1. Buying for features you will not use in year one
Enterprise platforms shine for large dispatch teams, but small shops often pay for complexity they never activate. Match tier to current headcount and workflow.
2. Ignoring technician adoption
The best admin dashboard fails if techs hate the mobile app. Pilot with two technicians before rolling out company-wide.
3. Skipping accounting integration
Double entry between field service and QuickBooks creates month-end chaos. Treat accounting sync as a must-have unless you have a dedicated bookkeeper.
4. Choosing software before fixing process
Software amplifies process. Document how estimates, deposits, and change orders work today, then pick tools that support that flow.
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