Best Field Service Management Software for Microsoft Excel

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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Software that integrates takeoff and estimation for all trades and projects. You've come to right place if you want to save time, eliminate costly mistakes in estimating, and say goodbye to paper plans. STACK enables you to collaborate more efficiently and estimate more accurately, so that you can concentrate on what's important - your bottom line. Register for a free account now!

Field Ascend offers a comprehensive field service management solution designed to streamline and automate essential operations for service-oriented businesses, including HVAC, plumbing, electrical services, lift/elevator maintenance, and facilities management, among others, by integrating features such as job scheduling, work order management, dispatch automation, customer relationship management (CRM), and both customer and self-service portals into a single cloud-based platform. This software enhances efficiency with intelligent job scheduling and auto-assignment that aligns tasks with the skills and locations of engineers, while also providing real-time tracking via GPS, managing timesheets with GPS auto-audit, and offering a robust mobile application that allows field engineers to access and update job information, capture images, obtain digital signatures, complete checklists, and record equipment status without the need for a signal. Furthermore, Field Ascend enables automated preventive maintenance scheduling, optimizes routes for better efficiency, and includes reporting and analytics dashboards, along with capabilities for managing purchase orders, inventory, CRM, and site data. By centralizing these various functionalities, the platform not only improves operational workflows but also enhances communication and service delivery for businesses in diverse sectors.

Expert Estimation offers three levels of outstanding project cost estimating software. With a variety of features, you can create accurate estimates that are time-saving and flexible. Our software offers exceptional 24/7 support via chat, email, and phone. There are also multiple training options. API allows users query project data. Expert Estimation allows you to confidently manage overheads, use precise trusted formulas and create templates. It also allows you to have transparent reporting, estimate cost, predict cashflows, assign costs codes, do cost analysis, and create takeoff sets. Expert Estimation is integrated with Pronamics' online support hub, knowledge base, online training, and YouTube channel. This allows you to quickly find valuable information and tools. Over 30 years, our software has been the industry standard in estimation software. FREE TRIAL comes with FREE PHONE, EMAIL & CHAT SUPPORT.

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.

What is Raken? Raken's field management software allows you to collect accurate project data in real-time. You'll have all the information you need to improve your projects and reduce costs, including digital documentation, production tracking, safety tools, and more. No more paperwork. Remote collaboration is made easy by the mobile field apps for Android and iOS. Field crews can easily input project data via the mobile app. For better visibility, they can upload time-stamped photos and videos as well as notes. All that data is then automatically uploaded to the office's web app. You'll have all the records you need to protect your business against litigation and risk. Raken is used by more than 4,500 construction companies to connect the field to their office. Raken empowers everyone to do their job more efficiently today.

As a leader in enterprise mobile forms software, FastField empowers organizations with all the tools necessary to quickly collect accurate and meaningful data from a mobile workforce. We offer a simple and intuitive website and mobile app that are accessible across iOS and Android. FastField is flexible and dynamic, capable of complete customization and full automation of your form collection workflow. Our focus is business intelligence, transforming your forms into meaningful data that helps you make informed decisions for your business. • Simple / Intuitive UI for Mobile and Web • Extreme Flexibility For Any User / Use Cases • Highly Customizable Forms Workflow • Robust Offline/Online Data Capture Support • Fully Integrated Data Analytics Platform With Automated Custom Alerts • Full Multi-Media Capture Support With Annotation and Comment Capabilities • Enterprise Level Integration Support: Cloud Storage or Private Data Delivery • Application Branding (White Label Solutions)

QuickBooks Enterprise offers a comprehensive solution designed to oversee both your business operations and financial performance. By utilizing QuickBooks Enterprise with cloud access, your team gains the ability to collaborate seamlessly from any location, all while ensuring a secure connection and benefiting from automatic daily backups. Experience enhanced software capabilities and the freedom to work from your preferred location with our hosting options. Furthermore, enjoy a remarkable increase in list capacity—six times that of Pro and Premier—allowing for management of up to 1 million customers, vendors, and inventory entries. Alongside this, you will benefit from expedited payroll processing within QuickBooks and gain valuable insights through over 200 detailed reports, as well as specialized editions tailored to various industries. The Enterprise Diamond package serves as an all-in-one solution that simplifies business management, offering essential features that can be customized and expanded as your business evolves. With our Assisted Payroll feature, we take care of your payroll taxes, ensuring that quarterly and year-end filings are done accurately and punctually, allowing you to focus on growing your business without the worry of payroll complexities. This comprehensive approach guarantees that your business remains efficient and scalable, regardless of its size.

Web-based CMMS that is highly rated, simple to use, powerful, and affordable! You can easily manage and report on your daily operations, as well as plan for future needs. Manage Work Orders, PMs, Assets, Inventory, Employees, Predictive Maintenance, Documentation, Scheduling & Service Requests. Access eWorkOrders from anywhere, anytime. No software to install or hardware to buy. Tech support and upgrades are included. You can be up and running in less than a day! Find out why we are consistently rated the best! Request a Free Demo Now - https://eworkorders.com/schedule-a-free-demo-or-contact-us/

Total Office Manager®, an award-winning, complete service management software program, does it all. Constructed by contractors for contractors. This package includes accounting, certified payroll and job costing. It also features GPS tracking and powerful field service management apps. Aptora Mobile II®, our completely redesigned mobile field service software solution, is now Aptora Mobile II®. This software program connects your browser-based smartphone or tablet to your Total Office Manager®.

The Ecobot wetland mapping app is the only platform or software that can provide true efficiency and accuracy for wetland scientists at AEC. This includes counties, state and Federal DOTs, mitigation banking, utility and oil and Gas companies, as well as natural resources consulting firms. Ecobot is available on the Apple App Store for iPhone and iPad. Ecobot is an Esri Startup partner. Spend 50% less time on projects Your reference guides are no longer necessary. Instant, accurate USACE PDFs. Intuitive. There is nothing new to be learned. Ecobot has been used to submit over 7,500 USACE wetland determination forms. Ecobot has cut down on total workload and saved AEC and Environmental consulting over 4,500 hours.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.

RIB Candy is the most popular construction management software suite. It's designed to estimate and control built environment projects. Candy is unique and powerful. It was designed to meet the needs of the industry, from take-off to pricing and planning a job, to controlling at the site level, to the final certificate. Project Estimating, Quantity Takeoff (QTO), Planning and Forecasting, Cash Flow, Valuations and Subcontract Management are just a few of the features.

Kizeo Forms is a powerful, intuitive mobile data collection application designed to streamline your business processes. Whether you're in construction, real estate, healthcare, or any industry requiring field data collection, Kizeo Forms provides a comprehensive solution to create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms to suit your unique business needs using our user-friendly form builder. Add fields for text, photos, GPS coordinates, signatures, and more. Offline Functionality: Collect data in remote locations without internet access. Sync automatically once you're back online. Real-time Data Sharing: Instantly share collected data with your team, clients, or back-office systems. Improve collaboration and decision-making. Advanced Integration: Seamlessly integrate with various third-party tools and platforms like Google Sheets, Microsoft Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows to save time and reduce errors. Generate custom reports and trigger email notifications effortlessly. Secure and Compliant: Ensure your data is protected with advanced security features and compliance with industry standards.

Fieldwire is used by construction companies of all sizes to facilitate clear communication on more than 750,000 projects around the world. Fieldwire's mobile application is easy to use and saves users 1 hour per day. It allows for more efficient information sharing on-site. Fieldwire's key features include plan view, task management, issue tracking and reporting. All of this is accessible from one place. Fieldwire is backed venture by some of the most prominent investors in the industry. It is already changing the way dispersed teams communicate with each other and collaborate on projects. Fieldwire is the easiest way to keep construction companies organized on the jobsite.

Projectquoting.com serves as a specialized software solution for landscaping and lawn care enterprises, allowing them to swiftly create personalized quotes. Among its various features are tools for quoting, marketing, lead generation, customer management, and invoicing. An innovative aspect of Projectquoting.com is its satellite measuring capability, which permits users to assess properties in terms of area, perimeter, or length through an intuitive measuring interface. Additionally, the platform empowers users to automate their quoting process by selecting their preferred delivery times. This comprehensive tool enhances efficiency and streamlines operations for businesses in the landscaping sector.

Klipboard field service management software allows you to connect your office, mobile workers, customers, and employees. Klipboard is a mobile field service management software that combines task scheduling, location mapping and messaging tools. Klipboard makes it easy for businesses to get rid of paper-based methods. Klipboard also has a user-friendly interface that allows teams to focus on their core business and providing exceptional customer service, rather than on technology.

Okappy, a B2B workforce management platform, applies social and market networking technology in order to meet a business need. Collaboration is essential when working with employees from different locations, subcontractors, and for different customers.

Elevate your trade or service enterprise with a cutting-edge software and mobile application that ensures your tasks remain organized and your team stays connected. Our field service management platform eliminates the clutter of paperwork, providing you with easy online access to all job-related information whenever you need it. Streamline your back office operations and reduce administrative expenses efficiently. With our job management software and mobile app, you can foster business growth without excessive costs. This cloud-based solution enhances your operational efficiency, focusing on both job management and scheduling seamlessly. Handle jobs, quotes, invoices, customer data, and schedules all within one cost-effective application. Achieve more with less effort and witness how field engineers appreciate our software! Enhance service delivery and optimize overall business organization. Easily create jobs, quotes, invoices, purchase orders, and forms digitally. Capture essential data from your team, monitor job progress with precision, and keep everything in check with features that include photos, notes, customer signatures, and timesheets, ensuring you stay instantly informed about your operations at all times. This integrated approach not only boosts productivity but also helps build stronger client relationships.

Our software helps estimators work faster, cut busy work and increase accuracy. From whole project automated takeoffs to estimates that learn how you work. It flips the conventional estimating software model, bringing flexibility and speed - ultimately saving you time.

Praxedo is a robust field service management platform that boosts efficiency and enhances customer satisfaction for service-based businesses. Our solution helps companies simplify complex business operations and increase productivity by leveraging the power of AI. With its intuitive, highly customizable web platform and field service mobile app, Praxedo seamlessly integrates with your existing systems through powerful APIs and pre-built connectors. Over 1,500 companies and 65,000 users across the globe rely on our software daily for optimizing service scheduling, digitizing work orders, and monitoring technician activities in the field. Known for its scalability and quick implementation, Praxedo is recognized as a leader in field service management software. It has been a featured solution in Gartner’s Magic Quadrant for six years in a row.

BID. BUILD. BILL. Unit Price Contract procurement / tendering/bidding and contract administration workflow tool. Multitasking web-based and mobile app Tracks progress - Creates formal invoices, change orders, and payment certificates. - Allows you to customize holdbacks, bonuses and penalties. - Provides a high-level view on accounts receivables and accounts payable with late notification - Share larger files - up 100mb (eg. CAD, PDF, and.ai - Addenda Builder - Instant Bid Analysis - eSignature configurations - Smart – Contract/bid - Artificial Intelligence-powered Importer

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

You can manage data, safety, compliance reporting, and work across distributed field assets and vertical plants. Utility Cloud integrates with many other Utility Operations Management systems. Our REST API allows you to create any machine, sensor, or app connection you need. Real-time data monitoring across people and machines, as well as other enterprise systems like LIMS, helps to avoid compliance failures. Automate the submission and completion of compliance reports using exactly the field data that your crew collects. You can create custom alerts that will be triggered when issues arise. Get a complete understanding of your infrastructure by creating holistic condition ratings and calculations that are based on asset attributes. For your compliance goals, create powerful workflows and reports. Use digital SOPs, manuals and layouts to standardize complex work. Dynamic routing allows you to prioritise and assign field work to those assets that are most in need.