B2B Field Service Software?
October 06, 2025
by a searcher from Indiana University, Bloomington/Indianapolis - Kelley School of Business in New York, NY, USA
Looking for field service management software platform for a facilities services business with all B2B customers. We have evaluated Field Pulse, ServiceTitan, Salesforce, Service Trade, SimPro, Lexul, and Davisware.
Does anyone have any recommendations or experience with the above that you can comment on your experience?
More detailed description --- I recently acquired a business doing equipment distribution and repair services. We are looking for a software platform for field service management including capabilities for some of if not all of the following: technician scheduling, route management, generating work orders and invoices, onsite quoting, asset tracking, customer mapping, and parts/inventory management. Our customers are all B2B, so it's not quite as route-based as a resi HVAC company for example, but many of the same principles should apply regarding what makes a good software platform for what we need. We do not have a CRM either, so the idea of combining sales and service via Salesforce is attractive. We've reviewed several platforms mentioned above and are making a final decision on what to use. Right now, the lead two options are Salesforce CRM/Service and Field Pulse (which is a standalone field service option).
Thanks in advance.
from University of California, Los Angeles in Tampa, FL, USA
in Houston, TX, USA