Best Field Service Management Software for Microsoft 365
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Compare the Top Field Service Management Software that integrates with Microsoft 365 as of October 2025
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This a list of Field Service Management software that integrates with Microsoft 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft 365. View the products that work with Microsoft 365 in the table below.
What is Field Service Management Software for Microsoft 365?
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 365 currently available using the table below. This list is updated regularly.
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1
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 -
2
LionO360 ERP
LionO360
LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.Starting Price: $19 per month -
3
Momentum IoT
Momentum IoT
Momentum makes service businesses more profitable. Our cloud-based software platform, powered by a connected network of GPS hardware devices, gives you complete financial control and deep operational insight into your business. With Momentum, you never worry about time-consuming data entry or human error. Data collection is always accurate and automatic. That's why Momentum excels where other software fails. Drive more revenue and profit. All you have to do is get connected, Momentum will do the rest. The Connected Network of Momentum Devices: Vehicles, Equipment & Crews - The Eagle One: One GPS device for vehicles, trailers and heavy equipment. It's available with an OBD-II harness or 12V battery harness. - The Momentum Toolie: Bluetooth enabled location and activity tracker for light equipment and tools. - The CrewID: Privacy-first labor cost tracker that automatically captures and calculates all labor costs from the field without data entry.Starting Price: $20 per device per month, -
4
ServiceM8
ServiceM8
ServiceM8 is a cloud-based field service software for trades and service-based businesses. Built exclusively for Apple hardware, ServiceM8 makes it easy for field service organizations to run their business from anywhere, anytime. It cuts admin time dramatically by offering access to a host of tools, including scheduling, invoicing, credit card processing, communication, online booking, forms, reports, and more.Starting Price: $29.00/month -
5
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 -
6
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. -
7
Bookedin
Bookedin
Eliminate the stress of managing appointments and save time with online booking. Bookedin is an award-winning online appointment scheduling software that helps small businesses reduce stress, automate repetitive tasks, and improve customer service. Clients can book easily online without having to download an app or remember a password. Automatic text and email confirmations & reminders eliminate no-shows, protecting your time and preventing gaps in your schedule. Bookedin keeps everyone organized, calm and focussed on what matters most. Clients can pay online for services, and find your business easily via Instagram, Facebook or Google Search.Starting Price: $24 -
8
TrueContext
TrueContext
TrueContext powers productivity from operations to insights with an intelligent field service workflow platform. The world’s largest, most complex, and most asset-intensive operations run on TrueContext to deliver the future of field service today — from accurate job guidance and purposeful data collection to deep analytics that drive action and impact. Over 100,000 users across medical device, oil and gas, and industrial equipment rely on our no-code platform and turnkey solutions to perform flawlessly, see clearly, and act decisively in the field.Starting Price: $25 per user per month -
9
Bookup
Bookup
Power your business with Bookup, the simple, all-in-one business management software that turns your site traffic into real business. Integrate Bookup into your website, emails, and more to let customers schedule and book their services easily with our tested-to-convert forms. Instant booking and scheduling, synced with your Google or Office 365 Calendar. Automated client communications at every step of your service, all in one place. We’ll show you where potential clients drop off, and instantly give you insights to increase your sales. Use the most powerful online booking platform to convert your traffic to sales. Gather all the necessary information to offer transparent pricing online. Our customized flow builder allows you to add new fileds, add new services or add ons, collect payments, manage resource availability and more! Run your day-to-day business from a mobile phone with a streamline process that is simple and defined for your team.Starting Price: $29 per month -
10
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 -
11
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 -
12
FORM MarketX
FORM.com
Sell more with FORM MarketX, the market execution app that guides, tracks, and improves performance in real-time. Create & assign dynamic tasks in a drag-and-drop builder. Guide task completion on mobile with context for teams. Gain actionable insights with real-time reporting. Schedule and send the right task to the right person at the right time—every time— using our no-code task builder. Choose from 12 task types, including image recognition, and use conditional logic to save teams time responding. Configure push notifications and alerts to track results and resolve issues in real-time. Assign photo tasks to your field sales teams and capture live images of execution from any location. See real-time execution of merchandising and SOPs with data and images geo-stamped by location, time, and user. View and export photos in PDF, Powerpoint, or shareable links for easy distribution.Starting Price: $25 per user per month -
13
SightCall
SightCall
At SightCall, we believe the more you see, the better you serve. By bridging the gap between the digital and physical worlds, SightCall ensures instant, tailored, and connected engagement so you can deliver remarkable customer experiences every time. Extend the power of your best people with technology that will transform service from a cost center to a strategic differentiator and driver of growth. Trust a platform built on a secure global network that works when and where you need it. Guarantee end-to-end system visibility with effortless integration across your digital ecosystem. -
14
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. -
15
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. -
16
Clik Service
Clik
Your centralized hub for everything from job sheets to invoices, quotes, and CRM. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, invoicing, quoting, client communications, reporting, and more. Schedule jobs and track them from start to finish, send jobs to engineers when they’re out in the field and get updates when work is completed or a quote is accepted. Assign the right jobs to the right engineer at the right time and plan your work so you're always ontop of upcoming and ongoing work. Create bespoke reports that give you the latest stats on jobs and financials so you can track targets and plan ahead. Discover trends and gain invaluable insights into each area of your business. -
17
CrewTracker
CrewTracker
CrewTracker allows crews in the field to record services performed, and material used, report GPS locations, submit photos, crew clock in and out, and much more. CrewTracker software has years of experience in snow and ice management. This is the premier software solution made specifically for the snow and ice management Industry. Increases efficiency, and profitability, and optimizes your business. CrewTracker software continues to build and design software specifically for the snow and ice management business. It is the most comprehensive solution on the market and effectively manages the complexity of service routing, contract terms, crews, materials, billing, operations management, and much more. CrewTracker electronically manages route sheets, contracts, dispatch records, photos, field data, invoicing, and billing in one system. The system provides real-time business analysis and reporting resulting in optimal snow management capabilities before, during, and after an event.Starting Price: Free -
18
FieldPlus
MarginPoint
FieldPlus from MarginPoint helps service contractors manage customer data, work orders and inventory with one integrated solution. Technicians can easily access dispatched customer data for improved job completion rates and customer satisfaction. FieldPlus offers secure payment processing, QuickBooks integration, automated replenishment & complete inventory control of any warehouse, jobsite or vehicle. Grow your revenue with a powerful field service management software plus inventory management. Use flat rate pricing or time and material billing, get paid quickly with integrated payment processing. Eliminate stockouts through automated replenishment to complete more jobs, more accurately, in less time. Easily schedule jobs and dispatch work orders to your techs in the field. Create and manage customers and work order status from initial call to updating QuickBooks, minimizing paperwork. -
19
TradeCloud
TradeCloud
TradeCloud specializes in job management software for tradespeople, providing quality, customized solutions for each of our clients. When you choose us, we spend the time to get a solid understanding of your business and its requirements, providing you with trade scheduling software specific to your needs. If you are looking for the best job management software for tradespeople, you don’t want an off-the-shelf solution. You want something tailored to your business and industry, whether it is electrical, plumbing or manufacturing. Our trade job management software will make scheduling, invoicing and reporting easier than ever. TradeCloud is highly adaptable and customizable so it isn’t difficult for us to find the right solution for your business. We start with our base platform, then use our ten years of experience building the perfect job management software to create something unique to suit your business and industry requirements. -
20
Davisware GlobalEdge
Davisware
Save time, boost revenue, and scale operations faster with GlobalEdge, the industry’s No. 1 and only enterprise resource planning (ERP) software for field service businesses, including commercial food equipment service, HVAC, and petroleum service. Better manage and serve your customers by leveraging one centralized system, featuring customer management, service agreement tracking, scheduling, billing, purchasing, accounting, and more. Configurable and flexible views allow dispatchers and departments to control the information displayed about a job, types of jobs, or the jobs that are scheduled for the day, week, or month. From a centralized location, easily schedule recurring service from a single work order and dispatch calls to every division of your business in real time directly to your techs in the field. -
21
TrackVia
TrackVia
TrackVia®, the leading low-code workflow management platform for operations, helps companies build applications that improve on-time performance and reduce costs. TrackVia offers operations leaders the fastest and easiest way to build powerful applications that are business led and IT approved. Companies like Honeywell, DIRECTV, Stearns Lending, and Brinks, rely on TrackVia to digitize their operations from the field to the back office. -
22
Clevero
Clevero
Clevero offers CRM & Business Management Solutions for Small Business. Our SaaS offering allows our customers to track, manage, and automate all aspects of their day-to-day operations, digitizing manual and paper-based processes, and reducing the need for multiple productivity apps. Features include: -Custom Relationship Management (CRM) -Appointment and Self-Service Scheduling -Task and Project Management -Native Video Conferencing -Automated Reminders and Notifications -Digital Forms and Form Builder -Marketing and Communications -Automated Email Tracking -Timesheets and Invoicing -Client Data Management -Customer Support and Request Tracking -Integration with payment and bookkeeping software -Full integration capability with external API
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