- Simplify Project Management for Better Results
Best Field Service Management Software
Manage daily operations, teams, and jobs from a single platform. WorkCase helps growing teams stay organised with reliable field service management software built for real work on the ground. Track tasks, schedules, and progress without confusion. This field service management system supports faster response times, better coordination, and smoother project flow, so field teams and managers stay aligned from start to finish.
Real-Time Progress Tracking
Monitor project progress in real time, enabling resource and timeline adjustments to maintain schedules.
Document Management
Securely organize all project documents in one location for easy access, ensuring teams have the information they need when required.
Trusted by industry leaders
Full Visibility and Control Over Projects
WorkCase provides full transparency for managing construction and field service software from start to finish. Track project phases, oversee task completion, and ensure teams stay aligned with deadlines and budgets. This centralized approach supports better decision-making and smooth project execution.
- Monitor task progress and adjust as needed.
- Keep projects aligned with timelines and budgets.
- Boost team collaboration with shared visibility.
Streamlined Resource Allocation
Smart resource funding keeps teams productive. This helps maintain the track jobs. Managers assign tasks to technicians based on skills, location, and availability. All thanks to our field service scheduling software. Teams avoid overload and idle time. Schedules stay clear and updated. Managers react fast to changes. Workflows stay balanced. Daily operations feel organized, predictable, and easier to control.
- Allocate resources effectively.
- Reduce downtime with real-time updates.
- Improve productivity with strategic planning.
The Right Tools for Expert Field Management Teams!
Seamless Field Service Scheduling —Anytime, Anywhere
✓ Drive more bookings with 24/7 self-scheduling for estimates, surveys, installs, and more
✓ Accept appointments via your website, texts, email, Google, or social media
✓ Use smart routing forms to route customers to the right calendar based on location, skillset, or service
✓ Create multiple static & dynamic calendars for teams or groups to optionally auto-assign the right crew
✓ Automate scheduling with rules for availability, drive time, crew assignment, and much more
✓ Book jobs right from your integrated CRM and sync all customer information into Arrivy
✓ Offer a simple portal where customers can schedule, track, and chat—all in one place
Stay Ahead with Dynamic Field Service Dispatch Management
✓ Instantly notify both your team and customers before dispatching any job
✓ Easily track jobs with smart filters, priority colors, Gantt view, and maps, or reschedule in one go
✓ Maintain full control—set work hours while knowing availability and shifts, and let AI handle distribution
✓ Dispatch multiple jobs at once, all with intuitive field dispatch software
✓ Set automated “Technician en-route” reminders to gear up customers before their appointments
Drive the Quickest Route to Job Locations
✓ Plan and optimize routes before dispatch for maximum efficiency
✓ Slash fuel costs with AI-powered route planning that enables the quickest and easiest path
✓ Handle 2000+ daily tasks with advanced high-density multi-stop route optimization
✓ Improve on-time delivery rates with proactive route management, live location, and tracking
Efficient End-to-End Work Order Management
✓ Automate, manage, and prioritize schedules effortlessly with work order management
✓ Assign the right crews to nearby jobs, right from the task card
✓ See who’s where instantly with a live map, view status, and dispatch fast
✓ As techs check in/out on-site, hours log instantly—just run payroll with detailed timesheets
✓ Reply to customer queries and provide instant feedback, keeping the pulse on operations
✓ Manage customer communication, satisfaction, profiles, and history from one place
✓ Intelligent pipelines handle your projects, automatically moving jobs forward while keeping everyone in sync
Intuitive Field Service Mobile App for Trip Logs
✓ Effortlessly transform field operations with complete mobile control
✓ Give field teams instant access to schedules, job details, and updates via a field service mobile app
✓ Seamlessly connect office, field teams, and customers with built-in chat
✓ Your drivers/techs automatically send “on my way” notifications from the field to customers
✓ Enable field teams to fill job sheets on the mobile app, slashing paperwork
✓ Safeguard sensitive data with role-based access while keeping teams focused and efficient
Enable Effective Documentation with Digital Forms
✓ Easily build custom digital forms with a drag-and-drop form builder and share with the team
✓ Tailor forms to fit each service type, from installations to inspections
✓ Let field teams complete forms right from their mobile devices, including:
- Checklists & notes
- Custom templates
- Photo uploads & signatures
- Site surveys, install forms, BOLs, proof of service
- Built-in calculations
✓ Reduce workload with auto-saved forms in secure cloud storage
✓ Build workflows to integrate capture data with the rest of your ecosystem
Keep Customers in the Loop —Not on the Line
✓ Keep customers informed with real-time job updates—no need to call and ask
✓ Provide live tracking so they know exactly when the technician will arrive
✓ Reduce follow-ups with automated post-service review and feedback collection
✓ Offer a fully branded, white-label experience that builds trust and consistency
✓ Let customers help themselves with an easy-to-use portal to check status and request service
Hassle-free Invoicing and On-time Payments
✓ Use the integrated accounting software of your choice for easy transactions
✓ Calculate prices, equipment use, and other essentials within the forms to generate quick invoices
✓ Create and send white-labeled, professional invoices to your accounts or customers
✓ Handle transactions in multiple currencies with ease
Get Essential Insights To Help You Run Your Business Better
✓ Boost productivity and track employee performance with detailed metrics
✓ Comprehensive data reports to enhance on-time delivery across offices and deskless teams
✓ Get to know the client satisfaction rate from instant automated feedback to amplify service value
Advanced Reporting and Analytics
Utilize WorkCase’s reporting features to analyze project performance and identify trends. Detailed reports provide insights into task completion, budget usage, and team productivity, helping refine processes and improve profitability.
Project Performance Reports
Evaluate task completion rates and identify potential delays to maintain timelines and efficiency.
Budget Tracking
Monitor budget use to ensure projects stay financially controlled.
Customizable Reports
Generate tailored reports to focus on project-specific metrics.
Enhanced Team Collaboration and Communication
Share updates, discuss project details, and collaborate within the platform, reducing miscommunication and improving coordination.
In-App Communication
Discuss updates and project requirements without needing external tools.
Client Portals
Provide real-time access for clients to view timelines and key updates.
Real-Time Notifications
Keep teams informed with alerts for task updates and project changes.
Flexible Project & Task Management
Teams work better when schedules stay clear and realistic. Field service technician scheduling software assigns jobs based on skill, location, and shift hours. Managers see gaps early. They adjust plans fast. Dispatch stays smooth during busy days. Field service management software connects schedules with work orders, parts, and updates. Technicians get clear tasks on time. Customers see accurate arrival windows. Operations run steady. Results stay measurable. Reports support staffing decisions. Supervisors track workload balance daily. Teams scale easily during growth periods.
Task Assignment Features
Assign tasks with clear responsibilities and deadlines.
Progress Updates
Receive task updates to stay informed and adjust plans as needed.
Priority Setting
Prioritize tasks to ensure critical elements are completed first.
- FAQs
Field Service Project Management Software — FAQs
Plan phases, milestones, and dependencies, visualize timelines with Gantt/Kanban, assign tasks to crews, and connect jobs, time, and costs in one system—so projects move from kickoff to close-out with full financial visibility.
What can I plan and track in a project?
Phases, milestones, task dependencies, and status, with visual Gantt timelines and Kanban boards for day-to-day execution.
How do projects connect to field work?
Convert plans into work orders and task lists, schedule technicians, and monitor progress on site.
Can I manage budgets and job costs?
Yes—track labour, materials, and overhead against budget to see real-time profitability at the project and job level.
How does time and billing flow?
Timesheets feed job costing and can auto-generate invoices; project billing pulls approved hours/expenses straight into customer invoices.
Which industries is this built for?
Construction, HVAC, plumbing, utilities, property management, and more—optimized for multi-crew, field-heavy projects.