Best Field Service Management Software for Microsoft Dynamics 365

Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.

Resco Field Service+ empowers field service teams by transforming traditional service processes into streamlined digital workflows. Built to enhance operations in industries like utilities, telecommunications, manufacturing, and energy, Field Service+ combines offline functionality with advanced scheduling, routing, and data capture tools to keep teams productive in any environment. With seamless integration into Dynamics 365 and Salesforce, Resco Field Service+ enables real-time data access and updates from the field, reducing manual entry and eliminating paper-based records. Field technicians can use their mobile devices to capture photos, scan barcodes, complete checklists, and access service history—even offline, which is critical for remote or high-traffic areas. Features include drag-and-drop customization, allowing teams to create workflows, forms, and reports without coding. Its GPS and routing capabilities help technicians optimize their routes, and with real-time insights, supervisors can monitor job status and resource allocation on the go. Resco Field Service+ makes managing field operations efficient and reliable, helping organizations improve response times, reduce errors, and enhance customer satisfaction.

Tractian is the Industrial Copilot for maintenance and reliability, combining hardware and software solutions to monitor asset performance, manage industrial operations, and implement predictive maintenance strategies. Its AI-driven platform empowers businesses to prevent unplanned equipment downtime and boost production output. The company is headquartered in Atlanta, GA, and extends its presence globally with offices in Mexico City and Sao Paulo. Learn more at tractian.com.

Resco Inspections+ is a versatile digital solution designed for industries like construction, manufacturing, oil and gas, nonprofits, utilities, and property management. The platform helps organizations move away from paper forms by transforming audits, inspections, surveys, and checklists into fully customizable digital workflows. With native integration with Dynamics 365 and Salesforce, it allows you to extend CRM/ERP data beyond the office, ensuring you can collect and update field data effortlessly. The offline-first architecture is essential for environments where connectivity is unreliable, such as remote oil rigs, construction sites, garages, or even crowded cities. Field technicians, auditors, and inspectors can capture critical data without interruption, and the advanced sync engine ensures it syncs automatically once a connection is available. Inspections+ includes a drag-and-drop questionnaire builder with smart questions, business logic, rules, and media capture, enabling easy no-code customization for safety checks, compliance reports, or trial audits. With real-time data insights, organizations can streamline processes, reduce errors, and make informed decisions on the go.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

Nomadia Group has provided a wide range of routing and scheduling optimization software for field forces for over 30 years. This has helped to increase their productivity by up to 30%. Their software solutions optimize the daily movements of more than 150,000 mobile employees around the globe: technicians, salespeople and delivery staff. TourSolver is their Routing & Planning Software flagship. It is available as a monthly subscription. Mobile apps are available for both Android and iOS devices. Chat, email and phone support are available during the EST hours. Routing & Planning optimization allows decision-makers to identify relevant, realistic, profitable routes while providing high quality customer service and managing emergency situations: installation, repair and/or maintenance services, sales appointments and pickup and delivery. Nomadia guarantees a 20% average productivity increase.

Built to help every customer’s business grow stronger, the BigChange Job Management Platform brings together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management and business intelligence into one simple to use and easy to integrate platform your business can run on. Launched in 2013 and based in Leeds, UK, BigChange is a leading Field Service Management Software Provider trusted by almost 1,700 field-based organisations around the world. BigChange employs 200 people and is recognised as an outstanding employer with a 2 Star Accreditation from Best Companies. The BigChange complete Job Management Platform is helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.

Stay informed about developments in the industry to effectively oversee your business operations. Empower your sales and field service teams to collect precisely the information you require from the field. Badger seamlessly integrates with any CRM, providing your representatives with valuable data on-site. Discover how your team can enhance sales routes and boost overall sales with Badger Maps. With personalized team pilots, you can witness firsthand how Badger contributes to improving your team's sales figures. A dedicated point of contact will ensure that everything functions according to your preferences. Our data experts will configure the optimal setup for your information within Badger. Facilitate a swift onboarding process for your team through customized training designed around your specific needs. Leveraging map-based visualization makes it straightforward to identify untapped leads and accounts that aren't being fully utilized. Managers also benefit from gaining a clearer understanding of their representatives' activities and performance, allowing for better optimization of sales territories. Furthermore, ongoing support ensures that your team remains engaged and effective in achieving sales goals.

UpKeep is a mobile-first software for facilities and equipment maintenance that is trusted by some the largest companies in the world. UpKeep allows asset and facility management teams to get better data and collaborate seamlessly to improve productivity. It includes tools to create work orders on the go, keep track of all current or upcoming work orders and monitor the health of locations.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Fieldmagic is a modern, easy-to-use field service and asset management software that includes a CRM. It helps organizations track and accelerate their sales performance, schedule jobs, capture more field data, and provide better customer service.

No-code applications that will impress both IT professionals and developers. With the Appify no-code app platform, you can create powerful, secure, enterprise-level applications that seamlessly integrate with your current systems. Select from a growing catalog of pre-designed Appify Apps to transform any business workflow into a digital format. Our no-code solution allows you to effortlessly modify an application to suit your specific needs. The Appify platform empowers IT teams to streamline any procedure while ensuring compatibility with existing infrastructure. To enhance efficiency, it is essential to provide our teams with tools more rapidly, a goal that can be achieved through No-Code technology. Appify serves as a robust no-code platform designed to facilitate the swift deployment of advanced mobile applications for both employees and customers. At Appify, fostering a familial atmosphere among our team members is crucial, as we all share and uphold the same core values. This platform simplifies the app development process by abstracting backend code, enabling you to swiftly create and launch your applications through an intuitive drag-and-drop interface. Embrace the future of app development with Appify, where innovation meets accessibility.

No matter if your service operation focuses on supplying, maintaining, installing, or renting, you will experience the remarkable capabilities of Service Geeni. This platform allows for the streamlining of process delivery, optimization of inventory management, intelligent scheduling and resource allocation, as well as the visualization of significant data. A single instance of poor service can leave a lasting impression on a customer. Service is inherently personal, and consistent failures can jeopardize contracts over time. Everyone dislikes losing business, which means that inadequate service can prompt both clients and your top engineers to seek alternatives. Understanding how the most successful companies maintain high standards in the face of market fluctuations, labor shortages, and evolving customer expectations reveals that exceptional service goes beyond just capable leadership. It is the robust systems that empower effective Service Managers that truly make a difference, equipping them with precise and valuable data. Good leadership is essential not only to acknowledge this fact but also to ensure that company systems are effectively implemented to support it. By doing so, businesses can foster a culture of excellence that benefits everyone involved.

Eliminate manual tasks and connect seamlessly the office, field teams, and customers using a flexible field management software that can manage versatile field operations.

Enhancing Remote and Secure Customer Interactions for Your Deskless Workforce. Elevate your customer satisfaction with an on-demand engagement experience that fosters instant connections. Significantly boost the effectiveness of your deskless team in the field, ensuring they can operate efficiently from any location at any time. While you can't extend the hours in a day, you can certainly enhance how productive those hours are. Empower your team to be genuinely deskless, benefiting from a cutting-edge, data-driven business engagement experience that streamlines their tasks. By simplifying their roles, you contribute to a more satisfied workforce. Enhance your operational efficiency by minimizing manual interventions in business processes. Foster a stable workforce and increase productivity through automation and exceptional engagement strategies. Keep your sales data accessible at all times, enabling a seamless flow of information. Reduce obstacles with improved engagement methods and prompt approvals. This approach will also enhance pipeline predictability and boost conversion rates by ensuring accuracy in your sales pipeline. Ultimately, a well-connected team will lead to sustained business growth and customer loyalty.

Diagnose and resolve service issues quickly, accurately, and more profitably. Neuron7's AI predicts issue categories and resolution steps to help your newest team members perform as well as experienced call center agents and field service technicians. Deflect calls, increase first time resolutions, and reduce parts wastage while capturing expert knowledge. Neuron7's AI continually learns to find the best resolution paths and guide people to success quickly, despite having 1000s of agents and 1000s product configurations.

Workforce Mobilizer, a software as a service field management system with advanced preventive maintenance functionality, is an affordable Software as a Service. It has a proven track record of increasing net revenue by 45% and seamless integration with accounting systems such as QuickBooks. The system includes a management console, a mobile app with rich features that can be used on any device, and a customer portal.

TradeCloud focuses on delivering specialized job management software for professionals in various trades, offering tailored solutions that meet the specific needs of each client. By choosing TradeCloud, we take the time to thoroughly comprehend your business and its unique demands, equipping you with scheduling software that aligns perfectly with your requirements. For those seeking top-notch job management software for trades, opting for a generic, one-size-fits-all solution is not ideal. Instead, you need a system specifically designed for your sector, whether it’s electrical work, plumbing, or manufacturing. Our software streamlines scheduling, invoicing, and reporting processes, making them more efficient than ever before. TradeCloud’s flexibility and customization capabilities ensure that we can easily identify the perfect solution for your business operations. We begin with our foundational platform and leverage our decade of expertise in developing exceptional job management software to craft a solution that is uniquely suited to your industry’s needs. Our commitment to personalized service ensures that your business will thrive with our innovative software solutions.

FIESA is a sophisticated and intelligent field service automation platform that leverages Microsoft Dynamics 365 to optimize all dimensions of field operations. This software automates critical processes such as work order management, technician scheduling, dispatching, and facilitates immediate communication with customers. With more than 15 years of expertise in software development, FIESA significantly boosts workforce efficiency, minimizes operational expenses, and enhances service quality within the field service sector. It incorporates advanced features like AI and IoT-driven predictive maintenance, seamless integration with WhatsApp for quick technician updates, and accessibility across various devices including desktops, tablets, and smartphones. Among its capabilities are contract management, inventory tracking, detailed work order and asset oversight, along with robust analytics and reporting functionalities. FIESA is tailored specifically for technicians, ensuring they remain connected in the field, which not only improves service efficiency but also allows for dynamic workforce management in real-time. By harnessing these features, FIESA empowers organizations to deliver exceptional service and adapt quickly to changing operational needs.

Enhance your operational efficiency with service management software designed to provide a competitive edge. Equip your team with essential tools that enable them to work productively from any location and device, fostering a more competitive environment. With a wealth of advanced features and smart data insights, you can distinguish yourself in the marketplace. Cut down on expenses by eliminating the need for expensive hardware installations and outdated software maintenance. Accelerate task completion, increase productivity, and minimize unnecessary administrative burdens and paperwork. Enjoy the flexibility of a scalable, all-in-one cloud solution that adapts and grows alongside your business. By utilizing this powerful software, you can ensure your business remains at the forefront of the industry, fostering seamless connections between your engineers, administrative staff, and clients. This comprehensive approach not only streamlines operations but also positions your company for long-term success and innovation.

BuiltSpace develops collaborative service processes that enable the real-time capture of service transactions and operational data. The effectiveness of business processes hinges on having superior data stored in a secure database that can be shared across different enterprises. Uniquely, BuiltSpace is the only facility maintenance platform capable of bridging the information gap by facilitating data sharing at key interaction points through a mobile application activated by QR Codes, which is designed to provide immediate solutions and future advancements. With an extensive range of customized solutions, BuiltSpace is specifically designed to cater to various needs, ensuring that facility operators and occupants have real-time insights into the health and safety of their buildings. Additionally, BuiltSpace enhances maintenance operations by providing communal access to essential knowledge. It effectively unifies the connections between manufacturers, service technicians, and property owners, creating a seamless flow of information. Furthermore, BuiltSpace transforms traditional facilities into digital buildings stored in the cloud, ensuring their continued health and safety throughout the ongoing challenges posed by the COVID-19 pandemic. By leveraging technology, BuiltSpace is paving the way for a more resilient and efficient future in facility management.