If you need a job management system that lets you assign personnel, track jobs and capture customer signatures in the field, ServiceM8 is a good choice. It tracks jobs, staff, customers, signatures and payments, and includes features like professional quote and invoice generation, client signature capture and credit card payment processing. It also integrates with accounting software like QuickBooks Online and Xero, so it's a good all-purpose option for trade contractors and home service companies.
Another option is Workiz, a field service management and scheduling tool. It's got a lot of features, including scheduling and dispatch, invoicing and payment processing, customer management, and a mobile app for capturing signatures in the field. Workiz also integrates with Intuit QuickBooks and Google Local Services Ads, so it's a good option for many industries, including HVAC, plumbing and construction.
Fieldmobi is a digital platform that spans the gap between field teams and corporate operations, with tools for data collection and field team management. It's got a lightweight ERP system, customizable apps, AI tools and a web-based dashboard with a mobile app. It's good for small businesses and larger companies trying to streamline their daily operations.
For a flexible, no-code option, check out AppSheet. It lets you create custom apps with no programming. AppSheet can capture data through forms, barcodes, locations, signatures and photos, and integrates with Google Workspace and other apps. Its automated workflows and notifications make it a good option for project management, operations and sales.