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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Are you ready to expand your business? Meet the EFFORT platform for service business management. It combines industry best practices to help you streamline processes that meet with time-critical and location-sensitive requirements. It is used by the world's leading service companies. To improve your productivity, EFFORT provide a better customer experience, lower costs, and manage your business more easily. EFFORT is powerful yet easy to use, combining scheduling, dispatch, invoicing, sales, marketing, reporting, and more, EFFORT has helped a growing number of extraordinary service companies—like L & T, Siemens, IBIBO, Mahindra Finance, Home Credit IB Group and many more - these companies achieving incredible business results. EFFORT is a flexible and highly customizable solution that has been used across industries for all work processes which and manage your entire field operations in a few clicks! It is being used by 150+ customers across 10 countries with over 50000 users. Each day over 2 million activities are being performed on the platform

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.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Avalara No 

Integrations

Avalara Yes 

Pricing Details

$599/user
Free Trial Yes 
Free Version No 

Pricing Details

Contact FieldServio for further pricing details.
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 Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EFFORT

Country

India

Website

geteffort.com

Vendor Details

Company Name

FieldServio

Founded

2000

Country

United States

Website

www.fieldservio.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature No 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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 

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