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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

4.7 (2785 reviews)

213 recommendations

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

4.5 (752 reviews)

135 recommendations

Service Fusion

Service Fusion is an all-in-one, cloud-based field service management software. It caters to service contractors and businesses of all sizes across multiple industries. Service Fusion offers field service management, VoIP phone so...Read more about Service Fusion

4.3 (240 reviews)

95 recommendations

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

4.4 (755 reviews)

80 recommendations

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Service Autopilot

Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. For businesses of all sizes, Service Autopilot features client and lead management, schedulin...Read more about Service Autopilot

4.2 (132 reviews)

66 recommendations

ServiceTitan

Transform your business with ServiceTitan's all-in-one software solution for residential and commercial field service businesses. With powerful tools that can increase revenue , supercharge your team, and provide real-time insight...Read more about ServiceTitan

4.4 (233 reviews)

49 recommendations

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

4.2 (301 reviews)

44 recommendations

Simpro

Simpro is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any ot...Read more about Simpro

4.1 (131 reviews)

33 recommendations

ServiceWorks

ServiceWorks is a cloud-based solution that helps businesses manage field employees and service delivery operations. Key features include inventory management, route optimization, customer feedback, alerts/notifications, data stor...Read more about ServiceWorks

3.7 (96 reviews)

24 recommendations

FieldRoutes

Grow quickly, scale smartly, and serve your customers relentlessly with FieldRoutes Cloud-based, mobile solutions for field service operations. Whether your business is lawn care, pest control, pool service, or anything in between...Read more about FieldRoutes

4.3 (322 reviews)

13 recommendations

ServMan

ServMan by WorkWave is an ERP solution designed for larger field service businesses, including those operating in the HVAC, electrical, plumbing and elevator maintenance verticals. ServMan provides both on-premise and cloud-based ...Read more about ServMan

4.3 (36 reviews)

10 recommendations

Successware

All-in-one software to manage dispatching, customer information, service agreements, accounting, sales leads, and more. Our industry-leading mobile field service solution, Successware Mobile, allows techs to fully run their jobs...Read more about Successware

4.1 (78 reviews)

8 recommendations

SAMPro Enterprise

SAMPro Enterprise by data-basics is a field service and construction management solution that offers modules such as Service Dispatching, Mobile Workforce, CRM, Analytics, Quoting, PO, Inventory and Requisitioning, Preventative Ma...Read more about SAMPro Enterprise

4.2 (18 reviews)

7 recommendations

Visual Planning

Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning o...Read more about Visual Planning

4.7 (39 reviews)

6 recommendations

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

3.9 (231 reviews)

5 recommendations

Field Squared

Field Squared is a cloud-based field service management automation platform, helping midsize to enterprise service organizations manage their service lifecycle in a unified platform. Including a native geospatial enterprise asset ...Read more about Field Squared

4.0 (9 reviews)

2 recommendations

Dataforma

Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps cont...Read more about Dataforma

4.3 (105 reviews)

1 recommendations

Maidily

Maidily is a simple and effective online scheduling software for maid service/cleaning businesses across the nation. Our online integrations (Stripe, Square, QuickBooks, and more) will give your customers the ability to purchase...Read more about Maidily

5.0 (30 reviews)

1 recommendations

Davisware

Davisware is an all-in-one, comprehensive platform built for the trades by the trades. We have everything you need to streamline your commercial service business and operate at maximum efficiency. Our industry-specific solution...Read more about Davisware

4.2 (27 reviews)

1 recommendations

iM3 SCM Suite

iM3 SCM’s Smart Warehouse Management (smartWMS) is a cloud-based software offered to its customers as a SaaS Application. iM3 SCM helps clients reduce their implementation costs to help increase ROI and productivity. From mul...Read more about iM3 SCM Suite

4.4 (26 reviews)

1 recommendations

Buyers Guide

Last Updated: March 16, 2023

If you work for a field service company, you know how important it is to getting the right technician to do the right repairs for the right customer; and to complete the work order all in a reasonable amount of time. Successfully coordinating all these moving parts can be very challenging to accomplish, especially if you’re using manual methods—which is where service work order software comes in.

Adopting and integrating service work order software into your day to day operations can help streamline and automate previously tedious manual processes, both the field and the back office. Such automation leads to greater efficiency, and also enables you and your employees to spend more time focused on providing better customer service.

With all the software options on the market, however, it can be tough to know where to start when researching these service work order systems for the first time. In this guide, we’ll cover:

What Is Service Work Order Software?

Common Functionality of Service Work Order Software

Important Considerations

What Is Service Work Order Software?

Service work order software is a part of the field service software category; it's designed to help manage work orders sent to technicians and increase back office organization of work order history. Additionally, service work order software helps back-office staff respond to customer requests quickly, manage repairs and inventory across the service network and run reports to get valuable insight on service operations. It can also help easily identify the right technician for the job and dispatch them quickly.

Service work order capabilities are the core component of formal field service management (FSM) systems. These systems are at the epicenter of most all successful service businesses, both at the enterprise and small business level. At a high level, these FSM systems offer three core functionalities (aside from common reporting and accounting/financial capabilities and integrations):

  • Document management: Keep track of work orders, service contracts, and other valuable documents.

  • Customer relationship management: Manage customer job histories. Automate marketing functions such as emails reminders for monthly, yearly service.

  • Telematics: Monitor mobile assets in the field, including trucks, tools/equipment, and employees. Optimize routes based on real-time traffic reports. Identify misuse of company assets.

What’s more, systems with mobile access allow technicians to get all the information they need to complete work accurately and on time while in the field. These systems also update customer and repair data, service histories and inventory levels automatically, so technicians don’t have to re-enter information when they get back to the office. This saves time and reduces the potential for human error.

Many service work order systems offer customer self-service functionality. This can streamline the work order submission and creation process even further, and provides the opportunity for customers to leave valuable feedback about the service they receive. It also offers access to real-time information for customers who need answers quickly or after hours.

Common Functionality of Service Work Order Software

The table below lists capabilities common to most service work order software systems:

Work order generation

Allows users to create work orders based on customer service requests. Some systems can create work orders automatically from requests submitted via email, Web form or self-service portal.

Scheduling and dispatch

Assigns technicians to jobs, either manually by dispatchers or automatically, based on location, availability and skill set. Many systems send automatic notifications to technicians via email, phone or in-app alerts, along with relevant work orders.

Inventory management

Automatically updates inventory based on what items technicians use in the field. May include automatic alerts when parts need to be reordered.

Invoice generation

Lets technicians generate invoices from completed work orders, add parts and inventory items used and send invoices to customers electronically for them to approve or reject (and explain why).

Mobile functionality

Allows technicians to receive real-time alerts and notifications for upcoming or past-due work orders. This includes the ability to view customer and job information, service history for the customer or location, update inventory with parts used, view photos or schematics, generate invoices, capture customer signatures and more from anywhere in the field. Some systems offer native mobile apps for smartphones and tablets.

Service contract management

Helps users create quotes and contracts for customers, which can include installment invoicing terms. Some systems can automatically schedule customer payments.

Self-service portal

Lets customers and other stakeholders log in any time, from anywhere, to access scheduling and repair information, place service requests and communicate with your company.

Reporting and analytics

Allows users to run reports to gain deeper insight into service operations and technician performance.

Important Considerations

Keep the following considerations in mind as you search for the right service work order software for your business:

Integrations with other software systems. Make sure the system you choose can integrate with other software your company uses, such as accounting, customer relationship management or enterprise resource planning systems. Solutions that support integration out-of-the-box will be easier to implement than those that require customization.

GPS capabilities. Some systems come with GPS capabilities that are able to locate and monitor technicians on the map and provide turn-by-turn directions to service locations. This technology can also help keep technicians accountable while in the field. Consider a GPS-enabled system if you frequently send technicians to unfamiliar locations, and/or if you want to keep closer tabs on field service workers.

Preventive maintenance functionality. Some service work order systems offer tools that support preventive maintenance. These include automatic work order scheduling and dispatch for key assets showing signs of potential failure. Look for systems with this type of functionality if you want to implement a preventive maintenance strategy at your organization.

Mobile payment processing. Some service businesses are taking advantage of the affordability and ease-of-use of today’s mobile payment processor. Service organizations are using platforms like Square to collect payments at the point of service. This greatly expedites the invoicing process and gets money into service companies’ accounts much faster.