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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 premier all-in-one software solution for HVAC, plumbing, electrical, and various field service industries, catering to both commercial and residential needs. Implement best practices within the industry to enhance service quality and drive better results. Receive alerts for significant events, such as large sales closures or appointment cancellations, to stay informed. Access customer details, including service history and equipment specifics, whenever they reach out. Monitor all interactions, including recorded calls and text messages, tied to each opportunity. Ensure customer satisfaction following each appointment to build long-lasting relationships. Keep track of your business performance from anywhere, at any time, with real-time insights readily available. This comprehensive software not only streamlines your operations but also fosters a culture of excellence in service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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

$49 per month
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 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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

MarginPoint

Founded

2004

Country

United States

Website

marginpoint.com

Vendor Details

Company Name

WorkCEO

Country

United States

Website

workceo.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

Cleaning Services

Billing & Invoicing Yes 
Client Management No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management No 
Quotes / Estimates Yes 
Recurring Appointments No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Work Order Management No 

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial No 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking No 
Work Order Management Yes 

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging No 
Mobile Access Yes 
Payroll Management No 
Reporting/Analytics No 
Resource Management No 
Schedule Distribution No 
Scheduling Yes 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management No 

GPS Tracking

Alerts/Notifications No 
Asset Tracking No 
Driver Management No 
Historical Reporting No 
Mobile Tracking No 
People Tracking No 
Real Time Tracking No 
Routing Yes 
Status Tracking Yes 
Territory Management No 
Vehicle Tracking No 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management No 
Work Order Management No 

Janitorial

Bid Management No 
Billing & Invoicing Yes 
Client Management No 
Employee Scheduling No 
Inventory Management No 
Mobile Access Yes 
Payroll Management No 
Quality Control No 
Surveys & Feedback No 
Time Tracking No 
Work Order Management Yes 

Locksmith

Billing & Invoicing Yes 
CRM Yes 
Dispatch Management Yes 
GPS Tracking Yes 
Inventory Management No 
Mobile Access Yes 
Payment Processing No 
Scheduling Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History No 
Dispatch Management Yes 
Fleet Management No 
Inventory Control No 
Mobile Access Yes 
Pest Activity Tracking No 
Pesticide Usage Tracking No 
Property Layouts No 
Quotes / Estimates Yes 
Scheduling Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
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 

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