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features
design
support

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Description

Begin utilizing our mobile application today to oversee all your field operations effortlessly with just a few clicks! Experience features like Intelligent Auto-scheduling, customizable dashboards and reports, and seamless integration with platforms such as QuickBooks, Salesforce, Zoho, and others. Benefit from a dedicated customer portal, receive instant updates through multiple channels (SMS, Email, PDF), and handle invoicing and signature collection directly from your mobile device. Our native applications for Android and iOS come with offline capabilities, allowing you to create custom forms and fields while receiving intelligent notifications. Effortlessly generate quotes, invoice clients, and monitor payments right from your smartphone. Enjoy real-time mapping and automatic scheduling, selfie attendance, and leave management, all accessible on your mobile device. Secure chat options and knowledge sharing with colleagues and managers enhance collaboration, while real-time location tracking ensures faster response times. The user interface and experience are optimized for both Android and iOS platforms, allowing you to capture, approve, and monitor expenses right from the field. FieldEZ offers a flexible and highly customizable solution that caters to multiple industries for a range of applications including repair and maintenance, installation, lead management, asset tracking, data collection, and surveys, making it an invaluable tool for streamlining operations. Take advantage of these features to improve efficiency and productivity across your business.

Description

Coordinate service appointments and allocate opportunities efficiently. Monitor field technicians using GPS technology for accurate tracking. Analyze technician sales performance and establish sales targets through a dynamic, real-time dashboard. Utilize GPS navigation to determine the quickest routes to your scheduled appointments. With just one click, offer premium, mid-range, and budget-friendly options that have been shown to enhance sales performance. The app facilitates credit card scanning, signature capturing, and invoice generation, eliminating the need for physical paperwork. Seamlessly import and export data to QuickBooks to ensure all financial transactions are synchronized. Obtain a personalized homeowners app, branded with your company logo, to enhance customer engagement. Clients can conveniently access information about service plans, warranties, and their service history directly from their mobile devices. Foster strong relationships and guarantee customer satisfaction through consistent communication. Effortlessly analyze purchasing patterns using the live results dashboard. As a contractor, the Jobi homeowners app is tailored specifically for your business, helping maintain contact with your clientele while providing them with essential tools for managing their services and maintenance schedules effectively. This innovative app not only streamlines your operations but also elevates the customer experience to new heights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Adobe Marketo Engage Yes 
CallRail No 
Freshdesk Yes 
LogiNext Mile Yes 
MYOB Yes 
Oracle CRM On Demand Yes 
PayPal No 
SAP CRM Yes 
Sage 50 Yes 
Salesforce Yes 
Salesforce Agentforce Service Yes 
Stripe No 
Xero Yes 
Zoho CRM Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Adobe Marketo Engage No 
CallRail Yes 
Freshdesk No 
LogiNext Mile No 
MYOB No 
Oracle CRM On Demand No 
PayPal Yes 
SAP CRM No 
Sage 50 No 
Salesforce No 
Salesforce Agentforce Service No 
Stripe Yes 
Xero No 
Zoho CRM No 

Pricing Details

$25 per month
Free Trial Yes 
Free Version No 

Pricing Details

$149 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FieldEZ Technologies

Founded

2011

Country

India

Website

www.fieldez.com

Vendor Details

Company Name

Jobi

Founded

2017

Country

United States

Website

www.jobi.pro/

Product Features

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Work Order Management Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

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 No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

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

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Groundskeeping Yes 
Inventory Control No 
Irrigation Tracking Yes 
Job Management Yes 
Landscape Design No 
Mobile Access Yes 
Payroll Management No 
Plant Database No 
Quotes / Estimates Yes 
Routing No 
Scheduling & Appointments Yes 
Work Order Management Yes 

Plumbing

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

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling No 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling No 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling Yes 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management 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 No 
Job Management Yes 
Preventive Maintenance No 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Task Management Yes 

Product Features

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

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 

Fleet Management

Dispatch Management No 
Employee Management Yes 
Fuel Management No 
GPS Tracking Yes 
Incident Reporting Yes 
Inspection Management No 
Inventory Management No 
Maintenance Management Yes 
Mileage Tracking No 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup Yes 
Work Order Management No 

HVAC

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

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling No 
Automated Scheduling No 
Calendar Management No 
Class Scheduling No 
Employee Scheduling No 
Facility Scheduling No 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling No 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing No 
Call Center Management No 
Contract Management No 
Customer Database No 
Inventory Control No 
Job Management No 
Job Tracking No 
Mobile Access No 
Routing No 
Scheduling No 
Self Service Portal No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

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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