Best Field Service Management Software for Microsoft 365

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.

TrueContext, formerly ProntoForms, is used by over 3,500 businesses to enable field teams to capture data, submit it, and analyze it using their smartphones and tablets. The app allows users to dispatch partially-filed form, record the time and location where forms are submitted, capture pictures and sketch, and collect signatures.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

BrandWide is a Franchise Management platform that consolidates many tools you may currently use. It will connect you to all your franchisees, and allow you to track their performance, compliance, engagement, and compliance in your dashboard. BrandWide will also offer local marketing, CRM, and an operation module to help your franchisees be profitable. BrandWide offers a range of services including mobile, desktop, API, and 24 hour customer support to help you grow your franchise.

Momentum makes service businesses more profitable. Momentum is a software platform powered by a network of GPS devices on your vehicles, equipment, and crews. It gives you sophisticated financial and operational insights, automatically. With Momentum, there's no time-consuming data entry. And you don't have to worry about human error. That's why Momentum work when other software fails. All you have to do is get connect Momentum's devices. Our software will do the rest, automatically. Features: - Accurate job costing - Automated budgeted vs actual reporting - Real-time financial insights - 24/7 asset tracking - Fleet maintenance Momentum's devices create a connected network of your vehicles, equipment and crews. - The Eagle One GPS tracker works on all vehicles, trailers & heavy equipment. It's easy to install with an OBD-II or 12V battery harness. - The Toolie gives you location and activity tracking for your light equipment. - The CrewID is the only privacy-first labor cost tracker on the market. You'll get precise labor costs, automatically and without data entry. Get a deep understanding of how your operational activity impacts your profitability.

ServiceM8 is a cloud-based field software that can be used for trades or service-based businesses. ServiceM8 is a cloud-based field service software that was designed exclusively for Apple hardware. It makes it easy to manage your business from anywhere and anytime. It reduces admin time by providing access to a variety of tools including scheduling, invoicing and credit card processing.

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.

Bookedin helps you get your life back! Automate all those annoying scheduling tasks taking up hours of your day and say goodbye to endless phone calls, voicemails, DMs, and email chains. Save time, eliminate unnecessary stress, and let Bookedin help grow your business. Clients can book easily online without having to download an app or remember a password. Automatic text and email confirmations & reminders eliminate those pesky no-shows. Bookedin keeps everyone organized, calm and focussed on what matters most. The simple to set up, easy-to-use appointment booking system that’ll take your business to the next level! Everything you and your team need to get booked solid, save time, reduce stress, and impress your clients.

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.

Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.

At SightCall, we believe the more you see, the better you serve. See more, solve faster, serve better. SightCall enables you to deliver instant service through enriched video so you can guarantee remarkable customer experiences every time. SightCall enables your agents and technicians to solve customer problems faster through remote, guided interaction. By sharing live video enriched with augmented content, you can ensure remarkable customer experiences every time. Trust a platform built on a secure global network that works when and where you need it.

Dusk IOP, proudly Australian owned and operated, unites teams and data to enhance operational efficiency. By leveraging visibility, actionable insights, intelligence, and automation, it empowers your field workforce, back office, and customers to collaborate seamlessly within a unified digital environment. The platform excels in workforce scheduling, project management, and streamlined workflows, establishing a new standard for automation, compliance, safety, and transparency. With a single-view system that integrates effortlessly with your existing infrastructure, you can easily manage resources or teams using drag-and-drop dispatch and reassign tasks with just a click. It comes equipped with built-in constraints for skills, shifts, locations, and more to ensure optimal planning. Additionally, Dusk IOP facilitates the management of Agile projects, offering notifications and multiple viewing options, including Gantt, Task View, Kanban, and a dynamic risk matrix, thus enhancing project efficiency. You can also digitize your paper forms from your virtual workspace, making processes smoother and more effective. By gaining a clear understanding of actual job costs—which encompass tool time, travel time, and allowances—you can significantly boost your profitability and make informed decisions for future projects.

Servigistics specializes in inventory optimization, ensuring that the appropriate parts are available in the right locations at the optimal prices. In the current landscape, where consumers expect enhanced products and superior service experiences, it has become crucial to refine service supply chains. Servigistics aims to elevate customer satisfaction while maximizing profitability. The challenge of material planning lies in achieving an ideal balance between cost-effectiveness and availability, as well as determining the most strategic locations and timing for stocking items. This intricate decision-making process requires a comprehensive approach that evaluates all components and their respective stocking sites simultaneously. With a proven track record of innovation in service parts management, Servigistics consistently demonstrates its ability to deliver significant value to organizations. By leveraging their expertise, businesses can enhance asset uptime and improve the availability of service parts, ultimately leading to better overall performance.

Elevate your business operations with Bookup, the comprehensive management software designed to transform your website visitors into actual clients. By integrating Bookup into your online platforms, including your website and emails, you enable your customers to easily schedule and reserve their services using our high-converting forms. Enjoy immediate booking and scheduling features that seamlessly sync with your Google or Office 365 Calendar. Experience automated client communication throughout every phase of your service, all organized in a single platform. We provide insights into where potential clients may lose interest, allowing you to enhance your strategies and boost sales accordingly. Utilize the leading online booking system to turn your traffic into tangible revenue. Collect essential information to provide clear and upfront pricing on your website. With our customizable flow builder, you can easily incorporate new fields, add services or upgrades, process payments, manage resource availability, and much more! Now, you can manage your daily business activities directly from your mobile device, streamlining processes that are straightforward and well-defined for your team, ensuring efficiency and productivity at every level.

Your central hub for everything, from job sheets to invoices, quotations, and CRM. Clik Service makes it easy to manage and streamline every aspect of every job. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, Invoicing, quoting and more. Track jobs from start to finish and schedule them. When engineers are out on the field, send jobs to them and receive updates when work is complete or a quote has been accepted. You can assign the right jobs to the right engineers at the right time. You can create bespoke reports that provide you with the most recent stats on jobs or financials. Find trends and gain valuable insights into every area of your business.

CrewTracker empowers field crews to document the services rendered, track materials utilized, share GPS coordinates, upload images, and manage clock-in and clock-out times, among other features. With years of expertise in snow and ice management, CrewTracker stands as the leading software tailored specifically for this sector. It enhances operational efficiency and profitability while optimizing overall business performance. The software is continually refined and developed to meet the unique demands of the snow and ice management industry. Offering the most all-encompassing solution available, CrewTracker adeptly handles the intricacies of service routing, contract stipulations, crew management, material tracking, billing processes, and various operational tasks. Additionally, CrewTracker streamlines the management of route sheets, contracts, dispatch logs, images, field data, invoicing, and billing within a single integrated platform. By delivering real-time analytics and reporting, the system ensures superior snow management capabilities throughout all phases of an event. As a result, it not only simplifies the workflow but also aids in strategic decision-making for future operations.

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.

FieldPlus by MarginPoint provides a comprehensive solution for service contractors to oversee customer information, work orders, and inventory seamlessly. Technicians benefit from instant access to customer details, enhancing efficiency in job completions and boosting satisfaction levels among clients. The platform ensures safe payment processing, integrates with QuickBooks, offers automated stock replenishment, and maintains thorough inventory oversight across warehouses, job sites, or vehicles. With this robust field service management and inventory tool, you can significantly increase your earnings. Choose between flat rate pricing or billing based on time and materials, ensuring swift payments through integrated processing options. By implementing automated replenishment, you can prevent stock shortages, allowing for more accurate and timely job completions. The system simplifies scheduling and dispatching tasks to field technicians, while also allowing you to create and monitor customer records and work order progress from the moment of the initial call to the QuickBooks update, greatly reducing paperwork and administrative burdens. This streamlined approach not only enhances operational efficiency but also fosters stronger relationships with clients through timely and precise service delivery.

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.

Enhance efficiency, increase profits, and accelerate growth with GlobalEdge, the leading enterprise resource planning (ERP) solution specifically designed for field service industries such as commercial food equipment maintenance, HVAC, and petroleum services. By utilizing a unified platform, you can improve customer management and service through features like service agreement tracking, scheduling, billing, purchasing, and accounting, all in one place. The system's adaptable and customizable views empower dispatchers and various departments to oversee the information related to jobs, different job types, or the schedule for the day, week, or month. From a single, centralized interface, users can effortlessly organize recurring services from one work order and instantly dispatch tasks to all divisions of the business, ensuring that technicians in the field receive real-time updates. With GlobalEdge, you not only streamline your operations but also elevate the level of service you provide to your clients.

TrackVia®, a leading low-code workflow management platform, helps companies create applications that increase on-time performance while reducing costs. TrackVia gives operations leaders the fastest way to create powerful applications that can be governed by business and approved by IT. TrackVia is used by companies like Honeywell, DIRECTV and Stearns Lending to digitize their operations from field to back office.

Clevero provides CRM and Business Management Solutions for Small Businesses. Our SaaS service allows customers to track, manage and automate all aspects their day-today operations. It digitizes manual and paper-based processes and reduces the need for multiple productivity apps. These features include: -Custom Relationship Management, (CRM). -Appointment Scheduling and Self-Service Scheduling -Task Management and Project Management -Native Video Conferencing Notifications and Reminders -Automated -Digital Forms and the Form Builder -Marketing and Communications Automatic Email Tracking Timesheets and Invoicing -Client Data Management -Customer Support and Request Tracking -Integration of payment and bookkeeping software -Full integration with external APIs