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Average Ratings 0 Ratings

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features
design
support

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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

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 

Screenshots View All

Screenshots View All

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 
Xero No 

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 
Xero Yes 

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 

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