6 Best Field Force Management Software for 2024 (In-Depth Reviews)

The 6 Best Field Force Management Softwares of 2024

1. Connecteam — Best all-in-one field force management software
   

   Available on

   • Web
   • iOS
   • Android

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   Connecteam is an all-in-one workforce management software solution that’s a perfect fit for your mobile field force.

   Employees can clock in and out, view their schedules, check off tasks, chat with you and their colleagues, and more—all within Connecteam’s mobile app. Our platform also offers a ton of features to make managing your workforce easier.

   Let’s discuss what makes Connecteam the ultimate field service management software. 

   Robust task management tools for better efficiency

   With Connecteam, you can create fully customized tasks and assign them to employees quickly. You can include details like location, checklists, or attachments within each task. 

   Connecteam also lets you break tasks into subtasks to keep workers on track and prevent overwhelm. There are options for duplicating, repeating, and reassigning tasks, too. 

   Workers receive push notifications when they’ve been assigned a new task, and you get alerts when each task has been completed. You can also check in with employees about task progress and send them automated reminders to tick off tasks so they don’t fall behind. 

   Built-in time tracker and GPS capabilities for complete oversight

   Connecteam offers an employee time clock that’s accurate to the second, GPS-enabled, and simple to use. 

   Employees punch in and out from their mobile devices, and the time clock will start and stop recording their hours automatically. Your team also has the option to manually add time information in case they forgot to check in or out for the day. 

   With GPS location tracking, you can see where employees are during the day to verify they’re at the correct locations. You can also set up geofences with restrictions for where and when employees can clock in and out. Connecteam never tracks workers’ locations once they punch out. 

   Connecteam will generate digital timesheets from workers’ time data. You can review these and make corrections as needed before exporting them for payroll. Connecteam offers integration with Gusto and QuickBooks Online, but you can also save timesheets and use them with whatever provider you like.

   

   Employee scheduling tools to make planning a breeze

   Connecteam’s employee scheduler enables you to build employee schedules in minutes—or even seconds. You can use templates or create unique schedules with the drag-and-drop interface. You can also upload schedules from Excel to use in Connecteam. 

   Schedule employees based on their location, qualifications, or preferences, or choose to let all team members sign up for open shifts. You can save time and effort by setting certain shifts to repeat or turning common schedules into templates to use in the future. 

   The scheduling tool also works seamlessly with the time clock. Breaks, time off, and overtime are automatically added to the schedule so you know exactly who’s on shift and who is unavailable. Connecteam will also send you an alert whenever an employee hasn’t taken a scheduled break or is about to enter unscheduled overtime.

   

   Forms and checklists help you maintain quality standards

   Connecteam offers a robust checklist and forms function to manage your team’s workflows and tasks. You can use templates or create custom forms and checklists with the intuitive drag-and-drop editor. Plus, you can ensure consistency and accuracy across jobs by attaching forms and checklists to tasks and shifts. 

   You can customize forms to include images, videos, e-signatures, GPS locations, PDFs, or audio recordings. They can even be responsive and adapt based on user input as the employee completes them. 

   Furthermore, you can update checklist and form items instantly from your mobile device and send new forms and checklists to multiple employees or locations at once. 

   

   Get deeper insights with comprehensive reporting

   The reporting tool lets you generate reports on any metric Connecteam tracks—from labor costs to overtime hours to employee attendance. 

   You can use report templates or filters to create custom reports that include only the information you need. In addition, there’s an option to set reports to run regularly and be delivered to you automatically.  

   For time and attendance tracking reports, you can easily view how many late clock-ins and missed shifts an employee has accumulated. This enables you to identify issues before they snowball.

   In-app communication keeps everyone connected on the go

   Connecteam’s team chat feature allows for quick communication between you and your team. It’s highly secure, and team members don’t have to share their personal phone numbers to communicate with you and their colleagues.

   Your workforce can message each other individually, or you can all chat in dedicated groups. Messages can include videos, file attachments, images, and more to make information-sharing easier. As a manager, you have admin privileges to delete any inappropriate content from chats.

   When you need to contact all employees at once, you can use the updates feed. Posts can be as simple or complex as you want, with GIFs, images, links, and more. You can either schedule posts or push them live instantly. Then, you can review who’s commented and reacted to your updates to measure engagement.

   

   And more!

   Field force management software aims to centralize all your management tools, and Connecteam goes beyond the basics. It also has features for training, employee recognition, and event management—plus surveys and polls tools, a central knowledge base, and more.

   Teams with 10 or fewer workers can sign up for the Small Business Plan, which is free forever. Connecteam’s paid plans start at only $29 per month for up to 30 people.

   Connecteam also offers a free for life plan – Try Connecteam here!

   Key Features

   • GPS location tracking functionality

   • One-touch clock-in and out

   • Feature-rich employee scheduling 

   • Robust task management

   • In-app communication tools

   • Knowledge base for company documents

   Pros

   • Easy-to-use mobile app for Android and iOS

   • Field force automation capabilities

   • All data syncs in real time

   • Dedicated customer service 

   Cons

   • No video conferencing tools yet

   Pricing

   Free-for-life plan availablePremium plans start at $29/month for 30 users

   14-day free trial, no credit card required

   Start your free trial
2. 

   URVA Service — Good for businesses that use ticketing-based systems
   

   Available on

   • Web
   • iOS
   • Android

   

   The app previously known as FeetPort is now URVA Service. It’s part of the URVA suite that includes 3 other software tools: Sales, Comply, and Connect. URVA Service is built on a ticketing system for ‌task management. This may be useful for businesses with a more reactive style, like responding to calls instead of proactively scheduling them. 

   Once a ticket is created, it can be scheduled, geotagged, and tracked through completion. Managers can assign tickets to employees and various resources. Employees can gather information related to the ticket, including photos, notes, expenses, and customer signatures. While on-site, they can also access service history and take mobile payments. 

   A downside is that many tools, like file sharing, come as add-ons to the main software. These can cost between $1.50 and $7 per month, which may become expensive for users who need all the functions. 

   Learn more about URVA Service

   Key Features

   • Mobile time clock
   • Service history
   • Payment collection
   • Customizable forms

   Pros

   • Ability to geotag and attach photos to tickets
   • Location features for route planning

   Cons

   • Requires add-ons for full usability
   • Users report that it can be slow

   Pricing

   Starts at $120/month + $6/user for up to 20 users Trial: Yes Free Plan: No

3. 

   FieldEZ — Good for teams with a company-owned fleet
   

   Available on

   • Web
   • iOS
   • Android

   

   FieldEZ is field force management software focused on fleet management. Its standard management tools include features to schedule and dispatch vehicles and to track routes and locations. It also offers asset and warranty management for updates on vehicle maintenance, service history, and warranty claims.   

   Inventory and equipment tools are included to keep track of business’s physical resources. Work orders and tasks are tracked from creation to completion. They can be scheduled for delivery with field service automation tips to boost efficiency in travel time and travel costs. 

   FieldEZ also offers other field service basics, like scheduling, invoicing and billing, reporting, and analytics tools.

   Learn more about FieldEZ

   Key Features

   • Job scheduling
   • Attendance and leave requests
   • Route and location tracking
   • Invoicing and payments

   Pros

   • Can collect data while offline and sync later
   • Includes inventory and equipment management tools

   Cons

   • Vehicle functionality may not be useful without a company-owned fleet
   • Users report app isn’t very intuitive

   Pricing

   Contact vendor for price Trial: Yes Free Plan: No

4. 

   ServiceMax Core — Good for large teams who need equipment tracking tools
   

   Available on

   • Web
   • iOS
   • Android

   

   With a focus on service calls, ServiceMax helps businesses respond to customer needs for repairs or maintenance. The software includes a dashboard called Service Board, a central place for scheduling, dispatching, and assigning equipment. It also enables some field force automation by making recommendations for trips that are close together and resources to include for technicians to be successful on calls. 

   ServiceMax also leverages internet of things (IoT) technology to manage technician equipment. Administrators enter items and information about them, and the software keeps track of where they are and when they may need maintenance or replacement. 

   In addition, ServiceMax offers customer and contractor management. Customers can access their work history and billing through a dedicated portal. Managers can schedule and document third-party contractors without adding them to the official employee roster. 

   Learn more about ServiceMax Core

   Key Features

   • Scheduling and dispatch
   • Work order management
   • Customer self-service
   • Contractor management

   Pros

   • Dashboard for tracking equipment
   • Develops recommendations based on prior jobs

   Cons

   • May be complex for some businesses
   • Data entry can be difficult

   Pricing

   Contact vendor for price Trial: No Free Plan: No

5. 

   FieldAssist — Good for on-the-go retail and delivery businesses
   

   Available on

   • Web
   • iOS
   • Android

   

   FieldAssist is a distributor management system that can help businesses manage product sales and delivery from a central office or in the field. It has automation features included, like trend visualization. 

   Inventory management is accessible from any connected device, and managers can allocate inventory to various distributors or outlets. They can also keep an eye on stock and proactively replenish it. 

   The platform’s built-in scheduling and tracking tools allow managers to schedule and dispatch drivers and jobs. Drivers and field sales team members have access to receipts, stock information, and other insights to help them provide customer service from the road. 

   Claim management is included in the app for customers to report issues to managers and drivers. Returns can also be handled within the app. 

   Learn more about FieldAssist

   Key Features

   • Inventory management
   • Claims management
   • Enterprise resource planning (ERP) integration
   • Automated trend visualizations

   Pros

   • Retail-specific functions
   • Expense management

   Cons

   • Focus on retail may not make sense for service-oriented businesses
   • Users have said it doesn’t scale well

   Pricing

   Starts at $19.99/user/month Trial: No Free Plan: No

6. 

   Field Force Tracker — Good for customer management and customer login options
   

   Available on

   • Web
   • iOS
   • Android

   

   Field Force Tracker’s core product offering is for job management. Businesses can build highly specific workflows and tie in field workers, dispatchers, schedules, custom forms, and billing systems. 

   Field employees and technicians can access communications, messaging, and scheduling in mobile apps on their personal devices. Additionally, managers can check employees’ locations using GPS location tracking.

   Field Force Tracker also offers a customer management tool that keeps customer data archived and accessible. Managers can include this data in workflows and reference it for historical information. Customers can also log in to the system to view their history, request help, and access bills. 

   The platform’s inventory management feature tracks parts and assets from the warehouse to job sites. Trucks and fleets are included in this module. The app also offers tools for estimating, billing, invoicing, and payment processing.

   Learn more about Field Force Tracker

   Key Features

   • Billing and invoicing
   • In-app quotes and estimates
   • Time tracking
   • Smart job scheduling

   Pros

   • Supports all time zones, countries, and currencies
   • Customer CRM included

   Cons

   • User interface isn’t as modern as other options
   • Smaller businesses may not need the many features

   Pricing

   Starts at $19.99/user/month + setup fee Trial: Yes Free Plan: No