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FSM Software

Jun. 9, 2022

What’s FSM Software?

FSM software, or field service management software, is the operations platform for contractors. It unifies all of the basic contractor workflows like dispatch, scheduling, quotes, invoicing, service agreements, and reporting into one platform that natively shares data to increase efficiency. The best FSM software also integrates with accounting software to manage financials. The FSM software manages the operations side of the business and the accounting software manages the company financials. This is important because it gives contractors a complete view of their business from one platform. It also helps avoid data silos and the inefficiencies that come with them.

 

FSM Software Top Features

If you’re a contractor, FSM software can help you save time and money while improving customer satisfaction. The best FSM software will have features like:

-Dispatch and Scheduling: The best FSM software will have a robust dispatch and scheduling system that can handle multiple crews and job types. This includes features like real-time updates, route optimization, and drag-and-drop scheduling.

-Quotes and Estimating: The best FSM software will make it easy to create accurate quotes and estimates. This includes features like templates, drag-and-drop pricing, and integrating with accounting software.

-Invoicing and Billing: The best FSM software will make it easy to create invoices and bills. This includes features like templates, online payments, and integration with accounting software.

-Service Agreements: The best FSM software will make it easy to create and manage service agreements. This includes features like templates, automatic billing, and integration with accounting software.

-Reporting: The best FSM software will have powerful reporting features. This includes features like custom reports, export to Excel/PDF, and dashboard views.

 

How to choose an FSM software?

There are a few things to consider when choosing an FSM software:

-The size of your business: Not all FSM software is created equal. Some are better suited for small businesses while others are better suited for large enterprises. Make sure to choose an FSM software that’s right for the size of your business.

-The type of business: There are different types of FSM software for different types of businesses. For example, there are FSM software for HVAC companies, landscaping companies, and plumbing companies. Make sure to choose an FSM software that’s right for the type of business you have.

-Your budget: FSM software can range in price from a few hundred dollars to a few thousand dollars. Make sure to choose an FSM software that’s within your budget.

-Your needs: Not all FSM software is created equal. Some have more features than others. Make sure to choose an FSM software that has the features you need.

 

The Bottom Line

FSM software is an essential tool for any contractor. It can save you time and money while improving customer satisfaction. The best FSM software will have features like dispatch and scheduling, quotes and estimating, invoicing and billing, service agreements, and reporting. Make sure to choose an FSM software that