When we sit to plan, many of us think we need all our existing tools to integrate with our new Field Service software, but with our experience, we have seen that more than 70% of the integrations are hardly used. So, the first step is to evaluate what integrations your team actually needs. We created an exhaustive list of integrations that are present in popular field service software so that you can prioritize what you need.
Read on for the integrations list, but if you also want an exhaustive list of features to prioritize in a field service software, you can go here.
To help you choose the right software, we also prepared a blog about the top 10 field service software. You can find the blog here.
What is Field Service Software or FSM?
Field Service Management software, also known as FSM software or Field Service software, solves your automation requirements into a single software on the device of the field service agent.
How to use the Integrations Checklist?
You need to prioritize integrations such as P1, P2, and P3. This way you know what integrations you need, what are good to have, and what you don’t want for your team today. The definition is as follows,
P1: High Priority
P2: Low Priority
P3: Not needed
Integrations Checklist for Field Service Software
Popular Integrations
MailChimp
https://mailchimp.com/
MailChimp integration helps to run email campaigns by sending customized emails, and postcards to the customers.
Priority: [____]
QuickBooks
https://quickbooks.intuit.com/
QuickBooks is complete cloud-based accounting software that helps in accounting, bookkeeping, reporting, and financial management.
Priority: [____]
Stripe
https://stripe.com
Stripe is payment processing software that helps your field force in collecting online payments in the field.
Priority: [____]
Zapier
https://zapier.com/
Zapier is a workflow automation tool that helps connect various apps with your software and automatically moves information between them.
Priority: [____]
Google Local Ads Service
https://ads.google.com/local-services-ads/
Google Local Ads Service helps you connect with people who are searching for your services and lead generation.
Priority: [____]
Salesforce
https://www.salesforce.com/
Salesforce is a cloud-based software that provides Customer Relationship Management software that helps you manage sales, customer service, marketing automation, analytics, and application development.
Priority: [____]
Google Maps
https://maps.google.com/
Integrating with Google Maps can help you implement a mapping solution for the on-ground workforce. It will save mileage, reduce costs and optimize routing.
Priority: [____]
Twilio
https://www.twilio.com/
Twilio is a customer engagement platform that provides customers a way to communicate with you using messages, email, voice, video, etc.
Priority: [____]
DropBox Business
https://www.dropbox.com/business
DropBox Business is a file sharing and cloud storage solution that lets you sync, share, and collaborate files and documents among your teams.
Priority: [____]
Slack
https://slack.com/
Slack is a workplace communication tool that helps teams in better communication and collaboration.
Priority: [____]
Authorize.Net
https://www.authorize.net/
Authorize.net helps you manage payments by processing credit, debit, and electronic check transactions on the web and in person.
Priority: [____]
Xero
https://www.xero.com/
Xero is a cloud-based accounting platform that helps you in accounting, bookkeeping, and managing finances.
Priority: [____]
Shopify
https://www.shopify.com/
Shopify is an eCommerce solution that lets you set up an online store with just drag-and-drop options and sell online.
Priority: [____]
Microsoft Excel
https://www.microsoft.com/microsoft-365/excel
Microsoft Excel helps you to organize and store data and lets you create, view, edit and share files with others.
Priority: [____]
Zoho
https://www.zoho.com/
ZOHO is a cloud-based based CRM Software that helps you to automate the business processes & provide a better experience to customers.
Priority: [____]
Other Integrations
Thumbtack
https://www.thumbtack.com/
Priority: [____]
CompanyCam
https://companycam.com/
Priority: [____]
Broadly
https://broadly.com/
Priority: [____]
Convert
https://www.convert.com/
Priority: [____]
Fundbox
https://fundbox.com/
Priority: [____]
NiceJob
https://get.nicejob.com/
Priority: [____]
ResponsiBid
https://get.responsibid.com/
Priority: [____]
SendJim
https://www.sendjim.io/
Priority: [____]
PayPal
https://www.paypal.com
Priority: [____]
BirdEye
https://birdeye.com/
Priority: [____]
Podium
https://www.podium.com/
Priority: [____]
Sage Intacct
https://www.sageintacct.com/
Priority: [____]
Profit Rhino
https://profitrhino.com/
Priority: [____]
Worldpay
https://online.worldpay.com/
Priority: [____]
Zoom
https://zoom.us/
Priority: [____]
Google Calendar
https://www.google.com/calendar/about/
Priority: [____]
Gusto
https://gusto.com/
Priority: [____]
Zendesk
https://www.zendesk.com/
Priority: [____]
Microsoft Dynamics 365
https://dynamics.microsoft.com/
Priority: [____]
Sage 50
https://www.sage.com/en-us/products/sage-50cloud/
Priority: [____]
Google Workspace
https://workspace.google.com/
Priority: [____]
Microsoft Outlook
https://outlook.live.com/owa/
Priority: [____]
Google Analytics 360
https://analytics.google.com/
Priority: [____]
naturalForms
https://www.web.naturalforms.com/
Priority: [____]
Google Drive
https://www.google.com/drive/
Priority: [____]
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This way you can understand what features and integrations you need before choosing the right Field Service Software for your team. But most FSM Software are all-in-one software that comes with too many features and integrations, some of them are undesired and will hamper the team’s adoption.
So instead, we recommend using a no-code tool like Utilize to build a field service app from Google Sheets with just the features you need. You can then integrate your tools with Google Sheets using Zapier or Integromat.
Here is a sample app built for a field service team.
Get started with Utilize now!
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