Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FieldStacker serves as a web-based CRM and field sales solution tailored for door-to-door sales teams and mobile service providers. Representatives utilize mapping features to manage potential customers, log visits, optimize routes, keep track of appointments, and generate quotes directly at the customer's location. Managers can designate specific territories, distribute leads, monitor field activities through a shared map, and assess sales performance metrics. The platform encompasses essential service tools such as customer databases, quote generation, appointment scheduling, job management, invoicing, and payment processing. Marketing capabilities are robust, featuring customizable business websites, lead generation and scheduling pages, follow-up systems, digital business cards, and promotional postcards. Additional functionalities for tracking mileage, expenses, commissions, and sales coaching bolster team efficiency. FieldStacker is designed for various industries, including alarm systems, solar energy, pest control, roofing, fiber optics, cleaning services, and permanent lighting solutions. Accessible via web browsers and mobile applications, it offers subscription plans that come with a 14-day trial period, allowing potential users to explore its features before committing. This comprehensive approach ensures that both sales representatives and managers have the tools needed to enhance their productivity and achieve business goals.
Description
TradesBackbone is a cloud-based software solution designed specifically for small trade businesses, offering a comprehensive suite that integrates customer management, job tracking, estimates, invoices, and payment processing alongside office scheduling and dispatching features. Technicians are empowered to manage their tasks efficiently through a mobile browser, where they can view job assignments, generate estimates, send invoices, take photos, and update job statuses. Customers can conveniently approve estimates via text or email, with those approvals automatically transitioning into invoices. The platform also accommodates recurring services, route planning, reminders, and customer follow-ups to enhance service delivery. Access to records and financial data is governed by role-based controls, ensuring that team members only see what is relevant to their duties. For users on Pro plans and above, QuickBooks Online synchronization is available, while API access is a feature exclusive to the Elite tier. Additionally, the software includes optional AI functionalities that assist in responding to inquiries about business records and in drafting estimates or follow-up messages. When the AI Front Desk feature is activated, it automatically prepares customer replies, which require human approval before being sent. This versatile software caters to various industries, including plumbing, HVAC, electrical work, roofing, lawn care, pest control, and cleaning services, making it a valuable tool for trade professionals looking to streamline their operations and improve customer interactions. As a result, tradespeople can focus more on their core services while maintaining effective communication with their clients.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
Stripe
Yes
Zapier
Yes
Google Calendar
Yes
Make
No
Mycel
No
Integrations
QuickBooks Online
Yes
Stripe
Yes
Zapier
Yes
Google Calendar
No
Make
Yes
Mycel
Yes
Pricing Details
$15/month
Website & Hosting is $15/month. Pro starts at $30/month, or $25/month billed yearly ($300/year). Team starts at $60/month, and Team Pro is $250/month. Every paid plan includes a 14-day free trial with no credit card required. A free digital business card is also available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FieldStacker
Founded
2025
Country
United States
Website
www.fieldstacker.com
Vendor Details
Company Name
Martello Systems
Founded
2026
Country
United States
Website
tradesbackbone.com
Product Features
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
No
Collaboration Tools
No
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
Yes
Fast Estimates
Yes
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
Yes
Online Payments
Yes
Order Management
No
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No