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4 field service management solutions to keep your jobs on track

Eric Geier | Nov. 18, 2013
Scheduling, billing, inventory and client tracking -- these applications offer complete systems for managing your on-site service business.

Inputting the services and products isn't difficult, although it would be nice to see some service or labor specific attributes. It offers a great inventory tracking system that supports assigning items to warehouses with the ability to transfer between them.

Adding customers and creating work orders is straightforward, with both SMS and email alerts supported for field worker notification. Customer addresses are instantly verified and the distance from your office displayed. However, with the calendar and scheduling features you can't easily specify non-availability time for field workers besides seeing assigned jobs or those completely unavailable when marked as inactive. If a worker wanted to enter non-availability time on the calendar they'd have to create a blank job during the desired time(s).

Field workers can login via Web browser or use a mobile app for iOS or Android. They can view and update jobs, enter payments, capture signatures, and complete invoices. One convenient feature is the ability for them to track their travel time/distance and job times. Quotes, invoices, job orders, and job questionnaires are all customizable.

Connect2Field offers a couple of reports for jobs, clients, and workers, plus the ability to create custom dynamic reports. It also offers integration with several accounting systems, including QuickBooks, Saasu, Xero, MYOB, and KashFlow. Like Mhelpdesk, Connect2Field offers a customer portal where they can login to see their service history.

I found Connect2Field to be a feature-rich solution, despite lacking the ability for field workers to easily set non-availability time. It offers great customization and supports many accounting systems.

Jobber offers a 30-day free trial and then pricing starts at $39/month for the first two users and $9/month for each additional user. A setup wizard helps you configure basic settings and a get started section shows a checklist of setup steps. You can import and export client data via CSV format or Vcard.

Creating products and services is simple, but it doesn't support any inventory or reordering functionality. It does however offer tracking of employee purchases and reimbursement. Creating customers, jobs, and invoices were all straightforward. However, it would be nice if the job description supported multiple lines of text and the ability to send SMS alerts to field workers. Jobber offers a route feature to help generate driving directions and optimum routes.

Though Jobber doesn't offer mobile apps, their website is mobile-friendly.

Jobber offers a couple of dynamic reports on money, services and work, and clients. They also offer some free and premium add-ons for tracking expenses, worker time management, ePayments, route optimization, website integration, QuickBooks syncing, and more.

Overall Jobber is an economical solution with most features you might need, besides lacking inventory management. Though it doesn't provide a direct way to track non-availability times for field workers other than seeing assigned jobs, this can easily be done via creating events on the calendar.


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