Categories   >   Service Scheduling Software
Last Reviewed: November 14th, 2024

Best Service Scheduling Software Of 2024

What is Service Scheduling Software?

Service Scheduling Software is specialized software aimed at enhancing service planning, coordination, and execution. It solves issues such as overlapping bookings, service delays, and inefficient resource allocation. This software proves vital in maintaining a seamless operation, offering salient benefits like enhanced customer service, improved resource utilization, and streamlined processes. Key functionalities include scheduling management, real-time adjustments, and integrated customer communication. Emerging features point towards automation, AI-driven forecasting, and mobile-friendly interfaces. The primary users of this software encompass the service industry, including sectors like healthcare, home services, and consultancy, among others. However, the software's effectiveness is tied to the quality of user input, reliance on robust connectivity, and requires some tech-savvy for efficient utilization. In conclusion, Service Scheduling Software is a powerful tool to optimize service delivery, boost customer satisfaction, and improve operational efficiencies, given the users' ability and willingness to fully harness its capabilities.

What Are The Key Benefits of Service Scheduling Software?

  • Optimizes service scheduling
  • Enhances customer satisfaction
  • Improves resource utilization
  • Streamlines operational processes
  • Allows real-time adjustments
  • Facilitates communication with customers
  • Supports revenue growth
  • Reduces service delays
  • Enables mobile accessibility
  • Prevents overbooking scenarios
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Overall

Based on the latest available data collected by SelectHub for 78 solutions, we determined the following solutions are the best Service Scheduling Software overall:

Housecall Pro
Housecall Pro
Start Price
$49
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Housecall Pro

Housecall Pro is a user-friendly solution for field service businesses to manage scheduling, dispatching and customer communications. Its seamless integration with QuickBooks also assists with finance and accounting operations, making it a well-rounded product. Similarly, its prompt customer and technical support, as well as implementation and onboarding support, are lauded by users. However, its lack of customization, limited reporting functionality and occasional data lags and glitches need more work.

Pros & Cons

  • User Friendly: 100% of the users who mention ease of use recommend the software for its user-friendliness.
  • Customer and Tech Support: Nearly 82% of the users who talk about customer and tech support laud their promptness and friendly demeanor.
  • QuickBooks Integration: Seamless QuickBooks integration makes finance and accounting operations easy to manage, as noted by about 77% of the users who refer to integrations.
  • Scheduling and Dispatching: The ease of scheduling and dispatching streamlines logistics and service delivery for almost 90% of the users who mention the feature.
  • Customer Communications: More than 96% of users who talk about customer communications concur that prompt communication and regular updates improve customer satisfaction.
  • Implementation, Onboarding and Training: Nearly 82% of the users who mention implementation, onboarding and training were pleased with its migration assistance and user adaptation level.
  • Customization: About 80% of the users who mention a lack customized workflows and processes wish those features would be added.
  • Glitches: 100% of the users who refer to glitches note that the software has occasional glitches and data lags, resulting in delays and redundancy.
  • Reporting: Limited reporting capabilities and lack of customized reports are noted by about 57% of the users who mention the feature.

Key Features

  • Android and iOS: Equip technicians with mobile apps that have cross-platform compatibility across iPhone and Android devices. 
  • Low Processing Rates: Process payments quickly and efficiently and pay comparatively small processing fees. The average processing fee ranges from 1.5% to 3.5% in other industries. 
  • Message Customers: Allow field technicians to send “on my way” messages, pull up customer histories, book and pay via text, with a built-in mobile communications system. 
  • Fast Customer Onboarding: Get assistance in onboarding new customers, managing accounts, handling payment, scheduling, emailing and marketing while saving up to 15 hours per week. 
  • Book Directly Online:  Enable customers to book appointments online from the business website, Facebook page, Google page and more. 
  • Website Builder: Get a free, custom website that is deeply integrated with the software. 
  • Advanced Payment Features:  Streamline money management with advanced features such as instant pay, money management, QuickBooks integrations, billing, expense cards and more. 

Pricing

License/Subscription Cost
  • Based on recurring subscription fee model – costs vary depending on the version/module selected, numbers of users and the monthly or annual billing option chosen
  • One-time setup fees/activation fees are charged, irrespective of the version/module selected
  • Includes the upfront cost of customization and integration, along with ongoing support for upgrades
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements such as configurable dashboards, type of data elements required for tracking, complexity of workflows, forms to collect additional data, UI changes, dashboard and operational reporting needs, etc
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on your current software, amount of data to be migrated, availability of migration tools, complexity of data and gaps between the existing system and the new system. Migrating the data from excel spreadsheets might shoot up both the time and cost
Recurring/Renewal Costs
  • The recurring cost is high, as customers need to pay for the monthly subscription fee along with premium support services (if required)
ServiceTitan
ServiceTitan
Start Price
$398
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked ServiceTitan

ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable.

Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart.

ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

Pros & Cons

  • Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
  • Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
  • Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
  • User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
  • Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
  • QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
  • User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.

Key Features

  • Financial Growth  
    • Call Booking: CSRs can access auto-populated customer details before picking up calls. Offer undivided attention to customers by choosing from easy drop-down menus instead of a keyboard. Record and manage incoming customer calls to save call booking information. 
    • Marketing: Create, monitor and edit marketing campaigns. Track and analyze total incoming calls with ads to measure ROI. Create phone numbers for new ads quickly. 
    • Memberships and Contracts: Simplifies building of equipment-based contracts and maintenance memberships. Tailor-make service agreements and contracts for customers. Customize monthly expenses, choose additional maintenance tasks and add service upgrades. Access agreement performance summaries with completed visit details, cost and revenue. 
    • Local Services Ads: Appear among top Google search results when customers search for a relevant product or service. Auto-populates bookings directly to the system dashboard. 
  • Operational Tools  
    • Dispatching: Ensure that the right tech handles the right job by automatic assignment and dispatch based on factors such as technician location, schedule, skill set and more. Other features include a notification center, automatic job confirmations, job history, ACP, project filter, property data display and dispatch notifications. 
    • Scheduling: Schedule complex jobs in advance with suitable technicians. Custom tags allow technicians to flag jobs with details like prior rescheduling, languages spoken and special tool requirements. 
    • Payroll: Offers integrated payroll processing tools, including automated bonuses and live timesheet tracking. Apply performance-based incentives and pay, or import additional pay items through spreadsheets or API for job costing. 
    • Timesheets: Automatically documents wrench time, vendor runs and technician drive hours on individual timesheets for field employees. Configure start and overtime in a single click. Office employees can view payroll histories and clock in and out in real time. 
  • Real-time Insights  
    • Reporting: Dynamic dashboards offer tailored KPIs and metrics. Track KPI goals, gain insights into call times and filter transactions based on date range or business unit. Receive live updates on membership sales and revenue generated by each technician. 
    • QuickBooks: Integrates with QuickBooks to handle accounting. Capture customer purchases and export invoices to QuickBooks in real time. 
    • Sage Intacct: Offers integration with Sage Intacct. Office networks can operate in synchronization and update financial records with a single entry. Authorized employees and owners can access financial information on mobile devices. 
    • Job Costing: Access and monitor costing breakdowns like labor, equipment and raw material and receive real-time updates. Get alerts whenever a bill is due to be accepted. 
    • TitanAdvisor: Get a best-practices guide and receive personalized tool recommendations suitable for a specific business. Utilize features to their optimum value with in-built playbooks guided setup. 
  • Customer Assistance  
    • Mobile: Enable quick and better field operations with mobile apps for field technicians to download schematics, handle bills and orders and manage inter-staff communication. 
    • Customer Experience: Send ETAs with technician bios for appointment reminders to customers. Confirm or reschedule appointments and ask questions over SMSs. Enables customers to track service technicians. 
    • Payments: Automatically processes recurring membership payments in custom intervals and batches. Field staff can capture images, credit cards and checks or send personalized links to the payment portal. 
    • Financing: Complete applications with easy data access to customer profiles. Facilitates instant approvals, automatic finance calculations and customizable financing rules for individual customers. 
    • Property Data: The property data display offers CSRs with crucial information such as property size, age, interiors and location. 
Intuit Field Service Management
Intuit Field Service Management
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Key Features

  • Work Order Management:  Users can create service requests as they receive work orders, schedule and assign jobs for their field staff, track real-time work progress and manage efficient processing of work orders. 
  • Dispatch Management:  Users can manage work orders based on the job type, technician skill set and field staff availability to ensure top-notch services each time. With details of the work order, users can then also map the required tools and routes and get real-time updates on their location and work order progress. 
  • Flexible Scheduling:  Allows users to reschedule and reassign work orders in just a few clicks. Similarly, recurring jobs can be automated easily. 
  • Routing:  Users can help field staff with quick and efficient routing to their job location. Routing features with GPS tracking keep managers and customers updated on technician ETAs, as well as logs in the check-in and check-out time to track the time spent on a job and generate accurate invoices. 
  • Customer Database:  Stores and maintains all customers’ data, including details of their addresses, email ID, phone numbers, service history, invoices and feedback. 
  • Contract Management:  Users can manage their contracts and agreements with technicians and customers to facilitate long-term relationships and ensure seamless service delivery. 
  • Technician Management:  Lets managers track and monitor their field staff with details like live location, navigation, work orders completed and customer feedback. 
  • Billing and Invoicing:  Integrated with QuickBooks accounting, the platform enables field staff to generate invoices and collect payment in the field. It also manages detailed records of accounts receivables, accounts payables and project costing for quick reference. 
  • Service History Tracking:  Maintains a record of the service history for each customer and technician with details like order requests, resources used, notes, and invoices. 
ServiceMax
ServiceMax
Start Price
$59
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked ServiceMax

ServiceMax, a field service management software, has garnered positive feedback for its user-friendly interface, scalability to accommodate growing businesses, and adaptability to various industries. Users appreciate the comprehensive overview it provides of customers, assets, and inventory, enabling efficient management and automation of field service processes. The software's ability to track work orders in real-time, ensuring timely completion, has been a significant advantage for many businesses. Additionally, ServiceMax's mobile app empowers field technicians with access to crucial information and tools, enhancing their productivity and responsiveness.

However, some users have expressed concerns about the software's cost and its limited integration capabilities with other systems. These limitations can pose challenges for businesses with complex IT ecosystems or budget constraints. Despite these drawbacks, ServiceMax remains a popular choice for companies seeking to optimize their field service operations. Its strengths in providing real-time visibility, improving technician efficiency, and enhancing customer satisfaction make it a valuable tool for businesses of all sizes. The software's ability to track key performance metrics, such as first-time fix rates and technician utilization, allows companies to identify areas for improvement and make data-driven decisions.

ServiceMax is particularly well-suited for asset-centric industries, such as manufacturing, utilities, and healthcare, where managing and maintaining equipment is critical. Its features for tracking spare parts, managing work orders, and scheduling preventive maintenance align well with the needs of these industries. The software's mobile capabilities, including offline access, ensure that technicians can work effectively even in remote locations with limited connectivity. Overall, ServiceMax offers a robust and versatile solution for companies looking to streamline their field service operations and improve customer satisfaction.

Pros & Cons

  • Streamlined Work Order Management: ServiceMax shines in its ability to efficiently manage work orders, encompassing scheduling, dispatch, parts logistics, and real-time updates, ensuring technicians have the necessary information at their fingertips.
  • Enhanced Technician Productivity: Mobile access empowers technicians with tools to view work orders, access customer information, and document service details, ultimately boosting productivity and first-time fix rates.
  • Improved Customer Satisfaction: Features like appointment scheduling, real-time service updates, and self-service portals contribute to a better customer experience, fostering loyalty and positive feedback.
  • Data-Driven Insights: ServiceMax facilitates data collection and analysis, enabling businesses to gain valuable insights into field service operations, identify trends, and make informed decisions for continuous improvement.
  • Scalability and Flexibility: The platform's scalability allows it to adapt to the evolving needs of businesses, accommodating growth and changing requirements with ease.
  • Customization Challenges: The platform's rigidity can make tailoring it to specific workflows or unique business requirements a hurdle, especially for organizations with intricate service processes or industry-specific needs.
  • Usability Concerns: Navigating the interface and accessing key features can feel cumbersome due to the platform's complexity, potentially hindering user adoption and productivity, particularly for technicians in the field who require a streamlined experience.
  • Integration Complexities: Connecting ServiceMax with existing enterprise systems or third-party applications can pose integration challenges, requiring additional development effort or specialized expertise to ensure seamless data flow and process synchronization.

Key Features

  • Makes technicians 23% more productive: ServiceMax’s cloud-based delivery helps technicians and field service software increase their productivity by as much as 23%. Colloquially, recent studies show that it can also increase customer satisfaction by as much as 20%. 
  • IoT Management: The internet of things (IoT) can greatly augment the field service experience, and ServiceMax comes equipped with features to handle real-time data from IoT devices. These tools help managers and technicians to get to them before they reach a point of failure. IoT integrations can also increase service revenue by 25% and improve uptime by 12% in ServiceMax studies. 
  • Work Order Management: Leveraging a 23% productivity bump, the product’s work order management system is robust and equipped to handle work orders from numerous sources. It offers customer self-service, automated scheduling and a salesforce CRM integration to make receiving orders, scheduling techs and assessing customer data a breeze. 
  • Real-Time Scheduling and Dispatch: Scheduling and dispatching technicians is a monumental task, but with real-time scheduling, dispatch and optimization users can automate these tedious tasks. The system takes into account a number of different factors, including job location, technician skill level and prior job commitments. It can then automatically dispatch the proper tech and optimize his or her route to save time and wear on their vehicle. 
  • Mobile Technician Enablement: Field workers will never be out of sync with their back-office managers. The app can run on numerous devices and connect to home-base easily. This gives techs access to schematics, important data points, maps and tutorials. 
  • Contractor Management: With over 20% of the field service workforce predicted to be contractors by 2020, ServiceMax seamlessly integrates contractors into its payment and scheduling system, enabling a hybrid field service workforce. 
  • Built-In Analytics: The app measures a user’s bottom line and key performance indicators (KPIs). It capitalizes on metrics like SLA achievement, contract leakage, engineer utilization and many more. These metrics are then displayed in intuitive dashboards and reports. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: monthly fee with a minimum number of users, based on the version selected: ServiceMax Express or ServiceMax Enterprise
  • Includes basic setup fees, plus customized implementation support and ongoing training workshops
Maintenance Cost
  • Regular maintenance releases and upgrades are included in the monthly fees and require no onsite IT support or installation
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Cost varies depending on the type of features/functionalities added-on for developing or enhancing an existing product feature or module
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on the type of existing software, the amount of data to be migrated, availability of migration tools, complexity of the data fields, etc.
Recurring/Renewal Costs
  • Recurring subscription fees typically include maintenance, monitoring, upgrades, training and support to the end-user
mHelpDesk
mHelpDesk
Start Price
$169
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked mHelpDesk

mHelpdesk can automate everything from first customer contact to payment, eliminating the need for manual and paperwork processes. It provides robust tools for customer management, quotation, shipment, invoicing, accounting and reporting. It helps to manage, stay organized and track every stage of the job. Most users liked that customer service teams were easily accessible, responsive and resolved issues quickly. Users said that it would be helpful if the map feature was more interactive, measured distance from jobs and uploaded excel spreadsheets. Reviewers mentioned that reporting capabilities are limited and the system tends to be slow or glitchy.

Pros & Cons

  • Functionality: All users liked that it provides all-in-one robust functionality without leaving the platform.
  • User Interface: The system’s user-friendly interface with color codes makes it easy to manage, understand and navigate, as noted by 94% of reviewers who mentioned ease of use.
  • Customer Service: More than 91% of reviewers referring to customer support noted that professional services were accessible and responsive.
  • Tracking/Monitoring: All users liked that it provided a convenient way to keep track of jobs, estimates and appointments.
  • Map: Around 82% of users said they would like more capabilities added to its map feature.
  • Performance: Almost all users reported that the software suffers from glitches and regular slow-downs.
  • Report: It provides limited reports, as observed by 60% of reviewers who referred to communication.

Key Features

  • Lead Management: Increase win-rates by as much as 70%, share notes between sales and service teams, automate communications, lead marketplace, status tracking and more are present in the software. 
  • Workflow Management: Users can automate workflows and gain a complete overview of daily tasks. Sends prompt notifications when a task changes. 
  • Scheduling and Dispatch: Schedule and dispatch field technicians as well as integrate with third-party calendars. Allows for automated assignment and smart scheduling to prevent schedule clashes. 
  • Inventory Tracking: Built-in inventory tracking features can schedule orders and send warnings when stock is low. It can also import items from QuickBooks. 
  • Mobile Offline Access:  Automatically detect when internet access is down, and then switch modes, virtually eliminating downtime. Offline mode offers full functionality, minus a connection to backend features. 
  • Mobile Payment Processing: Payment processing integrates into the mobile application. Accepts common credit cards such as VISA, Mastercard, AmEx and Discover. 
  • Customer Portal: Provides a customer portal with the ability to schedule jobs and manage billing. 
  • Billing and Invoicing: Create invoices anywhere at any time and integrate them with QuickBooks’ invoicing software. Offers custom templates as well. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: based on the number of users per month
  • Costs may vary depending on the mHelpDesk package selected
  • Pricing also includes the upfront cost for customization and integration
Maintenance Cost
  • Included in the subscription cost and covers ongoing upgrades and customer support through the self-help portal, email support, live chat and on-calls
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements such as the type of data to be tracked, complexity of workflows, additional data fields, UI changes, dashboards and reporting needs, etc.
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on your current software, amount of data to be migrated, complexity of the data fields, level of automation and data migration tools to be utilized for transfer of data from the old to the new software
Training Cost
  • This cost is a factor of the type of training chosen, whether it’s end-user training, group/department training or video/self-training. Costs typically increase as one moves from video/self-training towards end-user training
  • Provides tutorials, knowledge repository, online support, phone support and video tutorials
Recurring/Renewal Costs
  • A recurring monthly fee is charged based on the subscription model selected, integration tools selected and other add-ons that aren’t included in the base package
  • Additionally, the monthly fee includes maintenance, monitoring, upgrades, training and support to the end-user
Service Fusion
Service Fusion
Start Price
$195
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Service Fusion

Service Fusion streamlines day-to-day business operations by keeping track of employees and delivery. It organizes customer databases, stores employee information at a central place, streamlines billing and invoices, automates recurring tasks, clamps inefficiencies and grows with a company’s needs to efficiently handle more volume. Its diverse capabilities help replace smaller products and reduce cost. However, the system offers limited reporting functionalities, requires an overhaul of its inventory management features, doesn’t function in offline mode and lacks a smooth mobile interface.

Pros & Cons

  • Functionality: The system keeps thorough track of projects, customers, recurring tasks and estimates. It organizes customer databases, adds contacts according to service locations, tracks delivery, streamlines billing, reduces cost and increases efficiency, as noted by 88% of users who talked about the product’s functionality.
  • Support: The system is backed by efficient customer support that is quick to answer questions about the product, resolve queries and fix issues, said nearly 81% of the reviewers who talked about support.
  • Cost: Nearly 83% of the users noted that the system doesn’t charge per user and offers flat-rate plans, making it affordable for growing businesses.
  • Reporting: Reporting capabilities offered by the product are cumbersome, and the customization options are limited, noted nearly 79% of reviewers who mentioned reporting.
  • Inventory Management: Nearly 82% of reviewers said that the system’s inventory management requires a major overhaul as it lacks manual entries, lacks options to delete an inventory from a warehouse and has issues with its employee applications.
  • Offline Mode: The product requires a steady internet connection and doesn’t work in places with low bandwidth, said nearly 74% of the reviewers that talked about offline mode.

Key Features

  • Customer Management: Create multiple service locations and customer contacts. Set billing terms and communication preferences, track referral sources and store images, documents and public and private notes. 
  • Scheduling and Dispatching: View all estimates and jobs to shift dates and times with drag-and-drop support. Share information with field workers via a call or text from the dashboard. 
  • Invoicing and Payments: Create invoices for single and multiple jobs. Choose cash, check or credit with the tool’s pre-built free payment gateway. 
  • GPS Fleet Tracking: Gain full visibility into vehicle locations. Records trip histories, allowing users to improve driving behavior without any reliance on drivers’ mobile devices. 
  • QuickBooks Integration: Integrate with QuickBooks to get discounts and automatic syncing of job invoices, deposits and payments. 
  • Estimate Options: Give customers the option to choose between option 1/2/3, good/better/best and replacement vs. repair and more. Create multi-page proposals. Customers can accept or decline estimates online. 
  • Job Photo Upload: Upload photos using a mobile app from the job site. Track jobs back to a technician or customer support session. 
  • Payroll Reports: Monitor office activity, remote workforces, work hours and employees clocking in and out. It auto-populates payroll reports and calculates overtime pay. 
Wintac
Wintac
Start Price
$3,145
One-Time
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Wintac

Wintac offers an easy-to-use software suite that eliminates the hassle of dealing with several tools while solving everyday business management problems. It organizes inventory, customer databases and vehicles. However, the product is dated, not cloud-based and is difficult to access remotely. It has a clunky user interface, requires a steep learning curve to get acquainted to its features and doesn’t offer automatic updates. It also lacks GPS tracking, a mobile application and has sluggish customer support.

Pros & Cons

  • Functionality: The system offers robust scheduling tools for everyday operations and keeps track of dispatches and customer databases for easy access. It is easy to navigate, manages multiple inventories and keeps track of vehicles, noted 81% of users who talked about the product’s functionality.
  • Cost: The product is affordable for small and growing businesses as it is offered on a flat-rate and doesn’t incur monthly charges, said nearly 75% of reviewers that talked about cost.
  • Invoice: Nearly 72% of users that mentioned invoicing noted that the system generates professional invoices and is good for billing purposes.
  • Cloud-Based: The system is not in sync with its competitors as it is only offered as an on-premise solution, which makes it difficult to access remotely, said nearly 83% of the reviewers.
  • CRM: Nearly 78% of users that spoke about CRM support noted that the system lacks basic CRM functionalities like lead management and tools to communicate with customers outside of the system.
  • Mobile App: The product doesn’t offer a mobile application to make it accessible from internet-connected devices, said nearly 74% of the reviewers who talked about its accessibility.
  • Reporting: Nearly 86% of users that mentioned reporting said that it is cumbersome to generate reports like lead sources, sales and service rates to extract valid data on an organization’s operations.

Key Features

  • Job Scheduling:  Track & schedule service jobs. Assign jobs to most suitable and nearest available field staff for efficient scheduling and quick service delivery. Create flexible schedules for all available services, work orders and field staff members. 
  • Dispatch Management: Dispatch Management: Get live locations of field staff for real-time dispatch. Send optimized routes, track arrival and send live updates and notifications to customers for a better customer experience. 
  • Work Order Management:  Create, update and manage work orders for one-time and recurring jobs, including details like addresses, issues, materials required, field staff assigned, estimates, checklists and more. 
  • Contact Management:  Manage, organize, segment and communicate with all contacts, including leads, prospects, clients, vendors, field staff and back-office employees, from a central location. 
  • Sales Management:  Track and manage leads. Ensure targeted communication and quick response rates for conversion. Send estimates and proposals using readymade customizable templates. 
  • Inventory Management:  Track, update and manage inventory items for multiple locations and vendors. Get built-in support for inventory barcode scanning and label printing. 
  • Accounting:  Manage unlimited accounts receivable and accounts payable through seamless integration with accounting tools such as QuickBooks, Peachtree, Timberline and more. 
  • Billing:  Manage over the counter sales along with an integrated billing system. Generate automated invoices based on service agreement terms. Track partial payments, dues and overpayments to manage finances efficiently. 
  • Equipment and Agreement Tracking:  Track equipment location, details and history through electronic serialization. Manage warranties and agreements with reminders for renewal. 
  • Dashboard:  Get a visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard. 
Dataforma
Dataforma
Start Price
$69.98
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Dataforma

Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

Pros & Cons

  • Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.
  • Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.
  • Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.
  • Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.
  • Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.
  • Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.
  • Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.

Key Features

  • Database Management: Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history. 
  • Lead Tracking: Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios. 
  • Contract Management: Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery. 
  • Document Management: Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information. 
  • Inventory Management: Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time. 
  • Work Order Management: Manage work orders by matching the service request to the most suitable service provider, schedule work orders in advance, track progression for individual orders, capture key information and manage invoices in the same location. 
  • Dispatch Management: Assign service providers, track locations, update customer ETAs and manage dispatch services for each work order. 
  • Portfolio Management: Manage a portfolio of service providers and major projects while making bids and proposals for new projects. 
  • Proposal Generation: Use pre-built proposal formats that include details like the scope of work, exclusions, inspection reports and more. Customize generated proposals to match the organization’s branding and exchange as a PDF. 
  • Project Management: Update and manage a project throughout its lifecycle from contact to completion, with detailed information such as inspection, estimates, key timeline dates, project material and invoice amounts. Monitor workflow scheduling, backlogs and work to be completed in real time. 
  • Correspondence Management: Manages real-time correspondence updates to ensure seamless internal and client-facing communications. It manages a detailed log of phone calls, letters, faxes, emails, messages, meetings and schedules with automated reminders for follow-up actions. 
  • Group Mailers: Engage leads, prospects and customers using customizable mass mailing features. Customize mailing campaigns for different target audiences while personalizing content for each target group. 
  • Billing and Invoicing: Generate accurate and timely invoices through work orders and projects, control overdue invoices, set credit limits, track collections and detailed financial reports. 
  • Purchase Orders and Payables: Create purchase orders for projects, track pending change orders, open purchase orders with a few clicks and analyze spending trends for better financial optimization. 
  • Work Order and Individual Calendars: Generate work orders, assign service providers and schedule work efficiently depending on the location, project type and availability. Let employees schedule their meetings, appointments, events and responsibilities, on individual and company levels. 
  • Service History Tracking: Maintain service histories by address, company or contact. Store critical information like proposals, renders, photographs, written descriptions, invoices, warranties and client and service provider contact details in a unified manner. 
  • Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders. 
  • Customizable Dashboard: Use a customizable dashboard to quickly access, monitor and analyze business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance. 
  • Reports: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects. 
  • Accounting Integration: Integrate with third-party accounting modules to manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing. 
  • Google Maps Integration: Integrate with Google Maps to gain real-time insights on project and service provider locations and track transportation and asset deployments. 
Oracle Field Service
Oracle Field Service
Start Price
$100
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Oracle Field Service

User reviews of Oracle Field Service reveal a spectrum of opinions, highlighting both its strengths and weaknesses when compared to competitors like Salesforce Field Service Lightning and ServiceMax.

One of its most lauded aspects is its remarkable scalability and flexibility, enabling businesses to adapt to evolving requirements and grow alongside the platform. As one user aptly stated, "Oracle Field Service played a crucial role in scaling our service operations as we entered new markets." This adaptability sets it apart from less versatile solutions, making it ideal for complex enterprises experiencing rapid growth.

However, several users raised concerns about its steeper learning curve and higher cost compared to competitors. "The initial learning curve was definitely more challenging than we expected," commented a user during platform migration. This complexity, coupled with the cost, might not be ideal for smaller businesses or those with simpler needs.

Another recurrent criticism targeted the complexity of the interface, which some users found overwhelming and difficult to navigate. This stood in stark contrast to competitors like Salesforce Field Service Lightning, known for its user-friendly interface.

While the reporting capabilities met the needs of most users, some felt they lacked the depth and customization offered by ServiceMax. This could be a significant drawback for businesses requiring highly detailed service data insights.

Overall, user reviews portray Oracle Field Service as a powerful and adaptable platform, ideal for large organizations seeking comprehensive field service management capabilities. While its complexity and cost might deter smaller businesses or those seeking a simpler solution, those comfortable with the initial learning curve will find in Oracle Field Service a robust platform with the potential to significantly enhance service operations and deliver a positive return on investment.

Pros & Cons

  • Increased First-Time Fix Rates: Accurate information and knowledge management empower technicians to resolve issues on the first visit.
  • Improved Efficiency: Streamlined workflows and real-time updates enhance technician productivity and reduce service times.
  • Reduced Operational Costs: Optimized resource allocation, minimized paperwork, and improved first-time fix rates lower service costs.
  • Enhanced Customer Satisfaction: Real-time communication and self-service options improve customer experience and satisfaction.
  • Scalable and Flexible: Adapts to changing business needs and grows with a flexible and scalable solution.
  • Steeper Learning Curve: New users may require additional training to become proficient with the platform's complexity.
  • Higher Cost: Compared to simpler alternatives, Oracle Field Service can be a more expensive solution.
  • Complex Interface: The user interface can be overwhelming for new users and require some navigation effort.
  • Limited Reporting Capabilities: While reporting features exist, they may not be as comprehensive as some users require.
  • Not Ideal for Small Businesses: The feature-richness and cost may not be suitable for smaller businesses with simpler needs.

Key Features

  • Precise Geo-Coding: Access rich geographical information using advanced analytics and corroborating map data. This can be useful in optimizing service routes or in assisting field technicians.
  • Job Assignment: Route resources automatically to an urgent work assignment.
  • Dispatch: Match the most skilled technician with the right job automatically and dispatch field representatives efficiently — all optimized to fit the technician’s schedule.
  • Omni-Channel Communication: Enable customer communications through a variety of channels, such as email, text, phone calls and more.
  • Mobile Work Order Management: Assign, manage, and update work orders in real-time from any mobile device.
  • Inventory Tracking: Maintain accurate inventory levels and ensure technicians have the necessary parts and materials.
  • Real-Time Updates: Receive instant updates on work order status, technician location, and customer interactions.
  • Customer Signature Capture: Electronically collect customer signatures for proof of service and streamlined workflows.
  • Knowledge Management: Provide technicians with easy access to technical documentation and service procedures.
  • IoT Service Monitoring: Proactively monitor connected assets to prevent downtime and optimize maintenance schedules.
  • Contract Management: Manage service contracts, track warranty information, and ensure compliance with terms.
  • Reporting and Analytics: Gain valuable insights into service performance, identify areas for improvement, and make data-driven decisions.
  • Integrations: Connect with other enterprise applications, including CRM, ERP, and accounting systems.
  • Customizable Workflow Automation: Automate repetitive tasks and streamline service processes to improve efficiency.
  • Advanced Scheduling and Routing: Optimize technician schedules and routes based on real-time data to minimize travel time and maximize productivity.
  • Mobile App for Technicians: Equip technicians with a user-friendly mobile app to access work orders, customer information, and service resources.
  • Web Portal for Customers: Provide customers with self-service options to track service requests, view service history, and manage their accounts.
  • Multilingual Support: Support for multiple languages to meet the needs of global businesses.
  • Robust Security Features: Ensure data security and compliance with industry standards.
Dynamics 365 Field Service
Dynamics 365 Field Service
Start Price
$40
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Dynamics 365 Field Service

User reviews of Dynamics 365 Field Service paint a picture of a powerful, cloud-based field service management tool with plenty to offer. Its integrated ecosystem with other Microsoft solutions and seamless mobile experience win praise, alongside its ability to boost efficiency and first-time fix rates. Scheduling, dispatching, and real-time updates keep everyone informed, while access to customer history and knowledge bases empower technicians. This translates to happier customers and lower operational costs, which users value greatly. However, the initial setup and learning curve can be steep, especially compared to competitors like Salesforce Field Service. Some users also find the customization options limited, particularly for niche needs. Integration with existing systems can be complex, and occasional mobile app hiccups can be frustrating. Despite these drawbacks, many users believe Dynamics 365 Field Service's strengths outweigh its weaknesses, particularly for larger organizations who can leverage its deep integration with the Microsoft suite. For those seeking a user-friendly solution with out-of-the-box capabilities, other options might be more suitable. Ultimately, the choice boils down to individual needs and priorities, with Dynamics 365 Field Service remaining a strong contender in the field service management landscape.

Pros & Cons

  • Improved Efficiency: Streamlined scheduling, dispatching, and mobile tools boost technician productivity and reduce job completion times.
  • Enhanced First-Time Fix Rates: Access to knowledge bases, customer history, and remote diagnostics enable technicians to resolve issues quickly and accurately.
  • Reduced Operational Costs: Optimized scheduling, improved first-time fix rates, and streamlined workflows minimize travel costs and resource utilization.
  • Improved Customer Satisfaction: Real-time visibility, proactive communication, and efficient service delivery enhance customer satisfaction and loyalty.
  • Data-Driven Insights: Comprehensive reporting and analytics provide valuable insights to optimize field service operations and make informed decisions.
  • Scalability and Flexibility: The cloud-based platform adapts to changing business needs and integrates seamlessly with other Dynamics 365 applications.
  • Learning Curve: The initial setup and user training can be complex for some organizations.
  • Cost: The subscription fees and potential implementation costs can be high for smaller businesses.
  • Integration Challenges: Integrating Dynamics 365 Field Service with existing systems can be time-consuming and require technical expertise.
  • Limited Customization: While customizable, some users report limitations in tailoring the platform to their specific needs.
  • Reporting Complexity: Generating comprehensive reports can be challenging for users unfamiliar with the platform's reporting tools.
  • Mobile App Issues: Some users have reported occasional bugs and performance issues with the mobile app.

Key Features

  • Work Order Management: Create, prioritize, assign, and track work orders, including customer information, asset details, service history, and required tasks.
  • Scheduling and Dispatch: Optimize technician schedules based on skills, availability, location, and job requirements, leveraging intelligent routing and scheduling algorithms.
  • Mobile App for Technicians: Empower field technicians with access to work orders, customer information, inventory, knowledge base, and remote assistance tools on their mobile devices.
  • Customer Portal: Provide customers with self-service options to create service requests, track service status, view service history, and communicate with technicians.
  • Inventory Management: Track parts and supplies, manage inventory levels, and automate replenishment processes to ensure technicians have the right parts on hand.
  • Asset Management: Track asset location, maintenance history, and performance data for proactive maintenance and efficient asset utilization.
  • Knowledge Base: Provide technicians with access to a centralized knowledge base of troubleshooting guides, best practices, and product information.
  • Remote Assistance: Enable experienced technicians or experts to remotely assist field technicians through video calls, augmented reality, and real-time data sharing.
  • Analytics and Reporting: Gain insights into key performance indicators, track trends, and identify areas for improvement with customizable reports and dashboards.
  • Integration with Microsoft Ecosystem: Integrate with other Microsoft Dynamics 365 applications, Office 365, and Azure for a unified view of customer data, business processes, and field operations.

Pricing

License/Subscription Cost
  • Based on monthly subscription license fee model, which includes key metrics such as type of module selected, authorized number of users1 and maximum number of appointments, as defined in the work order/contract
  • Pricing also includes the upfront cost for customization and integration
Maintenance Cost
  • Included in the subscription cost, and covers ongoing upgrades and customer support
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Costs will vary depending on the type of add-on modules selected, such as mobility cloud service, capacity cloud service, customer communication cloud service, collaboration cloud service, smart location cloud service and forecasting cloud service
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on the amount of data to be migrated, availability of migration tools, complexity of data and gaps between the existing system and the new system
Recurring/Renewal Costs
  • Costs will vary depending on the type of add-on modules selected and the monthly fees paid for ongoing maintenance, upgrades and support

COMPARE THE BEST Service Scheduling Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Service Scheduling Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Housecall Pro
$49
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Housecall Pro
ServiceTitan
$398
Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ServiceTitan
Intuit Field Service Management
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Intuit Field Service Management
ServiceMax
$59
Per User, Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ServiceMax
mHelpDesk
$169
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
mHelpDesk
Service Fusion
$195
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Service Fusion
Wintac
$3,145
One-Time
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Wintac
Dataforma
$69.98
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dataforma
Oracle Field Service
$100
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Oracle Field Service
Dynamics 365 Field Service
$40
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 Field Service

All Service Scheduling Software (78 found)

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StreetSmart

by Street Smart Mobile
StreetSmart
StreetSmart is a cloud-based solution that helps businesses streamline operations by managing key aspects like job management, mobile forms, timesheets, travel reimbursements, GPS services, customer engagement and more. It connects field and administrative staff to clients, enhances customer satisfaction, maximizes productivity, mitigates service risks, increases sales and improves revenue.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Customer Factor

by Customer Factor
Customer Factor
Customer Factor is a comprehensive software solution designed to streamline service management tasks such as scheduling, invoicing, and customer relationship management. It is particularly well-suited for small to medium-sized service-based businesses, including cleaning services, landscaping, and HVAC companies, due to its user-friendly interface and robust feature set. The software offers significant benefits, including improved operational efficiency, enhanced customer communication, and increased revenue through better job tracking and follow-ups. Popular features include automated appointment reminders, detailed reporting, and seamless integration with accounting software. Users appreciate its intuitive design and the ability to manage multiple aspects of their business from a single platform. Compared to similar products, Customer Factor is often praised for its affordability and ease of use, making it a preferred choice for businesses looking to optimize their service management processes. Pricing details can vary based on the specific needs and scale of the business, so it is recommended to contact SelectHub for a personalized pricing quote. This ensures that users receive a tailored solution that fits their budget and operational requirements.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Knowify

by Knowify
Knowify
Knowify is a robust software solution designed to streamline construction management tasks, making it particularly well-suited for small to medium-sized contractors and subcontractors in the construction industry. It offers a comprehensive suite of features including project management, job costing, contract management, and time tracking, all integrated into a user-friendly platform. One of its standout features is the ability to manage both commercial and residential projects with ease, providing real-time insights into project progress and financials. Users appreciate its intuitive interface and the seamless integration with accounting software, which enhances operational efficiency. While specific pricing details are not readily available, Knowify typically offers subscription-based pricing, which may vary based on the number of users and specific needs of the business. For precise pricing information, it is advisable to contact SelectHub for a tailored quote. Knowify's unique blend of features and ease of use makes it a compelling choice for construction professionals.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Payzer

by Payzer
Payzer
Payzer is a cloud-based financial tool that gives businesses like HVAC and plumbing the freedom to accept payments in any form from different modes — offline and online. The built-in CRM centralizes customer contacts and service histories. Information can be shared and controlled across multiple entities from anywhere. It provides real-time tracking and helps contractors process cards and recurring payments with instant financing. Businesses can grow and boost sales by using it on the field on a mobile app, card reader and online payment portal. It comes with dispatch capabilities that manage inbound calls and service requests which is powered by drag-and-drop functionality and calendar-based technician scheduling.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Launch27

by Launch27
Launch27
Launch27 is cloud-based online booking software designed to schedule and make domestic and cleaning services appointments. It provides customers with a seamless booking experience. With quick integration, the booking engine can be customized to look like existing housekeeping websites.It increases conversion rates and frees-up time by eliminating the need to give quotes in person or on calls. The in-built calendar shows upcoming jobs and appointments. Its onboard analytics comes with multiple add-ons.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Badger Maps

by Badger Maps
Badger Maps
Badger Maps is a cloud-based solution that lets sales teams and reps gather data from the field to streamline sales processes, manage customer relationships in their territory, optimize sales routes and more. It combines Google Maps, CRM data, route optimization, schedule planning, lead generation and reports to manage sales operations and close more deals.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Kickserv

by Kickserv
Kickserv
KickServ is a cloud-based solution that helps businesses manage bids and estimates, jobs, scheduling, dispatch, invoicing and tasks with a shared online calendar. Its customizable interface monitors and automates various aspects of operational workflows and business processes. It connects field and administrative staff to clients, enhances customer satisfaction, maximizes productivity, increases sales and improves revenue.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

PestRoutes

by PestRoutes
PestRoutes
PestRoutes, now FieldRoutes as of 2021, is cloud-based end-to-end software with offerings that assist every phase of field and marketing operations. Suitable for companies of all sizes, it automates processes to streamline day-to-day tasks for technicians, administrators, sales, marketing and office workers. It increases communication between customers and providers, optimizes the deployment of technicians and instantly supplies critical information and resources to field agents.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

GoSpotCheck

by GoSpotCheck
GoSpotCheck
FORM MarketX, formerly known as GoSpotCheck, is a cloud-based solution that combines dynamic task management, image recognition, photo reporting, surveys and audits, field team communications and advanced reporting centrally to automate workflows in real time. It guides teams, improves execution, and drives sales while offering a holistic view of field activities to set up corporate goals and directives for frontline employees.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Pointman

by ProStar Geocorp
Pointman
PointMan is cloud-based software that assists engineers, designers, project managers, field operators and other personnel involved in the lifecycle of a construction project. It’s suitable for companies and firms of all sizes. It integrates with major manufacturer GPS/GNSS and locator hardware to precisely capture, map, visualize and share the location of assets above and below ground, as well as indicate the type and condition. It increases field technician safety, provides a single location for all mission-critical data and can be employed for residential, commercial or municipal projects of any size.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

JobProgress

by JobProgress
JobProgress
JobProgress is a cloud-based solution that helps businesses manage field operations and resources, offer customer support and expand from a centralized location. It automates job scheduling, sales and marketing management, accounting and job management to eliminate paperwork and improve efficiency. Its workforce optimization and team collaboration abilities optimize information and business processes for maximum productivity while minimizing costs.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

FieldAware

by FieldAware
FieldAware
FieldAware is a cloud-based solution that helps field service businesses manage their daily operations such as scheduling, dispatching, routing, work order management, asset management, customer management, time tracking, invoicing and reporting. It increases productivity, expedites payment cycles, generates more revenue and improves customer satisfaction. Its mobile-first technology and open API enable a bidirectional flow of information and data between field and back-office staff as well as other web-based products to provide a complete ecosystem for service automation.
User Sentiment User satisfaction level icon: fair
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

simPRO

by simPRO Group
simPRO
simPRO is a comprehensive software solution designed to streamline field service management for businesses, particularly those in industries such as electrical, plumbing, HVAC, and security. It is best suited for trade and service businesses looking to optimize their operations, from scheduling and dispatching to invoicing and reporting. One of the key benefits of simPRO is its ability to enhance efficiency and productivity by automating routine tasks and providing real-time insights into business performance. Popular features include job management, customer relationship management (CRM), inventory management, and financial tracking, which collectively contribute to improved project management and customer satisfaction. When compared to similar products, users often highlight simPRO's user-friendly interface and the depth of its features, although pricing considerations, such as its range and per unit criteria, can vary and should be evaluated based on the specific needs of a business. Payment for simPRO typically follows a subscription model, offering flexibility and scalability to users.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

ZenMaid

by ZenMaid
ZenMaid
ZenMaid is a comprehensive software solution designed to streamline maid service management. It offers a suite of tools that assist with scheduling, client communication, invoicing, and employee management. This software is particularly well-suited for small to medium-sized cleaning businesses seeking to enhance operational efficiency and improve customer satisfaction. Key benefits include automated reminders, easy-to-use scheduling interfaces, and robust reporting capabilities. Popular features encompass online booking, GPS tracking, and integrated payment processing, which collectively help businesses save time and reduce administrative burdens. Users often highlight ZenMaid's intuitive design and reliable customer support as standout aspects. Compared to similar products, ZenMaid is praised for its user-friendly interface and specialized focus on the cleaning industry. Pricing details vary based on the number of users and specific needs, so it's advisable to contact SelectHub for a tailored quote.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Vonigo

by Vonigo Software
Vonigo
Vonigo is a cloud-based platform that helps businesses increase sales and streamline operations. With modules for scheduling, routing, dispatching, accounting, CRM and work order management, it can automate and manage processes centrally while eliminating manual errors and increasing efficiency. Accessible from all internet-connected devices, it improves communication between back-office, field staff and customers for more unified performance.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Repsly

by Repsly
Repsly
Repsly is cloud-based software that helps the consumer packaged goods (CPG) industry enable retail execution staff to boost field sales. It centralizes operations by combining real-time insights from the field and store-level activities to connect their combined impact on execution and sales. Providing data to uncover opportunities at retail and tools to guide store activities improves brand visibility and increases field sales.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

GorillaDesk

by GorillaDesk
GorillaDesk
Gorilladesk is a cloud-based solution that helps pest control and other field service businesses streamline operations, enable technicians, increase visibility, expedite payments, improve customer services and grow revenue. Its range of functionalities makes it easy to adapt and scale to suit varying business requirements.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

ServiceTrade

by ServiceTrade
ServiceTrade
ServiceTrade is a cloud-based solution that streamlines business operations by managing work orders, scheduling services, billing and invoicing while enabling customer engagement throughout the service cycle to build profitable and long-term relationships. Its various modules help build better relationships between service providers and customers, run efficient operations and save time and money.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

TrackTik

by TrackTik
TrackTik
TrackTik is a comprehensive software solution designed to streamline security workforce management. It offers a suite of tools for scheduling, reporting, and monitoring security personnel, making it particularly well-suited for security firms and large organizations with substantial security needs. The platform enhances operational efficiency by providing real-time insights, automated scheduling, and detailed reporting capabilities. Key benefits include improved accountability, enhanced communication, and optimized resource allocation. Popular features encompass GPS tracking, mobile patrol management, and incident reporting, all accessible through an intuitive interface. Users appreciate its ability to integrate seamlessly with other systems, offering a cohesive management experience. Compared to similar products, TrackTik is often praised for its user-friendly design and robust functionality. Pricing details are typically customized based on the specific needs of the organization, so it is advisable to contact SelectHub for a tailored quote. This ensures that users receive a pricing plan that aligns with their unique requirements.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

ReachOut Suite

by Fingent Corporation
ReachOut Suite
ReachOut Suite is a cloud-based solution that helps businesses streamline operations by automating end-to-end workflows, eliminating paperwork and delivering and analyzing services efficiently. With a drag-and-drop interface, Kanban workflows and modules for audits and inspections, work order management and ticketing, it aids in cutting down costs, reducing turnaround times and improving customer loyalty.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Buyer's Guide

Service Scheduling Software Is All About Increasing Operational Efficiency 

By Gerrad Frei, Technical Content Writer at SelectHub

Service Scheduling Software BG Intro

Properly scheduling service visits is extraordinarily complicated, having to account for multiple technicians, clients, work orders and unexpected changes. Service scheduling software handles those variables and streamlines the process to ensure your operation is as efficient as possible.

Investing in field service management tools can benefit your bottom line by allowing you to take on more jobs, automating tedious processes and getting the most out of your field crew.

Executive Summary

  • Service scheduling software tools help supervisors and dispatchers manage work orders, schedule assignments, and manage field staff and resources.
  • Automatic and smart features leverage real-time data to improve multiple aspects of your business, such as optimized schedules and routes and better customer experience.
  • Ask critical questions about your team, potential vendors and their software to ensure you invest in the right service scheduling software.
What This Guide Covers:

What Is Service Scheduling Software?

Service scheduling software is a suite of tools that enable dispatchers and supervisors to manage work orders and efficiently allocate labor and resources. It optimizes schedules using real-time data, streamlines workflows and automates key processes to reduce costs and boost productivity.

Primary Benefits

Service Scheduling Software Benefits

Service Scheduling Software Categories

Optimize Schedules

Scheduling is one of the most complicated and time-consuming field service management processes. Service scheduling software leverages real-time data to optimize schedules, reducing road and response times.

Reduce Costs

As most companies are already operating at or below minimum profit margins, finding ways to reduce costs is crucial to success. For example, by assigning new jobs to the nearest available technician and optimizing service routes, your business can save 8% on fuel costs on average.

Also, when complicated jobs arise, you can assign them to the technician with the proper skill set, increasing first-time fix rate and preventing the need for costly return visits.

Minimize Errors

Use comprehensive dashboards to see every technician's status and schedule on one screen, ensuring dispatchers and supervisors notice any possible conflicts before they arise. Also, built-in automated features take over manual processes, eliminating the possibility of costly human errors and oversights.

Boost Productivity

The solution evenly distributes assignments among your field staff, decreasing burnout and allowing your team to take on as many jobs as possible. Automatic features perform tedious, time-consuming tasks so supervisors and dispatchers can focus on more essential duties.

Improve Customer Satisfaction

A bad first impression can sink your company, with 61% of clients switching service providers after one poor experience. Service scheduling software ensures the right field tech is assigned to the right job, increasing the chances of successful assignment resolution and improving customer satisfaction.

Some platforms also allow for greater customer engagement by providing a portal to view availability, schedule service, make a payment, request a specific technician or view job updates.

Go Digital

Digitalize your entire workflow and eliminate the need for pen-and-paper scheduling, saving you time, effort and stress. All critical business data is consolidated into one area, allowing users to quickly search, edit and manage documents from any connected device and providing a top-down view of your entire operation.

Key Features & Functionality

Service Scheduling Software Key Features

GPS Tracking

Track the location of field technicians, equipment, inventory and other assets in real time via smartphones, tablets and other connected devices.
Automatic Scheduling, Dispatching and Routing

Automatically assign new work orders to field technicians based on:

  • Skill
  • Location
  • Proximity to resources
  • Workload
  • Availability
  • Priority
  • Job completion times

Instantly create optimal schedules and routes for each technician or field team.
Real-time Dashboards

Dispatchers can see up-to-the-minute location, workload, schedule, job status, traffic, inventory and customer information to make data-driven scheduling and routing decisions.

Highlighted scheduling issues allow dispatchers to adjust assignments before double bookings and other conflicts affect operations.
Report Generation

Run reports with real-time data to get an in-depth analysis of multiple aspects of your operations, such as staff and individual performance, resolution times, customer profitability and more.
Mobile Application

Access every service scheduling feature from a mobile device to manage your staff and operations from any location at any time.

Technicians can view crucial job and customer information, including comprehensive customer history, while deployed in the field and provide instant updates to back office staff.
Drag-and-Drop Functionality

Assign jobs and adjust schedules with one click.
Color-coded Prioritization

Give jobs color codes to communicate prioritization to dispatchers and field technicians.
Automatic & Preset Notifications

Immediately notify field technicians of schedule changes, new assignments and job updates via email or instant messaging without requiring manual entry.

Schedule notifications and reminders to keep all staff on task and deter missed appointments and late arrivals.
Third-party Integration

Integrate with third-party platforms to pull information from multiple data streams.

Software Comparison Strategy

Check out SelectHub’s software selection guide, which uses lean selection to help you find the best service scheduling software for your business. In brief, look at your operations and consult your team to find out where your processes are suboptimal.

From there, find solutions that address and improve those areas and create a shortlist of vendors.

Cost & Pricing Considerations

Often, the deployment method is the most significant factor affecting service scheduling software's overall price.

Cloud-based

Cloud-based platforms, the most popular options, leverage internet connectivity so all parties can access the solution from any compatible device, even technicians in the field. Typically, cloud-based solutions forgo a large upfront payment in favor of a smaller monthly or annual subscription, paid to the vendor, to access the tools and features.

Small businesses or companies with small software budgets may find the low entry cost attractive. Also, the subscription fee includes vendor-provided maintenance, updates and data security.

As mentioned above, some cloud-based platforms allow offline access and don’t require a constant internet connection.

On-premise

Vendors install on-premise software onto servers housed on your company’s property, though a connection to the vendor or the internet may be necessary for some features. It allows for greater data security, as you have (near) total control over who has access to the software and your business data.

However, on-premise solutions usually require a significant upfront investment, making it difficult for small businesses to afford. Moreover, all maintenance, security, storage and updates will be the responsibility of your company or a third-party provider, which can increase the lifetime price of the software.

Hybrid

Hybrid solutions take the best aspects of cloud-based and on-premise software, combining them into a single, powerful platform.

Other Factors

Another factor that impacts the cost of service scheduling software is the number of devices needing access, with vendors charging for each unique user or by a range of total users. Also, some platforms have tiers that lock certain features or services behind a paywall, requiring additional investment.

The Most Popular Service Scheduling Software

To help you create a shortlist of options, below is a quick overview of the three most popular service scheduling software.

IFS Field Service Management

IFS Field Service Management is an end-to-end, hybrid software built to help dispatchers manage complex service cases. Schedule jobs as they come in and assign them to the right technicians based on location, skill and proximity to resources. Mobile functionality allows immediate communication between the back office and the field.

IFS Field Service Management

An example of prioritization color codes.

Oracle Field Service Cloud

Suitable for businesses of all sizes, Oracle Field Service Cloud utilizes precise geocoding, self-learning capabilities and real-time data to create optimal schedules and routes. Cloud-based, field techs receive automatic notifications about assignments and customers and can instantly update dispatchers about job status.

Oracle Field Service Cloud

View start and stop locations on a digital map.

Salesforce Field Service

Salesforce Field Service combines field service management tools with Salesforce’s CRM features. Automatically assign work orders based on skill, location and other factors. Utilize barcode scanning to track inventory location and stock accurately. The cloud-based solution creates efficient routes and optimizes schedules using real-time updates from technicians in the field.

Salesforce Field Service

See technician skill sets at a glance.

 

 

Questions To Ask

Service Scheduling Software Key Questions to Ask

To help create a shortlist of service schedule software, consider these questions about your team and your operation.

  • What is my budget?
  • What features does my team need?
  • How many users will need access? Are there plans to add more users in the future?
  • What deployment option best suits our needs?

After you create a shortlist, it is crucial to ask questions about the vendor and their software, such as:

  • Is the solution easy to use? How long will it take to implement?
  • What customer service options do you provide?
  • What payment plans are available? Are any features hidden behind a paywall or service tier?
  • Is offline access available? What features are restricted or unavailable while offline?
  • Can it integrate with other platforms?

In Conclusion

Investing in service scheduling software streamlines the entire job cycle and increases back office and field staff efficiency. However, selecting the right platform that fits your unique needs is arduous and requires you to ask questions of your staff, the vendors and their software. For help comparing solutions and features, check out SelectHub’s decision platform.

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Olivia
By Olivia Edens
Technical Content Writer
As a SelectHub Technical Writer, Olivia Edens loves helping readers navigate through the world of HR, payroll, field service, PSA, and time and attendance software. Olivia earned a B.A. in English from the University of Phoenix. When she's not researching or editing, she loves rewatching The Office, scootering around the city and taking her cat for a walk. Fun fact: In high school, she won an award for most ideas per minute.
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Shantashree
Technical Research By Shantashree Das
Senior Analyst
Hailing from the Northeastern state of Assam, India, Shantashree Das completed her Bachelor of Engineering (B.E) in Computer Science and Engineering at the Royal School of Engineering and Technology (now Royal Global University) in Guwahati. She then pursued her Master of Business Administration (MBA) in Operations Management and Marketing at Assam University, India, where she developed a strong interest in ERP. Over the course of her career at SelectHub, Shantashree has gained specialties in various ERP and construction software categories, such as Manufacturing Software, CMMS Software, Construction ERP Software, Warehouse Management Software, Supply Chain Management Software, Distribution Software, Field Service Software, Takeoff Software, Construction Bidding Software, Construction Estimating Software, Construction Management Software, Construction Scheduling Software, and Property Management Software.
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Kankana
Technical Review By Kankana Kalita
Principal Analyst
A seasoned business and research analyst, Kankana Kalita specializes in ERP, CMMS, manufacturing, construction, supply chain, HRMS and CRM. Prior to joining SelectHub, she earned a Bachelor's degree in Computer Science and Engineering, an MBA in Operations and Marketing, and worked in email marketing and logistics.
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Joe
Edited By Joe Evans
Content Editor
Joe Evans is an Editor and Senior Market Analyst at SelectHub. A seasoned professional wordsmith, he has a bachelor's degree in journalism and electronic media and a decade of professional expertise in crafting top-tier digital content for niche online brands. He leads his small yet formidable team in producing helpful, compelling content in vital categories like HR, payroll, talent management, performance management, marketing automation home health, MES. When not editing and writing, he enjoys sports, quality time with family and dogs, and remains constantly in pursuit of something new and interesting to read or listen to.
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