting dashboard.

Limitations

The product has the following limitations as of the writing of this review:

• It doesn’t support setting up custom fields.
• It doesn’t support job classes, inventory items, multiple tax codes and compound tax rates.
• It doesn’t support sending out broadcast marketing emails to the customer base.
• Since it’s cloud-based, customers can’t access any information or process any invoices/estimates without cell or wifi signal.

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mHelpDesk

mHelpDesk’s cloud-based field service management software is designed to help businesses manage day-to-day operations more efficiently. It provides a range of features, including scheduling and dispatching, customer management, invoicing and payment processing, and more. It can automate business processes, reduce workloads and improve productivity.

Dashboard view in mHelpDesk.

Top Benefits

• Generate Leads: Generate new leads and opportunities with features such as lead tracking, lead capturing, and lead management, boosting sales and business growth.
• Access Custom Reporting: Get customizable reporting capabilities, generate tailored reports and gain insights into key performance metrics, facilitating data-driven decision-making.
• Get Real-time Operational Visibility: Get real-time visibility into field operations. Monitor and track field activities, resources, and progress in real time, enabling better coordination and management.
• Automate Tasks: Automate routine tasks such as scheduling, dispatching, and job assignments, reducing manual efforts and improving operational efficiency.
• Enable On-site Invoicing: Access on-site invoicing, allowing field technicians to generate and send invoices to customers instantly, accelerating the billing process and improving cash flow.

Primary Features

• Lead generation: Convert leads to customers and create estimates from the field, sending them directly to a customer’s email while giving them the option to book appointments online. Let users share notes between sales and service teams, automate customer communication, and create and send estimates to streamline lead generation and management processes.
• End-to-End Job Management: Access capabilities like workflow management, scheduling and dispatch, drag-and-drop calendar, GPS tracking, custom forms, staff communication, text message dispatching and multi-location inventory tracking. Create custom forms and provides real-time updates, automated workflows, and integration with Google Calendar and QuickBooks Online.
• Customer Tools: Create and manage a customer database, including customer equipment and multiple service locations. The integrated messaging system allows for automated email and text (SMS) alerts, as well as customizable templates and communication logs. The customer portal provides access to service history, billing management and online service request options.
• Bills and Payments: Handle billing, invoicing and payment processing. Create and customize invoices, and utilize reusable invoice templates. Access integrated payment processing for secure payments with multiple payment options like online, on-site mobile payments, credit cards, ACH payments and bank checks.
• Reporting: Access several reporting capabilities such as mobile-accessible timesheets, payroll submission and editing, and adding admin access. Get financial reporting options, including bar charts, pie charts and grids, staff productivity reporting and custom reporting options.

Limitations

The product has the following limitations as of the writing of this review:

• It doesn’t offer an API.
• It doesn’t offer a bulk import tool.
• It doesn’t support importing past financial data from accounting systems.
• The Maps feature doesn’t support measuring distance, pinpointing addresses and downloading Excel spreadsheets.
• It doesn’t provide the ability to delete old users or staff from the system when they leave the business.
• Users struggle with job reconciling and other features.

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ServiceTitan

ServiceTitan provides a range of tools, including scheduling and dispatching, invoicing and payment processing, customer management, and more. It helps businesses streamline their workflows, automate processes and gain insights into performance.

Dashboard view in ServiceTitan.

Top Benefits

• Leverage a Web-based Solution: Eliminate the need for software installation and enable remote access and collaboration.
• Automate Dispatch: Automate the dispatching process, assign jobs to field technicians based on availability, location, and skills, optimize scheduling and reduce manual effort.
• Manage Customer Communication: Let customers text and interact with the technician to provide live feedback.
• Support Field-Enabled Services: Create quotes from estimate templates and collect payments and signatures in the field.
• Customize: Configure to suit the unique requirements and preferences of the business, allowing for personalized workflows and optimized operations.

Primary Features

• Scheduling: View schedules weeks and months in advance and manage technician availability. Custom tags let you provide techs with information about jobs such as special tools needed, prior rescheduling and languages spoken by the client.
• Dispatching: Match the right technician to the right job with route information, extending, shortening, or rescheduling jobs and a dispatch board for scheduling and technician assignment. Access a schedule view, dispatch notifications, detailed job histories, text appointment confirmation of appointments and SMS communication for dispatchers.
• Call Booking: Automatically populate customer information as calls come in and spot opportunities with property data. Access call recording to capture all incoming calls and provide a record of how a company books jobs.
• Marketing: Monitor, adjust and create new automated campaigns with a marketing scorecard. Create new and unique phone numbers to assign to new ads and track ad-generated revenue.
• Estimates, Proposals and Payments: Create and edit estimates and proposal templates. Get paid in the field, office or online through various payment options.

Limitations

The product has the following limitations as of the writing of this review:

• It doesn’t offer a free trial.
• It supports storing information about different areas of a location or customer. Users would prefer auto-filling information instead of relying on manual entry.
• All of the training is designed and presented specifically for residential HVAC contractors. It’s not suitable for commercial contractors.
• It doesn’t support larger file sizes and adjustments within email templates.
• It doesn’t provide audit trails on customer and location records (currently available only at the job level).

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How We Choose Products

Our team of writers and analysts at SelectHub is committed to giving you the best recommendations based on our data. To make our list, products had to meet two criteria:

1. Closely match the topic
2. Earn a top-5 analyst score in our selection platform

Our analyst scores are based on an in-depth research process using primary and secondary sources. This includes SelectHub Analyst Briefings, direct communication with vendors, and reviewing materials such as user reviews, product brochures, specification sheets, case studies, user manuals, and technical documentation.

Our platform’s Scoring Engine processes the research and computes the analyst score. The score also factors in platform settings such as industry and company size.

Learn more about our research methodology and editorial standards

Factors to Consider Before Buying

Consider the following when choosing an FSM solution:

Feature Set

When evaluating FSM software, consider the most business-critical features. This list could include scheduling and dispatching, work order management, inventory management, invoicing and more. Look for software with the features you need to optimize operations and improve customer satisfaction.

Scalability

Choose FSM software that can grow with your business. Consider the number of employees you have and the volume of field service requests you handle, and choose software that can accommodate those needs. Look for flexible pricing plans and tools that scale up or down as your business changes.

Integrations

The ability to integrate with other tools you use is critical. Consider the other tools you use, and choose FSM software that can integrate with them. This strategy will help streamline your operations and reduce manual data entry.

User Experience

Choosing software that’s easy to use and requires minimal training is critical for getting your team up and running. Look for something with an intuitive interface, simple navigation and clear instructions. A system with a responsive and helpful customer support team is also a plus.

Mobile Capabilities

Mobile support for remote work is key. Choose FSM software that offers a mobile app or mobile-friendly interface that manages field service operations on the go. This feature will help your team stay connected and productive, even when they’re out in the field.

Users Numbers and Service Request Volume

Consider the number of employees you have and service request volume and choose software that can accommodate them. Some software may charge per user and service request, while others offer scalable pricing plans.

Data Storage and Security

Consider the software’s data storage and security measures. Look for offers reliable data backup and storage, as well as encryption and other security features to protect sensitive information. Platforms that are compliant with data protection laws and regulations are a plus.

Pricing

Consider the solution’s pricing structure and whether it fits within your budget. Look for flexible pricing plans that allow you to pay for the features you need. Define if it requires a one-time payment or charges monthly or yearly fees.

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Next Steps

When selecting the best field service software for small businesses, cost is a major factor. While it’s tempting to choose the most affordable option, investing in a software system that truly caters to all your needs can lead to a better return on investment (ROI) in the long run.

One useful resource for evaluating different field service software options is our comparison report. It compares popular systems against analyst-identified requirements to help you make a smart buying decision.