SOMA Records vs. Smart Record Comparison Chart

WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly.

Everything you want in your NEMT software. RouteGenie minimizes your costs by building you the most efficient schedule everyday based on the capacity of your vehicles. On average, RouteGenie customers see a 10-20% reduction in the number of vehicles on the road and miles driven. Once your day gets started, a lot of trip changes are coming: new trips, no shows, driver call offs, and vehicle breakdowns happen everyday. DispatchGenie adjusts in real-time, making live dispatching decisions and even muti-loading trips automatically. Transportation providers get trips from a wide variety of different sources. Getting all of them into one place with the most up-to-date and information is critical. The ImportGenie offers best-in-class real time integrations to make information flow into your systems seamlessly. BillingGenie helps you maintain the financial health of your business by making it easy to generate all of your billing. This will include broker billing, and CMS 1500 forms.

Streamline everything from proof of delivery and real-time driver tracking, through to route optimisation and customer updates. Save time, reduce operating costs, and boost productivity with Detrack. At a glance - Create, manage and dispatch jobs - Plan and optimise routes - Track drivers in real-time - Get live job updates - Capture proof of delivery - Create automated, branded customer comms - SMS, WhatsApp and email - Create digital vehicle inspections - Get actionable data insights - Configure workflows, fields and naming conventions - Secure data store - up to 5 years - Rate cards for 3PLs A subscription includes: - Manager dashboard and mobile app - where managers and dispatchers are in full control. Access all tools and stay up-to-date in real-time - Driver mobile app - an easy-to-use interface for drivers to complete vehicle checks, receive and complete jobs & capture proof of delivery - Scanner app - sort and manage parcels with ease

The Asset Guardian (TAG) Mobi, an AI-powered EAM solution embedded in Microsoft Dynamics 365 Business Central, now enhanced with mobiMentor AI to help maintenance teams maximize wrench time. TAG Mobi helps teams manage assets, schedule maintenance, dispatch work orders, and complete field work from one mobile-ready platform. With IoT and SCADA integration, teams can turn asset signals into maintenance action by monitoring conditions, reducing alert noise, and triggering work orders when issues need attention. Key features include: • Asset Lifecycle Management: Extend equipment life • Preventive & Predictive Maintenance: Reduce failures and downtime • Work Order Management: Simplify dispatch, tracking, and completion • Reporting: View KPIs, costs, and performance • IoT Monitoring: Connect asset signals to alerts and work orders With AI-driven workflows and voice-enabled execution, TAG Mobi helps teams spend less time on admin work and more time maintaining critical assets

CXT Software is building the future of delivery logistics — autonomous, intelligent, and trusted. Our platform helps courier and last-mile delivery providers run smarter, faster, and more securely. Whether you manage scheduled routes, on-demand courier services, or high-compliance deliveries like pharmaceuticals and healthcare, CXT Software empowers you with everything from advanced dispatch automation and real-time tracking to secure chain-of-custody documentation and predictive insights. Our fully integrated suite includes powerful tools for operations management, a smart driver app, and a customizable client portal — all designed to streamline delivery operations and scale your business without adding complexity. With over 25 years of experience and a proven track record supporting North America's most demanding logistics operations, we’re leading the charge from manual workflows to AI-powered TMS solutions. Experience the tech that’s defining the next era of logistics.

Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports.

Say goodbye to pricey, rigid software for your small repair business! Repair-CRM costs just $89/month for 5 users—no annual contracts, no hassle. Tailored for small repair businesses, it syncs with QuickBooks Online, importing clients and products in 5 minutes flat. Dispatch jobs with ease, and track every asset—HVAC units, printers, water systems—with full service history. Our slick online booking portal integrates with your site, letting clients pick the exact asset to repair. Techs get GPS tracking, clock-in/out, and can snap before-and-after pics on-site. Affordable, adaptable, and built for YOU—Repair-CRM powers up your shop without breaking the bank.

JOpt.TourOptimizer is an enterprise route optimization and scheduling engine for logistics, dispatch, transportation, and field service operations. It solves VRP, CVRP, VRPTW, pickup and delivery, multi-depot planning, heterogeneous fleet routing, and workforce scheduling under real-world business constraints. The platform supports time windows, working hours, capacities, skills and expertise levels, territories, zone governance, overnight stays, alternate destinations, and custom business rules. Available as a Java SDK and Docker-based REST API with OpenAPI/Swagger, JOpt.TourOptimizer integrates into existing software platforms. It helps organizations improve planning efficiency, service quality, transparency, SLA compliance, and operational reliability at scale. It is designed for software vendors, enterprise developers, and operations teams that need scalable optimization technology for production use, not just basic route calculation.

Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation. VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. Collaborate across departments, adjust schedules on the fly, and keep work moving forward—on any device, from anywhere. Thousands of companies trust VP to simplify how they manage people, projects, equipment, and operations. Get your free custom demo today.

Best in class online service desk software. Offer your customers world-class services with ServiceDesk Plus Cloud, the easy-to-use SaaS service desk software from ManageEngine, the IT management division of Zoho. Track and manage IT tickets efficiently, resolve issues faster, and ensure end-user satisfaction with the cloud-based IT ticketing system used by over 100,000 IT service desks worldwide. Manage the complete life cycle of IT incidents, problems, changes, and projects with out of the box ITIL workflows. Create support SLAs, define escalation levels, and ensure compliance. Automate ticket dispatch, categorization, classification, and assignment based on predefined business rules, and set up notifications and alerts for timely ticket resolution. Reduce walk ins and unnecessary tickets by giving your users more control. Enable end users to access IT services through your service catalog in the self-service portal. Help users create and track tickets and search for solutions.