Friday, January 1, 2021

Best Work Order Software

You need good work order software to organize, manage, and maintain data on projects. It’s also helpful to maintain and keep track of resources, expenses, and labor.

It can be challenging to find unique work order software that isn’t overly pricey or complex.

Fortunately for you, the best work order software will streamline your workflow by making it easier for facility managers, supervisors, and administrators to assign tasks.

The right work order software will do this using customizable task setups that clarify what needs to be done and when.

We’ve compiled a list of the seven best work order software options, making it easier for you to find the best software for your company’s needs.

The Top 7 Best Work Order Software

  1. UpKeep – Best for mobile optimization
  2. Limble CMMS – Best for mid-size businesses
  3. MaintainX – Best cloud-based all-in-one software
  4. Jobber – Best for field service processes
  5. ManagerPlus – Best for heavy equipment management
  6. ServiceMax Asset 360 – Best for small businesses
  7. FMX – Best for facility managers

All of the work order software in this guide offer great features that will help you keep track of everyday tasks and expenses.

#1 – UpKeep – Best Work Order Software For Mobile Optimization

  • Excellent asset management solution that comes with seamless work order feature
  • Automatically send push notifications to technicians
  • Great for mobile work orders
  • Comes with free plan
Try it today!

UpKeep is best known as an asset management solution that focuses on mobile optimization and syncing.

However, a work order feature is a seamless addition to the software, making it easy to prioritize and assign tasks.

UpKeep makes it easy to optimize your maintenance by reducing equipment downtime and increasing equipment lifespan.

The software also allows you to track time and costs within each work order by reviewing trends and insights to lower the cost of additional maintenance.

The greatest and most flexible aspect of UpKeep is the mobile work orders, which includes:

  • The option to automatically send push notifications to technicians
  • Attach PDFs of equipment manuals and instructions to work orders
  • Include photos and videos on work orders
  • Technicians can choose to complete work orders based on availability and location
  • Discussions surrounding updates are easy
  • Have technicians close out work orders upon completion

UpKeep offers four pricing plans, including:

  • Community: Free and includes work order management
  • Starter: $39 per month per user
  • Professional: $60 per month per user
  • Business Plus: $100 per month per user

You can also take a virtual tour of the software on Upkeep’s website.

#2 – Limble CMMS – Best Work Order Software For Midsize Businesses

  • Centralized database for easy access on any device
  • Get holistic view of task priorities and goals
  • Intuitive time tracking tool
  • Starts at $50 per user per month
Try it today!

If you own a mid-sized business and need a work order software that can help empower your maintenance team, Limble CMMS is an excellent option.

With a centralized database your team can access from any device, you can efficiently organize all your work orders with task priority and calendar options.

The Limble CMMS work order app combines power with ease, as you won’t need to waste time training technicians on how to use your software.

One great feature for medium-sized businesses is creating custom approval processes for both preventative maintenance and work requests. Customizing these processes saves your team time and keeps employees from having to track down the right people for approvals, and holds everyone accountable for their part.

Each work order is simple to navigate and provides clear instructions on tasks and PMs. Some helpful features include:

  • Attach invoices to work orders
  • Record time spent
  • Track downtime
  • Assign tasks to a team or single user
  • Print details easily

Limble CMMS offers four pricing plans, including:

  • Starter: $50 per month per user
  • Professional: $80 per month per user
  • Business Plus (recommended for mid-size businesses): $120 per month per user
  • Enterprise: $205 per month per user

You can also do a 30-day free trial of the software before making a decision.

#3 – MaintainX – Best Cloud-Based All-In-One Work Order Software

  • Cloud-based software ensures greater security
  • Turbo boost productivity
  • Optimized for desktop, iOS, Android, and iPad
  • Test drive it for free with their demo
Try it today!

MaintainX is the best cloud-based all-in-one work order software, perfect for creating and monitoring reactive work orders.

Most users experience a 25% reduction in maintenance costs and a 40% increase in productivity after utilizing the MaintainX software.

With an intuitive interface, MaintainX is user-friendly and makes team training as easy as possible. You can craft each work order with customizable templates and form builders built into the software.

The software is excellent for property managers, facility managers, and asset managers, with outstanding features to benefit these roles, such as:

  • Create recurring work orders that repeat on a shared calendar
  • Store maintenance records
  • Unlimited work orders for all paid plans
  • Digital audit logs
  • Optimized for desktop, iOS, Android, and iPad
  • Real-time metrics

MaintainX is entirely cloud-based, so users can access it anywhere on any device, making it useful for field service management and larger teams.

MaintainX offers three pricing plans, including:

  • Essential: $10 per month per user
  • Premium: $39 per month per user
  • Enterprise: $115 per month per user

You can watch a demo or try MaintainX for free on their site and save 17% by paying annually.

#4 – Jobber – Best Work Order Software For Field Service Processes

  • Great for on-the-go field services
  • Highly intuitive mobile app to keep everyone informed and up-to-date
  • Integrated CRM that makes processes more efficient
  • Comes with a 14-day free trial
Try it today!

If your business operates in field service, Jobber is an excellent option for specific field service processes.

With a focus on service businesses, Jobber helps teams operate, organize, and schedule operations from managing crews to invoicing customers.

For reasonable pricing that includes helpful features for teams, Jobber offers exceptional tools that allow you to work from anywhere.

Within a single dashboard, you can organize your operations with integrated CRM that will make your processes more efficient.

Jobber will help you offer more value to your customers with features like

  • Automatic follow-ups
  • Create branded professional quotes and send them by text message
  • Real-time scheduling and dispatching
  • Batch invoicing
  • Mobile app
  • Online booking for clients with their very own client hub
  • Build custom checklists to share with your clients

Jobber offers three pricing plans with the Core plan starting at $34 per month for one user, the Connect plan at $97 per month for 7 users, and the Grow plan for $195 per month for up to 30 users.

You can try Jobber with a 14-day free trial. At the time of this writing, Jobber is offering 30% off your first three months when you sign up.

#5 – ManagerPlus – Best Work Order Software For Heavy Equipment Management

  • Great for construction and heavy equipment businesses
  • Handle heavy equipment with excess parts and materials
  • Integrated inventory control that adjusts when work orders are closed
  • Request a free demo to try it out
Try it today!

ManagerPlus is a great option that offers seamless work order management for heavy equipment and construction industries.

Data-rich work orders include everything your team will need to efficiently organize and manage your business, from digital manuals to instructions and checklists.

Construction industries that often handle heavy equipment with excess parts and materials need a software that can maintain this. Fortunately, ManagerPlus offers integrated inventory control you can automatically adjust when work orders are closed.

With ManagerPlus, you’ll benefit from core features like:

  • Accurate and secure data accessible anywhere
  • Automated reporting
  • Intuitive interface
  • Actionable insights
  • Track costs, parts, and material
  • Mobile app

ManagerPlus offers two pricing plans, including:

  • Lightning Plus: $85 per month per user
  • Lightning Experience: $125 per month per user

You can also request a free demo before purchasing ManagerPlus.

#6 – ServiceMax Asset 360 – Best Work Order Software For Small Businesses

  • Good for startups, entrepreneurs, and small businesses
  • Natively built on Salesforce Field Service platform
  • Get a holistic picture of assets on the field
  • Request a free demo
Try it today!

Similar to Jobber, ServiceMax Asset 360 offers field service management. The difference is this software is more optimized for small businesses.

ServiceMax combined with Salesforce and is the #1 CRM platform, with a solution that drives operational efficiency and work order management.

With preventative and proactive work order maintenance, your team can choose among a handful of different strategies to ensure zero unplanned downtime—with tools like time-based or condition-based maintenance.

Asset 360 is natively built on Salesforce Field Service, offering a truly 360-degree view of your assets out in the field. They strive to maximize your asset performance and monitoring to save small businesses time and money.

ServiceMax has some other prominent features, such as

  • IoT (Internet of things) asset performance data and analytics
  • Mobile technician app
  • Asset 360 dispatcher console that schedules and shows upcoming appointments
  • Contractor management
  • Parts, returns, and depot repair

You can see a free demo, schedule a call to speak to a specialist, or sign up for a free webinar about the software on the ServiceMax website. ServiceMax does not have a free version or trial and does not publish its prices online. Contact ServiceMax for a quote.

#7 – FMX – Best Work Order Software For Facility Managers

  • Great work order software for facility managers and supervisors
  • Centralized hub for all your issue solve and labor tracking needs
  • Improved communications flow between buildings
  • Get a free quote or demo
Try it today!

Supervisors and asset managers often have the role of assigning work orders and tasks, but FMX changes the game with its software designed for experienced facility managers.

The software is perfect for streamlining maintenance, all while resolving issues and keeping track of labor and money spent.


With its centralized hub, your team can easily track and submit work and give insight into how all aspects of your business are performing—which is a great way to save time and automate routine processes.

FMX lets facility managers prioritize tasks based on need and customize the configuration of work order requests to ensure your team gets the specific information they need to get the job done.

Some benefits of the FMX work order software are:

  • Customizable forms and workflows
  • Improved communication by building occupants
  • View work order status
  • Create work orders from any device
  • Maintenance calendar
  • Start and stop labor tracking

You can do a free trial of FMX and get a free personalized quote on their website.

How to Find the Best Work Order Software For You

Now that you know what our top seven best work order software options are, it’s time for you to make a decision that aligns with your company’s needs. Below are the criteria we used to narrow down our top picks listed above. All you need to do is weigh up the criteria against your personal needs to make the right decision for your business.

Niche Specificity

Many work order software caters to different industries and business niches such as field service, construction, hospitality, or mining.

When comparing software, it’s paramount that you gauge what industry the work order software business serves. You wouldn’t want to invest in Jobber if you worked in construction when ManagerPlus would better suit your business structure. Work order software is not all equally suited to various industries.

Analyze your business industry and goals before shopping for software. You want a product that will fill every need you have, so make sure your investment is worth it by shopping for the right software.

Mobile Optimization

All of our recommendations offer a mobile app or an option to sync your devices, and for good reason.

Especially today, when remote workers are highly sought-after and applicable to most business models, it’s crucial your software allows you to work from any location.

Mobile optimization will let you assign work orders, communicate with technicians, and attach photos and videos for convenience—from the comfort of your phone. Take UpKeep, for example, our top pick, because it has the most flexible mobile optimization of all the options.

Working with your phone doesn’t have to be overly complex or boring. It’s important to find software that offers mobile optimization or an app you can download and sync your data onto—we promise it’s much more convenient and saves time.

Business Size

Just like most work order software caters to industry, it also caters to business size. In this guide, we looked at Limble CMMS and ServiceMax, where each software caters to different business sizes.

This is an important factor because of investment. You don’t want to spend more money than you should be by investing in more expensive software catering to a larger business model.

Because you have to pay per user with all the software listed above, you must know how many users you wish to include in your software. If you make the mistake of purchasing software meant for a larger business model with features you don’t need, you will be out of pocket for hundreds of dollars. Make sure you discuss with your team beforehand to figure out how many users will need access to the software.

Additional Features

Now that we’ve discussed the three most essential criteria for your final choice, there are a few additional features that would be ideal to have, including:

  • Automated reporting
  • Trackers for costs and labor
  • Invoicing function
  • Shared calendars

These additional features will come in handy and prove very helpful for time-saving and organization, so look out for these, too.

Summary

Our top recommendations for the best work order software are UpKeep and LimbleCMMS.

UpKeep is the most flexible software, with top quality mobile optimization and device syncing—making it super simple to work remotely. It is also the second-most affordable software on this list, so it’s perfect for the average business looking for some extra help.

Limble CMMS is an excellent software for mid-size businesses, which is the most common business size that relies on work order software. It’s not overly expensive and has a clean and organized interface for new users to navigate with ease.

These may be our two top recommendations, but the other five software options are great, too, especially for industry-specific needs. Use this guide as a resource when choosing the best work order software for your company.



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Thursday, December 31, 2020

Best Team Management Software

Team management software helps facilitate collaboration and communication in the workplace. Department heads and team leaders can use these tools to maximize productivity and ensure their entire team is on the same page.

The modern workforce has gone digital. Rather than wasting time with meetings, email chains, and phone calls, teams can communicate from a single source of truth.

Team management software can accommodate a wide range of potential use cases, from daily tasks to ongoing projects and time tracking.

Whether you’re managing a small remote team or hundreds of employees in a traditional office setting, team management software can help improve the quality of work that your team produces. These tools make life easier for management, too.

What’s the best team management software on the market today? Find out below.

The Top 7 Best Team Management Software

  1. ProofHub — Best For Keeping Teams Organized
  2. Twist — Best For Remote Teams
  3. Paymo — Best For Small Businesses and Growing Teams
  4. Chanty — Best For Team Collaboration and Communication
  5. Hubstaff — Best Features For Managers and Supervisors
  6. Clockify — Best For Time Management
  7. Toggl Plan — Best For Team Planning

After extensive research and testing, I’ve narrowed down the top seven team management tools I can recommend with conviction. The following reviews highlight the features, benefits, prices, use cases, and potential drawbacks of each software on my list.

#1 – ProofHub — Best For Keeping Teams Organized

  • All-in-one management solution for organization
  • Automatic reminders and daily schedule planning
  • Time tracking software
  • Gantt charts, Kanban boards, and more
Try it today!

ProofHub is branded as an all-in-one solution for project planning and team collaboration. It’s trusted by 85,000+ teams worldwide, including Nike, NASA, Google, Netflix, Pinterest, and Tripadvisor.

The software has everything teams need to get work done faster. It helps teams meet deadlines and stay organized from a single source of truth.

One of the main reasons why ProofHub ranks so high on my list is due to its simplicity. I love the fact that there is virtually no learning curve, so managers can deploy this tool without wasting time on training.

Some of the top features and benefits of ProofHub for team management include:

  • Daily schedule planning with automatic reminders
  • Custom roles and private tasks lists
  • “Me-view” so individuals only see what’s relevant to them
  • Team chat and discussion tools
  • Time tracking
  • Gantt charts, Kanban boards, and other project management tools

Managers love ProofHub’s ability to control who has access to what on the platform. It allows management to create custom workflows for the team as well.

Overall, it’s a centralized tool that keeps everyone organized and provides managers with a clear picture of what’s happening with the team.

There are two packages to choose from—Essential and Ultimate Control. These start at $45 and $89 per month, respectively. All plans support an unlimited number of users. So, it’s great for small and large teams alike.

Try all of ProofHub’s features for free with a 14-day trial.

#2 – Twist — Best For Remote Teams

  • Perfect for for remote and distributed teams
  • Time zone inclusive threads
  • Instant-message style communications
  • Starts at $5 per user per month
Try it today!

Twist is designed to make team communication less chaotic. The software helps facilitate collaboration without distracting people from their tasks.

One unique standout of Twist compared to other team management tools is its ability to accommodate the challenges associated with remote work.

I’ve spent most of my career managing remote teams, so I know first-hand how useful these features can be. Let’s take a closer look at what you’ll get when you sign up for Twist.

  • Remote brainstorming sessions
  • Asynchronous threads that are time zone inclusive
  • Channels to segment projects and categories
  • Team communication tools
  • No online indicators, read receipts, or monitoring
  • Notification controls

With Twist, teams can eliminate chat apps and email for internal communication. It can accommodate quick instant-message style communication as well as long-form thread-style conversations.

Twist is used by more than 230,000 people, including teams within well-known organizations like Shopify, Starbucks, and GameStop.

There’s a free version of the software for basic use, but I can’t say that I recommend it beyond an extended free trial. For just $5 per user per month, your team can have access to all of Twist’s features. It’s a tremendous value.

#3 – Paymo — Best For Small Businesses and Growing Teams

  • Great for scaling teams
  • Tasks lists, Kanban boards, and more
  • Excellent timeline tools for holistic look at projects
  • Comes with a free 15-day trial
Try it today!

Paymo is another all-in-one solution for team management. It has tools and features for resource planning, time tracking, project management, invoices, and so much more.

The software has been used to manage over 2 million projects from 100,000+ businesses worldwide.

Paymo has an extensive feature list to accommodate team members and team leaders alike. Some of the noteworthy highlights of this platform include:

  • Task lists, Kanban boards, and advanced task management
  • Desktop, mobile, and automatic time tracking
  • Team scheduling
  • Employee and project timelines
  • Real-time monitoring
  • Real-time task commenting
  • File management with unlimited storage space

Team leaders can also use Paymo for financial management, like expense tracking, budgeting, estimates vs. actuals, and more.

I like Paymo because it can accommodate the needs of smaller teams at an affordable price. The Small Office plan starts at just $9.95 per user per month. As your team scales and your needs become more advanced, you can upgrade to the Business plan for $15.79 per month.

Try Paymo for free with a 15-day trial.

#4 – Chanty — Best For Team Collaboration and Communication

  • Free team messaging tool
  • Great for development teams
  • Easy to share snippets and blocks of code
  • Starts with a free plan
Try it today!

Chanty isn’t the most well-known name on the market today, but it’s a powerful and cost-effective alternative to other team communion tools.

If you’re looking for a free team messaging tool, Chanty is second to none.

Chanty is becoming a popular choice for development teams. The software makes it easy to share blocks of code directly within the platform so that colleagues can open code snippets without having to leave the chat app.

For teams using another messaging platform, Chanty will import your data from tools like Slack, Flock, and Atlassian.

Some of the other top features and benefits of Chanty include:

  • Unlimited public and private conversations
  • Unlimited search history
  • Unlimited one-to-one audio calls
  • Unlimited voice messages
  • Built-in task management

All of these are available on the free plan for up to 10 team members. For features like group audio calls, video calls, and screen sharing, upgrade to the Business plan for just $3 per month per user.

Sign up for the free plan to try out Chanty or book a demo of the Business plan to get started.

#5 – Hubstaff — Best Features For Managers and Supervisors

  • Great for managers
  • Time tracking, productivity monitoring, and reporting tools
  • More than 40 integrations with common software
  • Starts at $7 per user per month
Try it today!

Lots of team management software emphasizes team collaboration. But Hubstaff is unique in the way that it empowers managers to do their jobs better.

More than 40,000 businesses trust the software across a wide range of industries. It’s especially useful for companies with field service workers and remote employees.

Hubstaff gives managers useful insights and tools to keep their teams productive without constant check-ins. Some of the top features of the software include:

  • Time tracking
  • Productivity monitoring
  • Detailed reporting
  • GPS tracking for managing fleet workers
  • Online timesheets
  • Automated payroll
  • 40+ integrations

The software makes it easy for managers to identify which workers are struggling and need help. It also provides detailed analytics on how much time individuals and departments are spending on certain tasks. These reports can be tied directly to the budgets for particular projects.

There are three different plans to choose from:

  • Basic: $7 per user per month
  • Premium: $10 per user per month
  • Enterprise: $20 per user per month

Hubstaff has a free plan, but it only supports a single user, which isn’t a viable option for team management. I’d recommend the Premium plan, at a minimum. This package provides the best value, and it’s only a few dollars more than the Basic version.

Try Hubstaff for free with a 14-day trial.

#6 – Clockify — Best For Time Management

  • Great time management and tracking tool
  • Allows for hour logging for your employees
  • Categorize time spent by project
  • Free for unlimited users
Try it today!

Clockify is a team management tool designed for one specific use case—time tracking. This simple time tracking and timesheet app makes it easy for teams to track hours for multiple tasks and projects.

The software is trusted by millions of users, including teams within big organizations like Amazon, Uber, Google, IBM, American Express, Nike, and Cisco.

Clockify can be used as a desktop app, mobile app, or web application. It’s a great way to improve project profitability, and it gives managers a clearer picture of what their team is working on.

Noteworthy features and highlights of Clockify include:

  • Time tracking with a timer
  • Hour logging with a timesheet
  • Categorize time by project
  • Custom reports with visual time breakdowns
  • Team activity tracking
  • Calendar view with team timeline
  • Team attendance tracking

Clockify integrates with third-party tools like Trello, Asana, Salesforce, Zendesk, G Suite, and more.

Best of all? Clockify is free forever for an unlimited number of users. They do offer some paid plans for businesses that want advanced features. These start at $9.99 per month.

#7 – Toggl Plan — Best For Team Planning

  • Great project planning and time tracking solution
  • Manage employee workloads easily
  • Drag-and-drop scheduling
  • Free 14-day trial
Try it today!

As the name implies, Toggl Plan is a project planning solution. It’s an easy way to provide teams with a visual overview of who is doing what and plan for what’s coming up next.

It helps supervisors manage workloads and keep projects on track.

The software is used by 4,000+ businesses worldwide, including Spotify, The New York Times, Stripe, Netflix, and Airbnb.

Toggl Plan has a unique team planning feature that shows a complete overview of everyone’s current and upcoming schedule. This includes everything from daily tasks to ongoing projects and vacation time.

Other features of Toggl Plan for team planning include:

  • Drag-and-drop schedule editor
  • Simple sharing features
  • Checklists for tasks and projects
  • Color coding based on activity
  • Team and individual milestones
  • File upload
  • Team comments and mentions

Overall, Toggl Plan is straightforward. It’s used by creative teams, product teams, development teams, marketing teams, and more.

The software is free for up to five users with limited features. There are two paid plans to choose from—Standard and Business. These start at $8 and $13.35 per user per month, respectively.

Try Toggl Plan for free with a 14-day trial.

How to Find the Best Team Management Software For You

With so many solutions to choose from in the team management category, finding the right software for you and your business can be challenging. That’s why I want to explain how I picked the ones featured in this guide.

You can follow the same methodology I used to narrow down the best software for your business. Just weigh these evaluation factors according to your personal needs.

Software Type and Use Case

Team management is a broad term. These tools can come as all-in-one project management solutions or standalone tools for a specific use case. For example, you can get team management software for just team chat and messaging. Other solutions are designed specifically for time tracking.

For larger teams that want to accomplish everything within a single platform, all-in-one solutions are the best option. These will help you manage tasks, projects, time, communication, scheduling, and more, from a single software, saving you from having to bounce from one tool to another.

Remote Collaboration

Managing a remote team isn’t quite the same as managing a team in-person. So, if you have a team working remotely or collaborating from different locations, make sure the software you choose can accommodate those challenges.

For example, the best remote team management solutions have built-in features to accommodate users working in different time zones. They provide team chat and team brainstorming tools as well.

Team Scheduling and Time Tracking

Managing daily schedules for each team member can be a challenge, especially at scale. Look for a solution that keeps your team on task while providing everyone with a complete overview of daily, weekly, and monthly schedules.

Time tracking and scheduling go hand-in-hand. This feature is especially useful for teams working on multiple projects simultaneously.

Team Leader Tools

Managers and supervisors need software that shows a holistic overview of their entire team. This helps them with resource management, project planning, and allocation.

Team leaders can significantly benefit from detailed reports and analytics. Reporting shows how individuals within a team spend their time. Are they working productively? What projects are they working on? Will projects and tasks be completed on time? How is the team’s productivity impacting the budget?

Many team management solutions focus on collaboration but don’t forget to inquire about the supervisor tools.

Process Tracking and Task Management

Process tracking and task management are crucial for teams working on projects. Both of these can be found in all-in-one project management solutions. Look for features like Kanban boards, Gantt charts, and other project management tools to meet these needs.

But not every team needs to have these features. If you just want a basic team chat app, then process tracking and task management won’t be necessary.

Conclusion

What’s the best team management software? Generally speaking, there is no “best for everyone” solution. The right software for me and my business might not be the best option for you and yours.

That’s why my list includes something for everyone.

I recommend ProofHub as an all-in-one tool for keeping teams organized. Twist is my top pick for remote teams, and Paymo will accommodate smaller teams.

Chanty is the best team management software for collaboration and communication. Team leaders and supervisors will benefit the most from Hubstaff. I recommend Clockify for time management and Toggl Plan for team planning.

Regardless of your team size or needs, you can use this guide to find the best team management software for your unique situation.



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Wednesday, December 30, 2020

ABM: Back to basics

The current business environment underlines the importance of targeting the right accounts at the right time, and in the right way.

Please visit Marketing Land for the full article.


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