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features
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support

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Description

Exoserva offers a comprehensive customer relationship management and field service solution tailored for contractors and home-service enterprises. This platform consolidates various functionalities, including customer and lead management, communication through calls and texts, scheduling and dispatching, as well as processing estimates, invoices, payments, and automated follow-ups. Its AI receptionist efficiently manages incoming calls and messages, qualifies service requests, and has the capability to schedule appointments, while staff can utilize web and mobile applications to organize jobs and technicians seamlessly. Additionally, the platform features portals for both customers and vendors, provides customer-facing documentation, and integrates smoothly with QuickBooks Online and Google Calendar. Subscription plans are determined based on fleet size and come with monthly allowances for AI voice and SMS services. Technicians are equipped with a mobile application that allows them to access job details, navigate to on-site locations, and capture photos and signatures for verification. Potential customers also have the opportunity to experience an interactive AI voice demo and can request guided setup assistance to better understand how the system can streamline their operations. By integrating these various tools into one cohesive platform, Exoserva aims to enhance efficiency and improve overall service delivery for its users.

Description

FieldPlus by MarginPoint provides a comprehensive solution for service contractors to oversee customer information, work orders, and inventory seamlessly. Technicians benefit from instant access to customer details, enhancing efficiency in job completions and boosting satisfaction levels among clients. The platform ensures safe payment processing, integrates with QuickBooks, offers automated stock replenishment, and maintains thorough inventory oversight across warehouses, job sites, or vehicles. With this robust field service management and inventory tool, you can significantly increase your earnings. Choose between flat rate pricing or billing based on time and materials, ensuring swift payments through integrated processing options. By implementing automated replenishment, you can prevent stock shortages, allowing for more accurate and timely job completions. The system simplifies scheduling and dispatching tasks to field technicians, while also allowing you to create and monitor customer records and work order progress from the moment of the initial call to the QuickBooks update, greatly reducing paperwork and administrative burdens. This streamlined approach not only enhances operational efficiency but also fosters stronger relationships with clients through timely and precise service delivery.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

QuickBooks Online Yes 
Alteryx No 
Broadly No 
CardConnect No 
Google Calendar Yes 
Microsoft 365 No 
Premier Construction Software No 
Profit Rhino No 
Tableau No 

Integrations

QuickBooks Online Yes 
Alteryx Yes 
Broadly Yes 
CardConnect Yes 
Google Calendar No 
Microsoft 365 Yes 
Premier Construction Software Yes 
Profit Rhino Yes 
Tableau Yes 

Pricing Details

$499/month
The Wedge plan starts at $499/month. Plans vary by fleet size and include monthly AI voice and SMS allowances. Month-to-month plans are available without a long-term contract, and annual billing is also offered.
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 No 
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 No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Knock Knock Contractor LLC

Website

exoserva.com

Vendor Details

Company Name

MarginPoint

Founded

2004

Country

United States

Website

marginpoint.com

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 

Product Features

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial No 
Contract Management Yes 
Customer Database Yes 
Electronic Signature No 
Mobile Access Yes 
Quotes / Estimates No 
Scheduling Yes 
Time Tracking No 
Work Order Management Yes 

Field Service Management

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

HVAC

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

Plumbing

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

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