Best Field Service Management Software for Microsoft Outlook

Elevate your service management to new heights with BlueFolder, the all-in-one solution designed for field service providers, maintenance teams, and support organizations. Streamline your workflows, enhance customer satisfaction, and boost efficiency with our comprehensive suite of features. Effortlessly manage work orders through our intuitive interface, ensuring nothing slips through the cracks. With intelligent dispatch and scheduling tools, optimize resource allocation to minimize downtime and maximize productivity. Build lasting customer relationships using our CRM features, keeping track of interactions and service history for personalized service. Stay connected on the go with our mobile app, enabling real-time collaboration, work order updates, and client communication from anywhere. Take control of assets and equipment and contract management. Simplify financial processes with billing and invoicing features, generating accurate invoices and receiving payments optimizing cash flow to your business. Gain valuable insights into your business performance through customizable reports and analytics. Make informed decisions and identify areas for improvement. BlueFolder seamlessly integrates with other essential tools.

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.

Contractor Foreman starts at $49/m per company and is the most affordable construction management system for contractors. It has been endorsed by over 75 countries and industry awards. It all comes with a 100% guarantee. Stop wasting your time and money on expensive software. Quickly create estimates, generate invoices, then get paid online. Our QuickBooks integration eliminates double entry. Contractor Foreman makes it easy to keep track of your time, expenses, daily logs, and more for you and your crew. Best price + Best features = Best Choice

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.

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!

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.

A web-based software application that is tailored to the client's specific needs. Our services are simple to use and easy to implement. It takes only minutes for a company or individual to use our services. We understand how valuable your time is and have created a turnkey service that will help your business grow. Talygen is simple to use, access, and implement. Talygen allows clients to track and manage their projects, employee progress and performance, profitability reports, and many other things. Talygen offers an easy-to-use online portal, a desktop application with screenshot functionality, and a mobile application tracking system that can be accessed via your Android Smartphone, iPhone, Windows Phone, or Windows Phone. There is finally an online tool that allows businesses, employees, contractors, and everyone else to track their expenses. The key to running a successful business is expense tracking.

Workiz is the leading all-in-one FSM platform powered by AI and automations, trusted by over 120,000 professionals across North America. Our Genius Suite, featuring Genius Answering and AI Dispatcher, helps streamline operations, boost revenue, and deliver exceptional customer experiences. Win more jobs with integrations like Angi, Thumbtack, and Google Local Services Ads. Impress customers with real-time communication via the Workiz mobile app, and manage your entire business from one powerful dashboard. Seamlessly integrate with tools like QuickBooks, Stripe, and CompanyCam to simplify workflows and grow smarter.

Scheduling Manager Gemini is powerful management software for a variety of service businesses. It features CRM capabilities, in addition to Job Scheduling, Employee Dispatch, Accounts Receivable, Job Estimating, Payroll, Mapping, Inventory, SMS and Caller ID to assist businesses in becoming more efficient and more profitable and to enhance customer service capabilities. Scheduling Manager interfaces with a wide variety of business accounting and payroll solutions, including QuickBooks, Sage, Xero, MYOB, Infusionsoft, ADP, Paychex and Act!. Scheduling Manager Gemini is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include maid services, residential and commercial cleaning, carpet cleaning, window cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and several others. It interfaces with SM-Mobile, our mobile app, which runs on Android or Apple. It also interfaces with Service Genius, our online app. A customer portal is available for customers to see their upcoming appointments, pay invoice and more.

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.

Book Like a Boss is the best software to book appointments and sell services. Our custom booking pages were optimized with one goal: to increase bookings. More bookings = more money Integrates with your existing calendars, connects with Stripe/Square/Paypal. Integration with Zoom, Zapier and Mailchimp. We offer SMS and Email Reminders to reduce missed appointments. To fill up your slow days, you can offer your customers coupons. Book Like A Boss has over 100 features and is the easiest booking platform. Join over 20,000 Bosses from 100+ countries in 6 Languages and 23 Currencys. Get a 14-day free trial!

RazorSync allows you to manage your field service software from your mobile phone, tablet, or computer. Schedule, dispatch, invoice, and manage customer records from the field. You can even save time and travel by viewing jobs, technicians, and scheduling on a map. All data is stored in the cloud to ensure easy access, and the customer records update your office QuickBooks automatically. Customers report higher billings, revenue, and satisfaction with RazorSync. Start a free trial today!

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.

The Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management

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.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Service Fusion is an easy-to-use, powerful and mobile field service management software that allows field service businesses to create, schedule, assign, and track jobs in less than 60 seconds. It can be used to create work orders, dispatch, schedule, and invoice for many businesses, including IT, HVAC, plumbing, and electrical. Service Fusion is a cost-effective platform that does not require any user fees or contracts.

Commusoft is a job management software that can be used on the road or in the office. Efficiently connecting remote and office teams, Commusoft is an impressive all-in-one solution for trades businesses. Commusoft, a cloud-based solution, allows businesses of all sizes to complete more jobs per day, provide exceptional customer service, and accelerate invoicing to get paid quicker. The platform combines a variety of impactful tools into one solution. It includes CRM, estimates and job management, supplier management, invoices, payments, vehicle-tracking, over 40 preconfigured reports, SLA monitoring, and much more. Commusoft’s training and onboarding team makes it easy to transition from paper based systems to powerful digital operations. Clients are set up for success from the very beginning, so they can reinvent their businesses straightaway. Commusoft helps clients optimize their daily operations; with unmatched digital workflows, they see increased productivity, employee and customer satisfaction, and bigger overall company revenue. With Commusoft doing the heavy lifting, clients can focus on controlling their growth, and providing unmatched customer journeys. See how Commusoft can transform your service business.

Utilize AyaNova to efficiently oversee your service operations, with support and updates starting at just $159 for an initial one-year subscription for a single service technician, followed by annual renewals at $65. The AyaNova desktop application grants you comprehensive access to all service management tools directly on your Windows desktop or laptop, making it an essential resource for daily office tasks such as scheduling, service documentation, and administrative duties like user creation and report template customization. Experience a user-friendly Outlook-style scheduling interface that allows you to easily view, adjust, and rearrange any date range you wish, whether it be for a single day, a week, or an entire month, using convenient drag-and-drop functionality. You can assign schedules based on various criteria such as dispatch zones, skill sets, and certifications, while also having the ability to block out unavailable times for vacations, holidays, or personal events, coupled with the option to set reminders. Tailor the information displayed on your Schedule screen from your work orders to meet your needs, ensuring that your service management is as streamlined as possible. This flexibility allows for a more personalized approach to managing service tasks effectively.

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.

Help every worker save an hour each day while recovering numerous hours spent in the office. Seamlessly manage the processes of approving, routing, dispatching, documenting, and invoicing for any service. Enhance your field service documentation effortlessly with Nektyd. Utilize digital timesheets for each pay period and tailor payables for individual employees or subcontractors. Establish geofencing around your "shop" to monitor shifts for necessary reviews. Streamline the management of both employees and subcontractors with ease. Convert any address into a client and personalize pricing, sitemaps, frequency, notification preferences, and more for each one. Automatically create billables and payables based on selections made in the field, while customizing billing, material, and cost prompts for individual workers. Ensure the accuracy of responses after work shifts are completed. Generate, charge, and export all relevant data in just a few minutes, significantly boosting the efficiency of the accounting team’s invoice generation. Effortlessly draw sitemaps and include mark-ups for any location while converting square footage into estimates ready for approval. By implementing these features, you can enhance productivity and streamline operations across the board.

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.

Designed specifically for landscape contractors generating more than $1 million in yearly revenue, Aspire's landscape business management software enables you to move away from spreadsheets, tedious manual tasks, and disconnected systems, providing you with the reliable data necessary for effective business operations. With its comprehensive features, you will achieve complete insight into your organization, enhance your decision-making capabilities, and boost your profit margins. Discover how we can align with your needs by exploring further today!

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.

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®.