Service Dispatch Software

Top 10 Most Recommended Systems

Dataforma

Dataforma provides service dispatch functionality as part of a comprehensive field service suite. The tool enables users to create work and service orders, process billing, invoicing, scheduling and more, all from the Internet.

FieldOne

FieldOne has more than 10 years experience developing software for field service organizations. This Web-based system offers tools for scheduling, inventory management, dispatching and more.

Mhelpdesk

Mhelpdesk has been implemented as a Field Service and Help Desk tool by over 6000 companies, and helps manage multiple service aspects of a business, including estimates, service requests, and even billing.

Salesforce.com

Service Cloud, developed by Salesforce.com, is designed to help organizations handle their field dispatch requests. Service Cloud includes features to manage technician schedule, route planning, inventory control, and more.

The HindSite Solution

HindSite provides advanced dispatching, scheduling, routing, invoicing and contact management for contractors and other field service workers. Users can monitor productivity and keep a close on business performance.

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FieldAware

This Web-based dispatching solution gives your field service team instant access to scheduling, invoicing, reporting, account management and more. FieldAware is best suited for small- and mid-sized organizations.

Service Pro Field Service and Repair Center

With more than a quarter century in business, MSI Data’s ServicePro solution is a complete solution for optimizing field service and dispatch operations. The solution integrates with myriad systems, including ERP and accounting.

SalesAchiever

With more than 20 years experience, SalesAchiever is one of the top CRM solutions for companies with service dispatching and other contact management needs. The system is easily customizable and can scale with your business.

SugarCRM

A recognized name in the industry, SugarCRM helps thousands of companies in planning, tracking, and executing all their customer relationship management efforts. Built on an open source platform, Sugar is flexible to your needs.

SAP - CRM

SAP enables your field service team to drive sales with instant access to critical information such as parts, accessories and service contracts. This CRM solution allows users to organize, plan, and dispatch service workers.

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Dispatching is a crucial function of field service software. So much so that some products focus exclusively in this one area. With that in mind, we’ve created this separate buyer’s guide, just to address the specific functions of this particular application for the field service market.

Here’s what we’ll cover:

What Is Service Dispatch Software?
What Type of Buyer Are You?
The Vendor Landscape
Market Trends You Should Understand


What Is Service Dispatch Software?

These dispatch scheduling so systems perform the crucial functions that are associated with sending technicians into the field to solve customer support issues that can’t be handled remotely. This covers myriad industries including construction, plumbing, HVAC, home repair, and mobile auto repair, among others. Using technology that’s specifically designed for this purpose can result in massive improvements in scheduling efficiency and customer satisfaction, reducing costs and increasing the bottom line.

Features of dispatching software include:

  • Work order management. Create work orders with names, addresses, and relevant notes, and assign them to workers in the field based on availability, proximity, urgency, level of expertise or other essential factors. Many systems, also allow the dispatcher to track work order completion when used in conjunction with a mobile application.
  • Customer qualification. Provide the technician with all relevant customer information to complete the job, including work history and equipment model numbers.
  • Route planning. Organize work calls by location to reduce travel time, reducing fuel expenses and increasing the number of calls that can be scheduled per day. Many systems use a GPS to map routes, and some can prioritize directions according to time of day and traffic.
  • Scheduling. Send the right technician to the right job at a time they’re available, and efficiently combine crews where multiple technicians or fleets might be needed. This basically centralizes all of your workers schedules into one module. The dispatcher can see everyone's availability, as well as what time they will be where. If a job suddenly comes up, the manager can quickly see who is available closest to the last minute job.
  • Signature capture. Allow workers to capture paperless signatures in the field using handheld electronic devices. This can be done through a mobile application on a smartphone, or a touch-screen tablet. 
  • Inventory control. Ensure that your drivers always arrive to a call with the parts they’ll need to close the ticket. Workers can also log what parts are used during the call to better track assets on hand. Or, they can check inventory remotely if a part is needed that isn't currently on the job site. 

A full field dispatcher software suite may integrate dispatch solutions with other essential functions, including help desk, contract management, forecasting and reporting, equipment tracking, failure analysis, accounting, and more.

What Type of Buyer Are You?

When it comes to dispatch systems, there are basically two types of buyers:

  • Dispatch-only buyers. Small businesses looking to move beyond Microsoft Outlook, spreadsheets, or even whiteboards and sticky notes to add a higher level of management capabilities may want just a simple dispatch program. This will provide a solution to basic dispatching needs without the extra financial burden of unnecessary features.
  • Enterprise buyers. Large organizations with multiple fleets that need to integrate across other company functions—including sales, accounting, inventory control, and more—may want a more in-depth solution that combines all these applications into one. These buyers should look at CRM enterprise solutions that caters to work in the field. 

The Vendor Landscape

This type of buyer... Should evaluate these systems
Dispatch-only  HindSite Solution, Service Skeds, FieldAware 
Field service  DataForma, FieldOne Terra, FieldOne Sky, HindSite    Solution, FieldAware 
Enterprise  FieldOne Sky, ServicePro by MSI Data

Market Trends You Should Understand

  • Mobile. With the explosion of the mobile device market over the last decade, dispatch technology vendors would be remiss if they didn’t provide some way for dispatchers and technicians to interact through the mobile environment. Mobile device applications provide any number of unique functions, including GPS directions/tracking, checking in/out upon arrival or closing the ticket, uploading photos for field support, parts transfer between trucks, and more.
  • Web-based interfaces. Rather than a dedicated software program, many products are shifting to a web-based interface, which let users access information from anywhere. These systems can also have special logins for partners and allow customers to schedule their own appointments. This is particularly useful for very large companies with multiple fleets and many workers that all need to access the same information, in real time while offsite.

Have an opinion on this guide? Email the authors. We appreciate the feedback.

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by
CRM Analyst, Software Advice