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Description

Are you ready to expand your business? Meet the EFFORT platform for service business management. It combines industry best practices to help you streamline processes that meet with time-critical and location-sensitive requirements. It is used by the world's leading service companies. To improve your productivity, EFFORT provide a better customer experience, lower costs, and manage your business more easily. EFFORT is powerful yet easy to use, combining scheduling, dispatch, invoicing, sales, marketing, reporting, and more, EFFORT has helped a growing number of extraordinary service companies—like L & T, Siemens, IBIBO, Mahindra Finance, Home Credit IB Group and many more - these companies achieving incredible business results. EFFORT is a flexible and highly customizable solution that has been used across industries for all work processes which and manage your entire field operations in a few clicks! It is being used by 150+ customers across 10 countries with over 50000 users. Each day over 2 million activities are being performed on the platform

Description

Begin utilizing our mobile application today to oversee all your field operations effortlessly with just a few clicks! Experience features like Intelligent Auto-scheduling, customizable dashboards and reports, and seamless integration with platforms such as QuickBooks, Salesforce, Zoho, and others. Benefit from a dedicated customer portal, receive instant updates through multiple channels (SMS, Email, PDF), and handle invoicing and signature collection directly from your mobile device. Our native applications for Android and iOS come with offline capabilities, allowing you to create custom forms and fields while receiving intelligent notifications. Effortlessly generate quotes, invoice clients, and monitor payments right from your smartphone. Enjoy real-time mapping and automatic scheduling, selfie attendance, and leave management, all accessible on your mobile device. Secure chat options and knowledge sharing with colleagues and managers enhance collaboration, while real-time location tracking ensures faster response times. The user interface and experience are optimized for both Android and iOS platforms, allowing you to capture, approve, and monitor expenses right from the field. FieldEZ offers a flexible and highly customizable solution that caters to multiple industries for a range of applications including repair and maintenance, installation, lead management, asset tracking, data collection, and surveys, making it an invaluable tool for streamlining operations. Take advantage of these features to improve efficiency and productivity across your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
Freshdesk No 
LogiNext Mile No 
MYOB No 
Oracle CRM On Demand No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP CRM No 
Sage 50 No 
Salesforce No 
Salesforce Agentforce Service No 
Xero No 
Zoho CRM No 

Integrations

Adobe Marketo Engage Yes 
Freshdesk Yes 
LogiNext Mile Yes 
MYOB Yes 
Oracle CRM On Demand Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP CRM Yes 
Sage 50 Yes 
Salesforce Yes 
Salesforce Agentforce Service Yes 
Xero Yes 
Zoho CRM Yes 

Pricing Details

$599/user
Free Trial Yes 
Free Version No 

Pricing Details

$25 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EFFORT

Country

India

Website

geteffort.com

Vendor Details

Company Name

FieldEZ Technologies

Founded

2011

Country

India

Website

www.fieldez.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature No 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Product Features

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Work Order Management Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Groundskeeping Yes 
Inventory Control No 
Irrigation Tracking Yes 
Job Management Yes 
Landscape Design No 
Mobile Access Yes 
Payroll Management No 
Plant Database No 
Quotes / Estimates Yes 
Routing No 
Scheduling & Appointments Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling No 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling No 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling Yes 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Preventive Maintenance No 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Task Management Yes 

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