Field Service Needs Connected Software
Field service businesses — HVAC, plumbing, electrical, landscaping — need scheduling, dispatching, mobile access, invoicing, and customer management. Most use 3-4 separate tools.
Key Requirements
- Scheduling & dispatch — drag-and-drop calendar, route optimization
- Mobile app — technicians access jobs, forms, and payments on-site
- Customer management — service history, equipment records
- Invoicing — create and send invoices from the field
- Reporting — job profitability, technician utilization
Top Platforms
1. Automo.ai — Best Unified FSM + CRM + Invoicing
Automo combines field service scheduling with CRM and ERP:
- Schedule jobs → assign technicians → invoice on completion
- Customer's full history visible to technicians on mobile
- AI optimizes routes and suggests maintenance schedules
- $19/user/month for everything
