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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your sales process by eliminating manual orders and paperwork through automation, allowing your field team to maximize their productivity. By planning sales routes and monitoring the visits of sales representatives to various points of sale in real time, you can effectively assess the performance of your sales force. Additionally, capturing secondary sales data through automated reports enables a comprehensive evaluation of both performance and competition. With the ability to uncover deeper insights, identify new sales opportunities, and generate customized reports, you can make more informed business choices. While enhancing productivity with leading sales force automation software is essential, the true value lies in transcending basic automation, enabling smarter sales strategies grounded in reliable data measured against relevant KPIs. Experience rapid implementation and immediate outcomes by going live within days, coupled with thorough training for both field staff and sales operations managers to ensure successful adoption and utilization. Ultimately, investing in this approach will empower your team to achieve greater success and drive overall business growth.

Description

The Pointman team has developed a native application compatible with desktops, tablets, and smartphones across both iOS and Android platforms. This innovative solution is akin to a 'dream come true' for teams that include both internal and external members collaborating to enhance customer service. Management and back-office personnel benefit from a comprehensive dashboard that effectively organizes field staff and customer information, streamlining tasks for optimal performance outcomes. Meanwhile, field personnel can leverage the mobile-friendly version to communicate, provide guidance, and access customer data seamlessly. With highly customizable automated reports, business owners and leaders are empowered to make informed decisions that highlight areas for improvement. It’s truly a holistic 360-degree solution designed for every member of the team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$90 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FieldAssist

Founded

2014

Country

India

Website

www.fieldassist.com

Vendor Details

Company Name

Pointman

Founded

2015

Country

United States

Website

pointman.com

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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