Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.

Description

FieldHub is a comprehensive SaaS solution tailored specifically for security installation professionals and low voltage electrical contractors. This platform delivers an integrated system to oversee everything from lead generation and proposal management to project execution and field service coordination, along with CRM, inventory management, recurring revenue tracking, and complete accounting functionalities. It serves as a centralized repository for contact details and company connections throughout all phases of your projects, eliminating the hassle of inaccurate data. Seamlessly transform potential opportunities into proposals and work orders without the need for system transitions that can impede progress. You can efficiently filter your workforce based on geographical location, availability, and expertise to ensure that the most suitable teams are assigned to each job at the optimal time. With built-in capabilities to monitor material requests, purchase orders, and accounts receivable, FieldHub ensures your inventory remains well-stocked and your projects stay on track. Additionally, you can take advantage of our extensive library of reports specifically designed to meet the distinct requirements of the field service sector, providing you with valuable insights for better decision-making. With FieldHub, streamline your operations and enhance your productivity like never before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Calendar

Integrations

Google Calendar

Pricing Details

$999 per year
Free Trial
Free Version

Pricing Details

$35
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

YZY SOFT

Founded

2011

Country

Lithuania

Website

www.yzysoft.com/product/benroy-business-app/

Vendor Details

Company Name

FieldHub

Founded

2017

Country

United States

Website

www.fieldhub.com

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

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

Alternatives

Flowlu Reviews

Flowlu

Cloud22 LLC
Workspace Reviews

Workspace

TapChief
Coolfront Reviews

Coolfront

Profit Strategies