Choosing a Field Service Management Software for Small Business

Is your small business a part of the 52% of organizations still using manual methods to handle daily tasks? If so, a field service management...

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Is your small business a part of the 52% of organizations still using manual methods to handle daily tasks? If so, a field service management software may be what your team needs to grow your business. A field service software is a management platform that connects your office team and your field team seamlessly. 

RazorSync’s field service management software exists to streamline your small business operations, improve customer relations, simplify billing and invoicing, and empower your workforce. As a small business owner, here are some of the things you should look for in a service management software:

Ease of Dispatching 

With dispatching management, a service management software empowers your technicians by optimizing routes, improving response times and giving them unlimited access to customer records from the field. By managing your field team with GPS-tracking, you can reduce fuel consumption by 20%, and idle time by almost 25%. When a customer calls to place a service request, your dispatch team can assign the task to the closest field tech, reducing both drive and wait times.  

Track your technicians on the job with RazorSync

Customer Relationship Improvement

Since more than 70% of customers stop doing business with companies when expectations aren’t consistently met, it’s important for your small business to maintain your customer relationships. With a field service software, your technicians can complete service requests, update customer records and take payments right on the job site from their smartphone or tablet. With RazorSync’s customer portal, your customers can place their own service requests, check status updates and more all on their own time—without calling your office. 

Performance Trends

With a service management software, your team can gain access to your customer database and service records. Here you’ll be able to better understand your techs’ performance, both as a team and individually. Looking at service requests can allow you to uncover individual strengths and weaknesses, track lead sources to see where you’re finding customers, and more. 


As your business operations are streamlined, automated and improved, your business is better positioned to grow. Relying on a robust service management software that improves your dispatching and financing, your daily small business operations can become increasingly efficient and accurate. In turn, your team can focus on providing high-quality work and improving customer satisfaction.  

Simplification of Bookkeeping 

As a small business, managing payroll, billing and invoicing, and accounting is time and resource-heavy. The end of the workday can bring stacks of invoices and estimates that tack on more hours to your team’s day. With RazorSync’s service management software, you can take advantage of features such as QuickBooks integration! This allows you to easily send new data directly to your QuickBooks account, manage inventory and track employee time cards; all while reducing billing errors and improving cash flow. 

Ready to find new business for your HVAC company with the industry’s #1-rated business management software? Try RazorSync free for 14 days to get started! For more information, contact one of our pros to learn more.

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