Resources For Field Service Businesses

Access free downloadable content including eBooks, templates, checklists and more. Plus, read our in-depth field service guides!

Free Tools to Grow Your Business

Custom vs Off-the-Shelf Field Service Software

eBook

Considering custom field service software? Take a look at the main factors you’ll need consider, when compared to off-the-shelf software.

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how to price your trades services for profit: a checklist and spreadsheet

How to Price Your Trades Services for Profit: Checklist + Spreadsheet!

Template

Calculate how much you should be charging with this free guide and template combo!

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Tips for Training Engineers on How to Use Mobile Software: A Decision Checklist

Checklist

Everyone has a smartphone nowadays, so make sure your team’s optimised with theirs, with our free guide!

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12 Ways to Personalise Customer Experience with Field Service Software

Infographic

A little effort goes a long way, and using software makes personalising customer relationships easier than ever!

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The Lesser-known Benefits of Managing Purchase Orders with Software

eBook

With information that may surprise you, get started improving your PO processes with our guide!

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how to increase profitability when preparing quotes for clients

How to Increase Profitability When Preparing Estimates for Clients

Checklist

Preparing estimates that look professional and organised can really help boost profitability. Find out more!

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Create Better Estimates with your free Template!

Template

Need a quick template to send professional estimates and quotes? Download your free template!

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7 Things Property Managers Need To See In Your Contract Tender

Infographic

These top tips will ensure you’re ready for any contract tender you send, every time!

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7 Things to Look For in Stock Control Software

Infographic

Here are the essential points to look out for when choosing the right stock management software for your field service business!

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Overcoming The Costs of Not Using Dedicated Software

Infographic

If you’re not using dedicated software to streamline processes, you’re hindering your service business. Discover the real cost here!

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7 Software Features You Didn’t Know You Needed!

Infographic

When you’re on the hunt for a job management solution, keep an eye out for a product that can give you more!

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The Essential Checklist for Running a Service Business Remotely

Checklist

Do you have what you need to manage your team and operations off-site?

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myth versus reality: 10 facts about implementing field service software

Myth vs. Reality: 10 Facts About Implementing Field Service Software

Infographic

Find out the truth about what it’s like to transition to field service software.

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Going Paperless – A Savings Calculator

Worksheet/Calculator

Find out how much money you spend on paperwork and how much extra revenue you could generate with this calculator.

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Intelligent Scheduling: ROI Calculator

Worksheet/Calculator

Try the calculator below to estimate your return on investment when implementing Commusoft’s intelligent scheduling.

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Your Guide to Creating Professional Custom Forms

Template

Sometimes industry-standard forms won’t cut it, and you’ll want to make forms of your own. This guide will show you how.

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finishing touches to go completely paperless

The Finishing Touches You Need to Go Completely Paperless

Infographic

If you’re not quite paperless, these may be the last few things you need to sort out. Take the final steps!

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Craft Excellent Customer Journeys with Online Portals

Infographic

Heard about Customer Journeys? This infographic summary has all you need to know for how Online Portals can help you out!

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Service Reminder: Recurring Revenue Calculator

Worksheet/Calculator

Try the calculator below to estimate how much revenue your field service business could generate with service reminders.

Check it Out

How To Send An Invoice That Customers Will Pay

eBook

Need to write an invoice that customers will feel compelled to pay? Learn how with our guide!

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How to Write a Template Email to Ask for Reviews

eBook

One way to get more reviews is simply to ask. Learn more about how and when the best time to ask for a review is with our guide!

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getting started with automated scheduling

Getting Started with Automated Service Scheduling

Checklist

Access our implementation guide to getting started with automating service scheduling for your service business.

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A Guide to Creating your Field Service Content Marketing Strategy

Infographic

10 steps you need to now to get your marketing strategy off the ground!

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8 Key Steps to Hire Field Service Engineers

Infographic

You want to attract the best! We’re here to help with those first steps…

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5 Keys Steps to Prepping for the Heating Season

Infographic

When the cold comes, it brings customers with it. Are you ready for them?

View

service level agreement guide and monitoring tool spreadsheet - a guide

SLA Monitoring Tool

eBook Template

Make SLA Monitoring easy with our SLA Guide and Spreadsheet Template. Click to download yours!

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VAT Reverse Charge: A Visual Guide

Infographic

From 1st October 2020, you’ll see changes to the way VAT is handled in the building and construction industry. Discover more through our infographic!

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Scheduling Automation: Best Practices for Fire & Security

eBook

Thinking of changing your scheduling strategy? We’ve got best practices for fire and security businesses to help solve their scheduling challenges.

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Are You Ready for Stock Control?

Infographic

If you’re interested in streamlining your business with stock control software, the first question is ‘Are you ready?’. Find out what you’ll need first!

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What in Digitisation!?

eBook

We partnered with naturalForms to create this guide to the opportunities of implementing software digital solutions.

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A Practical Guide to Automation

Checklist

Our free guide is here to help you on your way to automating your field service business.

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6 Ways to Improve Customer Retention

Infographic

We’ve prepared 6 simple but impactful ways so you can optimise your business to improve customer retention.

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The Best Practices for Managing Your Database: A Checklist

Checklist

Develop better habits for managing your data by following the best practices and track progress with this checklist!

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A Checklist to Efficient Customer Relationship Management

Checklist

With this 18-point checklist, ensure you’re on the right track with your Customer Relationship Management.

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ebook cover internet of things challenges for facilities maangers and field service company

Top 10 IoT Challenges FMs Face and How to Solve Them

Facilities managers and field service businesses alike need to know how to tackle these challenges.

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How Intelligent Scheduling is Changing the Way Field Service Businesses Plan Their Work

Intelligent Scheduling 2019 Report

eBook

Learn “How Intelligent Scheduling is Changing the Way FS Businesses Plan Their Work”

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10 Steps to Level Up Your Field Service Business in 2020

Checklist

This checklist will help ensure you have the tools in place to create an automated workflow. Check off the items you already have in place and take steps to implement the others.

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Tender Writing Checklist for FS Businesses

Checklist

This handy checklist will help you make sure you have all the important elements in your bid, and that it’s well written and engaging.

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Job Status Spreadsheet

Worksheet/Calculator

Easily track and organise your jobs with this simple Excel tool.

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Build a Better Website – Complete Kit

Checklist Template

Get guides on SEO, choosing a domain name, and blogging…a content calendar template…and a website-builder checklist.

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Stock Control Spreadsheets

Worksheet/Calculator

A simple tool to help you track your stock, know when to reorder, and know where your stock is stored.

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Are Your Service Vehicles Driving You to Success?

Checklist

Protect your tools, brand your vehicles, optimize your journeys and more with this free checklist.

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The Complete GDPR Checklist

Checklist

This checklist will help you gather the information you need, create a privacy policy & data protection plan, and get it all implemented.

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How to Win Estate Agent Contracts

eBook

In our free guide to winning estate agent business, we walk you through the steps to attracting these lucrative customers.

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Training Towards the Trends

eBook

Discover free & paid training opportunities for Green Guilding, the Internet of Things, and Software as a Service.

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Complete Hiring Checklist for Field Service Businesses

Checklist

In this free, fillable checklist, we walk you through every step of the hiring process—so you can get started finding the perfect field service engineer today.

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How to Create a Powerful Service Reminder

eBook Template

Encourage recurring revenue with these two service reminder templates that will have your customers coming back every year.

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Customer Service Cheat Sheet For Field Service Business Employees

eBook

Delight your customers with this cheat-sheet of expert-approved tips and scripts for handling the most challenging customer scenarios.

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Prepping for Heating Season Uplift Cover

5 Key Steps to Prepping for the Heating Season

Checklist

Make this the year your business sails through the busy heating season with this free guide and checklists.

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How Much Should I Charge My Customers?

Worksheet/Calculator

Find out how much you should be charging per job with this free Excel calculator worksheet.

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How Should You Calculate Your Business KPIs?

Worksheet/Calculator

Choose the best KPIs for your business with this free Excel calculator worksheet.

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How to Choose a Boiler – Blog Post Template

Template

Use this free content in your email newsletter or blog to increase your image as an industry expert—and sell more service contracts.

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Perfect Your Estate Agent Pitch

Infographic

Learn how to create a flowchart that shows estate agent prospects your communications process.

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How Safe Are Your Tools?

Quiz

Do you know how to protect yourself from tool theft? Take this quiz to find out.

Take the Quiz

What’s the Best Day to Send Emails?

Infographic

Ever wondered what day is best to reach out to your customers? We’ve done the research to help you answer that question…

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6 Projects You Shouldn’t DIY

Infographic

Send this infographic to your customers—so they’ll remember to hire you when they need work done.

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How to Solve Customer Satisfaction Problems Uplift Cover

How to Solve Your 5 Biggest Customer Satisfaction Problems

eBook

Learn why customers leave, and what to do about it.

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How to Create the Perfect Customer Experience

eBook

From first call to final payment (and beyond), delight customers and create recurring revenue by optimising your customer journey.

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Best Practices for Measuring and Optimising Field Service Engineers’ Performance

eBook

Learn how to measure—and create—success in your field service business.

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Learn More on Our Blog

Check out our blog for expert-approved advice that helps you overcome your biggest challenges and grow your business. Plus, industry trends and insights that help you stay ahead of the competition.

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Complete Field Service Guides

Complete Guide to Crafting Perfect Customer Journeys

If you want to take your customers on perfect journeys, look no further than our complete guide for field service businesses.

Read

The 2020 Restart Guide for Field Service

In this guide, we provide insight to the trends and challenges of 2020, all to help you manage your field service company.

Read

Complete Guide to Raising Prices and How to Do It

Are you charging what you’re worth? Charging the right amount helps ensure you stay in business – find out more.

Read

Complete Guide to Stock Management

Is your stock management helping you… or hurting you? Become an expert in stock management and watch your business thrive.

Read

Complete Guide to Workforce Scheduling

Your scheduling strategies need to grow with your business – find out how. Learn to optimise your schedule and fit more jobs in.

Read

Complete Guide to Building a Customer Database

Learn what you need to consider when designing and building a customer database for your field service business.

Read

Complete Guide to Service Automation

Enhance your business through Automation. From PPM to Optimised Stock Control: make tedious tasks a thing of the past!

Read

Discover Insights in Success in the Field

Success in the Field is Commusoft's video series for field service professionals. Each episode we discuss the rapidly changing field service industry and how you can accelerate your business's success in the field.

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Success in the Field: Episode 7

In episode 7 of Success in the Field, Jason and Jack share their thoughts on building trust and how it can help win you more jobs.

Field Service Website Review

Looking to improve your website? Join us as we talk best practices and take a look through some example field service websites.

Small But Impactful Features

A rundown of 5 small but impactful job management features for field service businesses to consider.

View All Our Videos