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Description
FieldAx: Field service software that provides a central solution for field service companies. With enterprise-level features, you can track your business from anywhere. FieldAx makes it easy to manage customer details and communication history. FieldAx will give you a complete view of all your customers, including insights into how to engage them and details about the deals they are involved in. This report must include a complete overview of any repair, maintenance, or installation that was done on the site by your technician. The work can be visually verified by your customer or supervisor. You can manage each invoice's payment details, including credit card and net banking. Enterprise edition users can configure an online gateway for Stripe, Authorized.net, and PayPal. FieldAx allows field technicians to report their travel time and time spent on the job using their device. It can also be included as a labor charge in an invoice.
Description
Efficiently manage your leads by keeping track of phone conversations, meetings, notes, and tasks to swiftly evaluate their potential. For every opportunity, it's crucial to understand its current phase, the individuals involved, the progress made, and the probability of closing successfully. Accurately forecast what your sales figures will represent in the coming week, month, and quarter. Tailor your Sales Pipeline to suit your needs by adjusting the number of stages in the sales cycle and determining the likelihood of closure for each stage. Instantly access comprehensive reports detailing the collective activity levels of each sales representative, including their meetings, notes, phone calls, and any specialized forms utilized. Set up notifications for deals that haven't been updated within a specified timeframe to ensure nothing falls through the cracks. Inspire your sales team by displaying their real-time commissions on each deal, fostering a competitive yet collaborative environment. The robust dashboard offers a quick glance at upcoming activities and essential performance indicators for your team, ensuring you stay informed about their progress and effectiveness. This comprehensive approach not only optimizes sales processes but also empowers your team to achieve their targets efficiently.
API Access
Has API
API Access
Has API
Integrations
Authorize.Net
Desktop.com
Kynection KIM
PayPal
QuickBooks Accountants
QuickBooks Online
Salesforce
Stripe
Xero
Integrations
Authorize.Net
Desktop.com
Kynection KIM
PayPal
QuickBooks Accountants
QuickBooks Online
Salesforce
Stripe
Xero
Pricing Details
$35.00/month/user
Free Trial
Free Version
Pricing Details
$12.00/month/user
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
Merfantz Technologies
Founded
2012
Country
India
Website
www.fieldax.com
Vendor Details
Company Name
Upvise
Founded
2008
Country
Singapore
Website
www.upvise.com
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
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
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