Field service management (FSM)
Field service management software runs the work of a company whose crews go to customers: leads, quotes, scheduling, crews, invoicing and reporting in one system.
- FSM software
- field service software
- home service software
For a home service company, field service management software usually combines a CRM with a dispatch board, a crew app, invoicing and reports. The aim is that a lead becomes a quote, a job, an invoice and a review without anyone retyping it.
What to look for depends on the trade. Exterior cleaning companies need square-foot pricing, recurring plans, rain-day moves and photo records; an office with several people needs clear ownership of every conversation. See switching field service software.
Track it in Birdy
Leads, quotes, jobs and invoices on one customer record, set up with your own data.
Related
- FeatureScheduling and dispatchA day board with one row per truck, road routes on a map, rain-day moves and capacity at a glance.Read
- FeatureLead pipelineEvery lead on one board, from the first call to the signed quote, with each lead's age in plain view.Read
- FeatureCrew appThe crew's day on their phone: one next step at a time, checklists that can't be skipped, sign-off at the end.Read
- GuideSwitching field service softwareStep by step, how to move a home service company to new field service software: what to export, how to clean data, when to cut over and what to tell staff.Read
- GlossaryCRM (customer relationship management)A CRM is software that keeps every customer, lead and conversation in one place, so the office can see who needs what and nothing is forgotten.Read
- GlossaryDispatch boardA dispatch board is the office's view of every crew's day, by truck and time, where jobs are scheduled, moved and assigned.Read
- GlossaryCrew appA crew app is the phone app field crews use to see their day, get directions, mark themselves on the way, follow checklists, take photos and log time.Read