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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Access your business information from anywhere at any time using your smartphone, tablet, or computer! Effortlessly manage a variety of tasks including jobs, projects, purchase orders, timesheets, invoicing, materials, and reporting, among others. Adfile Lead CRM makes it extremely straightforward to oversee your sales leads and prospects. With user-friendly forms and reminder features, you'll never overlook a sales opportunity again. You can easily share leads with your team and set up reminders in just seconds. The Adfile Lead CRM system allows you to add and manage your sales opportunities efficiently. Unlike many other CRM systems, Adfile's intuitive interface enables your team to focus on selling rather than getting bogged down with data entry. You can also upload documents and images to a job from any device. Additionally, Adfile has developed a specific area with limited access, allowing you to grant clients permission to view files. This feature has proven to be an invaluable asset for numerous users, significantly enhancing communication, reducing frustration, and leading to better client retention overall. Whether you are in the office or on the go, Adfile empowers you to stay connected and organized.

Description

FieldRoutes™, a cloud-based mobile solution for field service operations, allows you to grow quickly, scale smartly and serve your customers tirelessly. FieldRoutes™ Cloud-based mobile solutions for field service operations can simplify your process, make your life easier, and help you run an efficient and profitable business. FieldRoutes makes it easy to beat your competition and provide top-notch services. It also streamlines your entire operation with simple, efficient tools that deliver the goods. Our integrated marketing services can help you acquire new customers and increase sales. With powerful lead progression tools, you can track, manage, and nurture your prospects. Automate your business to save time and cut down on your workday. It reduces the time you spend on the road, makes scheduling easy, and automates manual tasks. Automated follow-ups, a user-friendly customer portal, and integrated payments will help you get paid faster and reduce delinquencies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Calendar
MYOB
QuickBooks Online
RepCard
Rosie
Sameday
Siro
Xero

Integrations

Google Calendar
MYOB
QuickBooks Online
RepCard
Rosie
Sameday
Siro
Xero

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

$199/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Adfile

Founded

2015

Country

New Zealand

Website

www.adfile.co.nz/

Vendor Details

Company Name

FieldRoutes, a ServiceTitan company

Founded

2012

Country

United States

Website

www.fieldroutes.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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