Best Field Service Management Software for Microsoft 365

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!

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.

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.

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)

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.

QuickBooks Enterprise can handle all of it with an all in one solution designed to manage your business, and your bottom line. Your team can collaborate anywhere with QuickBooks Enterprise cloud access. It offers a secure connection and automatic daily backups. Hosting gives you the power and flexibility to use our most powerful software. You get 6x the list capacity of Premier and Pro with room to grow to as many as 1,000,000 customers, vendors, or inventory items. You also get faster payroll within QuickBooks, deeper insights with 200+ reports and targeted editions for each industry. Enterprise Diamond is an integrated solution that streamlines business management. It combines key functionality and allows you to add and customize as your business grows. Assisted Payroll will manage your payroll taxes, including year-end and quarterly filings. We guarantee accuracy and timely delivery.

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.

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.

There are many ways to manage projects. We have flexible task lists and workflows that provide great data about how things are going and where you can improve. Take a look at how task distribution and completion can be fast, painless, efficient, and powerful for teams of any size. With real-time operational reports, you can quickly see the best action to take next. Drag-and-drop task engines make it easy to create and assign dynamic task lists. Mobile task completion guided with context and prioritization. We have worked with some of the most successful brands in Consumer Goods, Beverage, Retail, Restaurant, Facilities Management for more than a decade. We know what they do to win. You don't just get software when you partner with our team. You get the inside scoop on how we help the most successful brands around the globe achieve their goals.

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.

Bookup is a simple and powerful business management software that can turn your website traffic into a real business. Bookup integrates with your website, emails, or other platforms to make it easy for customers to book and schedule their services using our proven-to-convert forms. Bookup instantly syncs with your Google Calendar or Office 365 Calendar. Automated client communications, at all stages of your service, all from one place. We will instantly show you where potential clients aren't interested and give you insight to help you increase your sales. You can convert your traffic into sales using the most powerful online booking platform. All the information you need to offer transparent pricing online. Our custom flow builder lets you add new fields, add services or add-ons, collect payments, manage resource availability, and much more! You can manage your day-today business using your mobile phone. It has a simple process that is easy to follow and clearly defined for your team.

A software and mobile app that keeps everyone connected and on track will help you grow your trade or service company. Our field service management software makes it easy to get rid of all the paperwork and have all your job information online at any time. Reduce admin costs and organize your back office. Our job management software and mobile app will help your business grow without breaking the bank. Cloud-based software that makes your business more efficient from both a job scheduling and job management perspective. All your jobs, schedules, customers, invoices, and quotes can be managed from one, cost-effective app. You can do more with less effort. Our software is loved by field engineers! Our software helps improve service delivery and overall business organization. Electronically create jobs, invoices, purchase orders, and forms. Track the progress of your job and get vital data from your team. You are always up-to-date with photos, notes, customer signatures, and timesheets.

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 is a software that allows crews to record the services they perform and materials used. They can also submit photos, report GPS locations, clock in crews, and more. CrewTracker has years of expertise in snow and ice control. This is the leading software solution designed specifically for the snow & ice management industry. Optimizes your business and increases efficiency and profitability. CrewTracker software is designed and developed specifically for the snow management industry. It is the most comprehensive solution available and manages the complexity associated with service routing, contract conditions, crews and materials, billing, operations, and much more. CrewTracker manages electronic route sheets, contracts and dispatch records. It also includes photos, field data as well as invoicing and billing. The system offers real-time reporting and business analysis, resulting in optimal snow control capabilities before, during and after an event.

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.

Dusk IOP is Australian owned and operated. It brings together data sources and teams to work smarter. You can enable your field workforce, back-office operations, and customers to work together under one virtual roof by providing visibility, actionable insight, intelligence, and automation. Dusk IOP is a scalable platform that sets the standard for safety, visibility, compliance, and automation. It can manage everything from workforce scheduling to project management and workflows. One view that seamlessly integrates with your systems. Drag 'n drop dispatch allows you to schedule your crews or resources and assign work with the click of one button. You can set up constraints for skills, shifts and location. With notifications and multi views, you can plan, collaborate, and monitor Agile projects. Gantt, Task View and Kanban, as well as a dynamic risk matrix. Streamline your projects. Your virtual office can help you duplicate paper forms. You can increase your profitability by understanding the true job costs, including travel time and allowances.

What is Servigistics? Optimize your inventory to ensure that you have the right part at the right price in the right place. Customers expect more from products they use, operate, and own in today's connected world. They expect outcomes and experiences, and only the best service will satisfy them when they are in need of it. Optimizing your service supply chain is essential. Servigistics will make your customers happy and more profitable. Material planning systems aim to achieve the best balance between cost and availability, as well as where and when to stock items. These decisions can be complex! True optimization simultaneously considers all parts as well as all stocking locations. Servigistics has a long history of service parts management innovation. This innovation has been independently verified as delivering the highest value. Servigistics allows organizations to improve asset availability and asset uptime.

GlobalEdge is the industry's leading software. It saves time, increases revenue, and scales operations faster. GlobalEdge is the industry's leading enterprise resource planning (ERP), software for field service companies, including commercial food equipment, HVAC, and petroleum services. One centralized system allows you to better manage and serve customers. It includes customer management, service agreement tracking and billing, scheduling, billing and accounting. Dispatchers and departments can set up flexible views to manage information about jobs, types of jobs, and jobs that are scheduled for the week, month, and day. You can easily schedule recurring service using a single work order. Then, dispatch calls to all divisions of your business in real-time directly to your field techs.

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.

MarginPoint's FieldPlus helps service contractors manage customer data and work orders with one integrated solution. Technicians have easy access to dispatched customer data, which can improve job completion rates and customer satisfaction. FieldPlus provides secure payment processing, QuickBooks integration and complete inventory control for any warehouse, jobsite, or vehicle. A powerful field service management software and inventory management software can help you increase your revenue. Integrated payment processing allows you to quickly get paid with integrated payment processing. Automated replenishment eliminates stockouts and allows you to complete more jobs in a shorter time. You can easily schedule jobs and send work orders to your technicians in the field. You can manage your customers and work orders from the initial call to updating QuickBooks. This will reduce paperwork.

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

TradeCloud is a specialist in job management software for tradespeople. We provide customized solutions and high quality services to each client. We take the time to understand your business and provide trade scheduling software that is tailored to your needs. You don't need an off-the-shelf job management solution if you want the best for tradespeople. You need something that is tailored to your industry and business, whether it's electrical, plumbing, or manufacturing. Trade job management software makes scheduling, invoicing, and reporting easy. TradeCloud is flexible and customizable, so we can find the right solution to your business. Our base platform is the foundation. Then, we use our ten-years of experience to build a custom job management software that suits your industry and business needs.