Fieldpoint’s field service management solution focuses on the management of work orders, contracts, subcontractors, parts, and scheduling of mobile resources for companies that have a high call volume. We offer a service management platform providing enterprise companies with tools to streamline their business processes – from real-time mobility across every major device, to routing and workflow automation. We provide our customers with software applications in the cloud or on-premise. Our integration with CRM systems, inventory, billing, accounting and other back-office systems is why we can say that we offer end to end service management. From quoting to installs to break/fix to billing, our application can manage the entire lifecycle flawlessly.
Core Features of Fieldpoint’s Field Service Management Software
Work Order Management
With Fieldpoint’s Work Order Management Software, your field team can manage, monitor, and automate any customer service requests. With integration to your ERP systems, meet your operational goals, speed up your cash flow, and drive new business opportunities to delight your customers!
scheduling and dispatch
Fieldpoint’s field service management software has a smart scheduling and dispatch software tool with a drag and drop calendar console to quickly route calls to your field technicians based on availability, severity codes, skills, and territory. With the mobile field service app, you can send your technicians alerts and they can accept them right in the field! Whether your scheduling process is manual, interactive, or fully automated, Fieldpoint’s advanced field service scheduling capabilities make dispatching easy and efficient.
Mobile Field Service App
Our mobile field service software provides a complete feature-rich toolkit for field technicians, enabling staff to do almost anything they need to from their mobile devices —whether locating replacement parts, raising invoices for new jobs, or providing customer quotes on site. Automate your field service processes with powerful, native mobile apps for Android and iOS. With our configurable, secure mobility platform, your field workforce can quickly accept jobs, use GPS to find nearby parts & get directions, order parts, enter labor & expenses, take pictures, notes & payments, fill-out checklists and capture signatures. Online or offline.
Fieldpoint’s field service contract management module provides our customers with a streamlined, reliable way of keeping track of customer relationships, manage SLA’s and preventative maintenance schedules while keeping their service contracts efficient and profitable. Service contracts and maintenance agreements are two key areas for long-term service revenue and profitability. Sell contracts, continue to offer quality service so that you can renew them for recurring revenue.
Fieldpoint offers subcontractor software, native to your organization, that empowers managers to manage and monitor third-party vendor activities. We also offer integrations to any existing workforce management systems that your enterprise may be using. Manage quotations, work orders, pricing agreements, and automate the subcontractor assignment and dispatching of work orders.
Fieldpoint’s built-in quoting system simplifies giving your customers quotes and turning them into work orders. Your technician can even quote for additional work on-site and assign it to an existing work order instead of creating a new one. From the portal, you can add parts and job tasks, automatically apply special customer pricing and taxes, and email quotes to a customer. Streamline your administration process, so you can concentrate on satisfying your customers.
Projects & Job Costing
For organizations that sell/install complex projects and provide recurring professional services and repairs, Fieldpoint has a project management and job costing solution that integrates with your CRM system. Traditional enterprise solutions provide silo project and service modules that don’t speak to each other. Service teams that do break-and-fix work one day and project installations the next day need service software that can schedule, track inventory, and invoice both operations at the same time.
Business Intelligence / Reporting
Fieldpoint’s field service management software gives you access to business intelligence dashboards that helps leverage data by generating analytical reports, using any combination of Key Performance Indicators that are unique to your business. User-friendly reports enable managers to see how departments, technicians, and service teams are performing. Our business intelligence module will help you keep your customers happy by highlighting challenges before they translate into problems and identifying new opportunities.
No matter how you deploy Fieldpoint’s field service management software you still get the same web-based field service and project management functionality. You can choose to deploy in an hosted environment or on premise, depending on what licensing model suits your organization. You can utilize a subscription based or a perpetual license model.
Internet of Things (IoT)
Equipment up-time is vital to optimizing service delivery. Every piece of equipment and appliance in the field will have sensors to monitor anomalies, errors, and upkeep and will be connected to an IoT platform.
Fieldpoint’s checklist feature, available on the mobile field service app, streamlines workflow for inspections and maintenance schedules with an easy to follow to-do list.
Field Service Software for Small & Medium Businesses (SMBs)
Maximize the Productivity of Your Workforce
Growing small to medium businesses need automated processes and tools to efficiently manage field staff and technicians, increase productivity and visibility. Fieldpoint offers functionality for small/medium sized business with a packaged integration for QuickBooks. Fieldpoint’s field service management software is a full featured software that has functionality packed for small/medium and enterprise field service businesses. Dispatch your technicians fast, get a full view into their movement, manage your contracts and projects, and give your techs a mobile field service app to excel in the field. Our field service management software will give you the tools you need to become more productive in the HVAC and industrial equipment space. We offer an SMB facing application with a focus on technician enablement (extensible mobile), work order debrief, contracts and support.