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Fieldpoint for HVAC & Refrigeration

Fieldpoint enables HVAC businesses to be more productive and profitable with complete end-to-end field service management — automated, mobile, and integrated to your CRM, ERP, and accounting systems. This application offers a flexible and scalable software platform that connects to your customers and their equipment, streamlines operations, and empowers your technicians.

Key Success Areas

  • Advanced project job costing in real-time and profit tracking from billing, labor, and materials improves cash flow
  • Integrated dispatch and escalation rules ensures optimized service delivery and that break/fix requests are tracked and billed, never missed
  • Your back office and techs are connected in real time– no more paperwork. Techs can close off work orders in with signatures and images in the mobile app
  • Track service agreements and maintenance contracts while you proactively manage renewals through triggers and updates
  • Financial integration streamlines and expedites billing, payroll, inventory management, and timesheets.

Quoting and Estimates with Integration to your CRM System

Fieldpoint integrates with your existing CRM system and features a sophisticated quoting tool that creates and customizes proposals, quotes, and estimates for your HVAC customers. Convert these quotes and estimates into work orders, jobs, and invoices, reducing the possibility of data entry errors. You can build your job budget for materials, parts, and labor requirements directly from the quotes, and choose one of the flexible progress billing terms to track your project.

Reduce the Time Between Service Calls and Dispatch

The unified platform allows you to schedule, dispatch, route, search, and sort work orders from initial call to dispatch and completion. With real time calendar visibility, you can see which technician is available, when they are available, their skill certifications, and territories. The easy to use drag-and-drop tool allows you to schedule break/fix repairs on the dispatch board, and assign technicians and crews based on optimal routing.

Optimize Your Service Management with Fieldpoint’s Mobile App

Instantaneously send work order information to and from smartphones, tablets, and laptops for notifications to the technicians and dispatcher. Gain access to real time work order information, equipment, and customer history. Capture electronic customer signatures in the field, append relevant documents, and close off the work order immediately to expedite customer billing.

Make Your Service Contracts More Profitable and Renewable

Service contracts and maintenance agreements are key areas for long term service revenue and profitability in HVAC. Set up flexible PM (preventative maintenance) programs and reference PM contracts, warranties, and SLAs to work orders. Use the configurable checklists that can be generated from contracts to ensure technicians are not missing steps in their tasks.

Complete Visibility Into Parts Inventory

Fieldpoint’s ERP financial integration can access inventory or any parts you need from a work order on your mobile device and check whether the required part is in stock. Not in stock? Let the system generate a requisition, and, once approved, it will automatically populate on the accounting side to create a purchase order.

Financial Integration – Analytics, Dashboards, and Reports

Fieldpoint offers out-of-the-box integrations to CRM and ERP systems like Microsoft Dynamics GP, NetSuite, Intacct, and Quickbooks. Your business uses a different system? We have an open API and will custom build integrations to your existing ERP. Integration to billing, inventory, purchasing, and payroll will streamline your HVAC companies’ operations and realize cash flow. You will be able to invoice parts or materials directly through the software while performing parts markups and track sales. With the Business Intelligence module, you can generate reports using combinations of metrics that are important for your HVAC business. These reports and dashboards can help you identify where there is profitability and revenue leakage.

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