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
Our cloud-based software gives you the information you need to grow and manage your business in real time. It's easy to improve efficiency in your team, allowing you to plan more work every day without increasing costs. You can get more done in a shorter time.
Reduce paperwork and simplify your engineers' lives. Our online forms will be a hit with them. They can access all their history and certifications from one place, which eliminates the need to fill out lengthy paperwork. It is also a great way to help the environment.
You can reduce your service to cash cycle by invoicing directly from engineers' mobile devices. They can also collect payments through our seamless integration with Stripe. Even if you prefer to collect cash in the traditional manner, you can invoice the job as soon as it is done without waiting for the paperwork.
API Access
Has API
No
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
ACCOUNTS
No
Alteryx
Yes
Broadly
Yes
CardConnect
Yes
Microsoft 365
Yes
Premier Construction Software
Yes
Profit Rhino
Yes
QuickBooks Online Advanced
No
Tableau
Yes
Integrations
QuickBooks Online
Yes
ACCOUNTS
Yes
Alteryx
No
Broadly
No
CardConnect
No
Microsoft 365
No
Premier Construction Software
No
Profit Rhino
No
QuickBooks Online Advanced
Yes
Tableau
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
5 Free users
Free Trial
No
Free Version
Yes
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
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
Protean Software
Founded
1999
Country
United Kingdom
Website
www.proteansoftware.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
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
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