FieldBin vs Work Planner

FieldBin is field management software for service companies and trades businesses, with scheduling, dispatching, customer records, invoicing, inventory and reporting. Its drag-and-drop calendar works from any device and lets users assign technicians to jobs. The CRM tracks client details, pipeline information and service or maintenance reminders. FieldBin can send invoices, accept online credit-card payments through Stripe and automatically send payment reminders. Technicians can check in and out using mobile apps, recording geo-tagged timestamps. The apps are available for iOS and Android phones and tablets, alongside web access. Other listed capabilities include estimates, route optimization, recurring services and customer follow-up; online booking is not offered. Integrations include Intuit QuickBooks and two-way SMS through a dedicated business phone number, but email and personal calendar integrations are not supported. Every plan includes unlimited live support, and personalized virtual onboarding is available. Basic costs $19 a month for one user. Sync costs $65 a month for one or five users and adds QuickBooks Sync and two-way SMS. A free trial is available, but there is no free plan.

Work Planner provides job scheduling, customer management, quotes, invoicing, payments, and team tools. It was built with window cleaners in mind and is also intended for other appointment-based service businesses. Its visual planner supports drag-and-drop scheduling, recurring jobs, and round-based work planning. Customer records hold contact details, notes, job history, and payment history. Users can send quotes, schedule accepted quotes as jobs, and create branded, itemised PDF invoices. GoCardless supports Direct Debit and Instant Bank Payment; it is a bolt-on for Essential and included from Pro. Email and SMS reminders and invoice or payment alerts are available, with email delivery a bolt-on for Essential and included in Pro and Team. Native Android and iOS apps let field teams view jobs, mark work complete, take photos, and add notes that sync to the office; the service also runs on the web. The free plan is limited to 20 jobs, one user, and one business. Essential costs £15 per month, Pro £25 per month, and Team £35 per month. A 14-day trial is listed.