Unpacking the Best Workforce Scheduling Tools for Field Service and Home Services: A Research-Based Perspective When analyzing customer feedback across multiple platforms, certain trends emerge that clarify what really matters in workforce scheduling tools. Market research indicates that ease of use consistently tops users' priorities; tools like Deputy and Sling frequently appear in top-rated lists for their intuitive interfaces. Interestingly, many reviews suggest that while users appreciate advanced features, they often overthink complexities that may not add substantial value to their scheduling needs. Why stress over features you won’t use? On the durability front, When I Work garners positive feedback for its reliability, with users commonly reporting minimal downtime—an essential factor for field service teams that can't afford to miss a beat. As for budget-friendly picks, tools like Homebase offer robust functionality without breaking the bank, making them appealing for small businesses or startups.Unpacking the Best Workforce Scheduling Tools for Field Service and Home Services: A Research-Based Perspective When analyzing customer feedback across multiple platforms, certain trends emerge that clarify what really matters in workforce scheduling tools.Unpacking the Best Workforce Scheduling Tools for Field Service and Home Services: A Research-Based Perspective When analyzing customer feedback across multiple platforms, certain trends emerge that clarify what really matters in workforce scheduling tools. Market research indicates that ease of use consistently tops users' priorities; tools like Deputy and Sling frequently appear in top-rated lists for their intuitive interfaces. Interestingly, many reviews suggest that while users appreciate advanced features, they often overthink complexities that may not add substantial value to their scheduling needs. Why stress over features you won’t use? On the durability front, When I Work garners positive feedback for its reliability, with users commonly reporting minimal downtime—an essential factor for field service teams that can't afford to miss a beat. As for budget-friendly picks, tools like Homebase offer robust functionality without breaking the bank, making them appealing for small businesses or startups. According to industry reports, cost-effective solutions are increasingly sought after, especially among companies operating within tight budgets. One interesting tidbit: ScheduleAnywhere has a long history dating back to 1999, demonstrating a commitment to evolving its offerings based on customer needs over time. Customers often mention the platform’s straightforward scheduling options, making it a favorite among those who value simplicity. However, some users express a desire for better mobile app functionality—an area where many tools still have room for growth. So, whether you’re a seasoned pro or just diving into workforce scheduling software for the first time, remember that the best tool is one that aligns with your specific workflow and lifestyle. After all, no one wants to wrestle with a complicated interface when it should feel as easy as pie—just watch out for the calories!
Skedulo is a field service management software designed specifically for home services and residential contractors. It offers mobile-first scheduling tools that enable users to create jobs on the go, share updates with field workers, and assign the right employee for each job, addressing the unique scheduling and communication needs of this industry.
Skedulo is a field service management software designed specifically for home services and residential contractors. It offers mobile-first scheduling tools that enable users to create jobs on the go, share updates with field workers, and assign the right employee for each job, addressing the unique scheduling and communication needs of this industry.
SEAMLESS INTEGRATIONS
Best for teams that are
Healthcare and high-volume scheduling organizations
Enterprises needing complex capacity management
Teams requiring deep Salesforce integration
Skip if
Small businesses with simple scheduling needs
Teams needing built-in sales and invoicing tools
Companies with limited technical resources
Expert Take
Skedulo is a game changer for home services and residential contractors. It streamlines scheduling and communication, enabling teams to operate more efficiently and deliver better service. The mobile-first design allows managers and field workers to stay connected and informed, while the smart job matching ensures the right person is assigned to each job. It's a comprehensive solution that addresses the unique challenges of this industry.
Pros
Mobile-first design
Real-time updates
Efficient job matching
Detailed reporting
Seamless integrations
Cons
Requires internet connection
Complex setup
Pricing may be high for small businesses
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Real-time updates and job matching features are highlighted in the official documentation, enhancing operational efficiency.
— skedulo.com
Mobile-first scheduling tools documented on the official product page enable efficient job creation and updates.
— skedulo.com
8.8
Category 2: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by industry publications for its specialized focus on home services scheduling.
— forbes.com
9.0
Category 3: Usability & Customer Experience
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Mobile-first design facilitates ease of use for field workers, as documented on the product site.
— skedulo.com
8.5
Category 4: Value, Pricing & Transparency
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the product page.
— skedulo.com
9.0
Category 5: Integrations & Ecosystem Strength
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Seamless integrations with major platforms are documented in the company's integration directory.
— skedulo.com
8.9
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Comprehensive support and training resources are available, as outlined in the support section.
— support.skedulo.com
Jobber is an all-in-one service management software specially designed for home and commercial service businesses. It adeptly addresses all the industry-specific needs including quoting, scheduling, invoicing, and payment collection, thus streamlining workflows and improving efficiency.
Jobber is an all-in-one service management software specially designed for home and commercial service businesses. It adeptly addresses all the industry-specific needs including quoting, scheduling, invoicing, and payment collection, thus streamlining workflows and improving efficiency.
AI-DRIVEN SCHEDULING
Best for teams that are
Small home service businesses like lawn care
Teams wanting easy-to-use client facing tools
Businesses needing a simple 'pick up and go' app
Skip if
Large enterprises with complex inventory needs
Businesses needing advanced marketing automation
Companies requiring detailed custom reporting
Expert Take
Our analysis shows Jobber excels at streamlining operations for small-to-mid-sized home service businesses through its highly intuitive interface and robust client-facing features like the self-service hub. Research indicates it is particularly strong in ecosystem connectivity, offering deep integrations with QuickBooks Online and Thumbtack that automate lead-to-cash workflows. While it faces limitations in offline mobile access compared to some enterprise competitors, its verified market leadership and continuous feature updates make it a top-tier choice for connected field teams.
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service features including scheduling, dispatching, invoicing, and client management capabilities.
What We Found
Jobber provides a comprehensive suite for home service businesses, featuring drag-and-drop scheduling, route optimization, one-click quoting, and a client hub for self-service payments.
Score Rationale
The score reflects a robust feature set for small-to-mid-sized businesses, though it stops short of enterprise-grade inventory management found in costlier alternatives.
Supporting Evidence
The platform supports quote management, allowing users to convert approved quotes directly into jobs. Jobber's quote and estimate functions facilitate transparent pricing communication by allowing users to create, send, and convert quotes into active jobs
— research.com
Route optimization automatically generates efficient routes for crews to reduce drive time. Let Jobber automatically generate the most efficient routes for your entire crew, for one day or the whole week—all at once.
— getjobber.com
Key features include batch invoice creation, GPS tracking, real-time scheduling, and a client hub for self-service. Key features include batch invoice creation, GPS tracking, and real-time scheduling and dispatching. Jobber also provides CRM tools to enhance customer service.
— softwareconnect.com
Documented in official product documentation, Jobber offers comprehensive features for quoting, scheduling, invoicing, and payment collection.
— getjobber.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market presence, funding stability, user base size, and industry recognition.
What We Found
Jobber is a market leader with over 200,000 users, $100M in Series D funding led by General Atlantic, and recognition as an Inc. Power Partner.
Score Rationale
The high score is justified by significant venture backing and a massive, verified user base, signaling exceptional stability and trust in the market.
Supporting Evidence
Jobber was recognized as an Inc. Power Partner, highlighting its support for small business growth. Jobber... announced that it has been honored with a Power Partner Award from Inc. Business Media.
— prnewswire.com
The platform is used by over 200,000 home service professionals across 60 countries. Jobber is used by more than 200,000 home service professionals to serve over 27 million properties in more than 60 countries.
— prnewswire.com
Jobber raised $100 million in Series D funding led by General Atlantic in February 2023. Jobber... today announced it has raised $100 million USD in primary capital led by global growth equity investor General Atlantic.
— generalatlantic.com
9.0
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the quality of customer support.
What We Found
Users consistently praise the platform's intuitive interface and ease of adoption for non-technical field staff, supported by responsive customer service.
Score Rationale
A score of 9.0 reflects widespread user consensus on its ease of use, though minor complaints about mobile app parity prevent a perfect score.
Supporting Evidence
The mobile app is described as easy to navigate for field technicians. I liked how intuitive and easy it was to navigate the Jobber iOS app. Pretty much everything you can do on the desktop, you can do on the app
— connecteam.com
Customer support is frequently cited as responsive and helpful. Customer service has been excellent, Jen & Ailen in the support chat were a great help today and worked with me until my problem was solved.
— trustpilot.com
Reviewers highlight the intuitive interface and ease of use as primary benefits. Users praise the ease of use of Jobber, enjoying its functionality and seamless invoicing experience. (120 mentions)
— g2.com
Outlined in user guides, Jobber provides an intuitive interface for managing client and team communication.
— help.getjobber.com
8.4
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, hidden fees, and the balance of features versus cost for different business sizes.
What We Found
Pricing is transparently listed, ranging from $39 to $599/month, but costs scale steeply for teams and some key features like marketing automation require paid add-ons.
Score Rationale
While entry-level pricing is accessible, the score is impacted by the high cost of team plans and additional fees for essential add-ons like the marketing suite.
Supporting Evidence
Additional users beyond the plan limit cost $29/user/month. Add more for $29/user.
— getjobber.com
Marketing automation features cost an additional $79/month on top of the subscription. Jobber's marketing suite add-on costs $80 a month on top of your Jobber subscription
— youtube.com
Plans range from $39/month for individuals to $599/month for larger teams. Jobber costs between $39/month and $199/month for Individual Plans, and between $169/month and $599/month for Team Plans.
— getonecrew.com
Pricing details are transparent with a starting price of $29/month and a free 14-day trial.
— getjobber.com
8.8
Category 5: Mobile Functionality & Field Operations
What We Looked For
We assess the quality and breadth of third-party integrations, including accounting, payments, and marketing tools.
What We Found
Jobber offers strong native integrations with QuickBooks Online, Thumbtack, and Stripe, plus a Zapier connection for broader automation.
Score Rationale
A solid score of 8.8 is awarded for high-value integrations like Thumbtack and QuickBooks, though some advanced sync features are reserved for higher-tier plans.
Supporting Evidence
Zapier integration connects Jobber to over 1,500 other apps. With the Zapier integration, you can connect Jobber with 1,500+ apps
— help.getjobber.com
The platform offers a seamless sync with QuickBooks Online for accounting data. The core of the integration is an ongoing, automatic sync of data from Jobber to QBO.
— dev.to
Jobber integrates with Thumbtack to sync leads and bookings directly into the workflow. When a new direct lead comes into your Thumbtack account, their details will sync to Jobber creating a new client with a new request
— help.getjobber.com
Recent updates allow creating and saving text notes while offline, but full functionality is not supported. While offline, create and save your text notes as usual and they will be temporarily stored on your device locally.
— productupdates.getjobber.com
Offline functionality is limited; users cannot access most information without an internet connection. You can't access most information offline... Users report that the app 'does not work offline,' which is a dealbreaker in areas with poor cell service.
— connecteam.com
The mobile app allows technicians to track schedules, invoice, and take photos. They appreciate the intuitive interface and the ability to manage jobs, take notes, and process payments on the go.
— getapp.com
Listed in the company's integration directory, Jobber integrates with popular tools like QuickBooks and Zapier.
— getjobber.com
9.1
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The mobile app lacks advanced reporting tools available on the desktop version, limiting field insights.
Impact: This issue had a noticeable impact on the score.
FieldPulse is an all-encompassing solution designed specifically for field service businesses, offering tools for scheduling, dispatching, and managing technician capacity. It is particularly beneficial for businesses in the home services sector, as it enables seamless scheduling and ensures technicians' on-time arrival at customer locations.
FieldPulse is an all-encompassing solution designed specifically for field service businesses, offering tools for scheduling, dispatching, and managing technician capacity. It is particularly beneficial for businesses in the home services sector, as it enables seamless scheduling and ensures technicians' on-time arrival at customer locations.
Best for teams that are
Growing service teams wanting affordable FSM
Businesses valuing responsive customer support
Contractors needing easy customer communication
Skip if
Large enterprises needing complex asset tracking
Businesses requiring built-in advanced payroll
Companies needing extensive inventory features
Expert Take
FieldPulse is a standout solution for field service and home services businesses because of its comprehensive suite of tools, designed to streamline scheduling and improve technician efficiency. Its mobile access feature allows technicians to update job statuses on the go, ensuring real-time tracking. The software also includes customer management tools, which is a big plus for businesses focused on improving customer service and retention.
Pros
Industry-specific features
Easy scheduling and dispatching
Maximizes technician capacity
Mobile access
Customer management tools
Cons
Limited offline functionality
No free plan available
Additional cost for premium features
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Usability & Customer Experience
What We Looked For
We assess ease of use, interface design, and the quality of the user experience for both office staff and field technicians.
What We Found
The platform is widely praised for its intuitive interface and low learning curve, allowing new technicians to become productive quickly.
Score Rationale
Scoring 9.1 reflects the consensus that the software is user-friendly and easy to implement, though minor mobile sync glitches prevent a perfect score.
Supporting Evidence
The mobile app allows technicians to handle scheduling, invoicing, and payments directly from the field. Mobile access is great. the mobile app allows techs in the field to see their schedule in real-time... close and invoice, collect payment, all in the field.
— getapp.com
Reviewers highlight the low learning curve, stating new techs can be productive within hours. Low learning curve: New techs can be productive within hours, not days
— fieldcamp.ai
Users report the software is easy to get started with and the team is supportive during the process. FieldPulse was easy to get started, and the team was very supportive during the process.
— fieldpulse.com
Outlined in product documentation, mobile access allows technicians to update job statuses on the go, enhancing real-time tracking.
— fieldpulse.com
8.0
Category 2: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, transparency of costs, and the availability of free trials or entry-level plans.
What We Found
FieldPulse uses a custom quote model and does not publish pricing publicly, which reduces transparency compared to competitors.
Score Rationale
The score is penalized to 8.0 because pricing is hidden behind sales calls, a significant friction point compared to competitors with transparent pricing.
Supporting Evidence
A 14-day free trial is available without requiring a credit card. FieldPulse offers a 14-day free trial with no credit card required.
— fieldcamp.ai
Third-party sources estimate pricing starts around $89/month plus per-user fees, but this is not official. FieldPulse doesn't publish pricing publicly. Based on user reports, it starts around $89/month with additional users at approximately $30/month each.
— fieldcamp.ai
FieldPulse does not publish pricing publicly and requires users to request a quote. Pricing isn't transparent; you'll need to request a quote and deal with sales calls
— fieldcamp.ai
Pricing starts at $20 per month per user, with custom pricing available for larger teams, offering flexibility for businesses of different sizes.
— fieldpulse.com
8.7
Category 3: Integrations & Ecosystem Strength
What We Looked For
We examine the quality and depth of integrations with accounting, payments, and industry-specific tools.
What We Found
Strong niche integrations with Reece and CompanyCam are highlights, but QuickBooks Desktop sync has documented reliability issues.
Score Rationale
An 8.7 score acknowledges the strength of the Reece and Zapier integrations while accounting for the documented technical challenges with QuickBooks Desktop syncing.
Supporting Evidence
Users report that the QuickBooks Desktop integration uses a web connector that can fail or create duplicate entries. QuickBooks Desktop integration is problematic; it uses a web connector that frequently fails, requires manual intervention, and can create duplicate entries.
— fieldcamp.ai
Integration with CompanyCam allows unlimited photo storage and annotation linked to projects. CompanyCam is a photo-based solution... Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely.
— sourceforge.net
The Reece maX integration allows live pricebook access and purchase order submission directly to branches. Search product SKUs, check live inventory, view system match-ups, and access up-to-date pricing, all without leaving your job file.
— fieldpulse.com
9.7
Category 4: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability, quality, and responsiveness of customer support and training materials.
What We Found
Customer support is consistently cited as the product's strongest feature, with high ratings for responsiveness and dedicated account representatives.
Score Rationale
A near-perfect 9.7 is awarded because support is repeatedly identified as a primary differentiator and 'top-notch' by verified users and third-party reviewers.
Supporting Evidence
Support is rated 9.6/10 on review aggregators, higher than major competitors. Customer support is genuinely excellent: Rated 9.6/10, consistently praised across G2, Capterra, and Software Advice
— fieldcamp.ai
Reviewers praise the personal support representatives and responsiveness. they have the best customer service in my opinion. i'm actually able to get on the phone i have a personal representative.
— youtube.com
FieldPulse was ranked #1 for Quality of Support in G2's Spring 2024 reports. Quality of Support – Rank #1: We're over the moon to maintain our stronghold as the leading provider for quality support
— fieldpulse.com
9.2
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Documented in official product documentation, FieldPulse offers tools for scheduling, dispatching, and managing technician capacity, crucial for field service businesses.
— fieldpulse.com
8.9
Category 6: Market Credibility & Trust Signals
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing is not publicly listed and requires a sales call/custom quote, which is a transparency barrier compared to competitors with published pricing.
Impact: This issue caused a significant reduction in the score.
The QuickBooks Desktop sync relies on a web connector that users report is prone to failure, requiring manual intervention and causing duplicate entries.
Impact: This issue caused a significant reduction in the score.
Multiple verified reviews report that the offline mode is unreliable, with users getting locked out of the app or unable to access data when cell service is lost.
Impact: This issue caused a significant reduction in the score.
Workiz is designed specifically for field service and home service businesses, providing a comprehensive solution for scheduling, dispatching, invoicing, and customer relationship management. It helps streamline operations and improve efficiency by centralizing all business processes, thereby addressing the unique needs of this industry.
Workiz is designed specifically for field service and home service businesses, providing a comprehensive solution for scheduling, dispatching, invoicing, and customer relationship management. It helps streamline operations and improve efficiency by centralizing all business processes, thereby addressing the unique needs of this industry.
Best for teams that are
Locksmith, junk removal, and carpet cleaning pros
Teams needing built-in call tracking and booking
Small to medium service businesses
Skip if
Large enterprises with complex asset management
Businesses needing deep HR or payroll tools
Companies requiring extensive inventory features
Expert Take
Our analysis shows Workiz stands out for its 'Genius' suite of AI features, which automates communication and dispatching in ways few competitors do. Research indicates it is a powerful all-in-one solution for industries like locksmithing and junk removal, offering deep integrations with QuickBooks and Zapier. However, based on documented limitations, it is best suited for businesses that do not require HIPAA compliance or extensive offline capabilities.
Pros
Intuitive drag-and-drop scheduling interface
Robust integration ecosystem (QuickBooks, Zapier)
AI-powered call answering and messaging
Comprehensive all-in-one FSM platform
High user ratings on major review sites
Cons
Strict annual contracts with difficult cancellation
Limited offline functionality in mobile app
High costs for additional users beyond plan limits
Not HIPAA compliant (no BAA supported)
Reporting functionality reported as limited
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service management features, including scheduling, dispatching, CRM, and mobile functionality.
What We Found
Workiz offers a comprehensive suite including drag-and-drop scheduling, invoicing, inventory management, and AI-driven communication tools, though some users report limitations in offline mobile capabilities and reporting depth.
Score Rationale
The score reflects a robust core feature set for service businesses, slightly tempered by documented limitations in offline functionality and reporting customization.
Supporting Evidence
Users have reported that the mobile app's offline functionality is limited or non-existent, contradicting some marketing claims. We were assured IN WRITING... that their app had offline functionality, only to discover that this was not true... We were told that there were no plans to develop offline functionality.
— bbb.org
The platform includes AI-powered tools like 'Genius Answering' and smart messaging to automate customer communications. Never miss a call again with an AI call answering dispatcher that books or reschedules jobs... Speed up communications by using AI to compose professional, situationally-appropriate messages.
— workiz.com
Core features include scheduling, dispatching, invoicing, payments, inventory management, and online booking. Workiz features give you everything you need to manage your home service business - from job scheduling & invoicing to payments & inventory management.
— workiz.com
Documented in official product documentation, Workiz offers scheduling, dispatching, invoicing, and CRM features tailored for field service businesses.
— workiz.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market presence, user adoption, review sentiment across major platforms, and company reputation.
What We Found
Workiz maintains high ratings on major review platforms like G2 and Capterra and serves over 120,000 professionals, although there is a notable volume of BBB complaints regarding contract terms.
Score Rationale
The product is highly rated and widely adopted, justifying a high score, though persistent complaints about contract enforcement prevent a perfect score.
Supporting Evidence
There are documented complaints on the BBB website regarding cancellation policies and contract renewals. They lock customers into annual contracts without clear disclosure... When I tried to downgrade, I was suddenly told I was locked into a yearly contract.
— bbb.org
The software holds a 4.6/5 rating on G2 and 4.4/5 on Capterra. Capterra: 4.4/5. G2: 4.6/5. Software Advice: 4.4/5 GetApp: 4.4/5.
— connecteam.com
Workiz is trusted by over 120,000 service professionals. Trusted by over 120,000 service pros, Workiz helps you streamline your day-to-day, increase revenue, and deliver a superior customer experience.
— g2.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, interface design, mobile app performance, and quality of customer support.
What We Found
Users consistently praise the intuitive interface and ease of setup, though some report lag in the mobile app and mixed experiences with customer support responsiveness.
Score Rationale
The high score is anchored by the platform's celebrated ease of use and design, with minor deductions for reported mobile app stability issues.
Supporting Evidence
Customer support is generally helpful but can be slow to respond according to some users. Customer support may take time to respond.
— g2.com
Some users experience lag and disconnections with the mobile application. The mobile app sometimes experiences lag, and customizing specific workflows is not as flexible as I would like.
— g2.com
Reviewers highlight the intuitive interface and ease of use as key strengths. We really liked the ease of use of the system, as it offers a very intuitive interface.
— g2.com
Praised for its user-friendly interface and ease of use in customer reviews.
— workiz.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, hidden costs, contract terms, and overall value for money compared to competitors.
What We Found
While base pricing is competitive, the cost per additional user is high, and strict annual contract terms with difficult cancellation processes are a significant friction point.
Score Rationale
This category scores lower due to the combination of high add-on costs for extra users and documented transparency issues regarding contract cancellation.
Supporting Evidence
Users report being locked into annual contracts with no easy exit, leading to financial losses. I find the one-year contract with Workiz extremely restrictive, as it locks me in without the possibility of exit.
— g2.com
Additional users cost significantly more, with fees around $46/month per extra user. Each extra user costs $46/month (Standard) or $54/month (Pro). These costs add up fast as your business grows.
— connecteam.com
Pricing tiers are Starter ($65/mo), Team ($169/mo), and Professional ($299/mo). The pricing for Workiz starts at $65.00 per month. Workiz has 3 different plans: Starter at $65.00 per month. Team at $169.00 per month. Professional at $299.00 per month.
— saasworthy.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the availability and quality of third-party integrations, API access, and partnerships relevant to field service.
What We Found
Workiz boasts a strong ecosystem with native integrations for QuickBooks, Sunbit, and Thumbtack, plus connection to 5,000+ apps via Zapier.
Score Rationale
The score reflects a top-tier integration strategy that covers accounting, marketing, and payments comprehensively, essential for this niche.
Supporting Evidence
Industry-specific integrations include Thumbtack, Angi Leads, and Sunbit for financing. Win more jobs with high quality leads landing straight into your inbox... Make any job affordable for your customers with pay-over-time payment plans.
— workiz.com
The platform connects with over 5,000 apps through Zapier. Zapier automates your workflows across 5,000+ apps, so you can move forward faster.
— workiz.com
Workiz integrates with QuickBooks Online for two-way sync of invoices and payments. Integrated QuickBooks Online for complete business accounting – the most efficient way to grow your field service business.
— workiz.com
Listed in the company’s integration directory, Workiz integrates with QuickBooks, Stripe, and Zoom for enhanced functionality.
— workiz.com
8.8
Category 6: Security, Compliance & Data Protection
What We Looked For
We review security features like 2FA, data encryption, and compliance with industry standards such as HIPAA.
What We Found
The platform supports Two-Factor Authentication (2FA) and role-based permissions but explicitly states it is not HIPAA compliant and will not sign a BAA.
Score Rationale
A strong score for general security features like 2FA, but capped because the lack of HIPAA compliance limits its suitability for medical-related field services.
Supporting Evidence
Workiz explicitly states in its terms that it is not a Business Associate under HIPAA. Pro also agrees that Workiz is not acting as Pro's Business Associate or subcontractor (as such terms are defined under HIPAA).
— workiz.com
Workiz supports and recommends Two-Factor Authentication (2FA) for all accounts. Workiz strongly recommends having 2FA enabled for all accounts... This helps protect your and your clients' sensitive data from unauthorized access.
— help.workiz.com
Comprehensive support and training resources are outlined in the support section, aiding user onboarding.
— cedreo.com
Pricing details are available on the official website, though enterprise pricing requires custom quotes.
— cedreo.com
Intuitive interface documented in user guides, facilitating ease of use for roofing professionals.
— cedreo.com
Industry-specific features for roofing companies are outlined in the product's feature list, supporting specialized use cases.
— cedreo.com
3D visualization capabilities are detailed in the official product documentation, enhancing client presentations.
— cedreo.com
Recognized in industry awards for innovation in roofing design software.
— industryawards.com
Outlined in product reviews, the intuitive 3D configurator enhances customer engagement.
— histruct.com
Referenced by industry publications for its specialized focus on roofing companies.
— roofingcontractor.com
Documented in official product documentation, the 3D configurator allows precise roof design tailored for the roofing industry.
— histruct.com
Recognized for innovative visualization tools that enhance client communication, as mentioned in industry publications.
— roofingcontractor.com
Integration capabilities with various roofing materials and suppliers are documented in the product's integration directory.
— iroofing.org
Pricing requires custom quotes, limiting upfront cost visibility, as stated on the official website.
— iroofing.org
The software's mobile accessibility is highlighted in user guides, supporting on-the-go use for dynamic industry needs.
— iroofing.org
Referenced by Roofing Contractor Magazine as a notable tool for roofing professionals.
— roofingcontractor.com
Integrated project management platform allows for streamlined workflow from start to finish, as outlined in the product's feature set.
— iroofing.org
Documented in official product documentation, iRoofing offers precision measurement tools and advanced estimating features tailored for roofing professionals.
— iroofing.org
Recognized by industry publications for its innovative approach to roofing software solutions.
— roofingcontractor.com
Pricing requires custom quotes, limiting upfront cost visibility as noted on the official website.
— rooflogic.com
May require training to fully utilize, as noted in product documentation, indicating a learning curve for new users.
— rooflogic.com
Referenced by Roofing Contractor Magazine as a notable solution for roofing professionals.
— roofingcontractor.com
Includes drawing and takeoff tools, enhancing operational efficiency for roofing projects as outlined in product features.
— rooflogic.com
Documented in official product documentation, RoofLogic offers specialized tools for asset management and inspection reporting, tailored for roofing professionals.
— rooflogic.com
Comprehensive support resources including tutorials and customer service outlined on the official website.
— cedreo.com
Integration capabilities with other design tools documented in product specifications.
— cedreo.com
Pricing starts at $79/month with an available free plan, though enterprise pricing requires a custom quote.
— cedreo.com
Intuitive interface designed for ease of use, as outlined in user guides and tutorials.
— cedreo.com
Features tailored to roofing industry needs, such as specific roof layout tools, documented in product details.
— cedreo.com
Documented ability to create detailed 3D roof designs, enhancing project visualization and planning.
— cedreo.com
Listed in the company's integration directory, RoofCAD integrates with other industry-specific tools.
— roofcad.com
Documented in official product documentation, RoofCAD provides advanced features for accurate roof measurements and material takeoffs.
— roofcad.com
Referenced by industry publications as a leader in roofing design software innovation.
— roofingcontractor.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official website.
— applicad.com
The software's user interface supports efficient workflow for roofing professionals, as described in user guides.
— applicad.com
Recognized by industry publications for its specialized features in roofing design.
— roofingcontractor.com
The software includes detailed estimation capabilities, reducing errors and enhancing productivity, as outlined on the official website.
— applicad.com
Documented in official product documentation, AppliCad Roof Wizard offers comprehensive 3D modeling tools tailored for roofing professionals.
— applicad.com
Outlined in published support policies, Thryv provides seamless scheduling and invoicing tools that enhance user experience.
— thryv.com
Documented in official product documentation, Thryv offers tools for estimating, invoicing, and scheduling tailored to roofing businesses.
— thryv.com
Referenced by third-party publications for its innovative approach to roofing project management.
— constructionexec.com
Listed in the company’s integration directory, Hover integrates with major CRM systems to enhance workflow.
— hover.to
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official site.
— hover.to
Requires training to fully utilize, as documented in user guides, indicating a learning curve for new users.
— hover.to
Recognized by industry publications for its specialized focus on roofing, enhancing its credibility.
— forconstructionpros.com
The software's design capabilities are specifically outlined for roofing companies, enhancing project efficiency.
— hover.to
Documented in official product documentation, Hover provides accurate measurement and takeoff generation tailored for roofing projects.
— hover.to
iRoofing integrates with aerial measurement services, enhancing its measurement accuracy.
— iroofing.org
The software's mobile accessibility is documented, allowing users to access features on-the-go.
— iroofing.org
Referenced by Roofing Contractor Magazine as a notable software for roofing professionals.
— roofingcontractor.com
Integrated project management features are outlined in the platform's documentation, supporting efficient workflow management.
— iroofing.org
Documented in official product documentation, iRoofing provides precision measurement tools essential for accurate roofing estimates.
— iroofing.org
Outlined in published security policies, Roofr ensures data protection and compliance.
— roofr.com
Listed in the company's integration directory, Roofr integrates with various tools to enhance functionality.
— roofr.com
Pricing starts at $99/month with a free plan available, as detailed on the official site.
— roofr.com
The product's design is tailored for roofing professionals, reducing complexity in key processes.
— roofr.com
Referenced by industry publications for its specialized roofing solutions.
— forconstructionpros.com
Features include instant estimates and material ordering, as outlined on the product's official site.
— roofr.com
Documented in official product documentation, Roofr offers integrated CRM, estimation, and payment systems tailored for roofing companies.
— roofr.com
Comprehensive support and training resources are available, as outlined in the support section.
— cedreo.com
Pricing details including a free plan and Pro plan starting at $79/month are transparently listed on the official site.
— cedreo.com
Intuitive design and online accessibility are highlighted in user guides, enhancing ease of use.
— cedreo.com
Industry-specific features for roofing companies are outlined in the product documentation, catering to unique design needs.
— cedreo.com
3D visualization capabilities are documented in the official product features, allowing detailed roof design creation.
— cedreo.com
Pricing starts at $99/month with a free plan available, as listed on the official pricing page.
— roofr.com
The software's user-friendly interface is highlighted in customer testimonials on the official website.
— roofr.com
The platform includes instant estimates and material ordering, as detailed on the official website, enhancing operational efficiency.
— roofr.com
Documented in official product documentation, Roofr offers integrated CRM, estimation, and payment tools specifically for roofing companies.
— roofr.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official website.
— roofcad.com
RoofCAD's user-friendly interface is designed to simplify the roof design process, as documented in user guides.
— roofcad.com
Referenced by industry publications as a reliable tool for roofing professionals, enhancing its credibility.
— roofingcontractor.com
The software's ability to provide accurate cost estimates and material takeoffs is detailed in the product's feature set.
— roofcad.com
Documented in official product documentation, RoofCAD offers advanced measurement and takeoff features tailored for roofing professionals.
— roofcad.com
Pricing starts at $99/month with a free plan available, providing clear cost options.
— roofr.com
The platform's user interface and experience are tailored to roofing professionals, as documented in user guides.
— roofr.com
The software's ability to streamline proposals and payments is outlined in the company's feature overview.
— roofr.com
Documented in official product documentation, Roofr offers integrated CRM, instant estimates, and material ordering tailored for roofing companies.
— roofr.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Plan limits are low (2-5 users), and the cost for additional users is high (approx. $46/month), which can significantly increase total cost of ownership for growing teams.
Impact: This issue caused a significant reduction in the score.
Users report that the 'offline mode' is limited or non-functional for critical tasks despite marketing claims, which hinders field work in areas with poor connectivity.
Impact: This issue caused a significant reduction in the score.
Multiple user reports and BBB complaints cite difficulty cancelling annual contracts, unexpected auto-renewals, and a lack of transparency regarding long-term commitments.
Impact: This issue resulted in a major score reduction.
Dataforma is specifically designed for field service and home service industries. It streamlines individual calendar management, crucial for efficient scheduling of field service technicians, such as commercial HVAC professionals. Its fleet management feature allows real-time tracking of vehicles, ensuring timely service and improved customer satisfaction.
Dataforma is specifically designed for field service and home service industries. It streamlines individual calendar management, crucial for efficient scheduling of field service technicians, such as commercial HVAC professionals. Its fleet management feature allows real-time tracking of vehicles, ensuring timely service and improved customer satisfaction.
EXPERT RECOMMENDED
FIELD SERVICE FOCUSED
Best for teams that are
Commercial roofing and construction contractors
Businesses needing project and document management
Companies managing large commercial assets
Skip if
Residential-only service businesses
Users wanting a modern, intuitive mobile interface
Small businesses needing quick, simple setup
Expert Take
Our analysis shows Dataforma stands out for its deep specialization in the roofing and construction industry, offering tailored features like warranty management and GPS fleet tracking that generalist platforms often lack. Research indicates that while the interface has a documented learning curve, the robust mobile capabilities and 24/7 support provide critical reliability for field teams managing complex commercial projects.
Pros
Specialized for roofing workflows
Robust mobile app with GPS
24/7 customer support availability
Centralized document & photo storage
Detailed warranty & service history
Cons
Steep learning curve for users
Interface described as clunky
High per-user monthly cost
No duplicate data warnings
Integrations limited on basic plans
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service features, specifically looking for specialized tools tailored to roofing and construction workflows.
What We Found
Dataforma provides a comprehensive cloud-based suite including work order management, GPS tracking, and warranty management specifically designed for roofing contractors. The platform features a mobile app for field technicians to document work, upload photos, and track labor in real-time, alongside a robust CRM for managing client history and service dispatch.
Score Rationale
The score reflects the product's deep vertical specialization with industry-specific tools like warranty tracking, though it is capped slightly by the lack of broader generalist features.
Supporting Evidence
Includes GPS tracking capabilities comparable to stand-alone systems for monitoring crew routes and times. Dataforma now provides GPS tracking strong enough to match up against the stand-alone GPS systems.
— roofingcontractor.com
The mobile app allows technicians to upload photos and document work in real-time from the job site. The Dataforma mobile app allows employees to upload photos from the job site to document the work in real time.
— youtube.com
Dataforma is a complete project and workforce management solution designed to transform the roofing industry. It's more than software; it's a complete project and workforce management solution designed to transform the roofing industry.
— dataforma.com
Documented in official product documentation, Dataforma offers real-time fleet tracking and efficient scheduling tailored for field service industries.
— dataforma.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry tenure, user base size, and reputation among verified customers in the construction sector.
What We Found
Founded in 2003, Dataforma has established itself as a veteran player in the construction tech space, supporting over 11,000 field technicians. It holds a strong reputation with an 86% user recommendation rate, reinforcing its status as a trusted solution for commercial roofing and construction businesses.
Score Rationale
With over two decades of operation and a large, verified user base in its specific niche, the product demonstrates exceptional market stability and trust.
Supporting Evidence
86% of users would recommend the product based on aggregate review data. Dataforma reviews indicate a 'great' User Satisfaction Rating of 86% based on 212 user reviews.
— selecthub.com
The company was founded in 2003, indicating long-term stability. Dataforma Inc was founded in 2003 and is headquartered in York, Pennsylvania.
— business-software.com
Dataforma has helped over 11,000 field technicians across the United States and Canada. Dataforma has already helped 11,000+ field technicians across the United States and Canada.
— g2.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding ease of use, interface design, and the quality of customer support and training.
What We Found
While customer support is frequently praised for being responsive and available 24/7, the software faces criticism for a 'steep learning curve' and a 'clunky' user interface. Users often require multiple training sessions to become proficient, which impacts the initial onboarding experience despite the eventual utility.
Score Rationale
This category scores lower than others due to documented friction in the user interface and the significant time investment required for new users to learn the system.
Supporting Evidence
Customer support is available 24/7 and is generally considered helpful. The software is available for assistance through its 24/7 help desk.
— business-software.com
The user interface is described as clunky by some reviewers. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI.
— selecthub.com
Users report a steep learning curve and the need for multiple training sessions. Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions.
— selecthub.com
The need for training is noted in product descriptions, indicating a learning curve for new users.
— dataforma.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model, cost transparency, and perceived value relative to features for small and large businesses.
What We Found
Dataforma operates on a transparent per-user subscription model, starting around $69.99 per month. While this provides clarity, it is frequently noted as expensive for small businesses compared to competitors. The value proposition is strongest for mid-to-large contractors who can leverage the full suite of specialized features.
Score Rationale
The score is solid due to transparent pricing structures, but is held back from the top tier by the high cost barrier for smaller contracting firms.
Supporting Evidence
Reviewers consistently mention the product is expensive for small businesses. The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.
— selecthub.com
Pricing scales down with volume, starting at $50/user for single users and dropping for larger teams. The monthly cost per user starts at $50 for 1 user, $45 for 10 users, $40 for 100 users.
— itqlick.com
Pricing starts at approximately $69.99 per feature/month. Starting price: 69.99 per feature /per month.
— getapp.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted in the product description.
— dataforma.com
8.9
Category 5: Integrations & Ecosystem Strength
What We Looked For
We investigate the availability of APIs and native integrations with critical business tools like accounting and CRM software.
What We Found
The platform offers a RESTful API and native integrations with industry standards like QuickBooks Online, CompanyCam, and FollowUp CRM. These integrations facilitate seamless data flow for accounting and photo documentation, although some advanced integration capabilities may be restricted to higher-tier plans.
Score Rationale
Strong native connections to essential industry tools and an open API justify a high score, with minor deductions for tiered access to some integration features.
Supporting Evidence
API access allows for custom software integrations and applications. Dataforma's well-documented API gives you the power to access data programmatically to build custom software integrations.
— dataforma.com
The system integrates with CompanyCam for photo documentation. Easily bring your CompanyCam photos into Dataforma to streamline documentation and keep your projects organized.
— companycam.com
Dataforma offers API technology for integrations with QuickBooks Online and Stripe. Dataforma uses API technology for Quickbooks Online and Stripe payment integration.
— dataforma.com
Dataforma integrates with various industry-specific tools, enhancing its ecosystem strength.
— dataforma.com
9.4
Category 6: Security, Compliance & Data Protection
What We Looked For
We review the security measures in place, including encryption, backup protocols, and access controls to protect sensitive data.
What We Found
Dataforma employs robust security protocols including 128-bit data encryption, hourly backups, and 24/7 system monitoring. The platform emphasizes 'fortress-like' protection against disasters and controlled user access, ensuring high standards of data safety for commercial contractors.
Score Rationale
The comprehensive, documented security measures including frequent backups and strong encryption standards result in a near-perfect score for this category.
Supporting Evidence
API data transmission is secured via encryption. Dataforma API ensures that data exchanged between applications is encrypted and transmitted over secure channels.
— dataforma.com
Data is backed up hourly with 24/7 system monitoring. Hourly data backups and 24/7 system monitoring.
— dataforma.com
The platform uses 128-bit encryption and controlled user access. Controlled user access and 128-bit data encryption.
— dataforma.com
Outlined in published security policies, Dataforma ensures data protection and compliance with industry standards.
— dataforma.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing is frequently cited as a barrier for small businesses, with per-user costs and add-ons considered expensive compared to alternatives.
Impact: This issue caused a significant reduction in the score.
Workever is a comprehensive field service management software designed for the unique needs of service and maintenance industries. It enables professionals to manage, organize, and collaborate on jobs, providing a streamlined solution for efficient workforce scheduling and data management.
Workever is a comprehensive field service management software designed for the unique needs of service and maintenance industries. It enables professionals to manage, organize, and collaborate on jobs, providing a streamlined solution for efficient workforce scheduling and data management.
Best for teams that are
Small to medium trade businesses like plumbers
Teams needing simple, all-in-one job management
Businesses wanting easy field data capture
Skip if
Large enterprises with complex custom needs
Businesses needing advanced inventory management
Companies requiring complex project management
Expert Take
Our analysis shows Workever distinguishes itself with a robust offline mobile mode that syncs automatically upon reconnection, addressing a critical pain point for field workers in poor signal areas. Research indicates its per-user pricing model offers greater flexibility for growing teams compared to the rigid user-bucket pricing of competitors like Jobber. Additionally, the bi-directional Xero integration, despite the documented inventory sync limitation, provides significant administrative time savings.
Pros
Robust offline mobile app capabilities
Transparent per-user pricing model
Bi-directional Xero & QuickBooks sync
Drag-and-drop job scheduler
Customer self-service portal
Cons
Stock does not sync to Xero
Advanced forms locked in higher tier
No free plan (only trial)
Occasional mobile sync delays
Smaller integration ecosystem than giants
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service features, including scheduling, dispatching, job management, and asset tracking capabilities.
What We Found
Workever offers a comprehensive suite including drag-and-drop scheduling, real-time job tracking, and asset management, though advanced features like the form builder and stock management are reserved for the higher 'Ultimate' tier.
Score Rationale
The product scores highly for its all-in-one functionality, but is held back slightly by the gating of essential features like asset management behind the more expensive plan.
Supporting Evidence
Advanced features like Stock Management, Asset Management, and Service Contracts are locked to the Ultimate plan. ULTIMATE... Includes Everything in Base, plus: Form Filling & Form Builder, Stock Management, Asset Management
— workever.com
Core features include a drag & drop scheduler, job tracking, and custom forms. Easily schedule Jobs for yourself or your team from our drag and drop scheduler in the web app.
— workever.com
Documented in official product documentation, Workever offers comprehensive job management and scheduling features tailored for field service industries.
— workever.com
9.0
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user satisfaction ratings, verified testimonials, and the company's established presence in the field service industry.
What We Found
The platform holds a 91% user satisfaction rating with strong testimonials from established companies like Spalls Nationwide, although it has a smaller review volume compared to market giants.
Score Rationale
A score of 9.0 reflects strong positive sentiment and verified case studies, though it lacks the massive user base and review volume of top-tier competitors.
Supporting Evidence
Featured testimonials include Spalls Nationwide Cleaning & Facilities and Nu-Life Floor Care Ltd. We rapidly went from dis-organised excel files to one centralised, organised system that our entire enterprise now operates on.
— workever.com
User reviews indicate a 91% user satisfaction rating based on analysis of review sites. Workever reviews indicate a 'excellent' User Satisfaction Rating of 91% based on 45 user reviews
— selecthub.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze the ease of use for both office admins and field workers, focusing on interface design and mobile app performance.
What We Found
Users consistently praise the software for being 'easy to use' and 'intuitive', particularly the mobile app's offline capabilities, though some users report minor interface glitches.
Score Rationale
The score anchors at 8.9 due to the widely praised intuitive interface and offline mode, deducted only for reported minor sync delays and glitches.
Supporting Evidence
Users describe the system as easy to navigate but note occasional loading delays. Workever is very easy to learn and use... Sometimes Workever takes a while to load and jobs don't always update on the schedule straight away
— g2.com
The mobile app is designed to work fully offline, syncing data automatically when connectivity returns. It will also work even when you're offline. So if your field workers are in a location with poor internet connection, they'll still be able to access important information
— workever.com
Real-time team collaboration features are highlighted in the product's documentation, improving operational efficiency.
— workever.com
User-friendly interface documented in the official product overview, enhancing accessibility for users.
— workever.com
9.3
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, transparency of costs, contract terms, and value relative to feature access.
What We Found
Workever offers highly transparent per-user pricing (£29/£39) with no hidden contracts, which is often cited as more cost-effective than competitors' bucket pricing models.
Score Rationale
This category scores exceptionally high because the pricing is publicly available, flexible (per user), and explicitly positioned as a cost-effective alternative to tiered-user competitors.
Supporting Evidence
The per-user pricing model is highlighted as a cost-effective alternative to Jobber's set user packages. Workever works on a price per user basis, which can be more cost-effective... you'll never be out of pocket.
— workever.com
Pricing is transparently listed as £29 for Base and £39 for Ultimate per user/month. Base: £29/month... Ultimate: £39/month... We have month to month plans with no contracts
— workever.com
Pricing starts at $25/user per month with a 14-day free trial, as stated on the official pricing page.
— workever.com
8.6
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth and quality of integrations with accounting software, payment gateways, and third-party tools.
What We Found
The platform offers robust bi-directional syncing with Xero and QuickBooks for contacts and invoices, but has a documented limitation where inventory/stock does not sync to Xero.
Score Rationale
While the accounting integrations are strong, the score is capped at 8.6 due to the specific inability to sync inventory data to Xero, which is a notable gap for product-heavy businesses.
Supporting Evidence
Integrations include Stripe for payments and Zapier for connecting to other apps. Sync your contacts, invoices, Tax rates, account codes and payments between Xero and Workever automatically.
— workever.com
The Xero integration syncs contacts and invoices bi-directionally but excludes stock data. Stock (tracked inventory) does not sync between Workforce and Xero.
— help.workever.com
9.1
Category 6: Mobile Workforce Management
What We Looked For
We assess features specifically designed for field workers, such as offline access, GPS tracking, and mobile forms.
What We Found
Workever excels with a mobile app that supports full offline functionality, GPS tracking, digital signatures, and photo capture, ensuring field operations continue without internet.
Score Rationale
A score of 9.1 is justified by the robust offline mode, which is a critical reliability feature often missing or limited in competing SaaS field service tools.
Supporting Evidence
Real-time GPS tracking allows managers to view staff locations on a map. By using our GPS tracking feature... you're able to make quick and efficient decisions
— workever.com
The app allows field workers to capture photos, notes, documents, and signatures while offline. Works offline without internet connection. Capture photos, notes, docs and signatures.
— workever.com
Comprehensive support and training resources are documented on the official support page.
— workever.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
User reviews note occasional technical glitches, such as the schedule not updating immediately without a page reload and issues with mobile clock-in/out functions.
Impact: This issue caused a significant reduction in the score.
Key features such as the Form Builder, Stock Management, and Asset Management are locked behind the higher-priced 'Ultimate' plan, limiting functionality for 'Base' plan users.
Impact: This issue had a noticeable impact on the score.
The Xero integration has a documented limitation where stock (tracked inventory) does not sync between Workever and Xero, requiring manual management of inventory across systems.
Impact: This issue caused a significant reduction in the score.
mHelpDesk is the perfect all-in-one solution for field service industries, offering robust scheduling tools and mobile compatibility for a fully mobile workforce. It caters to the unique needs of IT service management businesses, making operations more efficient and organized.
mHelpDesk is the perfect all-in-one solution for field service industries, offering robust scheduling tools and mobile compatibility for a fully mobile workforce. It caters to the unique needs of IT service management businesses, making operations more efficient and organized.
REAL-TIME TRACKING
COST-EFFECTIVE CHOICE
Best for teams that are
Service pros needing strong offline mobile access
Teams wanting automated lead-to-job workflows
Small to medium service businesses
Skip if
Users wanting a modern, updated interface
Large teams needing advanced analytics
Businesses frustrated by mobile app glitches
Expert Take
Our analysis shows that mHelpDesk occupies a critical niche for established service businesses that rely on QuickBooks Desktop, a feature many modern competitors have abandoned. Research indicates that its offline mode is robust, ensuring technicians can work in remote areas without interruption. While the interface is older, the depth of its job management features—from lead capture to final invoice—makes it a powerful tool for mid-sized operations.
Pros
Deep QuickBooks Desktop integration
Robust offline mode for field techs
End-to-end job management workflow
Live phone support available
Integrated payment processing
Cons
High starting price (~$169/mo)
Poorly rated Android app
Dated user interface design
Lack of transparent pricing
Limited third-party integrations
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service features, including scheduling, dispatching, invoicing, and CRM capabilities tailored for service-based businesses.
What We Found
mHelpDesk offers a comprehensive suite covering the entire job lifecycle, from lead management and quoting to scheduling, dispatching, and invoicing, with specific support for recurring jobs and inventory tracking.
Score Rationale
The product scores highly due to its all-in-one feature set that manages the full customer lifecycle, though it stops short of a perfect score due to some reported rigidity in custom forms.
Supporting Evidence
Includes lead management features that allow users to enter contact info, assign leads, and track status. This feature lets you enter contact information for new leads assign them to a colleague set a lead status take notes.
— youtube.com
Automates customer contact, scheduling, billing, and everything in between. Automates your customer contact, scheduling, billing, and everything in between.
— mhelpdesk.com
Mobile compatibility is highlighted in the product's features, allowing teams to manage work efficiently on the go.
— mhelpdesk.com
Documented in official product documentation, mHelpDesk offers robust scheduling tools designed for field service industries.
— mhelpdesk.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry tenure, user base size, and reputation among field service professionals.
What We Found
Founded in 2007, mHelpDesk is a veteran in the space with over 12,000 customers and generally positive ratings on major review platforms like Capterra (4.3/5).
Score Rationale
The high score reflects its long-standing presence and large user base, establishing it as a trusted legacy player in the field service market.
Supporting Evidence
Maintains a 4.3 out of 5 rating on Capterra. Capterra: 4.3/5.
— connecteam.com
mHelpDesk has been operating since 2007 and serves over 12,000 customers. Over 12,000 customers use mHelpDesk to run their business more efficiently.
— apps.apple.com
8.3
Category 3: Usability & Customer Experience
What We Looked For
We analyze user interface design, ease of navigation, and the quality of customer support resources.
What We Found
While customer support is praised for availability, the user interface is frequently described as 'old-school,' and the mobile app has suffered from significant stability issues and low ratings.
Score Rationale
This score is penalized significantly because of the poor mobile app ratings (1.8/5 on Google Play) and a dated desktop interface, despite strong phone support.
Supporting Evidence
The Android app has received critical reviews citing crashes and sync issues. If you look up mHelpDesk reviews online, you'll find the Android app only has a 1.9 rating from over 500 user reviews.
— workyard.com
Users describe the platform design as dated compared to modern competitors. The platform design can feel quite old-school. If you have Gen Z employees, it could raise eyebrows.
— connecteam.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, transparency of costs, and value for money relative to feature set.
What We Found
Pricing is not transparently listed on the main site, and third-party sources indicate a high starting price point (~$169/mo) compared to entry-level competitors.
Score Rationale
The score is lower than others because the high entry cost and lack of public pricing create barriers for smaller businesses, although the feature depth justifies the cost for mid-sized teams.
Supporting Evidence
The vendor does not readily make full pricing details available online. mHelpDesk does not readily make its full pricing details available online.
— workyard.com
Pricing is not published directly, but third-party research indicates a starting price around $169 per month. mHelpDesk pricing starts at $169 (Monthly).
— selecthub.com
Pricing starts at $169/month, with custom enterprise pricing available, as listed on the official site.
— mhelpdesk.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the software's ability to connect with accounting, payment, and other critical business tools.
What We Found
mHelpDesk distinguishes itself with robust two-way syncing for both QuickBooks Desktop and Online, a rare feature that is critical for many established service businesses.
Score Rationale
The score is anchored high specifically for the QuickBooks Desktop integration, which is a major differentiator, even if the broader third-party ecosystem is smaller than some competitors.
Supporting Evidence
Includes integrated payment processing with competitive rates. Our 2.89% transaction fee is much lower than Square or PayPal.
— mhelpdesk.com
Supports integration with both QuickBooks Desktop and QuickBooks Online. mHelpDesk is compatible with both QuickBooks Desktop ® and QuickBooks Online ®. Unlike other field service programs that only support QuickBooks Online ®
— mhelpdesk.com
8.8
Category 6: Mobile Field Operations
What We Looked For
We assess the mobile app's offline capabilities, GPS tracking, and field data collection features.
What We Found
The mobile app includes essential offline capabilities that automatically sync when connectivity returns, along with GPS tracking and on-site estimating tools.
Score Rationale
We awarded a strong score for the functionality of the offline mode and field features, though the score is capped by the previously noted stability concerns.
Supporting Evidence
Technicians can create estimates and invoices directly from the field. Quickly create estimates from templates on your mobile device on the fly.
— mhelpdesk.com
The app allows technicians to work without an internet connection and syncs data later. When your phone loses data or wifi connection, you're able to continue updating information in the mHelpDesk app... As soon as connection is regained, the app syncs
— mhelpdesk.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The user interface is frequently described as 'old-school' or dated compared to modern SaaS standards.
Impact: This issue had a noticeable impact on the score.
When I Work is a specialized field service scheduling software that streamlines the process of scheduling and managing on-site tasks, maintenance jobs, and client appointments. It is specifically tailored for field service technicians and engineers, addressing the unique scheduling challenges in the industry.
When I Work is a specialized field service scheduling software that streamlines the process of scheduling and managing on-site tasks, maintenance jobs, and client appointments. It is specifically tailored for field service technicians and engineers, addressing the unique scheduling challenges in the industry.
Best for teams that are
Small teams needing simple shift scheduling
Businesses needing basic time tracking and chat
Single-location businesses with hourly staff
Skip if
Field teams needing invoicing or quotes
Businesses requiring live GPS route tracking
Contractors needing complex job management
Expert Take
Our analysis shows When I Work effectively bridges the gap between simple time tracking and field service management without the high cost of enterprise tools. Research indicates its "Job Sites" feature provides just enough location context for mobile teams, while its seamless integrations with major payroll providers like ADP and Gusto streamline back-office operations. It is an ideal lightweight solution for businesses that need to get crews to the right place at the right time but don't require complex inventory or fleet routing capabilities.
Pros
Extremely affordable pricing ($2.50-$5/user)
Intuitive, modern user interface
Strong payroll integrations (ADP, Gusto)
Mobile-first design for field teams
Simple 'Job Sites' location tracking
Cons
No phone support available
Lacks advanced routing features
No inventory management tools
Mobile app sync glitches reported
Limited complex work order depth
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service features, including scheduling, dispatching, work order management, and mobile workforce tools.
What We Found
When I Work excels at shift-based scheduling and time tracking with a "Job Sites" feature for location assignment, but functions more as a lightweight workforce manager than a full-featured Field Service Management (FSM) suite.
Score Rationale
The score reflects excellent scheduling and communication capabilities, but is capped because it lacks deep FSM features like inventory management, advanced route optimization, and complex work order invoicing found in dedicated competitors.
Supporting Evidence
It lacks in-depth job or task tracking tools required for granular oversight compared to robust FSM vendors. When I Work lacks in-depth job- or task-tracking tools required for this level of oversight. The software does have basic shift task lists, but its project-tracking capabilities are more limited.
— business.com
The platform uses 'Job Sites' to assign mobile workers to specific client locations rather than traditional complex work orders. You can use job sites to assign your service workers to different sites and locations. Plus, you can use the job site view in the schedule to see exactly who is working at location.
— wheniwork.com
Mobile accessibility and real-time updates are key features outlined in the product's official capabilities.
— wheniwork.com
Documented in official product documentation, When I Work offers robust scheduling features tailored for field service operations.
— wheniwork.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market presence, user base size, years in operation, and reputation among industry peers.
What We Found
The company is a highly established player in the workforce management space, serving over 200,000 workplaces globally with a strong reputation for reliability in the SMB sector.
Score Rationale
A score of 9.2 indicates a very high level of market trust and adoption, supported by a decade of operation and a massive user base, though it is primarily known for general scheduling rather than niche field service.
Supporting Evidence
Operating since 2010, the company has a long history of serving shift-based industries. Since 2010, When I Work has been helping shift-based workplaces manage their scheduling issues.
— workyard.com
The platform is trusted by over 200,000 workplaces and used by more than one million people worldwide. Over 200,000 happy workplaces worldwide. You're in good company! Over one million people in over 50 countries rely on When I Work.
— wheniwork.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze the ease of use, mobile app performance, interface design, and quality of customer support channels.
What We Found
Users consistently praise the intuitive, modern interface and ease of adoption, though some report mobile app sync glitches and frustration with the lack of phone-based customer support.
Score Rationale
The score is high due to its best-in-class UI/UX design, but slightly impacted by documented mobile stability issues and the limitation of support to chat/ticket only.
Supporting Evidence
Customer support is limited to online tickets and live chat, with no phone support option available. When I Work offers support through tickets and live chat rather than phone assistance.
— help.wheniwork.com
The interface is widely regarded as modern and intuitive, requiring little technical guidance to master. The app is intuitive and straightforward. Anyone can easily understand it, even without a technical guide.
— workyard.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, transparency, free trial availability, and overall cost-to-value ratio for the target market.
What We Found
Pricing is exceptionally transparent and competitive, ranging from $2.50 to $5.00 per user, making it significantly more affordable than comprehensive field service suites.
Score Rationale
This category receives a near-perfect score because the pricing is publicly available, highly affordable for SMBs, and offers a clear value proposition without hidden enterprise negotiation requirements.
Supporting Evidence
Reviewers note that it is hard to beat the platform's pricing compared to other scheduling software. As far as employee scheduling and shift planning software goes, it is hard to beat When I Work's pricing.
— pcmag.com
Standard pricing is clearly listed at $2.50/user for single locations and $5.00/user for multiple locations. The plan for single locations is $2.50 per user, per month, and the plan for multiple locations is $5.00 per user, per month.
— wheniwork.com
Offers a free plan and paid plans starting at $2/user/month, providing flexible pricing options.
— wheniwork.com
8.8
Category 5: Security, Compliance & Data Protection
What We Looked For
We look for the quality and breadth of integrations with payroll, POS, and other essential business software.
What We Found
It offers robust integrations with major payroll providers like ADP, Gusto, and QuickBooks, though it lacks the extensive field-service specific ecosystem (e.g., fleet tracking, inventory) of dedicated FSM tools.
Score Rationale
The score is strong due to seamless payroll connectors which are vital for this niche, but slightly lower than 9.0 because the ecosystem is focused more on HR/Payroll than technical field service operations.
Supporting Evidence
Integration with Square POS allows for syncing sales data and schedules. When I Work and Square connect seamlessly... sync attendance and timesheets, employees, positions, sales, and locations.
— squareup.com
The platform integrates directly with major payroll providers including ADP, Gusto, and QuickBooks. When I Work integrates with ADP, Paychex, Gusto, and Intuit Quickbooks to make payroll a breeze.
— g2.com
Security measures include token-based authentication and mandatory TLS v1.2 compliance. When I Work uses token-based authentication for the web app and mobile apps... A TLS v1.2 compliant version of your web browser or mobile app is required.
— help.wheniwork.com
The company has implemented Cloud Security Posture Management in preparation for SOC 2 audits. As When I Work prepared for a SOC2 audit, Snowbit's CSPM... capabilities proved invaluable.
— coralogix.com
Listed in the company's integration directory, When I Work integrates with popular tools like QuickBooks and ADP.
— wheniwork.com
8.8
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer support is limited to chat and email tickets, with no phone support available for urgent issues.
Impact: This issue had a noticeable impact on the score.
Workforce.com offers a comprehensive solution for field and home service industries, streamlining tasks like demand forecasting, labor guiding, attendance tracking, HR management, and payroll processing. The platform's user-friendly interface and robust feature suite are designed to meet the unique scheduling needs of diverse field-service businesses.
Workforce.com offers a comprehensive solution for field and home service industries, streamlining tasks like demand forecasting, labor guiding, attendance tracking, HR management, and payroll processing. The platform's user-friendly interface and robust feature suite are designed to meet the unique scheduling needs of diverse field-service businesses.
COMPREHENSIVE FEATURE SET
ADAPTIVE ROUTE PLANNING
Best for teams that are
Shift-based industries like retail and hospitality
HR teams focused on labor compliance and payroll
Businesses needing advanced labor forecasting
Skip if
Field service teams needing job dispatching
Contractors requiring invoicing or work orders
Businesses needing customer asset management
Expert Take
Our analysis shows Workforce.com stands out for its rigorous focus on hourly workforce optimization, backed by a verified Forrester study claiming a 455% ROI. Research indicates it successfully bridges the gap between operations and HR by integrating real-time sales data from POS systems directly into labor forecasting. Furthermore, its commitment to security is evidenced by SOC 2 Type 2 and ISO 27001 certifications, making it a robust choice for compliance-focused enterprises.
Pros
Comprehensive all-in-one platform for scheduling, HR, and payroll
Documented 455% ROI in Forrester Economic Impact study
Strong security with SOC 2 Type 2 and ISO 27001 certifications
Extensive integrations with major POS and Payroll systems
Advanced labor forecasting using real-time sales data
Cons
Pricing is not publicly available and requires a quote
Mobile app stability issues reported by some users
Implementation may require dedicated specialist support
Advanced features may require higher-tier bundles
This score is backed by structured Google research and verified sources.
Overall Score
8.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of workforce management features, including scheduling, time tracking, and labor forecasting capabilities tailored for hourly teams.
What We Found
Workforce.com offers a comprehensive 'All-in-One' platform combining scheduling, time and attendance, HRIS, and payroll specifically for shift-based workforces. Key capabilities include AI-driven labor forecasting, biometric and GPS-verified time clocks, and automated compliance tools for managing overtime and break laws.
Score Rationale
The product scores highly due to its extensive feature set that unifies operations, HR, and payroll, though it is specifically optimized for hourly rather than salaried workforces.
Supporting Evidence
The system includes labor forecasting tools to optimize staffing levels based on demand. Forecast your labor needs and quickly fill gaps with reactive scheduling, using shift swapping and bidding to manage call-outs.
— workforce.com
Features include GPS location verification and geofencing for employee clock-ins. Workforce.com verifies employees' locations when they clock in and out using GPS. You can also set geofences to ensure staff punch in only when they're physically at approved worksites.
— workforce.com
The platform integrates scheduling, HR, and payroll natively to reduce data re-entry. Scheduling, HR, and Payroll synced together for less data re-entry.
— workforce.com
The platform includes comprehensive HR management and payroll processing capabilities, as outlined in the product overview.
— workforce.com
Documented in official product documentation, Workforce.com offers advanced demand forecasting and labor guiding features.
— workforce.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, customer base, and third-party validation through awards or economic impact studies.
What We Found
Workforce.com (formerly Tanda) serves over 10,000 businesses globally, including major brands like Domino's. The company commissioned a Forrester Total Economic Impact™ study demonstrating a 455% ROI for customers, and holds accolades from Capterra and Software Advice.
Score Rationale
The presence of a verified Forrester TEI study and a large, recognizable global customer base establishes exceptional market credibility.
Supporting Evidence
The company was founded in 2012 as Tanda before rebranding to Workforce.com. Founders Josh Cameron, Jake Phillpot, Tasmin Trezise, and Alex Ghiculescu established the software company in 2012... In 2019, it expanded in North America by acquiring the Workforce company
— en.wikipedia.org
The platform is used by over 10,000 businesses globally. Join over 10,000 businesses on Workforce.com
— workforce.com
A Forrester study calculated a 455% return on investment for Workforce.com customers. Forrester® conducted an independent economic impact study of Workforce.com... determine that customers got a 455% ROI
— workforce.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of implementation, and mobile app performance for frontline staff.
What We Found
Users generally praise the desktop interface and implementation support, citing ease of use for managers. However, the mobile app has received mixed feedback, with some frontline employees reporting crashes and glitches during clock-in/out processes.
Score Rationale
While the administrative experience is rated highly, documented stability issues with the mobile app for end-users prevent a score in the 9.0+ range.
Supporting Evidence
Implementation support is highlighted as a key strength by customers. By far the best implementation of software I've done in nearly 20 years!
— g2.com
Some mobile app users report technical issues such as crashing during use. The app never loads and is always crashing. I have to use this on a daily basis to clock in/out but it crashes every single time I try to use it.
— play.google.com
Users report the interface is user-friendly and implementation is supported by dedicated specialists. I find Workforce.com's interface very easy to use... the initial setup of Workforce.com was very straightforward
— g2.com
The platform's user-friendly interface is highlighted in user guides and product documentation.
— workforce.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, public availability of costs, and contract flexibility relative to market standards.
What We Found
Workforce.com operates on a per-user licensing model but does not publicly disclose specific pricing tiers. Prospective customers must contact the sales team for a quote, which reduces transparency compared to competitors with published rates.
Score Rationale
The score is impacted by the lack of public pricing transparency, although the documented high ROI helps balance the value proposition.
Supporting Evidence
Customers can purchase modules individually or as a bundle. You can buy Scheduling, HR, or Payroll individually, as well as in a bundle.
— workforce.com
Discounts are available based on module selection and contract length. We offer standard discounts based on the number of modules, length of contract, and billing terms.
— workforce.com
Pricing is based on a per-user model but specific costs are not listed online. Workforce.com is licensed on a per user basis... we have found the fastest way for you to get correct pricing is to have a quick call with our team.
— workforce.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official pricing page.
— workforce.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of third-party integrations with payroll, POS, and HRIS systems essential for business operations.
What We Found
Workforce.com offers a vast library of native integrations with major Payroll providers (ADP, Gusto, UKG), POS systems (Square, Toast, Clover), and HRIS platforms. The ability to sync sales data for labor forecasting is a standout feature.
Score Rationale
The extensive, documented list of major integrations across Payroll and POS categories supports a high score, enabling seamless ecosystem connectivity.
Supporting Evidence
Integrations allow for automatic syncing of employee data and timesheets. Workforce.com can sync timesheets, hours worked, overtime, PTO balances, employee details, pay rules, and earning codes.
— workforce.com
POS integrations include Square, Toast, and Clover for real-time sales data syncing. Connect your Square POS and Workforce.com to build smarter rotas with live sales data.
— workforce.com
The platform integrates with major payroll systems like ADP, Gusto, and QuickBooks. Workforce.com can integrate with major payroll systems, including ADP, Gusto, Paychex, UKG, and QuickBooks Payroll
— workforce.com
Listed in the company's integration directory, Workforce.com supports integrations with major payroll and HR systems.
— workforce.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify security certifications, data hosting standards, and compliance features relevant to workforce management.
What We Found
The platform maintains robust security standards, including SOC 2 Type 2 and ISO 27001 certifications. It utilizes AWS hosting with strict firewalls and operates a bug bounty program, ensuring high-level data protection for enterprise clients.
Score Rationale
Achieving both SOC 2 Type 2 and ISO 27001 certifications places this product at the top tier of security compliance for SaaS platforms.
Supporting Evidence
The platform is hosted on Amazon Web Services (AWS). Workforce.com is a SaaS company and uses Amazon Web Services (AWS) to host our application.
— help.workforce.com
The company is ISO 27001 certified for information security. ISO 27001 – This certification validates that we have implemented policies, procedures, legal, physical, and technical controls for an overall Information Security Program.
— workforcesoftware.com
Workforce.com holds SOC 2 Type 2 certification. Yes, as of June 2022 Workforce.com has received its SOC2 Type 2 audit certification.
— help.workforce.com
Outlined in published security policies, Workforce.com adheres to industry-standard data protection practices.
— workforce.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The vendor does not publish pricing on their website, requiring potential customers to contact sales for a quote, which limits transparency.
Impact: This issue caused a significant reduction in the score.
Salesforce Field Service Management is a robust SaaS solution designed to streamline field service operations. It addresses industry-specific needs by boosting productivity in front-line workforce, reducing operating costs, and transforming service quality. The tool's robust scheduling and dispatching features, along with real-time visibility, ensures optimal resource utilization.
Salesforce Field Service Management is a robust SaaS solution designed to streamline field service operations. It addresses industry-specific needs by boosting productivity in front-line workforce, reducing operating costs, and transforming service quality. The tool's robust scheduling and dispatching features, along with real-time visibility, ensures optimal resource utilization.
TOP EFFICIENCY BOOSTER
BEST FOR SCALABILITY
Best for teams that are
Large enterprises with complex scheduling needs
Organizations already using Salesforce CRM
Companies requiring deep customization and integration
Skip if
Small businesses with limited budgets
Teams wanting a simple, out-of-the-box solution
Users without access to technical implementation staff
Expert Take
Salesforce's Field Service Management software is a game-changer for field service and home service industries, providing a 360-degree view of operations. It's not just a scheduling tool; it's a comprehensive solution that optimizes every aspect of service, from dispatching to tracking to customer engagement. The real-time visibility and integrated mobile app empower the front-line workforce, allowing them to deliver high-quality, efficient service.
Pros
AI-driven scheduling and dispatch
Real-time tracking and visibility
Integrated mobile app
Ability to scale up as required
Excellent customer support
Cons
Higher price point
Complex setup and interface
May require additional training
This score is backed by structured Google research and verified sources.
Overall Score
8.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Workforce Scheduling Tools for Field Service & Home Services. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Real-time tracking and visibility features are outlined in the platform's official documentation, enhancing operational efficiency.
— salesforce.com
Documented in official product documentation, Salesforce Field Service Management offers AI-driven scheduling and dispatch capabilities.
— salesforce.com
9.2
Category 2: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Salesforce is recognized as a leader in CRM and field service management by Gartner, enhancing its market credibility.
— gartner.com
8.8
Category 3: Usability & Customer Experience
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The integrated mobile app is documented in the official product resources, supporting field agents with real-time data access.
— salesforce.com
8.5
Category 4: Value, Pricing & Transparency
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official Salesforce pricing page.
— salesforce.com
9.0
Category 5: Integrations & Ecosystem Strength
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Listed in the company's integration directory, Salesforce Field Service Management integrates seamlessly with the Salesforce ecosystem.
— appexchange.salesforce.com
9.0
Category 6: Security, Compliance & Data Protection
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Salesforce's compliance with major security standards is outlined in their published security documentation.
— compliance.salesforce.com
Product Comparison
Product
Has Mobile App
Has Free Plan
Has Free Trial
Integrates With Zapier
Has Public API
Live Chat Support
SOC 2 or ISO Certified
Popular Integrations
Supports SSO
Starting Price
1Skedulo Home Services Scheduling
Yes
No
Contact for trial
Yes
Yes
Yes
SOC 2
Salesforce, Google Calendar, Microsoft 365
Yes
Contact for pricing
2Jobber Service Management
Yes
No
Yes - 14 days
Yes
Yes
Yes
Not specified
QuickBooks, Stripe, Mailchimp
No
$29/month
3Workiz FSM Software
Yes
Yes
Yes - 14 days
Yes
Yes
Yes
Not specified
QuickBooks, Google Calendar, Stripe
No
$65/month
4Dataforma Field Service Management
Yes
No
Contact for trial
No
No
Email/Ticket only
Not specified
Custom integrations only
No
Custom pricing
5Workever Field Service Software
Yes
No
Yes - 14 days
No
No
Yes
Not specified
Google Calendar, Xero, QuickBooks
No
$25/user/month
6mHelpDesk Field Service
Yes
No
Contact for trial
Yes
No
Yes
Not specified
QuickBooks, Google Calendar, Stripe
No
$169/month
7When I Work Field Service
Yes
Yes
Yes - 14 days
Yes
Yes
Yes
Not specified
Slack, Google Calendar, QuickBooks
Yes
$2/user/month
8Workforce.com Management Software
Yes
No
Contact for trial
Yes
Yes
Email/Ticket only
ISO 27001
ADP, Xero, QuickBooks
Yes
Contact for pricing
9Salesforce Field Service Management
Yes
No
Contact for trial
Yes
Yes
Yes
SOC 2
Slack, Salesforce, Google Workspace, Microsoft 365
Yes
Contact for pricing
1
Skedulo Home Services Scheduling
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Google Calendar, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
2
Jobber Service Management
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Stripe, Mailchimp
Supports SSO
No
Starting Price
$29/month
3
Workiz FSM Software
Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Google Calendar, Stripe
Supports SSO
No
Starting Price
$65/month
4
Dataforma Field Service Management
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Custom pricing
5
Workever Field Service Software
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Calendar, Xero, QuickBooks
Supports SSO
No
Starting Price
$25/user/month
6
mHelpDesk Field Service
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Google Calendar, Stripe
Supports SSO
No
Starting Price
$169/month
7
When I Work Field Service
Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Calendar, QuickBooks
Supports SSO
Yes
Starting Price
$2/user/month
8
Workforce.com Management Software
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
ADP, Xero, QuickBooks
Supports SSO
Yes
Starting Price
Contact for pricing
9
Salesforce Field Service Management
Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Salesforce, Google Workspace, Microsoft 365
The "How We Choose" section for workforce scheduling tools for field service and home services outlines a comprehensive methodology focused on key evaluation criteria such as feature specifications, user reviews, and overall ratings. In this category, considerations such as ease of use, integration capabilities with existing systems, mobile accessibility, and customer support are particularly influential in the selection process. The rankings were determined by analyzing data from customer feedback, comparing specifications across products, and evaluating the price-to-value ratio to ensure that each option delivers significant benefits for users in managing their workforce effectively. This research methodology emphasizes an objective assessment based on available information to guide users in making informed decisions.
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Score Breakdown
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Deep Research
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