Fieldpoint Service Applications

Field service management software

Businesses that send technicians out to customers' sites can use field service management software from Fieldpoint Service Applications. It says the software replaces paper-based work orders and manual data entry with a single system that covers quoting, scheduling, dispatching, invoicing and reporting. Its stated aim is to help a company run its service operations more smoothly, bill its customers faster and grow without losing control of its jobs.

Work orders and job management

The system manages every job in one place, from one-off repairs to recurring maintenance and complex installations. The firm says this gives a company full visibility around each job, so that managers can see what is planned, what is in progress and what has been completed. Inspection and task checklists help technicians record the work to the required standard.

Scheduling, dispatch and technician tools

A scheduling board gives dispatchers a view of the whole workforce, supporting decisions about who should go where. The firm says its intelligent scheduling helps technicians make the most of their time, and that its native mobile app gives them the information and tools they need in the field. The app works online and offline, so technicians can keep working where mobile coverage is poor.

Project and cost tracking

For multi-phase installations and rollouts, the software plans the resources and parts a project needs and tracks estimates against actual costs. Project and job costing, along with spending plans, helps a business keep projects on time and on budget. Quoting and estimating tools support the work from the first proposal onwards.

Integration with accounting and ERP systems

The firm highlights integration as a major strength. Its software links to Microsoft Dynamics GP, Microsoft Dynamics 365, NetSuite and QuickBooks, along with other business and construction systems, so that billing and purchasing run from the same data. It also offers an application programming interface and packaged integrations for further connections.

Industries and deployment

The product is aimed at medium and enterprise businesses in sectors that rely on technicians in the field. Sectors served include HVAC and refrigeration, IT, voice and data, industrial equipment, medical work and oil and gas, along with fire and life safety. The software can be hosted in the cloud or installed on premises, and it supports Internet of Things connections and subcontractor management.