Field service software buying checklist (10 questions)
Use this checklist to compare any field service software, including ours, on the things that change your monthly bill and your freedom to leave.
1. What is the real monthly cost?
Ask what you pay with your actual number of office staff and technicians. Per-user pricing can climb as you hire.
2. Is there a setup or onboarding fee?
Some vendors charge for onboarding. Get it in writing.
3. How long is the contract?
Month to month is easier to leave than an annual contract.
4. Can you export your data?
Ask for customers, jobs and invoices in a standard file, and what it costs.
5. Does it work on a phone?
Your technicians work in trucks and driveways. Try the mobile screens during the trial.
6. What does phone handling cost?
Ask whether call answering, texting and call recording are included or add-ons.
7. Who answers support?
Check hours and channels before you need help.
8. Is there a free trial?
Test with a real job from quote to invoice before you commit.
9. Does it connect to your accounting?
Check for the specific accounting tool you use.
10. What are reviewers complaining about?
Read recent reviews for patterns such as bugs, billing surprises or contract problems, and weigh them against the vendor's claims.
Common questions
How do I choose field service software?
List your must-haves, compare the real monthly cost for your team size, and trial the top two with a real job.
Should I avoid long contracts?
A shorter commitment lowers risk while you learn whether the tool fits.
Related: "BossHours pricing" and the other guides.
General information, not legal, tax or financial advice. Last reviewed 2026-11-02. Verify with your attorney or accountant.
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