Field service software checklist
Evaluate the job, not just the feature list.
Take one representative job through these questions before choosing software for your service business.
01 / The details
Agree the work
Can you record the customer and property, build your actual estimate, revise scope and preserve a clear customer response? Try a realistic change instead of only a simple happy path.
- Your line-item and tax requirements
- Customer approval and revisions
- Job information the crew needs
02 / The details
Arrange and deliver it
Test a visit move and a crew reassignment. Ask which tools are included in the plan you would buy, and verify any route, recurrence, offline or specialist requirements.
- Scheduling versus live dispatch
- Team roles and access
- Mobile availability and limitations
03 / The details
Bill and collect
Create a representative invoice. Follow the customer’s path to payment and check fees, provider setup, partial-payment needs and the treatment of outstanding balances.
- Invoice requirements
- Payment-provider eligibility and costs
- Status and follow-up behavior
04 / The details
Check the changeover
Ask exactly which records can be imported and exported. Preview a small sample, check errors and agree how live work will be handled during the switch.
- Supported import objects and formats
- Data quality and error handling
- Training and support expectations
05 / The details
Review the commitment
Compare total subscription and processing costs, team limits, cancellation terms and access controls. Record unanswered requirements before making a purchase decision.
- Monthly and annual billing details
- User limits and feature tiers
- Privacy, permissions and contractual needs
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.