Choosing a Field Service Management Tool Checklist

So, you’re considering buying a field service management software to better your business and its revenue streams. Congrats! This is an important decision for your small field service business, and you need to approach it accordingly.

You can’t just dive into this decision, though. If you end up getting the wrong platform or software tool, you will eventually need to make a switch to something else. That will be costly in terms of money and in terms of senior managers grousing about why it didn’t work the first time.

We’ve put together a checklist of various items you need to consider before buying into FSM tools, including:

The opinions of decision-makers
Integration capabilities
How mobile-friendly it is
Opportunities for customization
Chances to personalize messages
Adaptability
Data visualization
Reporting, dashboards, metrics, and KPIs
Cost

If you’re thinking about FSM software, but ‘don’t know what you don’t know,’ well, this is a good place to start. It will guide you through the concepts and factors you need to be considering as you make this purchase.

You can download the checklist below.

FSM Checklist

Checklist