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support

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Description

#1 industry-leading CRM/ERP developed by Service industry professionals. Field Pros helps companies track every aspect of their business, from fleet tracking to project management to collecting payments. We help crew companies run efficiently and effectively. Our founders have over 35 years of experience in running service businesses. Using their industry knowledge, combined with artificial intelligence, we have created the most cutting-edge cloud CRM for the service industry. Our platform is suitable for all trades. Your company can benefit from cutting-edge technologies that will help you run your business more efficiently and effectively.

Description

Increase your sales and enhance service quality by unlocking your organization's full potential with our Sales, Installation, and Warranty Management Software. Our proactive timers and alerts keep every task on track, ensuring that nothing is overlooked. With a focus on efficiency, the software collects accurate information and removes the hassle of duplicate data entry. It promotes productivity by enabling you to complete tasks correctly on the first attempt, thus minimizing the chances of callbacks. Accountability is improved as the platform offers real-time data and analytics, providing better visibility across all departments. We take pride in being a trusted partner for both large enterprises and small businesses alike. InsightPro Warranty & Service Management makes the claims process simpler by optimizing it from start to finish, creating a streamlined system that accelerates claim resolution, cuts costs, and maintains thorough oversight. Designed for user-friendliness, this cloud-based solution requires minimal setup, allowing for rapid deployment and immediate benefits for your organization. By adopting this innovative software, you can enhance your operational efficiency and achieve greater control over your service management processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Google Ads Yes 
Google Analytics Yes 
Mailchimp Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Twilio Yes 
Zillow Yes 
Zillow Rental Manager Yes 

Integrations

Docusign No 
Google Ads No 
Google Analytics No 
Mailchimp No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Twilio No 
Zillow No 
Zillow Rental Manager No 

Pricing Details

https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Ffieldpros.ai%2Fcontact%2F
Free Trial No 
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 Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook 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 

Customer Support

Business Hours No 
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

Field Pros

Country

United States

Website

fieldpros.ai/

Vendor Details

Company Name

InsightPro

Founded

2014

Country

United States

Website

www.insightpro.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging Yes 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management No 
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 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 

Product Features

Field Service Management

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

Warranty Management

Contract Management Yes 
Eligibility Verification Yes 
For Field Service Yes 
For General Contractors Yes 
For Manufacturers Yes 
Parts Management No 
Policy Management Yes 
Product Registration Yes 
Repair Management Yes 
Returns Management Yes 
Service Management Yes 
Warranty Tracking Yes 

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