Software Comparisons
FSM Software Comparison for South Africa
Compare seven field-service platforms across 20 business areas and build your own closest match based on what matters to your business.
2027 SOUTH AFRICA BUYER'S GUIDE
Compare how seven field-service platforms approach quoting, jobs, stock, assets, field teams, finance, recurring maintenance and more — then build your own closest match based on what matters to your business.
Last verified: September 2026 · 2027 Edition
No editorial winner
20
business areas you can weight for your own operation
No platform receives a predetermined score. Your result is based only on the importance you assign and the platform you select in each category.
In short
This guide compares seven field service software platforms for South African businesses: ExequtechOS, ServCraft, PlanMyCrew, JobRunner, WorkOrderPro, TrackFSO and FieldStack. It covers 20 business areas, including quoting, scheduling, mobile field work, stock, customer assets, invoicing and recurring maintenance.
There is no predetermined winner. Your closest functional match depends on the importance you assign to each area and the platform you choose for that requirement. “Not verified” means a capability could not be confirmed; it does not mean the feature is absent. Pricing is excluded, and the guide is published by Exequtech, the developer of ExequtechOS.
Compare the platforms against your requirements →How this comparison works
Each category lets you set how important that area is to your business, then select the platform approach you prefer. Selecting a platform does not mean we rated it higher — it is your choice.
1Set importance
0 to 3 preference points.
2Review the evidence
✓ verified, ○ not verified.
3Choose your fit
Select a platform for that area.
4See your match
Your choices create the result.
✓Verified
Reliable evidence confirms the capability is currently available.
○Not verified
We could not reliably confirm this capability. This does not mean the platform lacks it.
Methodology & verification standard
Capabilities were checked using publicly available vendor information, including product pages, pricing pages, help documentation and other official materials. Where functionality could be directly verified, this was also taken into account. Where we could not reliably establish whether a capability was available, we marked it as Not verified rather than assuming it was absent.
As publisher and developer of ExequtechOS, we have direct access to its current functionality. We distinguish current live capabilities from planned or in-development features; planned functionality is not counted as available.
Pricing is deliberately excluded. Pricing and plan structures change frequently. Once you have identified your closest functional matches, verify each provider's current pricing independently.
Comparison areas
01Client & Contact Management02Quotations & Customer Approvals03Deposits & Progress Billing04Job Management, Scheduling & Dispatch05Mobile & Field Operations06Inventory & Stock Control07Procurement, RFQs & Purchasing08Customer Assets & Service History09Service Procedures, Forms & Checklists10Time Tracking, Labour & Team Management11Job Costing & Profitability12Invoicing, Debtors & Getting Paid13Suppliers, Creditors & Business Expenses14Reporting, Dashboards & Audit Trail15Projects & Multi-Job Work16Accounting Integrations & Financial System Fit17Security, Permissions & Data Control18Customer Communication, Portal & Remote Interaction19Recurring Maintenance & Service Contracts20Support, Onboarding & Local Fit
The best field service software isn't necessarily the platform with the longest feature list or the lowest monthly price. It's the one that fits the way your business actually works.
01
Client & Contact Management
How important is organised customer and contact management to your business?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Customer records | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Multiple contacts / sites | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Customer notes | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Quotes, jobs and invoices associated with customer | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Sales pipeline / lead tracking | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Customer portal / self-service account | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified |
02
Quotations & Customer Approvals
How important is a fast, professional quotation and approval workflow?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Professional quotations | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Quote using catalogue items | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Ad-hoc / non-catalogue quote items | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| PDF quotation | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Online quote review | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Remote approval | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Remote approval without customer account | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Digital signature | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Quote status tracking | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Quote to job workflow | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Fixed and percentage discounts | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
03
Deposits & Progress Billing
How important is staged or progress invoicing for larger jobs?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Deposit / progress invoice from accepted quote | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Percentage-based progress billing | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Multiple invoices against accepted work | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Remaining uninvoiced value visible | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Final balance invoice | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Uninvoiced commitments reporting | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
04
Job Management, Scheduling & Dispatch
How important is structured job scheduling and dispatch?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Digital job cards | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Schedule jobs by date/time | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Assign technician / team | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Unassigned / unscheduled work queue | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Allow overlapping assignments | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Priority handling | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Field status progression | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Technician accepts assigned job | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Recurring work support | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Multi-technician jobs | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
05
Mobile & Field Operations
How important is reliable field operation from a technician's phone?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Technician mobile access | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Assigned job details | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Offline job capture | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Automatic sync when online | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Photos from site | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Digital signatures | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Start / stop work time | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| GPS activity / location evidence | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Geofence-enforced attendance | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Capture materials used | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Structured forms / procedures | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Team leader captures crew hours | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
06
Inventory & Stock Control
How important is accurate stock control across warehouses, vehicles and jobs?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Product / material catalogue | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Warehouse stock | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Vehicle / van stock | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Multiple stock locations | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Stock transfers | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Reserve / allocate stock to jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Technician records parts used | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Return unused stock | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Low-stock visibility | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Stock take | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Serialized products | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Inventory valuation | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
07
Procurement, RFQs & Purchasing
How important is supplier purchasing and procurement control?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Supplier records | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Purchase orders | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| PO linked to job / project | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Supplier RFQ | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Send one RFQ to multiple suppliers | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Structured supplier price responses | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Compare supplier pricing | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Select preferred supplier per line item | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Convert supplier selection into PO | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Receive purchased stock into inventory | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified |
| Ad-hoc purchases against job | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
08
Customer Assets & Service History
How important is tracking the exact equipment installed at customer sites?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Customer / site asset register | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Unique record for individual asset | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Serial number tracking | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Multiple identical units kept separate | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Multiple serial-numbered components in one logical asset | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| QR identification | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Office can view exact asset service history | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Technician can view full asset history in mobile | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Technician can identify / link exact asset | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Readings / checks retained against service work | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Warranty / asset details | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
09
Service Procedures, Forms & Checklists
How important is standardising how technicians perform recurring service work?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Reusable digital forms | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Yes / no fields | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Text fields | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Numeric / decimal readings | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Required / mandatory questions | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Procedure tied to service type | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Require technician to identify asset | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Results retained with job / service record | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Customer sign-off | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
10
Time Tracking, Labour & Team Management
How important is knowing exactly where labour time is being spent?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Technician time against job | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Start / stop timer | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Multiple technicians tracked independently | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Crew / team time capture | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Team leader captures general worker hours | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Travel time tracked separately | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Billable vs non-billable time | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Offline time capture | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| GPS attendance evidence | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Geofence enforcement | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Time reporting | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Actual time visible in profitability | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
11
Job Costing & Profitability
How important is knowing whether individual jobs are actually profitable?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Revenue / sales value per job | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Material costs tracked against job | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Ad-hoc purchases included in job cost | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Labour / time captured against job | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Actual job cost calculated | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Job profit shown | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Profit margin shown | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Actual time visible alongside profitability | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Profitability reporting across jobs | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Profit per hour | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
12
Invoicing, Debtors & Getting Paid
How important is managing invoicing and outstanding customer accounts inside the same system?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Create customer invoices | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Invoice linked to job / work | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Record customer payments | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Partial payment against invoice | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Allocate one payment across multiple invoices | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Customer outstanding balance | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Debtors / accounts receivable ledger | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Ageing buckets | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Customer statements | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Email customer statements directly | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Automated payment reminders | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Customer online payments | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Uninvoiced commitments visible | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
13
Suppliers, Creditors & Business Expenses
How important is managing supplier accounts and business expenses inside the same system?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Supplier records | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Purchase orders | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Supplier invoice capture | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Creditor / supplier balance | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Outstanding supplier invoices | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Supplier payment history | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Record supplier payment | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Job-related purchases | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Ad-hoc business expenses | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified |
| VAT-aware expense capture | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Expense account / category allocation | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Chart of Accounts structure | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
14
Reporting, Dashboards & Audit Trail
How important is management visibility and reporting?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Operational dashboard | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Job status / workload reporting | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Technician performance reporting | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Time worked reporting | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Job profitability reporting | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Inventory valuation reporting | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Stock reporting | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Sales / quotation reporting | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified |
| Custom report builder | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Export reports / data | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Dashboard drill-down | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| User / action audit logging | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| OLD vs NEW field values in audit log | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
15
Projects & Multi-Job Work
How important is managing larger pieces of work that span multiple job cards or crews?
Your priorityThis only affects your personal result.
ExequtechOS project roll-up: Projects can now bring together linked job cards, work and travel time, materials, field images, purchase orders and ad-hoc purchases. The roll-up retains source detail such as the originating job card for materials, purchase orders and images. Project-level profitability, stages/milestones, snags and handover are not counted as available here.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| True project containing multiple job cards | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Add job cards directly to project | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project-level customer / project manager | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project scheduling / due dates | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project-level job status overview | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project-level technician / assignee visibility | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Work time rolled up across project jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Travel time rolled up across project jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Materials rolled up across project jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Physical vs reserved material quantities | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Trace project materials to originating job card | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Project-level material cost / selling value | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Purchase orders rolled up across project jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| POs traceable to originating job card | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Ad-hoc purchases rolled up across project jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Field images aggregated across project jobs | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Project images retain job / source context | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Project stages / delivery plan | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project tasks / milestones | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project-level profitability | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Snags / punch-list workflow | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
| Project handover / documentation | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified |
16
Accounting Integrations & Financial System Fit
How important is connecting your field-service system to external accounting software?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Sage integration | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Xero integration | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| QuickBooks integration | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Verified two-way accounting sync | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Customer data synchronisation | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Invoice synchronisation | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Payment synchronisation | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| API / integration capability | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Internal debtor management | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Internal creditor management | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Internal account classification / COA | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
17
Security, Permissions & Data Control
How important is controlling what different employees can see and do?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Individual authenticated user accounts | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Role / group-based access | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Granular permissions | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Restrict access by business function | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| User / action audit logging | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Detailed record-change history | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| PostgreSQL multi-tenant architecture | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Tenant data isolation | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Customer-controlled on-premises deployment | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Published privacy / POPIA controls | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified |
18
Customer Communication, Portal & Remote Interaction
How important is giving customers digital access and keeping them informed?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Professional quote delivered electronically | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Customer reviews quote online | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Remote quote approval | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Remote approval without account | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Digital quote signature | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Booking / job notifications | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Technician en-route notification | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Appointment reminders | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Customer completion signature | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Remote completion sign-off | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Customer feedback / review workflow | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified |
| Permanent customer portal | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Customer can view job status | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Customer can view invoices online | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
19
Recurring Maintenance & Service Contracts
How important is recurring maintenance and scheduled service work?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| Recurring jobs / service visits | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Automatic job-card creation | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Daily recurrence | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Weekly recurrence | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Monthly recurrence | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Yearly recurrence | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Custom numeric interval | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Next service / job date | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| Termination / end date | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Advance creation / offset | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Generated job enters normal dispatch flow | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Maintenance linked to customer / site | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Maintenance linked to service asset | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ○ Not verified |
| Structured service procedure on visit | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Separate service record per visit | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Customer reminder before visit | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ○ Not verified |
| SLA / contract tracking | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
20
Support, Onboarding & Local Fit
How important is local onboarding and support when implementing new software?
Your priorityThis only affects your personal result.
| Capability | |||||||
|---|---|---|---|---|---|---|---|
| South African product / business focus | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Local South African support | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Guided onboarding / implementation | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Team training available | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Help centre / self-service documentation | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified | ○ Not verified |
| Direct human support | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Higher-touch enterprise onboarding | ✓ Verified | ✓ Verified | ✓ Verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Data import / setup assistance | ✓ Verified | ✓ Verified | ○ Not verified | ○ Not verified | ✓ Verified | ○ Not verified | ✓ Verified |
| Support suited to trade / service businesses | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
| Local regulatory / business context | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified | ✓ Verified |
YOUR RESULT
Your closest functional match
Select at least one platform in the comparison above to calculate your result.
Closest match
Your preference points
This is not an editorial ranking. No platform receives a predetermined score. Your result is calculated entirely from the importance you assign to each area and the platform you select as the best fit for that requirement. Pricing is not included.
Check current pricing yourself
Pricing and plan structures can change frequently, so this guide does not reproduce competitor pricing or use price in your result. Once you have identified the platforms that best match your requirements, check each provider's current pricing and confirm that the features you need are included in the appropriate plan.
Tip: The advertised monthly price does not always tell you what the system will cost your business. Check which employees require paid accounts, how many users are included, whether important features require a higher plan, and whether there are additional limits or usage charges.
Before you choose
The best field service software isn't necessarily the platform with the longest feature list or the lowest monthly price. It's the one that fits the way your business actually works. And very often, it's the seemingly small details — how a deposit is invoiced, how stock moves between vehicles, what appears on a customer document, or what a technician can do without signal — that determine whether software makes the working day easier or more frustrating.
Before choosing a platform, don't just ask whether it has a feature. Ask to see how that feature works in the real-world workflow your team performs every day.
This article is general information, not financial, legal, or professional advice. Figures are industry estimates or illustrative examples — consult your accountant or advisor for guidance on your own numbers.