The best small business field management software empowers companies with field workers – or light, remote teams – to collaborate in real-time on projects as though they’re in the same office space. As well as live project tracking it should have the added benefit of automating admin tasks, reducing field service costs and providing excellent customer support. In this article, we review six of the best small business field management software, based on different business needs.
Top 6 Best Small Business Field Management Software
- Jobber – Best Small Business Field Management Software For Home Service Businesses
- Connecteam – Best Small Business Field Management Software For Versatility
- Kickserv – Best Small Business Field Management Software For Very Small Teams
- AI Field Management – Best Small Business Field Management Software For Automation
- Powered Now – Best Small Business Field Management Software For UK Businesses
- GorillaDesk – Best Small Business Field Management Software For Usability
1. Jobber – Best Small Business Field Management Software for Home Service Businesses
PRICING: 1 user – $49/mo; 7 users – $149/mo; 30 users – $299/mo
If your business sends engineers, technicians or other professionals on calls to clients’ homes, Jobber could be an excellent choice. Where it stands out is its simple, user-friendly interface. Online reviewers love how easy it is to get the hang of – even for inexperienced software users. It has the functionality you’d expect from one of the best small business field management software packages – you can create a schedule, assign tasks to team members, integrate online booking systems and automate many tasks such as transactional and new business emails. Customer service is also a strong point.
KEY FEATURES:
- Runs on Android and IOS app
- Manage clients, schedule jobs and take care of payment, invoices and reports
- Customers can book jobs via Facebook, Google or your website
- Integrates with MailChimp for automated marketing email campaigns
REASONS TO BUY:
- Very easy to use
- Batch invoicing is a popular feature amongst reviewers
- Great customer support
REASONS TO AVOID:
- Only suitable for home service businesses
» MORE: What Are Field Service Operations?
2. Connecteam – Best Small Business Field Management Software For Versatility
PRICING: Basic – $47/mo; Advanced – $95/mo; Expert – $191/mo
Connecteam is an all-in-one platform. What that means is that it’s packed with features beyond the regular field management software functionality such as employee scheduling and task allocation. You can chat with your team members, get worker feedback through surveys and even offer on-the-go training. Connecteam is used by a wide variety of organisations, from multinationals to non-profits to small businesses and there are use cases across different industries, from field services through hospitality to security.
KEY FEATURES:
- Combines field management functionality with communications and HR features
- Mobile app allows users to access on-the-go
REASONS TO BUY:
- Versatile: used by many different remote and field-based teams
- Combines many services into a single app
- User-friendly: reviewers praise its interface
- Responsive customer support
REASONS TO AVOID:
- Big leap in price between ‘Advanced’ and ‘Expert’ packages
» MORE: Field Service Outsourcing: What Are They?
3. Kickserv – Best Small Business Field Management Software For Very Small Teams
PRICING: 2 users – free; 3 users – $39/mo; 10 users – $99/mo
If your company has fewer than 10 people, Kickserv could be the best small business field management software for you. Founded by the owner of a small plumbing business, Kickserv makes running a service business easier by simplifying tasks such as scheduling, quotes, managing your team’s calendar, sharing job information and handling invoices and payments. Kickserv’s platform includes plenty of video demos and how-to content, which makes it really accessible for beginners. But where it really stands out is on affordable pricing.
KEY FEATURES:
- Manage existing customers and new leads
- Track orders and manage worker schedules
- Handle payment and invoicing
REASONS TO BUY:
- Simple to use
- Caters to small businesses
- Stripped back to the essential field management features
- Affordable pricing
REASONS TO AVOID:
- Lacks more sophisticated field management tools
» MORE: Top Field Service Call Recording Software
4. AI Field Management – Best Small Business Field Management Software For Automation
PRICING: $7.99 per user per month or $99/mo for Unlimited users
AI Field Management is an end-to-end field management tool with some smart features that rival software lacks. You won’t have to worry about picking the best worker for each job – its ‘Sherpa’ function takes care of that for you. And a prediction algorithm lets you know when customers are likely to require service, what type and more. Online reviewers praise its complete system which makes life easy for customers, field workers and office staff. It also wins plaudits for its simple pricing structure.
KEY FEATURES:
- End-to-end small business field management software
- GPS tracking lets field workers know the shortest route to each job
- Algorithms predict customer service requirements
- ‘Sherpa’ function selects the best field worker for each job
REASONS TO BUY:
- Predictive management systems are a strong selling point
- Affordable solution
- Integrates with Quickbooks, Salesforce, Zapier, WhatsApp and more
- Highly-rated customer support
REASONS TO AVOID:
- Some users feel reports aren’t detailed enough
» MORE: Best Small Business Sales Software
5. Powered Now – Best Small Business Field Management Software For UK Businesses
PRICING: Business – £15 per user/month; Professional – £25 per user/month
Powered Now is targeted at small UK businesses. It takes many of the pinch-points out of managing paperwork from estimates to invoicing and helps you schedule and monitor jobs, field workers and customers. And as it works on tablets and smartphones, everything is accessible from the field. In short, it includes all the functionality you would expect from an effective small business field management software. Online customer reviews show that it’s helped many small field service business technicians reduce the time they have to spend after hours in front of a computer.
KEY FEATURES:
- Manage all paperwork (quotes, invoicing, certificates etc) and scheduling on the go
- The system works offline in case connectivity drops off
REASONS TO BUY:
- Easy to create professional, branded paperwork
- Excellent customer service
- Powered Now’s development roadmap is responsive to customer needs
REASONS TO AVOID:
- Focused on small UK businesses
» MORE: Top BI Tools for Small Businesses
6. GorillaDesk – Best Small Business Field Management Software For Usability
PRICING: Based on the number of technicians. Price for 1 technician is $49/mo Basic; $99/mo Pro
GorillaDesk was created by the owner of a US pest control company, whose main aim was to reduce the amount of time he had to spend catching up on paperwork after hours. What he came up with is now one of the best small business field management software programs on the market, praised by users for its functionality and simplicity. GorillaDesk takes care of client management, quotes and estimates, scheduling and route planning, as well as invoicing, customer communications and even following up on online reviews. Its pricing structure is scalable, depending on the number of technicians your company has. GorillaDesk also offers a free trial with full platform functionality.
KEY FEATURES:
- Document management for estimates, contracts and invoices
- Drag and drop calendar for appointment scheduling
- Manage client comms with a CRM feature
- Track teams using GPS
REASONS TO BUY:
- Highly rated for ease of use, customer support and value for money
REASONS TO AVOID:
- Lacks offline functionality
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References and Links
https://www.capterra.com/sem-compare/field-service-management-software/
https://www.softwareadvice.co.uk/directory/m33/field-service/software
https://www.getapp.co.uk/directory/255/field-service-management/software
https://www.crazyegg.com/blog/best-field-service-management-software/
https://www.business2community.com/sales-management/best-field-service-management-software-02461482
https://www.g2.com/categories/field-service-management