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FreeAgent CRM

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and f...Read more about FreeAgent CRM

4.7 (72 reviews)

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Housecall Pro

Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch. This solution includes a native mobile app and complementary web portal and serves a w...Read more about Housecall Pro

Motive

Motive, formerly KeepTruckin, builds technology to improve the safety, productivity, and profitability of businesses that power the physical economy. The Motive Automated Operations Platform combines IoT hardware with AI-powered a...Read more about Motive

Verizon Connect

Verizon Connect Reveal is a cloud-based electronic logging device (ELD) and fleet management platform that provides GPS fleet tracking to help businesses gain a 360 overview of all fleet management operations. High-resolution maps...Read more about Verizon Connect

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mHelpDesk

mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk ...Read more about mHelpDesk

Odoo

Odoo is the #1 open-source integrated business apps suite. Main apps include Website Builder, eCommerce, CRM, Accounting, Project Management, Warehouse Management, Manufacturing, Human Resources, and Marketing. There is an app for...Read more about Odoo

Salesforce Service Cloud

Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralise and o...Read more about Salesforce Service Cloud

Jobber

Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a d...Read more about Jobber

RazorSync

RazorSync is a cloud-based field service management solution that features both mobile and desktop capabilities. It is supported on Android and iOS and is designed for small and midsize field service businesses. Key features of th...Read more about RazorSync

Route4Me

Route4Me is a cloud-based fleet management solution designed for small, midsize and large businesses. Primary features include route planning and routing guides. It allows users to type-in or upload customer addresses and plan a r...Read more about Route4Me

Kickserv

Kickserv is a cloud-based field service management solution that provides small businesses, tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments. Kickserv can be ta...Read more about Kickserv

Connecteam

Connecteam was designed and built as a true all-in-one solution. Easily engage and manage non-desk employees with a true all-in-one mobile app. Connecteam offers a powerful, mobile-first platform that helps improve communication, ...Read more about Connecteam

Samsara

Samsara helps the largest and most complex operations organizations empower workers, save on fuel, and build a world-class safety program—all from a single easy-to-use, integrated platform. With tens of thousands of customers ac...Read more about Samsara

ServiceM8

ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field...Read more about ServiceM8

FieldEdge

The #1 software to run your entire business. FieldEdge by Xplor is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software al...Read more about FieldEdge

ServiceTrade

ServiceTrade is the software platform that helps commercial mechanical and fire contractors grow their profit. We set technicians up for success by empowering them to work more productively with the tools they need for performing ...Read more about ServiceTrade

Fleet Complete

Fleet Complete is cloud-based fleet management solution for businesses of all sizes. The solution is used in a wide range of industries including oil and gas, government, construction, manufacturing and many more. Fleet Complete o...Read more about Fleet Complete

BigChange

BigChange is the complete cloud-based Job Management Platform bringing customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management and business intelligence into one easy ...Read more about BigChange

Smart Service

The Smart Service mobile app syncs with QuickBooks, allowing users to create and manage customer accounts, schedules, and invoices. In addition, the mobile Smart Service system expands QuickBooks with work order management, routi...Read more about Smart Service

PestPac

PestPac, a WorkWave software, is a web-based field service management solution, offering unique, features to improve productivity, profitability, and customer satisfaction. PestPac is a scalable solution that can serve single tech...Read more about PestPac

Buyers Guide

Last Updated: March 16, 2023

Dispatching is a crucial function of field service software. So much so that some products focus exclusively in this one area. These systems typically include features for route planning, scheduling services and managing work orders, among other dispatching-specific activities. 

With that in mind, we’ve created this buyers 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 to Understand

What Is Service Dispatch Software?

These dispatch scheduling 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, carpet cleaning, home 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

Field service

 DataForma, FieldOne Terra, FieldOne Sky, HindSite Solution, FieldAware 

Enterprise

 FieldOne Sky, ServicePro by MSI Data

Market Trends to 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.