Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Ply is a cutting-edge inventory and purchasing solution designed exclusively for trade businesses, leveraging artificial intelligence to optimize operations. By reducing urgent supply runs, it empowers contractors and service teams to enhance their billable hours through automated procurement processes, smart reorder notifications, and vendor comparisons, while also providing real-time insights into inventory across trucks, warehouses, and job sites. The platform features essential tools such as usage-based minimum and maximum thresholds, barcode printing, mobile scanning, and the ability to generate and reconcile purchase orders, all while seamlessly integrating with field service and accounting software like ServiceTitan, Jobber, Housecall Pro, and QuickBooks Online. It effectively consolidates material catalogs, monitors both in-use and consumed items, and identifies instances of over-ordering or excess stock to help maintain healthy cash flow. Users have reported a recovery of 5 to 10 additional hours each week by streamlining operations and eliminating the chaos associated with spreadsheets, all while ensuring complete visibility of material locations and timely replenishment needs. This comprehensive approach not only boosts efficiency but also supports better decision-making across trade businesses.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Acculynx
No
Alteryx
Yes
Broadly
Yes
CardConnect
Yes
Housecall Pro
No
Jobber
No
Microsoft 365
Yes
PowerHouseWMS
No
Premier Construction Software
Yes
Integrations
QuickBooks Online
Yes
Acculynx
Yes
Alteryx
No
Broadly
No
CardConnect
No
Housecall Pro
Yes
Jobber
Yes
Microsoft 365
No
PowerHouseWMS
Yes
Premier Construction Software
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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)
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
MarginPoint
Founded
2004
Country
United States
Website
marginpoint.com
Vendor Details
Company Name
Ply
Founded
2022
Country
United States
Website
getply.com
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
Inventory Management
Alerts/Notifications
No
Barcoding / RFID
No
Forecasting
No
Inventory Optimization
No
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
No
Multi-Channel Management
No
Product Identification
No
Reorder Management
No
Reporting/Analytics
No
Retail Inventory Management
No
Supplier Management
No
Warehouse Management
No