Field service management
Run 25 technicians or 2,500 on one field service management system.
Service Pro FSM is field service management software that runs the job from the first call to the completed work order: scheduling and dispatch, technicians in the field, parts, contracts and service history. Teams that repair, maintain, inspect and install assets run their operation on it.
Talk to salesThe work it covers
Simplify every stage of every job.
Install
Schedule it, track it and hand it over with the asset record already built.
Inspect
Paperless inspections in the field, with the findings turned into quotable work.
See inspections and formsRepair
Take the call, get the right technician there prepared and close the job out on site.
Capabilities
The features that come with Service Pro FSM.
Service Pro FSM eliminates duplicate data entry and improves technician-to-office communication.
Call
Order
Contract
Quote
Inspection
Scheduler
Dashboards
Customer
Inventory
Maintenance
Orders completed by month
This year
Last year
Orders by reason code
Break-fix and repair
Preventive maintenance
Issues to resolve
Orders created by employee
By dispatcher
This quarter
First visit and return trips
First visit
Return trip
Share of appointments
By week
Call management
Calls come in and technicians go out. The job is on the board instead of on a sticky note.
Scheduling
A color-coded board where you drag-and-drop jobs when the day changes at ten in the morning. Switch between day, week and month views, and filter by technician, branch, skills or certification.
Route optimization
Routing that accounts for where the work actually is.
Time tracking
Labor and punch clocks, captured against the job while the technician is still on it.
Parts and inventory
What's on the truck, what's in the warehouse, and what the job consumed. Re-orders run on projected use or stock on hand, and inventory is forecast against upcoming service demand.
See parts and inventoryQuoting
Quote the follow-up work a technician recommends, see which quotes are won or lost, and turn an accepted quote into a work order.
Reporting and analytics
Response times, job progress and service volume, visualized in a range of charts you can hand to a finance director. Follow each technician's performance over time and spot trends before they reach a customer. Every KPI comes from the same record the work was done on.
Connecting other systems? See the Service Pro FSM API
Three add-ons extend the reach: Business Intelligence, Technician Tracker and Customer Portal. An enterprise-grade API connects Service Pro FSM to what sits around it, and the mobile app gives technician offline capabilities on every job site.
Each capability works from the same Service Pro FSM record.
The job, the asset, the contract and the parts sit in one system, so what dispatch sees is what the technician sees, and it's what billing sees too.
Contracts
What Service Pro FSM does with a service contract.
Coverage, schedule and the revenue a contract earns sit in one record, and the dashboard shows what is active and what is about to lapse.
Build out and manage complex service contracts
Track and schedule preventive maintenance contracts
Track and capture warranty contract revenue
Active contracts by type
Preventive maintenance, labor only
Gold coverage, all parts and labor
Inspection
Wellness center
Call center
Contracts expiring in the next three months
| Contract | Expires | Coverage | Status |
|---|---|---|---|
| 323-1 | 27 July | Preventive maintenance | Renewal due |
| 407-1 | 13 August | Gold coverage | Renewal due |
| 331-1 | 24 August | Inspection | Active |
| 412-1 | 31 August | Preventive maintenance | Active |
Assets
The asset keeps its own history, from the day it was sold.
Service Pro FSM tracks the lifecycle of equipment service, from sale and in-service date to preventive maintenance, inspection and repair activities. A job is an event in that record, not a document of its own.
With real-time visibility into customer assets, teams can create site drawings, add photos of specific inventory, find the current location of an asset via GPS, or view all of the field assets on a map.
See asset managementRooftop unit 3
Asset record
Mar 2021
Sold
in-service date recorded
Apr 2021
Installed
asset record built at handover
Quarterly
Preventive maintenance
from the agreement
Feb 2024
Inspection
findings quoted as work
Jun 2026
Repair
under warranty coverage
Work order
Offline, will sync
Work order management
Important alerts
Inspections
Parts inventory
Site contacts
Warranty coverage
Photo capture
GPS tracking
Site equipment assets
Tasks
Punch clock
Signature capture
All features available offline
In the field
The job, its history and the close-out, on one device.
Technicians get the job, the asset and its service history on the iOS, Android and Windows devices they already carry. Warranty coverage, site contacts, parts inventory and alerts sit on the same screen. Forms, photos, hours and a signature are captured on site.
Service Pro Mobile gives field service workers offline access to all features. A basement plant room with no bars is still a normal day's work.
See Service Pro MobileWhere the work is
Service Pro FSM puts every open job on one board at the stage it has actually reached.
A part is backordered. A second visit never got booked. A job is still sitting unassigned on Monday afternoon. None of it shows up on a status report and none of it moves until somebody goes looking because a stalled job looks exactly like a job that is moving.
Service Pro FSM shows you exactly what is going on with a job. The office sees the job move without having to pick up a phone and find out themselves.
Scheduler
Monday, 7:00 AM to 3:00 PM
Technician
7 AM
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
Technician 1
Refrigeration
Walk-in cooler
Work completed
Condenser bank
Work started
Technician 2
HVAC
Rooftop unit 3
Need parts or quote
Air handler, east
In transit
Technician 3
Power generation
Standby generator
Arrived on site
Transfer switch
Unable to complete
Unassigned
Monday afternoon
Packaging line 2
Second visit never booked
Open and in progress
Work completed
Waiting on something
Speed up your Time-to-Invoice.
Time-to-Invoice is MSI Data's AI invoicing for field service. It texts the technician for whatever the close-out is missing and builds the invoice package from your own records, so your team keeps working the way it does now. Ask us how it fits alongside Service Pro FSM.
See how Time-to-Invoice worksFire, Life & Safety Equipment
"The mobile application has been a game-changer, providing technician with real-time access to job details, customer information, and service history."
Director of Partnerships, Piedmont Door Solutions
Questions
Field service management software should carry the job from the first call to the completed work order.
What are common applications of Service Pro's repair and service management solution?
Service Pro FSM is built for organizations whose technicians perform repair, maintenance and inspections on equipment. Preventive maintenance scheduling, digital inspections, contract management, and part and inventory tracking are what it is used for most.
What is repair and service management software?
An enterprise system for medium to large service companies that manages the end-to-end service process, from the initial service call to the completed work order.
What are the key features of repair and service management software?
Service call and work order automation, visual scheduling and dispatch, contract and asset management, mobile field service with offline access, and inventory and time management.
What are the main benefits of using service management software?
An accelerated service-to-cash cycle, because duplicate data entry and manual steps come out of the path from call to invoice. Real-time communication and accurate data, so problems get resolved faster. Maintenance scheduled before a machine goes down, not after.
Want to see Service Pro FSM in action?
Tell us what your operation runs on today and we will show you the parts that do that work.
Talk to sales