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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Transform prospects into loyal clients for life by exceeding their expectations with FieldPie. Seamlessly conduct your field operations without disruption, even in the absence of a network connection. Effortlessly generate invoices, monitor payment statuses, and expedite your payment collection process. Leverage the intelligence of FieldPie AI to make informed service business decisions. Receive bookings directly from your website, ensuring smooth customer engagement from the initial contact through job completion. Efficiently assign and manage personnel for tasks based on criteria such as time, expertise, location, and your business guidelines. Keep comprehensive, real-time tabs on your team's activities and responsibilities. Maintain strong connections with your customers by granting them access to their own records through the FieldPie interface, tailored to their permissions. Enjoy the convenience of collecting payments from any location, at any time, thanks to the user-friendly payment features integrated with FieldPie and Stripe. With these powerful tools at your disposal, you can enhance customer satisfaction and foster long-term loyalty.

Description

Experience the advantages of immediate insights into your team's productivity and current status. Enhance your scheduling and dispatch capabilities through a unified management system. Minimize the time between task completion and payment by accelerating your invoicing process and providing impactful service reports as evidence of work done. Change the way you organize, dispatch, and work together by creating a seamless digital connection between your field and office personnel. Eliminate the need for traditional timecards and spreadsheets. Our automated payroll system reduces the reconciliation duration from two days down to merely two hours. Gain a comprehensive understanding of your operation's profitability with a continuous flow of real-time data from the field to your financial management system. Revolutionize your business operations through automation, covering everything from invoices and billing rates to scheduling, and bid farewell to cumbersome paper-based methods. Embrace this transformation to enhance efficiency and foster better communication across all levels of your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Sage 100
XOi

Integrations

QuickBooks Online
Sage 100
XOi

Pricing Details

$15 per user per month
Free Trial
Free Version

Pricing Details

Free
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

FieldPie

Founded

2014

Country

United States

Website

fieldpie.com

Vendor Details

Company Name

Operix

Country

United States

Website

www.operix.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

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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