TSM Evolution reviews

TSM Evolution

Comprehensive field service and operational management software solutions for HVAC businesses
our rating 2.5 out of 5 Stars

TSM EvolutionProduct Overview

  1. About TSM Evolution
  2. Pros of TSM Evolution
  3. Cons of TSM Evolution
  4. Breakdown of core features

TSM Evolution product overview

TSM Evolution from The Service Manager provides comprehensive field service and operational management software for medium to enterprise businesses, particularly in the HVAC industry. It is a configurable business management solution, delivering the flexibility to manage field service operational workflow requirements properly.

TSM Evolution is cloud-based and fully hosted within the Australian-based Amazon Web Service (AWS) environment. The solution specializes in businesses that manage the full range of break-fix, planned maintenance, and the expenses of complicated project jobs. It comes with scheduling, dispatch, monitoring, customer support, and invoicing features. TSM Evolution gives real-time visibility of all activity associated with field technicians and customers’ assets. It allows users to access data anywhere and anytime to manage the business effectively.

Pros of TSM Evolution

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  • The software handles complex multi-geographic and multi-departmental organizations with complicated reporting needs.
  • TSM Mobile captures data in real time. Users can start/stop timers or enter detailed timesheet entries for transparent time tracking. All time is GPS-logged to keep an eye on the technician’s location when they input their time.

Cons of TSM Evolution

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  • Users reported losing data after TSM evolution updates.
  • Others encountered remote syncing issues.

Breakdown of core features

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Scheduling management

TSM Evolution offers flexible scheduling for all types of technician jobs. Its Visual Scheduler Calendar brings a simple way to manage contractors’ job schedules. It has configurable options allowing users to view the calendar how they want, without juggling spreadsheets and whiteboards. Field service managers can schedule people to jobs with simple dragging and dropping. Technicians on site will instantly see their new job allocations on their TSM Mobile Solution.

Asset preventative maintenance

With the software, HVAC companies can track the cost of maintenance agreements and plan recurring preventative maintenance jobs. TSM Evolution streamlines creating multi-site maintenance agreements and monitoring the performance of customer assets. Businesses can move assets from site to site with all movement audited and history retained. Teams can initiate planned preventative maintenance schedules for recurring jobs, quotes, invoices, and purchase orders using the software’s schedule wizards or manually adjust them to suit any program configuration. Furthermore, organizations can fine-tune each schedule with expiry dates, assigned users or groups, allocated hours, planned charges, estimated costs, and consumables.

Purchasing and supplier management

TSM Evolution automatically generates and links purchases to a PO number, so users can match supplier invoices to field purchases. It also supports configurable approvals processes. Users can enter supplier invoices directly against the purchase order, updating PO, job, and inventory costs, and then the software posts them to accounting.

Project management

Field service teams can manage large projects, estimates, progress claims, variations, retention, and actual costs to deliver projects on time and on budget with TSM Evolution. Businesses can build multi-staged projects with variations, purchase materials, and schedule work for field techs. In addition, managers can check Actual Costs and Future Costs to complete vs. Expected Costs. They can also track cash flow and identify overruns as they occur, enabling them to keep customers updated every step of the way.

(Last updated on 08/25/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    Field Services / Maintenance
  • Pricing
    Average
  • Works Best For
    Enterprise Businesses, Mid Sized Businesses

Screenshots

TSM Evolution 1TSM Evolution 2TSM Evolution 3TSM Evolution 4

Video

Features

  • Scheduling Management
  • Project Management
  • Asset Preventative Maintenance
  • Comprehensive Time Management
  • Business Reporting
  • TSM Mobile Solutions
  • Purchasing and Supplier Management
  • Inventory Management
  • Operational Accounts Receivable
  • Quoting

Integrations

  • Xero
  • MYOB
  • QuickBooks
  • Reckon
  • ESPRO
  • API integrations

Languages

  • English