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ease
features
design
support

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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

Forecastly ensures your cash flow remains steady and your sales soar by providing insights on when to restock your FBA inventory, the quantity to order, and the status of your shipments, allowing you to enhance your margins effortlessly. With its rapid predictive software, Forecastly generates highly accurate demand forecasts in mere seconds, helping you sidestep the tediousness of inventory management spreadsheets. Prevent stockouts from sabotaging your business's momentum and sales by receiving timely reorder notifications. These alerts help you maintain a continuous flow of sales and an upward trajectory of profits by notifying you when to reorder at just the right moment. By leveraging precise data, you can accurately determine the ideal time to place orders for peak selling seasons, how much to purchase, and which products will see increased demand. Say goodbye to uncertainty and the risk of excess inventory that can hinder your cash flow. Additionally, Forecastly empowers you to make informed decisions that align with market trends, ensuring your business stays competitive and profitable.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alteryx
Amazon
Broadly
CardConnect
Microsoft 365
Premier Construction Software
Profit Rhino
QuickBooks Online
Tableau

Integrations

Alteryx
Amazon
Broadly
CardConnect
Microsoft 365
Premier Construction Software
Profit Rhino
QuickBooks Online
Tableau

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

MarginPoint

Founded

2004

Country

United States

Website

marginpoint.com

Vendor Details

Company Name

Forecast.ly

Country

United States

Website

www.forecast.ly

Product Features

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
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

Amazon Seller Tools

A/B Testing
Alerts / Notifications
Analytics / Reporting
Campaign Management
Competitor Analysis
Content Management / Optimization
Conversion / ROI Tracking
Customer Data Management
Email Marketing
Feedback Management
Inventory Management
Keyword Tracking / Research
Order Management
PPC Ads Management
Price Optimization
Rank Optimization
Refund Management
Review Management
Sales Tracking / Analysis
Shipping Management
Trend Analysis

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Alternatives

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