When we sit to plan, many of us think we need all our existing tools to integrate with our new Field Service software, but with our experience, we have seen that more than 70% of the integrations are hardly used. So, the first step is to evaluate what integrations your team actually needs. We created an exhaustive list of integrations that are present in popular field service software so that you can prioritize what you need.
Read on for the integrations list, but if you also want an exhaustive list of features to prioritize in a field service software, you can go here.
To help you choose the right software, we also prepared a blog about the top 10 field service software. You can find the blog here.
What is Field Service Software or FSM?
Field Service Management software, also known as FSM software or Field Service software, solves your automation requirements into a single software on the device of the field service agent.
How to use the Integrations Checklist?
You need to prioritize integrations such as P1, P2, and P3. This way you know what integrations you need, what are good to have, and what you don’t want for your team today. The definition is as follows,
P1: High Priority
P2: Low Priority
P3: Not needed
Integrations Checklist for Field Service Software
MailChimp integration helps to run email campaigns by sending customized emails, and postcards to the customers.
QuickBooks is complete cloud-based accounting software that helps in accounting, bookkeeping, reporting, and financial management.
Stripe is payment processing software that helps your field force in collecting online payments in the field.
Zapier is a workflow automation tool that helps connect various apps with your software and automatically moves information between them.
Google Local Ads Service
Google Local Ads Service helps you connect with people who are searching for your services and lead generation.
Salesforce is a cloud-based software that provides Customer Relationship Management software that helps you manage sales, customer service, marketing automation, analytics, and application development.
Integrating with Google Maps can help you implement a mapping solution for the on-ground workforce. It will save mileage, reduce costs and optimize routing.
Twilio is a customer engagement platform that provides customers a way to communicate with you using messages, email, voice, video, etc.
DropBox Business is a file sharing and cloud storage solution that lets you sync, share, and collaborate files and documents among your teams.
Slack is a workplace communication tool that helps teams in better communication and collaboration.
Authorize.net helps you manage payments by processing credit, debit, and electronic check transactions on the web and in person.
Xero is a cloud-based accounting platform that helps you in accounting, bookkeeping, and managing finances.
Shopify is an eCommerce solution that lets you set up an online store with just drag-and-drop options and sell online.
Microsoft Excel helps you to organize and store data and lets you create, view, edit and share files with others.
ZOHO is a cloud-based based CRM Software that helps you to automate the business processes & provide a better experience to customers.
Microsoft Dynamics 365
Google Analytics 360
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This way you can understand what features and integrations you need before choosing the right Field Service Software for your team. But most FSM Software are all-in-one software that comes with too many features and integrations, some of them are undesired and will hamper the team’s adoption.
So instead, we recommend using a no-code tool like Utilize to build a field service app from Google Sheets with just the features you need. You can then integrate your tools with Google Sheets using Zapier or Integromat.
Here is a sample app built for a field service team.
Get started with Utilize now!
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