Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FieldServio was created from the best practices and investment of several Field Service companies based in the Charlotte Region.
Our customers expertise helped develop FieldServio into a a configurable end-to-end field service solution with Inventory Management, Mobile Field Technician App, Service and Operations Management, Contracts/Projects, Rental Management, Sales/CRM, and full Accounting and Financials built in.
Our strength is our close relationships with customers and we've grown through word of mouth and customer referrals across the United States and Canada.
We're proud to serve small, medium, and large field service companies in industries such as power generation, air compressors, generators, forklifts, and more.
FieldServio also provide integrations for automated tax calculation and credit card payment processing.
Our customer support team is included in the price of subscription and entirely located in our home office of Charlotte, NC.
Description
Workfinity is a comprehensive service management platform featuring interconnected modules tailored to address all field service needs and requirements. It facilitates real-time oversight of field operations while enabling the management of technical staff in the field. The system also oversees the spare parts utilized during service operations and handles reverse logistics for equipment that has been repaired on-site. Additionally, it allows for stock segmentation specifically for services and manages the service workflow from the initial product sale. Integrated with the Services Module, it includes functionalities for credit analysis and segmentation of retail and corporate sales. Furthermore, it provides control over various sales channels, manages deals, and oversees negotiation processes. With robust management reporting capabilities, iSolutions consistently invests in enhancing its workforce and scouting for new talent, recognizing that intellectual capital is the most valuable asset in their ongoing quest for solutions that create value for their clients. This commitment to employee development and talent acquisition ensures that the company remains at the forefront of service innovation.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Avalara
No
Pricing Details
Contact FieldServio for further pricing details.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FieldServio
Founded
2000
Country
United States
Website
www.fieldservio.com
Vendor Details
Company Name
iSolutions
Founded
2001
Country
Brazil
Website
www.isolutions.com.br
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
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Task Management
Yes
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
Yes
Customer Database
No
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
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