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Service Order Software


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Housecall Pro logo
 
Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
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Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
 
mHelpDesk logo
 
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 has multiple... Read More
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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 has multiple... Read More
 
WorkWave Service logo
 
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
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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
 
Service Fusion logo
 
Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications... Read More
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Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications... Read More
 
Verizon Connect Work logo
 
Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More
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Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More

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Service Cloud Field Service logo
 
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 centralize and optimize... Read More
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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 centralize and optimize... Read More
 
Mobiwork MWS logo
 
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
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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
 
ServiceTitan logo
 
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
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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
 
ThermoGRID logo
 
ThermoGRID is a cloud-based, field service solution for small to midsize residential contractor companies. It offers an integrated suite of applications to help automate the day-to-day operations of the business. Before sending a... Read More
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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 help automate the day-to-day operations of the business. Before sending a... Read More
 
ServSuite logo
 
ServSuite by Service Pro is a cloud-based business management solution for pest control and lawn care companies. It features standard field service software capabilities, which includes contact management, GPS tracking and inventory... Read More
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ServSuite by Service Pro is a cloud-based business management solution for pest control and lawn care companies. It features standard field service software capabilities, which includes contact management, GPS tracking and inventory... Read More

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FieldEdge logo
 
FieldEdge by dESCO is a cloud-based Field Service Management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The solution allows companies to manage business operations remotely. The... Read More
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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 solution allows companies to manage business operations remotely. The... Read More
 
AgileField logo
 
AgileField is a cloud based platform and mobile application with a suite of field service solutions. AgileField aims to get the right technician, with the right equipment and the right materials to the right location to complete... Read More
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AgileField is a cloud based platform and mobile application with a suite of field service solutions. AgileField aims to get the right technician, with the right equipment and the right materials to the right location to complete... Read More
 
BiznusSoft Field Service logo
 
BiznusSoft Field Service is a cloud-based solution designed to help businesses manage and control their operational cycle. Key features include account management, quotation and contract management, work order management, scheduling... Read More
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BiznusSoft Field Service is a cloud-based solution designed to help businesses manage and control their operational cycle. Key features include account management, quotation and contract management, work order management, scheduling... Read More
 
UpKeep logo
 
UpKeep is a cloud-based integrated field service management and enterprise asset management (EAM) solution that provides businesses functionalities to manage their assets and facilities. The solution is accessible via desktops, laptops,... Read More
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UpKeep is a cloud-based integrated field service management and enterprise asset management (EAM) solution that provides businesses functionalities to manage their assets and facilities. The solution is accessible via desktops, laptops,... Read More
 
Wintac logo
 
Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management... Read More
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Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management... Read More

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PestPac logo
 
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 technicians... Read More
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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 technicians... Read More
 
MindYourService.com logo
 
MindYourService.com is a cloud-based field service management solution designed to help service-based businesses schedule jobs, reduce expenditures, optimize workflow and task assignments, and operate in an error-free environment. The... Read More
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MindYourService.com is a cloud-based field service management solution designed to help service-based businesses schedule jobs, reduce expenditures, optimize workflow and task assignments, and operate in an error-free environment. The... Read More
 
Launch27 logo
 
Launch27 is a cloud-based online booking solution suitable for service businesses of all sizes. Key features include customizable online booking forms, availability calendars, appointment notifications and online fee payment. Launch27... Read More
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Launch27 is a cloud-based online booking solution suitable for service businesses of all sizes. Key features include customizable online booking forms, availability calendars, appointment notifications and online fee payment. Launch27... Read More
 
Aimsio logo
 
Aimsio is a cloud-based field service management solution for businesses of all sizes. It offers contact management, billing and invoicing, inventory management, scheduling and dispatch and work order management. Aimsio offers a platform... Read More
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Aimsio is a cloud-based field service management solution for businesses of all sizes. It offers contact management, billing and invoicing, inventory management, scheduling and dispatch and work order management. Aimsio offers a platform... Read More
 
Visual Planning logo
 
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 offers... Read More
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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 offers... Read More
 

Buyer's Guide

by Taylor Short,
Market Research Associate
Last Updated: August 22, 2018


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

 

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