All of a sudden, it becomes hectic. The office phone rings again, this time an HVAC customer wondering why a yearly maintenance appointment was missed. You had just gotten off the phone minutes before with another company that needed emergency repairs, and three times in the last month complaints have been filed about technicians leaving the job site before completing all the tasks. Company logistics are spiraling.
And now, you’re out of resources. Every technician has been scheduled and a third-party vendor portal is the only option to find someone to visit the HVAC customer. For some companies seeking field service management, this might be difficult. WorkMarket, a subcontractor portal example, might not align with the software you purchased. Eventually, that non-pairing trickles down to billing and resource routing, and creates a customer service disaster.
You have a management software, but it doesn’t take into account pre-established enterprise resource planning (ERP), customer relationship management (CRM) and accounting systems within the company — a purchase that never paid dividends. Inventory is separated from scheduling, billing from purchasing. Whenever you need to complete a task, you’re forced to jump to another software.
There’s a choice to make: switch over every system so it’s in sync with your field service software, or abandon the software for a different one with more integrations?
That’s where Fieldpoint and its field service management software comes in. We understand that it took time and money to incorporate financial systems into your business, and help ensure that problems related to integrations are avoided.
From all angles, your business’ operations will be smoother. Take advantage of our included integrations that allow processes such as billing, scheduling and dispatching to be streamlined. Utilize our estimate and quoting integration for your CRM system, creating customizable proposals easily turned into work orders and invoices. And see the difference in your company’s day-to-day procedures when everything is centralized through Fieldpoint’s plethora of software integrations.
When your company purchases Fieldpoint’s field service management software, chances are that it will fit right in with your company. We know that, in some cases, uses of accounting and other financial systems came to your business long before our software did, and it’s our goal to make it as easy as possible for you to incorporate the software.
Our series of integrations starts with NetSuite, Microsoft Dynamics GP, and QuickBooks, cloud-based financial management software, which allows companies to track inventory and take care of other financial tasks. And when those are combined with countless more — from to Salesforce and Binary Stream — they add up to a developed business strategy that will help tasks from going unnoticed.
If one product or piece of equipment is running low in inventory, you’ll easily notice that when assigning a part to a work order. Watch your stock decrease, and purchase more when the time comes through the same software. As opposed to other softwares where you’re forced to jump from system to system for each sub-task, Fieldpoint puts everything you need in one place.
It doesn’t matter what services your company specializes in; our software is applicable in the HVAC, fire & life, oil & gas and facilities management industries, among others. That way, we’re able to serve businesses that focus on one or all of those.
Applicable for Subcontractor Management
In a scenario similar to the one described above — when there are more work orders than technicians available — subcontractors are vital for field service businesses to keep up. Just as Fieldpoint’s software comes with accounting and billing integrations, WorkMarket and Service Channel are two that will help provide relief when your business needs additional technicians.
With the included subcontractor management tools, the bidding, hiring and billing processes all combine in one convenient location. Many times, when subcontractors are hired as vendors, they are unfamiliar with company procedures and may miss steps. But with the software’s mobile checklists, everything is laid out task-by-task.
It’s important for every company to do its homework on subcontractors it hires, yet all good subcontractors should research companies attempting to hire them. Perhaps they have contacts with other subcontractors that have worked for you in the past. Did it take too long for them to get paid? Not share the detailed task steps up front, and they ended up dedicating more time than initially expected? That taints your company’s image, and makes subcontractors less likely to work for you in the future. They’d rather find a business that treats subcontractors with more respect.
Incorporated into Fieldpoint’s software are all the tools needed to make that happen. You’ll be able to continue expanding geographically and tackle more projects while still maintaining the reputation you worked so hard to build. Subcontractors are treated the same as your full-time technicians with our software.
Optimized Billing Process
Billing is a task that no business can avoid. Regardless of how large or small your field service company is, employees need wages and vendors require payments. Thanks to Fieldpoint’s one-way integration for its software, this immediately becomes easier.
When a technician is at a job site, he or she can collect the customers’ signature on the spot and immediately close the order. Required equipment expenses and the total job time is exported into the invoice, which reduces the need to manually enter the data once the job is completed.
With our mobile field service app, go even further and remove paper work orders completely. When it comes time to bill, you’re able to check past invoices, compare jobs with one another and ensure that everything is paid properly on time.
By learning more about using Fieldpoint field service management software today, you’ve taken the first step toward optimizing your company. That process is immediately expedited once all the integrations are incorporated. Industry-standard improvements to accounting and tax systems make it easier and more efficient to run your business, and allow you, employees and customers to reap the benefits of a streamlined company.