Best Field Service Management Software for Microsoft Excel
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Compare the Top Field Service Management Software that integrates with Microsoft Excel as of October 2025
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This a list of Field Service Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Field Service Management Software for Microsoft Excel?
Field service management software is designed to help companies manage their customer service operations. It can be used to automate complex workflows, streamline communications between teams, and track performance in real-time. The software provides tools for scheduling appointments, managing contracts and warranties, tracking time/expenses associated with work orders, generating invoices, and managing customer data. Additionally, field service management software often includes analytics capabilities that allow supervisors to gain insights into employee performance and customer satisfaction levels. Finally, most platforms also come with mobile apps that enable technicians to manage their tasks while they are on the go. Compare and read user reviews of the best Field Service Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Visual Planning
Stilog Inc.
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.Starting Price: $15.00/month/user -
2
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
3
STACK
Stack Construction Technologies
Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today!Starting Price: $0 -
4
Expert Estimation
Pronamics
Expert Estimation provides three license levels of exceptional project cost estimating software. You will create accurate estimates with time-saving formulas and flexible degrees of complexity over an array of features. Our software includes exceptional 24/7 phone, email, and chat support and multiple training options. API allows users to query project data. Use Expert Estimation to confidently control overheads, use accurate trusted formulas, create templates, control margins, have transparent reporting, automate cost estimation, predict cashflows, assign cost codes, perform cost analysis and create take off sets. Expert Estimation integrates a contextual help system linked with Pronamics' online Support Hub, Knowledge Base, Online Training and YouTube channel so you will find useful information and valuable tools quickly and easily. Our software has set the industry standard for estimation software for over 30 years. FREE TRIAL comes with FREE PHONE, EMAIL & CHAT SUPPORT.Starting Price: $125 AUD per month -
5
TourSolver
Nomadia Group
For 30 years, Nomadia Group has been providing an extensive range of routing & scheduling optimization software to help enhance field forces' productivity by up to 30%. Their software solutions optimize the day-to-day movements of more than 150,000 mobile staff throughout the world: technicians, salespeople, delivery staff. Their Routing & Planning Software flagship is TourSolver. It offers monthly subscription pricing. Mobile Apps are available for iOS and Android Devices. Customer support is provided by email, chat and over the phone during EST working hours. Routing & Planning optimization helps decision-makers define relevant, realistic, and profitable routes while providing high-quality customer service and managing emergencies: installation, repair and maintenance services, sales appointments, pickup, and delivery. Nomadia ensures fast and substantial productivity gains of 20% on average.Starting Price: $20.00/month/user -
6
RAKEN
RAKEN
What is Raken? Raken’s field management software helps you collect accurate project data in real time. From digital documentation and production tracking to safety tools, you’ll have the insights you need to improve your projects—and reduce costs. No more messy paperwork. The mobile field apps for iOS and Android make remote collaboration easy, too. With the mobile app, field crews can input project data on the go. They can even upload time-stamped photos, videos, and notes for better visibility. Then, all that data is automatically uploaded to the web app for the office. With everything stored in one place, you’ll have accurate records to protect your business from litigation or risk. More than 4,500 construction companies use Raken to connect the field to the office. Empower everyone to do their jobs more efficiently with Raken today. -
7
FastField Forms
Quickbase
FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required. Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection. Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business.Starting Price: $20.00/month/user -
8
QuickBooks Enterprise
Intuit
QuickBooks Enterprise can handle it with an all-in-one solution built to manage your business and your bottom line. With QuickBooks Enterprise with cloud access, your team can collaborate from anywhere with a protected connection and automatic daily backups. Get our most powerful software and the flexibility to work from where you want with hosting. Get 6x the list capacity of Pro and Premier with room to grow to up to 1 million customers, vendors, and inventory items. In addition, get faster payroll inside QuickBooks, deeper insights with 200+ reports, and focused editions for your industry. Enterprise Diamond is an integrated solution that helps you streamline business management. It bundles key functionality and lets you add and customize as you grow. With Assisted Payroll, we’ll manage your payroll taxes for you, including quarterly and year-end filings—guaranteed accurate and on time. -
9
eWorkOrders CMMS
Information Professionals, Inc.
Highest rated, easy to use, affordable and powerful, web-based CMMS! Easily manage & report on your daily operations and plan for future requirements. Manage Work Orders, PMs, Assets, Inventory, Employees, Predictive Maintenance, Documentation, Scheduling & Service Requests. No software to install, no hardware to purchase, access eWorkOrders anytime, anywhere. Upgrades & tech support are included. Be up and running in a day! Find out why we are consistently the highest rated! Request a Free Demo Now - https://eworkorders.com/schedule-a-free-demo-or-contact-us/ -
10
Ecobot
Ecobot
The Ecobot wetland delineation app is the only natural resources consulting platform or software to bring true efficiency and accuracy to wetland scientists at AEC (architectural, engineering construction) and natural resources consulting firms, counties, state and federal DOT, the mitigation banking industry, and utility and oil and gas companies. Ecobot is available for the iPhone and iPad on the Apple App Store. Ecobot is an Esri Startup Partner. Spend 50% less time on projects. Leave your reference guides behind. Instant, accurate USACE PDFs. Intuitive. Nothing new to learn. Ecobot has been used to successfully submit over 7,500 wetland determination forms to the USACE. The Ecobot platform cuts total workload time in half and our tools have already saved the AEC and Environmental consulting industry upwards of 4,500 hours. -
11
inSitu Sales
inSitu Sales
Insitu Sales is a company that specializes in providing innovative sales solutions for businesses in the wholesale, distribution, and manufacturing industries. inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Insitu Sales offers B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform.Starting Price: $34.99/month/user -
12
RIB Candy
RIB Software
RIB Candy is the leading construction management software suite, designed for the estimation and control of built environment projects. Unique and powerful, Candy has been developed to the industry’s requirement - from take-off to pricing and planning a project, controlling at site level through to the final certificate. Features include project Estimating, Quantity Take-off (QTO), Planning, Forecasting, Cash Flow, Valuations, Subcontract Management and Cost & Allowable.Starting Price: $200 -
13
Kizeo Forms
Kizeo
Kizeo Forms is a powerful, intuitive mobile data collection app designed to streamline business processes across industries like construction, real estate, and healthcare. Create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms with text, photos, GPS, signatures, and more. Offline Functionality: Collect data without internet access and sync later. Real-time Data Sharing: Instantly share data with your team and back-office systems. Advanced Integration: Integrate with Google Sheets, Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows, generate reports, and trigger email notifications. Secure and Compliant: Protect your data with advanced security features and industry-standard compliance.Starting Price: 15$/month/user -
14
Fieldwire
Hilti
Construction companies of all sizes use Fieldwire to power clear communication on over 750,000 projects worldwide. With its easy-to-use mobile application, Fieldwire saves each user 1 hour every day by enabling more efficient information sharing onsite. Fieldwire’s key features include plan viewing, task management, issue tracking, reporting, and more — all accessible from one place. Fieldwire is venture-backed by top investors in the industry and is already transforming the way dispersed teams communicate and collaborate on projects. Fieldwire is the easiest way for construction companies to stay organized on the jobsite.Starting Price: $0.00/month -
15
projectquoting.com
Projectquoting
Projectquoting.com is a quote creation software for landscaping and lawn care businesses that enables them to quickly and easily generate custom quotes. Projectquoting.com features include quoting, marketing, lead generation, customer management, and invoicing. Projectquoting.com has a satellite measuring feature that allows users to measure properties for area, perimeter, or length with the use of a measuring interface. With Projectquoting.com, users can fully automate their quoting by scheduling its delivery time of their own choosing.Starting Price: $29.99/month -
16
Klipboard
Klipboard
Connect your office, mobile workers, and customers together with Klipboard field service management software. Designed to make mobile field service simple, Klipboard helps businesses say goodbye to paper-based methods by combining task scheduling, location mapping, messaging tools, and more in one solution. The platform also features a user-friendly interface so teams can focus on their core business and delivering exceptional customer service, not on operating technology.Starting Price: $36.00/month/user -
17
Okappy
Okappy
Okappy is a B2B workforce management platform which applies social and market networking technology to a real business need. The need to communicate and collaborate when working with employees at different locations, multiple subcontractors and for different customers.Starting Price: $44.00/month/user -
18
Workever
Workever
Grow your trade or service business with a software and mobile app that keep your jobs on track and everyone connected. Our field service management software allows you to say goodbye to masses of paperwork and start having all of your job information available online whenever you need it. Organize your back office and cut admin costs. Our job management software & mobile app helps your business grow without breaking the bank. Cloud based software to make your business more efficient both from a job management & job scheduling perspective. Manage jobs, quotes, invoices, customers and schedules all within a single, affordable app. Get more done with less effort! Field engineers love our software! Improve service delivery & overall business organization. Create jobs, quotes, invoices, purchase orders and forms electronically. Get vital data from your team and track Job progress. Photos, notes, customer signatures and timesheets keep you instantly updated.Starting Price: $23.20 per month -
19
Countfire
Rapid Tender
Countfire is electrical estimating software that uses automation to help estimators work faster, cut busy work and increase accuracy. Features include: - True automated takeoff across all drawings - Estimates that learn how you work - Intelligent pricing - Automated specification comparison - Smart views & reports - Flexibly slice your estimate - Automated Excel estimate outputs - Multiplayer mode - Cloud-based - no download required - Work anywhere - Mac or PC - Continually improved - World class support - 14-day free trial Trial Countfire for free today to begin smarter estimating. -
20
Praxedo
Praxedo
Praxedo is an AI-powered Field Service Management software empowering service companies to increase productivity, streamline business processes and improve customer satisfaction. Customers choose Praxedo for its easy-to-use, highly configurable open web platform and mobile app that integrate seamlessly with third-party systems via robust API's and pre-existing connectors. More than 1,500 field service organizations and 65,000 users worldwide use Praxedo daily to optimize scheduling, digitize work orders and track field technicians' activities. Due to its scalability and unmatched implementation times, Praxedo has become one of the world's top software solutions in Field Service Management and was included in Gartner's Magic Quadrant for six consecutive years.Starting Price: $39/month/user -
21
ContractComplete
Grand River Business Intelligence
BID. BUILD. BILL. Unit Price Contract procurement / tendering / bidding and contract administration workflow tool. Our multitasking web-based + mobile application: - Tracks progress, - Generates formal invoices, change orders and payment certificates. - Customizes holdbacks, bonuses, penalties and taxes. - Has a high-level view of accounts receivable and accounts payable with late notifications - Shares larger files - up to 100mb (eg. CAD, PDF, .ai) - Addenda Builder - Instant Bid Analysis - e-Signature configurations - Smart - Contract/bid - Importer powered by Artificial IntelligenceStarting Price: $39/month/user -
22
FIELDBOSS
FIELDBOSS
FIELDBOSS is a leading field service management solution built specifically for Elevator and HVAC inside Microsoft Dynamics 365. Designed for contracting companies to automate processes, optimize existing resources, and stay connected to customers in real time, FIELDBOSS enables complete visibility and control over every aspect of service and business performance. By consolidating financial, operational, and field service management into a single, integrated software solution with Microsoft Dynamics 365, FIELDBOSS allows you to minimize technical overhead, increase efficiencies, and remove the risks, manual efforts, and costs of trying to run your business using multiple systems.Starting Price: $40 per month -
23
Utility Cloud
Advanced Enterprise Systems
Manage data, work, safety, and compliance reporting across vertical plant and distributed field assets. Utility Cloud integrates with more tools than any other Utility Operations Management system. Our REST API lets you create any custom machine, sensor, and app connection you need. Avoid compliance failure with real-time data monitoring across people, machines and sensors, and other enterprise systems such as LIMS. Automate the completion and submission of compliance reports using the exact field data your crew collects. Create custom alerts to trigger as issues arise. Develop a deep understanding of your infrastructure with holistic condition ratings and calculations based on asset attributes. Create powerful workflows and reports for your compliance objectives. Leverage digital SOPs, manuals, and layouts helping standardize complex work. Use dynamic routing to prioritize and assign field work to the assets that need it most.Starting Price: $85 per month -
24
SnapSuite
SnapSuite
All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.Starting Price: $350 per month -
25
eLogii
eLogii
eLogii makes Planning, Routing and Optimizing your mobile workforce easy and straightforward. Manage your entire operations end-to-end with the smartest technology around. Route, Schedule, Plan, Optimize deliveries – all without any manual processes. Track in real-time, react and reoptimize. Get centralized view and customizable notifications. The ultimate security for you and your customer – easily enable signatures, barcodes, security codes, age verification etc. as proof of delivery. Bulk upload Excel/CSV files with intuitive mapping. Integrate into any external system via API. Fully automated planning however complex your operations. Take into account any operational variable or constraint from timeslots to capacities and driver skills. Have a full overview of your operations and drivers as they execute routes. Communicate in real time. Provide your customers with the clarity of live ETAs and on-map tracking.Starting Price: $159 per month -
26
Dusk IOP
Dusk Mobile
Australian owned and supported, Dusk IOP brings together teams and data sources to work smarter. Through visibility, actionable insights, intelligence and automation, enable your field workforce, back office operations and customers to collaborate under the same virtual roof. From workforce scheduling to project management and workflows, Dusk IOP provides a scalable platform setting the benchmark for automation, visibility, compliance and safety. The single view that integrates easily to your systems. Schedule your resources or crews with drag 'n' drop dispatch and reassign work at the click of a button. Built in constraints for skills, shifts, location and more. Plan, collaborate and monitor Agile projects with notifications and multi views. Gantt, Task View, Kanban and a dynamic risk matrix. Streamline your projects. Replicate your paper forms from your virtual office. Increase your profitability by understanding true job costs including tool time, travel time and allowances. -
27
Servigistics
PTC
What does Servigistics do? Optimize your inventory to ensure you have the right part in the right place at the right time for the right price. In today’s smart, connected world customers demand so much more from the products they own, operate or use. They want outcomes and experiences and when service is required, only the best service experience will suffice. It is more important than ever to optimize your service supply chain. Delight your customers more profitably with Servigistics! The goal of material planning systems is to find the optimal balance between cost & availability and where & when to stock. These decisions are complex! True optimization simultaneously considers all parts and all stocking locations. Servigistics has a rich history of service parts management innovation that has been independently verified to deliver the greatest value. Servigistics empowers organizations to increase asset uptime and service parts availability. -
28
CleanerPlanner
CleanerPlanner
Manage and grow your window cleaning business the easy way. Put customers, jobs, rounds, and more at your fingertips. Automate invoicing, reminders, and payments so you get back the time to take your business to the next level. CleanerPlanner is an all-in-one software designed to help window-cleaning businesses manage and grow with ease. It simplifies key tasks such as automating invoicing, reminders, and payments, giving business owners more time to focus on expansion. With everything from customer details to jobs and invoices at your fingertips, you can streamline your operations and save at least 20 hours of admin work per month. CleanerPlanner offers integrated direct debit and card payment options, helping you stay on top of payments effortlessly. The platform also enables better team and workflow management, with access via mobile apps for iOS and Android, allowing you to manage worksheets on the go.Starting Price: $24.79 per month -
29
Aptora Total Office Manager
Aptora Corporation
Total Office Manager® is the award-winning, true ALL IN ONE service management software program. Built by data driven contractors for contractors who recognize the importance of reporting real time date. With accounting, certified payroll, job costing, CRM, scheduling, GPS tracking, powerful field service management app, this is the COMPLETE package. Aptora Mobile II® is our completely re-engineered mobile field service software solution. This is a cutting edge software program that connects your browser-based Smartphone device or tablet to your Total Office Manager® software.Starting Price: $500 per month -
30
Mobile Field Report (mfr)
Simplias
Implement excellent service processes with mfr. With our cloud software solutions for field service management, you can make your team's job easier and help your business grow. Where traditional software solutions are complex and slow, our powerful and easy-to-use cloud solution helps you and your office and field staff optimally manage and execute all tasks and challenges. Set new standards and develop your company into an innovative workplace and service provider. Increase the quality and reliability of your service team and gain more control through forward planning and organization. The right digital tools for every task: Automated and time-saving workflows boost your employees' performance. Sustainable success is built on data. With mfr, you always have all key performance indicators (KPIs) in view and can concentrate fully on managing your company or service team.Starting Price: $29.00/month/user