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Field Service Software for HVAC and Refrigeration 

Be more productive and profitable with Fieldpoint’s end-to-end field service management solution, specifically designed for the HVAC and Refrigeration space. Utilize mobile applications, real-time scheduling & analytical tools, and integrated CRM and accounting systems to streamline your field service operations.

 

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A SOLUTION DESIGNED SPECIFICALLY FOR HVAC COMPANIES TO STREAMLINE THEIR BUSINESS PROCESSES

Project and Job Costing

Consider project hours, estimated start and end dates and project costs for large complex installations using Fieldpoint’s project management solution. Powerful analytic tools report the project revenue, cost, and margins, allowing for real-time job costing analysis and project reporting, ensuring your project stays on budget and on time. Progress billing options allow for billing based on the status of the project, and manage technicians across the entire project in the resource calendar, showing the technicians schedule and the project schedule in a Gantt-style chart.

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Scheduling and Dispatch

Real-time calendar visibility allows you to see which technician is available for a service call, and when, while narrowing it down to skill certification and geographical area. Reduce wait times with the easy drag and drop tool to schedule break/fix repairs, and get an organized view of your technician’s schedules from initial call to completion.

Mobile Field App

With Fieldpoint’s field mobile app, get work orders sent instantly to smartphones, tablets, and laptops, complete with information, equipment, checklists and customer history. Technicians will gain real-time access to work order information without the need to contact dispatch. With everything for the job in hand, technicians can complete the service call, capture signatures in the field and close out the work order, immediately expediting the customer billing.

Manage All Parts of the Business

Manage all parts of your business, from every day break/fix repairs, to larger installation projects that require quotes, estimates, and multiple tasks over a longer period to complete. Manage preventative maintenance contracts with a fully automated system that generates work orders at the appropriate time, so no calls are missed or overlooked.

Manage All Parts of the Business
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Financial Integration

Integrate with your accounting software, such as Microsoft Dynamics GP, NetSuite, Quickbooks and Intacct for streamlined data-sharing.

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Visibility Into Parts Inventory

Access inventory or any parts you need from a work order on your mobile device and check whether the required part is in stock.

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Increase Productivity

Keep customers loyal and happy by maintaining service level agreements and offering high expectations with fast, on-time service and turnaround from call to completion.

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Offline/Online Synchronization

No connection? No problem. Access work order information, inventory level and everything you need from the mobile app and have it immediately upload once a connection is established.

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Subcontractor Management

Expand your workforce with Fieldpoint’s subcontractor software that allows you to manage and monitor third-party vendors. From quotes, to hiring and job completion, manage it all from within one field service application.

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Quoting

Quote simple break/fix repairs to large installation projects with set prices for labor and inventory connected with your financial system

Success Stories

Naylor

When you choose Naylor as your single-source commercial hvac & refrigeration, electrical, plumbing, and compressed air partner, you will be working with one of Ontario’s largest and most reputable providers of dependable maintenance, service and installation solutions. Established in 1968, Naylor now employs a highly qualified team of consultants and managers, and over 150 qualified technicians servicing over 2000 customers including educational institutions, commercial buildings, government facilities, industrial plants, and high-rise residential buildings.

“By using Microsoft Dynamics and Fieldpoint’s service management, our accounting and service staff can work more efficiently and provide even more value to our customers – and ultimately our business.”
Tom Hitchman – President, Naylor Group Inc.

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Del-Monde

Since 1982 Del-Monde has been installing HVAC systems throughout the Midwest. They have installed over 100,000 systems for wide range of customers. Much of their work is with homebuilders, but have an expanding presence in the consumer market so homemakers can benefit from the expertise that local builders have enjoyed for decades.

As Del-Monde expands into new markets they understood that their service business processes would become more complex, jobs would need closer monitoring, and customer service levels would need to be maintained. To do this, new business software would be required. It also had to be web based so employees and subs could have access from the job site 24x7, 365 days a year.

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