Field Service Management Vendor Evaluation Framework (Excel XLSM)

BENEFITS OF THIS EXCEL DOCUMENT

1. Allows users to set up field service tool vendors and themes to centralize vendor management and comparative evaluation.
2. Enables scoring of vendors via customizable questionnaires and lets users adjust question and theme weights to reflect organizational priorities.
3. Produces an interactive dashboard that visualizes scores, compares FSM vendor performance, highlights gaps, and supports data-driven FSM tool vendor selection.

FIELD SERVICE EXCEL DESCRIPTION

Field Service Management Vendor Evaluation Framework is an Excel template (XLSM) available for immediate download upon purchase.

Field Service Management – Vendor Evaluation Tool (Excel)

Make confident, data-driven decisions when selecting your Field Service Management (FSM) tool.

This easy-to-use Excel-based evaluation tool helps you compare multiple FSM vendors across key themes like functionality, usability, cost, and support. It automates scoring, highlights the strongest options, and ensures your decision process is structured, transparent, and defensible.

What you'll get:
A pre-built evaluation dashboard in Excel
Customizable criteria & weightages (set priorities that matter to your business)
Automated scoring & comparison of vendors
Visual highlighting of top performers
Clear, professional outputs you can use directly in stakeholder discussions

Perfect for:
Business analysts & consultants running vendor assessments
Organizations evaluating ServiceMax, Salesforce, ServiceNow, IFS, SAP, Oracle, or other FSM platforms
Teams who want to replace messy spreadsheets with a structured, automated tool

Why use this tool?
Instead of juggling multiple sheets and manual formulas, this tool gives you:
Consistency → All vendors evaluated on the same scale
Flexibility → Adjust criteria and weights for your specific context
Clarity → Instantly see which vendor aligns best with your priorities

Source: Best Practices in Field Service Excel: Field Service Management Vendor Evaluation Framework Excel (XLSM) Spreadsheet, SmartService Ops