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Average Ratings 8 Ratings

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support

Description

Access your business information from anywhere at any time using your smartphone, tablet, or computer! Effortlessly manage a variety of tasks including jobs, projects, purchase orders, timesheets, invoicing, materials, and reporting, among others. Adfile Lead CRM makes it extremely straightforward to oversee your sales leads and prospects. With user-friendly forms and reminder features, you'll never overlook a sales opportunity again. You can easily share leads with your team and set up reminders in just seconds. The Adfile Lead CRM system allows you to add and manage your sales opportunities efficiently. Unlike many other CRM systems, Adfile's intuitive interface enables your team to focus on selling rather than getting bogged down with data entry. You can also upload documents and images to a job from any device. Additionally, Adfile has developed a specific area with limited access, allowing you to grant clients permission to view files. This feature has proven to be an invaluable asset for numerous users, significantly enhancing communication, reducing frustration, and leading to better client retention overall. Whether you are in the office or on the go, Adfile empowers you to stay connected and organized.

Description

Field Promax is designed to enhance and unify your operational processes, allowing you to effectively oversee your team of technicians, communicate swiftly with clients, manage work orders electronically, and expand your business. Transition to a paperless environment, oversee your tasks from any location, and experience the benefits from each project you undertake! Our efficient scheduling features simplify work order management, enabling you to create and send work orders, automatically generate orders for recurring tasks, and seamlessly transform service requests into work orders. Field Promax is compatible with various systems and devices, making it convenient for technicians to update their work status in the field while supervisors can monitor technician activities in real time. By optimizing your workflow, you can capitalize on every resource, including the productivity of each technician, the time saved from eliminating paper, and the rapid conversion of orders into payments, ultimately maximizing your profit potential. This innovative platform not only supports efficient project management but also fosters growth and adaptability in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AnswerForce No 
Google Calendar Yes 
MYOB Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Xero Yes 

Integrations

AnswerForce Yes 
Google Calendar No 
MYOB No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero No 

Pricing Details

$49 per month
Free Trial No 
Free Version Yes 

Pricing Details

$29 per month
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 No 
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 Yes 

Types of Training

Training Docs Yes 
Webinars No 
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

Adfile

Founded

2015

Country

New Zealand

Website

www.adfile.co.nz/

Vendor Details

Company Name

Field Promax

Founded

2014

Country

United States

Website

fieldpromax.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Field Service Management

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

Maintenance Management

Asset Tracking No 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access No 
Planning Calendar No 
Predictive Maintenance Yes 
Preventive Maintenance No 
Purchasing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Plumbing

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

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

Carpet Cleaning

Billing & Invoicing No 
Customer Management No 
Dispatch Management No 
Equipment Tracking No 
Mobile Access No 
Online Booking No 
Scheduling No 
Work Order Management No 

Cleaning Services

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

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 

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 No 
Scheduling Yes 
Service History Tracking No 
Technician Management Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking No 
Billing & Invoicing Yes 
Calibration Management No 
Dispatch Management Yes 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance No 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing

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

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management 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 No 
Job Management Yes 
Preventive Maintenance No 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Task Management No 

Alternatives

The Service Program Reviews

The Service Program

Westrom Software

Alternatives