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
The concept behind Team Management Systems (TMS) was conceived in the 1980s by Chuck and Yvonne Tuttle, who were employed at a software company that failed to fulfill the expectations of its clients. With Chuck’s rich background in designing, programming, selling, and supporting contractor software, combined with Yvonne’s successful track record in managing mechanical contracting firms and her expertise in the software sector, they recognized that they had the perfect blend of skills to turn their vision into a tangible business. Monitoring the success of your marketing strategies is crucial for the growth and administration of your enterprise. Regardless of whether you utilize a single marketing avenue or an extensive array, ServiceFactor can identify which sources are driving calls and generating jobs, in addition to the revenue produced. It is essential to collect and utilize customer data effectively, as this is fundamental to your business's achievements. No matter if a customer has one location or many, the complete history and profitability for each site will be meticulously tracked, ensuring comprehensive oversight of operations. This thorough tracking enables businesses to make informed decisions and optimize their strategies based on real-time data.
API Access
Has API
No
API Access
Has API
No
Integrations
Alteryx
Yes
Broadly
Yes
CardConnect
Yes
Microsoft 365
Yes
Premier Construction Software
Yes
Profit Rhino
Yes
QuickBooks Online
Yes
Tableau
Yes
Integrations
Alteryx
No
Broadly
No
CardConnect
No
Microsoft 365
No
Premier Construction Software
No
Profit Rhino
No
QuickBooks Online
No
Tableau
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
ServiceFactor
Founded
1991
Country
United States
Website
www.servicefactor.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
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
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
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes