Fieldwork can feel like a nonstop scramble. One minute, you’re assigning jobs; the next, you’re dealing with a last-minute schedule change or trying to track down a tech. A missed update or a double booking can throw everything off, leading to delays, frustrated customers, and wasted time.
That is where field service management software comes in.
It keeps your team connected, schedules in order, and jobs moving without the usual chaos. In this guide, we’ll discuss the top eleven service field management software platforms that can make your service business smoother and more efficient.
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⏰ 60-Second Summary
Here are the 11 best field management software to try:
ClickUp: Best for field service tracking and project management
Jobber: Best for streamlined quoting and invoicing
Housecall Pro: Best for automated scheduling and customer communication
Service Fusion: Best for all-in-one job management and dispatching
ServiceTitan: Best for enterprise-level field service businesses
Zuper: Best for AI-powered workforce and fleet management
Zoho FSM: Best for small businesses and growing field service teams
Salesforce Field Service: Best for advanced scheduling and analytics
Oracle Filed Service: Best for AI-driven workforce optimization
FieldEdge: Best for HVAC, plumbing, and electrical services
Microsoft Dynamics 365 Field Service: Best for large-scale operations and integrations
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What Should You Look for In Field Service Management Software?
All field service software is NOT equal. The most critical step in selecting field service software is a careful needs analysis and process documentation BEFORE you start looking at the software. From there you need to be willing to accept what percentage of your needs and processes can be handled out of the box, what percentage can be handled by changing your process to match the software, and whatever gap is left unaccounted for. Sometimes that gap can be handled through customization, but make sure you understand what level of customization is available. In many of the cloud products that may be limited to user defined fields, and may not include screen or workflow options.
Field service operations are complex, and the right software can make all the difference. But with so many options promising to simplify your workflow, it’s tough to know which one will actually deliver.
A few key factors can help you narrow down your list and find software that actually fits your business needs:
Quick scheduling and dispatching
Your team is always on the move, so you need software that makes assigning jobs quick and hassle-free. Look for drag-and-drop scheduling, automated dispatching, and real-time updates so everyone knows where they need to be.
Mobile access for on-the-go teams
If your field technicians or utility workers have to rely on paperwork or call in for updates, that’s a problem. A good FSM system should have a solid mobile app with a user-friendly interface where they can view job details, update statuses, and even get customer signatures—all from their phone or tablet.
Real-time tracking for improving efficiency
Knowing where your team is at any given moment helps with faster response times and better customer updates. GPS tracking makes it easier to optimize routes and avoid unnecessary delays.
Smarter inventory management
Nothing’s worse than a technician showing up without the right parts. A reliable FSM system will track inventory levels and let you order replacements before you run out, thus saving time and avoiding frustration. This also helps build customer loyalty.
Easy invoicing & faster payments
Invoicing shouldn’t be a chore. The best FSM software enables you to generate invoices on-site, accept digital payments, and sync everything with your accounting software so you get paid faster.
Better customer management
Customers appreciate updates! Automated appointment reminders, technician ETAs, and follow-ups keep them in the loop and improve their experience.
Your FSM software should play nice with your existing task management tools. The smoother the integration capabilities, the less manual work you’ll have to do transferring and managing siloed data.
Flexible and scalable for growth
When your business grows, your software should be able to grow with you. Customizable workflows and flexible pricing plans make sure you’re covered now and in the future.
The right FSM software should make your life easier and contribute to business growth. Focus on what will save time, improve operational efficiency, and keep customers happy.
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The Best Field Service Management Software
Based on the above checklist, we’ve put together a list of the best field service management solutions to check out.
1. ClickUp (Best for field service tracking and project management)
Create a fully customizable CRM in ClickUp for improved service tracking
ClickUp is the everything app for work, built to streamline every part of your business operations. It simplifies scheduling, customer management, and job tracking, ensuring your team has everything they need to deliver top-notch service.
Tired of rigid, one-size-fits-all systems? ClickUp CRM lets you customize everything from task views to data fields. Build pipelines that match your workflow—whether it’s “New Request,” “Scheduled,” or “Completed,” you’ll always know where every job stands.
You can switch between Kanban boards (for quick drag-and-drop scheduling), the List View (for a simple task rundown), and the Table View (for a structured, spreadsheet-style layout), among others.
💡 Pro Tip: If you’re new to ClickUp (or to CRMs), start with the pre-built ClickUp CRM Template! It’s designed to help you set up a custom CRM in no time with ready-made pipelines, personalization, and sales automation.
That’s not all! ClickUp Tasks simplify job management by allowing work orders to be assigned, deadlines to be set, and tasks to be linked to customers.
Within a ClickUp Task, easily create and organize detailed Checklists to stay on top of your to-dos
Meanwhile, ClickUp Automations handle follow-ups, appointment reminders, and status updates, reducing manual effort and keeping everything moving efficiently. Automatically assign jobs when a service request is submitted, update task statuses when technicians check in or out, and trigger reminders if a job hasn’t been marked complete by the end of the day.
Setting all that up may seem like a lot of work, but luckily, the ClickUp Facilities Service Management Template makes it easy to hit the ground running. This template is built to keep your service requests, job assignments, and technician schedules neatly organized.
Access ClickUp from any device, whether you’re in the office or on the go
Set up CRM templates to create a centralized system for client deliverables and sales processes
Build a sales forecasting model using historical data for better decision-making with ClickUp Brain
Eliminate silos and fast-track communication by integrating your emails with ClickUp
Log hours and set time estimates with native time-tracking. Sync with tools like Toggl and Time Doctor to see exactly how long each job takes
Monitor technician performance and job progress in real time with ClickUp Dashboards
Access 1,000+ ClickUp templates to standardize work orders, service checklists, and reports instantly
📮 ClickUp Insight: Low-performing teams are 4 times more likely to juggle 15+ tools, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms. But how about using one platform?
As the everything app for work, ClickUp brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows. Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest.
It is a all-in-one tool that we work with on a daily basis. We can create an easy project overview, detailed imported list with on an individual level so we can plan for our field service team, and can link it all to dashboards and a finance overview. I would recommend ClickUp to all sorts of teams, or even for individual planning. I cannot imagine doing work and leading my team without ClickUp anymore
Jobber keeps field services simple without cutting corners. Quoting is easy; you just have to add descriptions and photos, and clients can check everything through the Client Hub. Need to send similar quotes often? Templates take the hassle out of starting from scratch every time.
You can even customize pricing—show a total, break it down by line item, or offer service packages to facilitate upselling. Once a quote is approved, Jobber automatically turns it into a job ready for scheduling and invoicing.
Jobber best features
Update job statuses, clock in, and collect payments right from a mobile device
Send automated follow-ups, appointment reminders, and review requests in the built-in CRM
Use Jobber Copilot to generate quotes, draft emails, and handle admin tasks effortlessly
Jobber limitations
Limited progress payment options, only available for one-off jobs
Lack of a merge option for duplicate clients can result in a cluttered CRM
Jobber pricing
Core: $39/month per user
Connect: $119/month per user and $169/month for up to 5 users
Grow: $199/month per user and $349/month for up to 10 users
Plus: $599/month for up to 15 users
Jobber ratings and reviews
G2: 4.5/5 (300+ reviews)
Capterra: 4.5/5 (1,000+ reviews)
What real-life users are saying about Jobber
Very easy to use and navigate both on the computer and the phones/tablets in the field…
The auto-sync between Jobber and Quickbooks Online doesn’t always work, so we have to manually update systems to make sure it’s up to date. Also, Jobber doesn’t allow to add a % to the quotes/invoices for customers using a credit card, which many other software offers.
Housecall Pro presents a centralized scheduling system for recurring maintenance, last-minute service calls, or one-time jobs. Just click on the schedule, add the details, and you’re good to go. It pulls leads from apps like Thumbtack straight into the system, automatically turning them into estimates, jobs, and invoices.
Keeping an eye on business performance is just as easy. Housecall Pro offers over 35 built-in reports covering jobs, estimates, service plans, and payments. You can also create custom reports tailored to your needs.
Housecall Pro best features
Save time with job templates that store common procedures, eliminating the need to rewrite instructions for routine tasks
Automate scheduling by matching technicians with jobs based on their skills and availability
Embed a booking page on your website or share a direct link
Prevent last-minute bookings by setting a notice period, ensuring your team has enough prep time
Use Housecall Pro’s integrated business phone system, Voice, for a dedicated work number
Housecall Pro limitations
The system does not alert users if an employee is already booked for another job or event
Notes, pictures, and other details don’t always carry over between jobs or pages, leading to excessive page-switching
Housecall Pro pricing
Basic: $79/month per user
Essentials: $189/month for up to 5 users
MAX: Custom pricing
Housecall Pro ratings and reviews
G2: 4.3/5 (100+ reviews)
Capterra: 4.7/5 (2,000+ reviews)
What real-life users are saying about Housecall Pro
Overall I think Housecall Pro is great for small business owners as I’m always looking for ways [to] decrease the customer management workload which would give me more time on expanding the business. There are times the app would freeze up preventing me from obtaining valuable customer information.
Handling customer expectations can feel like a full-time job, but Service Fusion simplifies it. Customers can book jobs online, get automated pre-job texts, and even sign off on estimates without a single phone call.
The dashboard gives you a full view of your day—scheduling, dispatching, and even real-time fleet tracking. Creating job estimates is quick since service lines and products are already pre-filled, and turning them into jobs is just a few clicks away. Sales reps can manage assignments, set up job site visits, and track commissions without jumping between different systems.
Service Fusion best features
Create multiple service locations and customer contacts while setting billing terms, communication preferences, and referral tracking
View all estimates and jobs in one place and share details with field workers via call or text directly from the dashboard
Sync with QuickBooks for automatic updates on job invoices, deposits, and payment processing, along with access to exclusive discounts
Automate payroll reports with features that track work hours, remote activity, and employee clock-ins
Service Fusion limitations
Makes it difficult to access a clear list of maintenance contracts, leading to extra manual work
Lack of strong back-end support can slow down troubleshooting
Service Fusion pricing
Smarter: $225/month (unlimited users)
Plus: $350/month (unlimited users)
Pro: $575/month (unlimited users)
Service Fusion ratings and reviews
G2: 4.1/5 (100+ reviews)
Capterra: 4.8/5 (200+ reviews)
What real-life users are saying about Service Fusion
The ease of use has been invaluable for my technicians.
ServiceTitan opens to a dashboard-like homepage that gives you an instant view of sales, revenue, and job performance, so you are never guessing where things stand. It breaks down the total income from completed job invoices while highlighting missed revenue from unbooked calls, unconverted jobs, and cancellations.
Meanwhile, your office team can dispatch jobs, invoice customers, and track vehicles and parts, all from the desktop. The dispatch board keeps you in the loop on job confirmations, reschedules, and technician locations, with a live map showing exactly where your team is.
And if you use its pro products like FleetPro, you get integrated fleet tracking, payroll validation, and quicker response times for emergency calls.
ServiceTitan best features
Make and receive customer calls on the platform while automatically linking them to job records
Attract more leads with personalized web booking forms and automated communications
Filter schedules by time zone, technician, job type, and more to manage appointments and assignments
Handle everything in one place—getting work orders, filling out service forms, clocking in and out, and generating PO numbers
ServiceTitan limitations
No direct database access prevents users from querying data independently
Limited reporting capabilities restrict users to a single dataset per report
ServiceTitan pricing
Starter: Custom pricing
Essentials: Custom pricing
The Works: Custom pricing
ServiceTitan ratings and reviews
G2: 4.5/5 (300+ reviews)
Capterra: 4.4/5 (200+ reviews)
What real-life users are saying about ServiceTitan
We appreciate how absolutely everything is tracked from our inventory being counted to our phone calls being recorded with both clients and vendors. This helps with accountability and makes us feel safer as a company.
🧠 Did You Know? AI-powered route optimization can reduce travel time by up to 15%! This not only helps technicians complete more jobs faster but also cuts down on fuel costs and vehicle wear and tear. Plus, it’s a win for the environment as it lowers fuel emissions. 🚀🌿
6. Zuper (Best for AI-powered workforce and fleet management)
Zuper gives your customers a self-service portal where they can check job statuses, approve quotes, and make payments without any back-and-forth.
At the same time, your team gets a project management system that keeps everything organized with real-time updates, document sharing, and built-in collaboration tools. AI assigns the right technician based on skills, location, and availability, while drag-and-drop scheduling makes last-minute changes seamless.
GPS routing and geo-fencing ensure accurate ETAs and automated timesheets track work hours and mileage in the background. The real-time inventory management system allows your team to stay updated on what’s in stock and facilitates a smooth workflow from start to finish.
Zuper best features
Break down clients by location, link jobs under one parent task, and add child jobs for follow-ups
Track essential metrics like job completion rates, technician productivity, and customer satisfaction to pinpoint areas for enhancement
Convert approved estimates into invoices automatically and collect payments on-site with Stripe
Modify, sign, and store contracts with integrated data tracking to prevent missed renewal dates
Zuper limitations
Extensive customization options can make it hard to determine the ideal setup without prior experience
The mobile app is user-friendly but occasionally experiences minor syncing delays
Zuper pricing
Starter: Custom pricing
Growth: Custom pricing
Enterprise: Custom pricing
Zuper ratings and reviews
G2: 4.7/5 (100+ reviews)
Capterra: 4.6/5 (20+ reviews)
What real-life users are saying about Zuper
I love all the job adding features from being able to break down clients by individual sites and locations under a sub client. I also like the ability to pull those jobs back and add a child job to the parent job for multiple calls related to the same issue.
Zoho FSM stands out with its deep integration into the Zoho ecosystem, bringing sales, service, invoicing, and inventory together in one seamless flow. Sync customer data with Zoho CRM, automate invoicing through Zoho Books, and track parts with Zoho Inventory.
Assign the right techs, track progress in real time, and let customers approve estimates with a single click. Your team can send service reports directly from the mobile app, complete with digital signatures. Running a global business? Multi-currency support has you covered.
Your dashboard gives you the numbers that actually matter (work order statuses, check-in times, revenue trends). The built-in reports make it easy to see what’s working, spot problem areas, and make smarter decisions to grow your business.
Zoho FSM best features
Generate pre-populated invoices and send them to customers directly from the Zoho FSM mobile app
Set up automated email notifications to keep customers informed at different stages or connect with third-party apps to send SMS alerts
Link services, parts, and skills using Work Types to create accurate, error-free work orders with pre-set templates
Use Gantt charts, grids, and calendars for efficient scheduling and resource management
Zoho FSM limitations
Managing and tracking parts across multiple locations is cumbersome
Some features lack clear guidance on effective usage
Zoho FSM pricing
Free
Standard: $30/month for 60 appointments
Professional: $45/month for 60 appointments
Zoho FSM ratings and reviews
G2: Not enough reviews
Capterra: 4.6/5 (30+ reviews)
What real-life users are saying about Zoho FSM
The technician app is clear and efficient. We can document work, capture signatures, and take photos all in one place. Everything syncs instantly to CRM and accounting – it’s a big time-saver…customizing forms and templates could be more intuitive for non-developers.
Salesforce service management software comes with a Dispatch Console that helps you match the right technician to the right job based on skills, availability, and location. Need to fill last-minute gaps or adjust schedules? A built-in AI assistant makes quick work of it.
Pre-work Briefs give your team a full picture—customer history, asset details, past interactions—so they can walk in prepared instead of scrambling for information. Reports practically write themselves with intelligent summaries, and real-time updates mean customers are in the loop with job images and technician notes.
Salesforce Field Service best features
Give customers control over their appointments and real-time updates with a self-service portal
Boost first-time fix rates with Visual Remote Assistant, allowing technicians to get expert guidance instantly
Enhance efficiency and customer loyalty with Service Cloud, streamlining service operations at scale
Help agents and customers quickly find solutions with a robust knowledge management system
Enjoy an offline-first mobile app for uninterrupted work
Salesforce Field Service limitations
Some advanced features require in-depth system knowledge, leading to longer training times
Salesforce Field Service pricing
Dispatcher: $165/month per user
Technician: $165/month per user
Contractor: $50/month per user or $20 per log in
Contractor Plus: $75/month per user or $30 per log in
Field Service Plus: $220/month per user
Einstein 1 Field Service: $600/month per user
Salesforce Field Service ratings and reviews
G2: 4.4/5 (600+ reviews)
Capterra: 4.3/5 (20+ reviews)
What real-life users are saying about Salesforce Field Service
Salesforce Field Service is excellent for managing field teams and resources. I really appreciate how easily I can view technicians’ schedules and assign tasks efficiently.
If you want full control over capacity and quota management, Oracle Field Service lets you set your own parameters and build a demand-driven resource plan. Its predictive forecasting tools analyze historical trends, so you can plan field staffing needs, adjust for peak seasons, and even test “what-if” scenarios to see how marketing campaigns or promotions impact demand.
For field agents, the Workflow Manager acts like a built-in guide, walking them through each step of the job while keeping everything compliant. Even new hires and subcontractors can follow along, ensuring customers get the same top-tier service every time. Meanwhile, dispatchers and managers get a live view of job progress
Oracle Field Service best features
Get an accurate view of how much work can be done each day and a minute-by-minute capacity display
Monitor traffic conditions in real time and instantly update travel routes for your mobile workforce
Assign the right tech to the right job by factoring in skills, location, availability, and individual performance
Reduce wasted time, overtime, and missed appointments with real-time schedule updates
Oracle Field Service limitations
The interface is complicated and not very user-friendly
The application occasionally crashes, causing disruptions
Updating opportunities can be slow and cumbersome
Oracle Field Service pricing
Custom pricing
Oracle Field Service ratings and reviews
G2: 4.0/5 (130+ reviews)
Capterra: Not enough reviews
What real-life users are saying about Oracle Field Service
The features like the inventory and trunk stock tracking and its ability to be used on the phone gives it a flexibility that isn’t clunky or slow.
FieldEdge gives you a smart dispatch board that puts everything in one place—assigned, unassigned, and completed jobs. Pricing is flexible, too. A customizable good, better, and best price presentation helps customers choose the right option while boosting ticket sizes.
Want to know which techs are crushing it and who needs a little coaching? Side-by-side performance comparisons make it easy.
Your CSRs get better, too, with call recordings and performance metrics helping them nail every customer interaction. Even the little details—like gate codes or pet names—are stored for a personal touch. Plus, built-in phone tracking shows exactly which marketing channels are bringing in the most money.
FieldEdge best features
Create custom forms for different equipment types to ensure accurate servicing
Automate service reminders via phone, text, or email to minimize manual follow-ups
Sync updates instantly with live field service management integration
Boost renewals by setting service agreements to auto-renew with recurring payments
FieldEdge limitations
Lacks modern features like customer text notifications that many newer estimating and scheduling software include
Training resources are insufficient, making it harder for teams to get up to speed
FieldEdge pricing
Select: Custom pricing
Premier: Custom pricing
Elite: Custom pricing
FieldEdge ratings and reviews
G2: 4.1/5 (50+ reviews)
Capterra: 4.2/5 (300+ reviews)
What real-life users are saying about FieldEdge
From an owner and management side of things, I sincerely appreciate how this tool helps customer, dispatcher(s), field service technicians, and our management to all work together.
Built on D365 CRM, Dynamics 365 Field Service connects agreements, work orders, and tasks while enabling you to customize workflows and automate processes. With deep integration into Outlook, Teams, and other Microsoft tools, you can manage service requests without constantly switching between platforms.
Drag and drop jobs on the Schedule Board, use the AI-powered Schedule Assistant, or rely on the routing engine to find the best technician.
Your field agents get all the details they need through the mobile app, so they show up prepared and update job statuses in real time. Once the work is done, the ERP integration takes care of invoicing right away, promising a hassle-free process.
✨ Fun Fact: Microsoft Dynamics 365 Field Service allows technicians to use HoloLens (augmented reality glasses) for hands-free repairs, providing real-time guidance while they work
Microsoft Dynamics 365 Field Service best features
Reduce costs, minimize travel time, and maintain top service quality with AI-driven insights
Create work orders automatically from emails, calls, or opportunities
Understand modules easily as long as team members enter detailed information, ensuring valuable reports
Microsoft Dynamics 365 Field Service limitations
Requires strong technical expertise for setup and administration
Lacks a unified account status or pipeline, leading to a fragmented process
Microsoft Dynamics 365 Field Service pricing
Free Trial
Dynamics 365 Field Service: $105/month per user
Dynamics 365 Field Service Contractor: $50/month per user
Microsoft Dynamics 365 Field Service ratings and reviews
G2: 3.9/5 (100+ reviews)
Capterra: 4.4/5 (5,000+ reviews)
What real-life users are saying about Microsoft Dynamics 365 Field Service
Field Service is a powerful tool, and what stands out the most is its ability to optimize field operations through a combination of scheduling, resource management, and customer engagement features.
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Trust ClickUp as Your Go-To Field Service Solution
All the field service management software tools we covered are designed to simplify scheduling, client management, dispatching, job tracking, and invoicing. They bring everything into one system, making it easier to manage operations and keep your team productive.
But if you want something that’s super customizable and packed with automation, ClickUp is worth checking out. From scheduling to CRM and everything in between, it’s built to streamline field operations.