ScorecardSW-02 · For owners comparing software · 4 tabs
Field Service Software Scorecard
A weighted scorecard for comparing field service management software: score features that matter to your shop and total year-one cost at your tech count.
What's inside
- 30 criteria across booking, dispatch, field app, selling, money and reporting
- Your own weights, totals calculated for you
- Year-one cost worksheet: licenses, add-ons, setup, payments
- Demo question list to ask every vendor
Scorecard (Excel)
More free resources
Exit kitSW-01
The ServiceTitan Exit Kit
Contract timeline, every export to run, a cut-over plan and the questions to ask before you give notice.
Free download · PDF + Excel
BuilderPR-01
Flat-Rate Price Book Builder
Work out your true hourly cost, set your billable rate, and price every task with good, better and best options.
Free download · Excel
TemplateMB-01
Maintenance Agreement Template
A plain-English membership agreement you can edit, plus a one-page plan sheet for your techs to hand over.
Free download · Word
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