Are you ready to buy FSM software?

Result · Ready to evaluate

You're past the threshold. FSM software is a defensible investment.

Three or more of the readiness signals applied, including the 5-technician signal. At your operating scale, the cost of manual scheduling, disconnected accounting, and slow invoice cycles likely exceeds the cost of a properly-implemented FSM platform. The decision is no longer whether to buy — it's which one, and howto implement it without burning a quarter on configuration limbo.

Next steps

• Run the Vendor Matcher to generate a shortlist.
• Run the ROI Calculator with your operating numbers.
• Walk through the FSM ROI calculation to build the business case with your actual labor, truck-roll, and invoicing data before your first vendor call.
• Answer the 6 pre-vendor questions internally before any demo.
• Build your RFP from the 12-question template.

Result · Defer the purchase

A $200/user FSM platform is not your problem today.

You ticked fewer than three signals, or you are under five technicians working at once. At this stage, expensive software will not fix the underlying gap — it will amplify it. The operators who get burned worst are the 4-technician shops who get talked into a $15,000/year platform by a sales cycle that started with "what's your growth plan?"

What to do instead: an entry-tier job-tracking plan such as Jobber (from $49/mo) or Workiz, or even a well-structured Google Sheet with automated invoicing, combined with a 90-minute team process meeting to agree on a single source of truth.

When to come back

• When you cross 5 active technicians or 100 jobs/month.
• When manual data entry consumes 5+ hours per week across the admin team.
• When callback rate exceeds 5% because of information gaps.
• Re-run this quiz any time. Or skim the full Buyer's Guide.

Result · Buy ahead of scale, carefully

You're under threshold today but scaling fast. Buy the entry tier with an out clause.

You ticked fewer than three signals, or you are under five technicians working at once, but you expect to cross the 5-technician threshold within 6 months. That's the one defensible reason to buy ahead of scale — provided you buy theentry tier of a platform with a clear upgrade path, and you negotiate a 90-day out clause in writing. Do not let a sales rep talk you into a mid-tier package because of where you'll be in 18 months.

Next steps

• Run the Vendor Matcher, then filter for entry tier first.
• Jobber, Housecall Pro, and Workiz all have transparent entry tiers worth shortlisting.
• Confirm the contract includes data export rights and a documented 90-day termination clause.
• Re-run this quiz at 4 months — if you've crossed the threshold, switch from "buy ahead of scale" to "scale into next tier".

Result · Pick at least one signal

Tick the signals that apply to see your result.

The result will update live as you check the boxes above. There are no right answers — be honest about what's true today, not what you wish were true. The quiz is more useful as a forcing function than as a verdict.