Field service management software

Field service management (FSM) software runs the work a business does at its customers' homes and sites: taking the enquiry, quoting it, booking the right person, doing the job, recording what was used, and invoicing it. Primemgr keeps all of that on one record per job, for trade and service teams of 1 to 15 people, with one price per team size.

Before the job

• A quote with options and optional extras that the customer accepts on their phone, and a job made from it in one click.
• A schedule that offers times by who has the skills and the free hours, with a setup or travel buffer either side of each booking, and never books the same person twice.
• Online booking on your own page, with the services, times and rules you set.
• Every customer record with their sites, equipment, quotes, jobs and what they owe.

On the job

• The work order with the customer, the site and the equipment on one screen, on a phone.
• Your trade’s checklists and inspection forms, with failed items turned into quote lines.
• Parts taken from the van or the shelf and recorded against the job, with inventory that knows what is left.
• A job timer, started and stopped on site, and photos and files kept with the job.

After the job

• An invoice from the job in one click, with its parts and the agreed prices.
• Payments recorded against it, and automatic reminders when it goes overdue.
• What each job actually made once labour and parts are counted (Team plan and above).
• A customer portal where the customer sees their quotes, bookings and invoices, and moves an appointment within the rules you set.

Set up for your trade

An industry pack sets up the words, job stages, site details and forms your trade uses: plumbers, electricians, HVAC, cleaning, pest control, automotive workshops, device repair and salons. You can change any of it.

What it does not do yet

Customers cannot pay invoices online by card yet (payments are recorded by hand), there is no native iPhone or Android app (it works in the phone’s browser), and it does not plan routes. Accounting sync is not planned: invoices export to your accounting software instead.

Common questions

Is field service management software the same as job management software?

Mostly. Both run a job from the enquiry to the paid invoice. "Field service" stresses work done at the customer’s place with people on the road; "job management" is the term trades more often use. This page describes the same product.

How much does it cost?

One price per team, not per user: see pricing for your country. Every plan starts with a 14-day free trial; a card is needed to start, and the first charge is on day 14.

How long does it take to set up?

Choose your trade when you sign up and the pack sets up the stages, forms and reminders. You can bring customers in from a CSV or Excel file with a preview before anything is saved.

Can I take my data with me?

Yes. Export everything, free, at any time, including after you cancel.