Software and automation. Reviewed October 29, 2026
Field service management software
Also called: FSM, Field service software
Field service management software runs a trade business's daily operations: scheduling, dispatch, estimates, invoices and payments, with Jobber, Housecall Pro and ServiceTitan the common choices.
In practice
Pick by crew size and by how the business sells. A two-truck company needs scheduling and invoicing that work on a phone. A twenty-truck company needs dispatch boards, price books and reporting, and pays for them.
Every vendor's price is in the price index, with the date it was checked.
Related terms
- CRMA CRM, customer relationship management system, is the software that stores every lead and customer with their calls, texts, quotes and jobs, so nothing is lost in a text thread or a notebook.
- IntegrationAn integration is a connection between two pieces of software that moves data automatically, such as a website form sending leads into the CRM or the CRM syncing invoices into QuickBooks.
- Workflow automationWorkflow automation is a rule that runs on its own when something happens, such as a new form submission sending a text to the customer and an alert to the office.
More software and automation terms
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