5 Steps to Find the Right Field Service Software for Your Business

This article lays out a simple framework any service team can follow to identify the right field service software that best aligns with their needs and overall business goals.

David Sigler

Principal Consultant

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    Selecting the right field service software for your company has far-reaching consequences. In today’s service-centric business world, it only takes a couple of bad reviews for customers to pass up a new prospective service provider.

    Your field service software is the backbone of your operations, orchestrating various tasks, from work order intake to dispatching technicians, getting drivers to job sites quickly and efficiently, and sending prompt, accurate invoices. A solution well-suited to your organization’s unique needs can boost productivity, enhance customer experiences, and streamline all connected business processes. On the other hand, poorly fit software can create inefficiencies and operational bottlenecks all on its own.

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    The field service software market is brimming with options, making selecting the ideal fit challenging. Prominent contenders like Dynamics 365 Field Service offer various features and capabilities. This article lays out a simple five-point framework any service team can follow to identify the field service software that best aligns with their service team’s needs and overall business goals.

    Step 1: Find out What Your Field Service Technicians Want

    First, understand how new field service software will impact on-the-ground operations and your technicians. Ask them how to enhance performance, simplify tasks, and reduce busy work. Identify the aspects of their work that cause stress and complexity.

    Field Service Role Based GuideField Service Role Based Guide

    Some businesses take a top-down approach, telling technicians what changes will be imposed on them when new software is deployed. Involving them early in the process can lead to greater software acceptance and more engagement during the implementation phase.

    Step 2: Create a Selection Team

    Your business will be greatly impacted by new field service software. While you want input from service and operations teams, you must include other organizational stakeholders in the selection process.

    One effective approach is to create an adoption team or committee comprising individuals from various departments, such as service, finance, and legal. This body will make collective recommendations and decisions about new software for leadership.

    Step 3: Clarify Your Strategic Business Needs

    To reiterate, one-size-fits-all field service software is a myth. When a marketing team claims something fits everyone, it fits no one. Your selection team is looking for the field service software that best aligns with what your operations teams need and your overall business goals.

    Your industry, size, customer base, and specific operational processes contribute to your needs. Consider the core aspects of your field service operations.

    • Are you primarily focused on efficient work order management?
    • Or are they ensuring timely service delivery?
    • Is your challenge in scheduling—ensuring the right technicians reach the right place at the right time?
    • Or do you find that enhancing customer support and communication is where you need the most assistance?

    Evaluating your specific needs sets the stage for pinpointing the software features that will best serve your business.

    Step 4: Evaluate Software Based on Key Features

    If you have assembled a diverse team and tried to understand your organization’s specific needs, you will have a rather good idea of what features you’ll need. No article, web guide, or social media post will be able to tell you what features your business cares about more than your stakeholders. Evaluate all your needs and make sure to evaluate each platform based on industry-standard features, such as these.

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    The user-friendliness of field service software directly impacts the effectiveness and efficiency of your field service operations. A user-friendly interface ensures that field technicians, agents, and administrators can efficiently use the software to accelerate productivity. Intuitive navigation and a user-focused design foster higher user adoption rates, translating into faster ROI for your new software and improved customer service.


    Every field service operation is unique, and software customization capabilities enable you to adapt the software to your distinct workflows, processes, and requirements. With a customized solution, you can optimize how you manage work orders, interact with customers, and handle other critical aspects of your field service operations.

    Analytics and Reporting

    With robust analytics tools, you can gain insights into your field service KPIs, like first-time fix rate (FTTR) or mean time to resolution (MTR). You can also track performance trends and identify areas for enhancement. This data-driven approach helps optimize resource allocation, workforce productivity, and customer satisfaction.

    Integration with existing systems

    Integration ensures that your field service software can communicate and share data with other essential tools, such as CRM systems, accounting software, or inventory management systems—whether in the greater Dynamics 365 family of business applications or otherwise. This synergy streamlines information flow, minimizes manual data entry, and reduces errors.

    Mobile Capability

    Mobile functionality empowers field technicians to access crucial information, manage work orders, and communicate with clients on the go. This flexibility not only enhances productivity but also ensures your employees and your customers get real-time updates.

    Security and Compliance Features

    A robust security framework safeguards your sensitive data from breaches, ensuring the confidentiality and integrity of critical information. Compliance features help you align with industry-specific regulations and standards, protecting your organization from legal issues and potential fines. These features provide peace of mind and establish trust with clients who need assurance that their data is handled responsibly and securely.

    Business Leaders Guide to the New Digital AgeBusiness Leaders Guide to the New Digital Age

    Step 5: Develop a Training Plan

    A field service software deployment is only valuable and cost-effective if your employees use the new platform to its full potential. A well-structured training plan is essential for field technicians and customer service representatives.

    Equip your technicians with the knowledge to operate the software in the field efficiently. This will ensure they can navigate and access essential features seamlessly while on the move.

    Agents must understand how to process customer requests on intake, capture all essential details, and assess request urgency. Train representatives to accurately log critical information. This ensures that all relevant data is captured for future reference and reporting.

    Collaborate With a Proven Field Service Software Provider

    For many field service teams, Dynamics 365 will be the right choice to boost their operating efficiency. We at Velosio understand that migrating field service software requires research and careful consideration. As a Gold Microsoft partner, Velosio works with companies like yours, helping implement field service solutions that differentiate your organization, create value, and add to the bottom line.

    Choosing the right field service software for your organization shouldn’t come down to guesswork or assumptions. Find out what solution is best for you. 

    Experience a Day in the Life of a Field Service TechnicianExperience a Day in the Life of a Field Service Technician

    David Sigler

    Principal Consultant

    Follow Me: