The demo questions vendors hope you skip
A practical guide to choosing field service management software. Ask every vendor the same 18 questions, score each answer the same way, and choose a system your team will still be glad of in five years.
In this guide, you'll learn how to:
Any vendor can make their product look good for 45 minutes. This guide helps you see past the demo to what really matters: how the software handles your work today, how it holds up as you grow, and what happens when something breaks.
Download the guide and go into your next demo knowing exactly what to ask.
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Read how a vendor runs the session, and what that tells you about the relationship
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Tell the five types of yes apart, from “it’s in the product” to “it’s on the roadmap”
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Test scheduling, offline mobile use, and compliance capture against your real job types
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Find out who migrates your data, what it costs, and what you take with you if you leave
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Get support service level agreements (SLAs), implementation timelines, and exit terms in writing
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Work out what your bill looks like at twice your current size
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Score every vendor on the same scale, using print-ready evaluation sheets
What’s inside
Six themes, 18 questions, and six extra considerations for multi-site and multi-brand operations.
Fit for the work you actually do
See how it handles your job types, clashing priorities, and engineers working without signal.
Audit-ready from the first job
Check that compliance records are created on site, not pieced together before an audit.
Your data, in and out
Ask who migrates your records, who owns them, and what connects without a custom build.
Go-live milestones you can plan around
Get a realistic timeline for a business your size, with data migration included.
Support you can hold to account
Get response and resolution times in writing, and find out who picks up when it matters.
No surprises on the bill
Know what the headline price covers, how it scales, and what it costs to leave.
Who should download this guide?
- Managing directors and owners choosing their first or next field service platform
- Operations directors and service managers who’ll use the system every day
- Finance directors weighing up pricing, contract terms, and return on investment
- Procurement and IT leads running a formal evaluation or request for proposal (RFP)
- Multi-site and multi-brand teams who need software that keeps up as they grow