Choosing field-service software is easier when every vendor has to solve the same jobs instead of giving a different sales demonstration. This eight-page workbook gives a small service business one practical record for comparing options.
Useful on its own. You do not need to hire 2Labs to complete it.
What you will finish with
- A business and user-role snapshot
- Five real call-to-payment workflows
- Written deal-breakers and same-scenario demo notes
- An airplane-mode and reconnect test for field work
- Comparable 12- and 36-month costs
- A weighted shortlist and final decision record
- Contract, security, implementation, and data-exit checks
- 30-, 60-, and 90-day success measures
How to use it
- Complete the first two pages before scheduling vendor demonstrations.
- Give every finalist the same five scenarios and sample information.
- Test the exact quoted plan—not a demonstration environment with extra features.
- Put a normal office employee and field technician in the pilot.
- Keep failed deal-breakers failed unless there is a safe, affordable workaround in writing.
Ready when you are
Download the field service software decision workbook
No form and no email are required. The PDF is the working decision record. The spreadsheet calculates first-year, renewal-year, and 36-month costs from the numbers you enter.
Want a second set of eyes?
Want a second set of eyes on the shortlist? 2Labs can review workflows, migration assumptions, and implementation planning without turning the workbook into a sales trap.