Torsion Talk S8 Ep99: The Ultimate Field Service Software Wishlist–What Your FSM Platform MUST Have

Invest in tools that prevent employee injuries, like Surewinder, as the cost of employee downtime far outweighs the product's price.

Prioritize field service management software with a mobile app that is both easy for technicians to use (even those less tech-savvy) and offers offline functionality for areas with poor connectivity.

Seek FSM software that centralizes all customer communications and leads (text, email, social media, phone calls) into one hub for efficient management, lead tracking, and improved response times.

Ensure your FSM platform includes robust pipeline management to track sales stages, predict closing rates, and forecast revenue, which is crucial for informed business decisions.

Demand FSM software with integrated inventory, parts management, and a purchase order (PO) system to enable accurate job costing and streamline supply chain operations.

Negotiate payment processing fees with your FSM provider; high processing fees significantly impact your bottom line and should be challenged.

Look for FSM software that offers workflow automation, AI assistance for tasks like customer queries and lead responses, and flexible billing options (e.g., incremental billing for commercial projects).