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Average Ratings 6 Ratings
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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
Workiz is the leading all-in-one FSM platform powered by AI and automations, trusted by over 120,000 professionals across North America. Our Genius Suite, featuring Genius Answering and AI Dispatcher, helps streamline operations, boost revenue, and deliver exceptional customer experiences.
Win more jobs with integrations like Angi, Thumbtack, and Google Local Services Ads. Impress customers with real-time communication via the Workiz mobile app, and manage your entire business from one powerful dashboard.
Seamlessly integrate with tools like QuickBooks, Stripe, and CompanyCam to simplify workflows and grow smarter.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Alteryx
AnswerForce
Authorize.Net
Beeline Routes
Broadly
CardConnect
CompanyCam
Google Calendar
Mailchimp
Integrations
QuickBooks Online
Alteryx
AnswerForce
Authorize.Net
Beeline Routes
Broadly
CardConnect
CompanyCam
Google Calendar
Mailchimp
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$187/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
MarginPoint
Founded
2004
Country
United States
Website
marginpoint.com
Vendor Details
Company Name
Workiz
Founded
2015
Country
United States
Website
workiz.com
Product Features
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Carpet Cleaning
Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Equipment Maintenance
Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Garage Door
Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking
Handyman
Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Janitorial
Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management
Limo
Accounting / Payroll
Customer Management
Dispatching / Navigation
Driver Management
Job Dashboard
Pricing Management
Reservation Management
Locksmith
Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
