Field Service Management Software for SMB
Maximize the productivity of your workforce
Growing small to medium businesses needs automated processes and tools to efficiently manage field staff and technicians, increase productivity and visibility. 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.
A Full Featured Field Service Management Software
With small and medium sized businesses, we don’t just mean small service, as they have the same challenges of getting their technicians to the job site with the right information to provide excellent service. They need to capture time, go paperless, reduce administrative work, take more service calls and get invoices sent immediately. Becoming more efficient is paramount to their success, and Fieldpoint’s field service management software is there to help develop more growth opportunities and expand service.
Work Order Management System
Go from a quote to a work order and manage all your jobs with Fieldpoint’s work order management system
Mobilize Your Workforce
Mobile field service app to push work orders to the field, complete checklists and search service history
Field Service Scheduling and Dispatch
Schedule, dispatch and route your technicians with complete visibility with resource routing and dispatch tools
Manage Contracts and Projects
Manage preventative maintenance contracts and installation projects with Fieldpoint’s all-in-one software
High Efficiency with Field Service Dispatch Software
A unified platform to schedule, dispatch and route technicians to their jobs
Regardless of the size of the workforce, field service businesses need to get the right technicians, with the right skills, to the right job. With Fieldpoint’s field service management software, get a full view of your technicians’ schedule with our Resource Calendar and dispatch technicians using the Resource Routing tool for an optimized scheduling process.
- Use a skill search to narrow down your available technicians
- See a technician’s daily, weekly and month schedule with the Resource Calendar, giving you the ability to optimize their schedule to fit in more service calls
- Resource routing tool gives you a real-time look into your technicians’ movements, allowing you to optimize their routes to limit travel time
Take Your Team Mobile
Mobile functionality to give your technicians an advantage in the field
Give your technicians the ability to access work orders from the field and remove manual processes using the field service mobile app. Track time and expenses, capture photos and customer signatures, and have work orders sent directly back to the office upon completion from a mobile device
- Give technicians the ability to search service history from their mobile device to help complete repairs
- Complete advanced checklists for preventative maintenance and compliance inspections
- Capture time in the field, reduce your technicians administrative work and give them a device to help route them to their next call
Automate Your Contract Management
Never miss a service call for automatic work order creation
Handle all your preventative maintenance and recurring service delivery with Fieldpoint’s contract module and ensure you keep all your service commitments with your customers.
- Build preventative maintenance schedules that detail the interval of service to your customer
- Have work orders created automatically when service is due, ensuring you never miss a call
- Attach checklists at the contract level and checklists will automatically be added to the work order
Integration with QuickBooks
Speed up billing times with a built-in integration with QuickBooks
Connect your accounting system to your field service management software for an all-in-one service experience.
- Bring your customer list from QuickBooks over to Fieldpoint, removing errors when inputting new customers
- Connect your field service software to your accounting software for fast invoice processes from work orders, contracts and projects