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

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 

Screenshots View All

Screenshots View All

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 
Profit Rhino Yes 
Sage Intacct No 
ServiceTitan No 
Tableau 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 
Profit Rhino No 
Sage Intacct Yes 
ServiceTitan Yes 
Tableau 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 

Alternatives

FieldEdge Reviews

FieldEdge

Xplor

Alternatives

Run a Call Reviews

Run a Call

Runacall, Inc
FieldOPS Reviews

FieldOPS

Mobilogic