Finding software can be overwhelming. We've helped many field service businesses choose the right service order software so they can create digital work orders and store client histories.
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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 desktop... Read more
Platforms: MacWinLinux
Deployments: Cloud
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ThermoGrid is a cloud-based, field service solution for small to midsize residential contractor companies. It offers an integrated suite of applications to automate day-to-day operations and streamline service management. Smart dispatching... Read more
Platforms: MacWinLinux
Deployments: Cloud
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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 solutions,... Read more
Platforms: MacWinLinux
Deployments: Cloud
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WorkWave Service is a cloud-based field service solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications allow field... Read more
Platforms: MacWinLinux
Deployments: Cloud
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With Workiz, field service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar.Workiz provides an easy-to-use platform that allows service pros... Read more
Platforms: MacWinLinux
Deployments: Cloud
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Striven is a cloud-based enterprise resource planning (ERP) solution suitable for many industries and organizations of all sizes. It offers features for accounting, inventory management, human resources, customer relationship management... Read more
Platforms: MacWinLinux
Deployments: Cloud
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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 wide... Read more
Platforms: MacWinLinux
Deployments: Cloud
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ServiceTitan for HVAC, plumbing and electrical home service businesses is a cloud-based field management platform that offers scheduling, dispatch, invoicing, sales, and more. The platform offers marketing ROI and conversion tracking... Read more
Platforms: MacWinLinux
Deployments: CloudOn premise
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FieldEdge by dESCO is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software allows companies to manage business operations remotely... Read more
Platforms: MacWinLinux
Deployments: Cloud
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Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. The solution caters to businesses of all sizes.Service Autopilot features client and lead management,... Read more
Platforms: MacWinLinux
Deployments: Cloud
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Mobiwork MWS is a suite of field service solutions that features GPS tracking, inventory management, billing and invoicing, work order management, electronic forms, scheduling and dispatch and contact management. It offers cloud-based... Read more
Platforms: MacWinLinux
Deployments: CloudOn premise
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Quick Base is a cloud-based low code application development platform that gives more power to your field teams and makes customers happier. Innovative organizations use Quick Base to communicate real-time info to teams across multiple... Read more
Platforms: MacWinLinux
Deployments: Cloud
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Commusoft is a cloud-based workforce management solution for field service companies of all sizes including plumbers, gas and heating engineers, electricians and oil technicians. It helps users to manage customer databases, quotations,... Read more
Platforms: MacWinLinux
Deployments: Cloud
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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 other... Read more
Platforms: MacWinLinux
Deployments: Cloud
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GPS Insight Field Service Management gets you off of paper, out of spreadsheets, and into a streamlined, automated workflow. From a customizable calendar to a two-way QuickBooks Online sync, the platform supports your entire day, from... Read more
Platforms: MacWinLinux
Deployments: Cloud
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Service Assistant is a cloud-based solution designed to help service businesses such as lawn care, landscaping, carpet cleaning, HVAC or pest controllers manage field technicians, create estimates and maintain customer data on a centralized... Read more
Platforms: MacWinLinux
Deployments: Cloud
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ServSuite by ServicePro is a cloud-based enterprise software solution for pest control, lawn care, and arbor care companies. Its customized capabilities are specially designed to meet the business needs of each of these individual... Read more
Platforms: MacWinLinux
Deployments: CloudOn premise
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E-automate is a subscription-based enterprise resource planning (ERP) solution, available on-premise or in the cloud, that integrates accounting, contract and inventory management, purchasing, sales and service. The software is ideal... Read more
Platforms: MacWinLinux
Deployments: Cloud
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PestRoutes is a cloud-based field service software solution made specifically for pest control businesses. Key features include customer information management, billing, technician dispatch and GPS tracking. With PestRoutes, users... Read more
Platforms: MacWinLinux
Deployments: Cloud
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Vision, by Davisware is an end-to-end business management solution for commercial HVAC, commercial foodservice, petroleum equipment service, and other field service industries. The Vision solutions offers one platform for service companies... Read more
Platforms: MacWinLinux
Deployments: CloudOn premise
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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.