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ease
features
design
support

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Write a Review

Description

FieldPlus by MarginPoint provides a comprehensive solution for service contractors to oversee customer information, work orders, and inventory seamlessly. Technicians benefit from instant access to customer details, enhancing efficiency in job completions and boosting satisfaction levels among clients. The platform ensures safe payment processing, integrates with QuickBooks, offers automated stock replenishment, and maintains thorough inventory oversight across warehouses, job sites, or vehicles. With this robust field service management and inventory tool, you can significantly increase your earnings. Choose between flat rate pricing or billing based on time and materials, ensuring swift payments through integrated processing options. By implementing automated replenishment, you can prevent stock shortages, allowing for more accurate and timely job completions. The system simplifies scheduling and dispatching tasks to field technicians, while also allowing you to create and monitor customer records and work order progress from the moment of the initial call to the QuickBooks update, greatly reducing paperwork and administrative burdens. This streamlined approach not only enhances operational efficiency but also fosters stronger relationships with clients through timely and precise service delivery.

Description

Enhance the efficiency of your field service operations with Fieldman's user-friendly and adaptable software designed for technicians. This versatile platform empowers your organization to effectively oversee various assets, manage inventory, and coordinate technicians, resources, and field contractors seamlessly. With Fieldman, you can extend the lifespan of all your assets, streamline appointment scheduling, automate the dispatch of work orders, and collect crucial field data, even in regions lacking Internet connectivity. Begin with a manageable field service project and gradually scale up at a pace that suits your organization’s needs. Understanding the importance of scalability in infrastructure projects, Fieldman simplifies the management of numerous daily appointments, addressing challenges such as customer no-shows with ease. It also facilitates the handling of projects of any magnitude, optimizes routing, and ensures data collection in offline areas. Additionally, you can plan and create job orders across various departments, while the mobile app allows for easy documentation in the field and the flexibility to adjust objectives based on performance metrics. Ultimately, Fieldman provides a comprehensive solution to meet the diverse demands of your field service operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alteryx Yes 
Amazon Web Services (AWS) No 
AutoCAD No 
Broadly Yes 
CardConnect Yes 
ClickSend No 
GE ADMS No 
Gmail No 
GovQA No 
IBM Maximo Application Suite No 
Leica GeoMoS No 
Microsoft 365 Yes 
Microsoft Azure No 
Munis No 
Premier Construction Software Yes 
Profit Rhino Yes 
QuickBooks Online Yes 
Tableau Yes 
Zapier No 

Integrations

Alteryx No 
Amazon Web Services (AWS) Yes 
AutoCAD Yes 
Broadly No 
CardConnect No 
ClickSend Yes 
GE ADMS Yes 
Gmail Yes 
GovQA Yes 
IBM Maximo Application Suite Yes 
Leica GeoMoS Yes 
Microsoft 365 No 
Microsoft Azure Yes 
Munis Yes 
Premier Construction Software No 
Profit Rhino No 
QuickBooks Online No 
Tableau No 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$79 per month
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Types of Training

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

Vendor Details

Company Name

MarginPoint

Founded

2004

Country

United States

Website

marginpoint.com

Vendor Details

Company Name

Fieldman

Country

United States

Website

fieldman.co

Product Features

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial No 
Contract Management Yes 
Customer Database Yes 
Electronic Signature No 
Mobile Access Yes 
Quotes / Estimates No 
Scheduling Yes 
Time Tracking No 
Work Order Management Yes 

Field Service Management

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

HVAC

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

Plumbing

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

Product Features

Field Service Management

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

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