Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FieldPlus by MarginPoint provides a comprehensive solution for service contractors to oversee customer information, work orders, and inventory seamlessly. Technicians benefit from instant access to customer details, enhancing efficiency in job completions and boosting satisfaction levels among clients. The platform ensures safe payment processing, integrates with QuickBooks, offers automated stock replenishment, and maintains thorough inventory oversight across warehouses, job sites, or vehicles. With this robust field service management and inventory tool, you can significantly increase your earnings. Choose between flat rate pricing or billing based on time and materials, ensuring swift payments through integrated processing options. By implementing automated replenishment, you can prevent stock shortages, allowing for more accurate and timely job completions. The system simplifies scheduling and dispatching tasks to field technicians, while also allowing you to create and monitor customer records and work order progress from the moment of the initial call to the QuickBooks update, greatly reducing paperwork and administrative burdens. This streamlined approach not only enhances operational efficiency but also fosters stronger relationships with clients through timely and precise service delivery.
Description
You can reduce inventory costs and increase profits by regaining control over all your inventory, no matter where it is located. This includes your vehicles. You can reduce theft by tightening inventory controls and tracking all material usage down to the job or end user. Automated replenishment reduces ordering costs by more than 25% Refilling based on actual usage can reduce inventory costs. MarginPoint solutions are trusted by more than 1000 companies. MarginPoint Mobile Inventory can be accessed on any iOS- or Android-enabled smartphone, tablet, or computer.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Alteryx
Yes
Broadly
Yes
CardConnect
Yes
Microsoft 365
Yes
Premier Construction Software
Yes
Profit Rhino
Yes
QCommission
No
QuickBooks Online Advanced
No
Tableau
Yes
Integrations
QuickBooks Online
Yes
Alteryx
No
Broadly
No
CardConnect
No
Microsoft 365
No
Premier Construction Software
No
Profit Rhino
No
QCommission
Yes
QuickBooks Online Advanced
Yes
Tableau
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$89/mo/stocking location
*Billed annually. Month to month options available.
5 stocking location minimum.
Volume discounts available.
5 stocking location minimum.
Volume discounts available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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)
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MarginPoint
Founded
2004
Country
United States
Website
marginpoint.com
Vendor Details
Company Name
MarginPoint
Founded
1999
Country
United States
Website
go.marginpoint.com/mp-im-sf
Product Features
Electrical Contractor
Billing & Invoicing
Yes
Commercial / Industrial
No
Contract Management
Yes
Customer Database
Yes
Electronic Signature
No
Mobile Access
Yes
Quotes / Estimates
No
Scheduling
Yes
Time Tracking
No
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
No
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
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
Automatic Replenishment Systems
Counting by Exception
No
Customer Management
No
Financial Management
No
Inventory Management
Yes
Nice Shelf Stocks
No
On-order Information
Yes
Sales Anticipation
Yes
Store Order Leveling
No
Zero Turnover Checks
No
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Inventory Control
Allocation
No
Barcoding
No
Cost Tracking
No
Forecasting
Yes
Item Management
No
Order Management
No
Procurement Management
No
Reorder Management
Yes
SKU / UPC Codes
No
Serial Number Tracking
No
Supplier Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
Yes
Forecasting
Yes
Inventory Optimization
Yes
Kitting
Yes
Manufacturing Inventory Management
Yes
Mobile Access
Yes
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
Yes
Retail Inventory Management
Yes
Supplier Management
Yes
Warehouse Management
Yes
Supply Chain Management
Demand Planning
No
Electronic Data Interchange
No
Import / Export Management
Yes
Inventory Management
Yes
Order Fulfillment
Yes
Order Management
Yes
Sales & Operations Planning
No
Shipping Management
No
Supplier Management
Yes
Transportation Management
No
Warehouse 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
Warehouse Management
3PL Management
No
Barcoding / RFID
No
Category Customization
No
Channel Management
Yes
Demand Planning
No
Inventory Management
Yes
Location Control
No
Order Management
No
Purchasing
Yes
Quality Control
No
Receiving / Putaway Management
No
Returns Management
No
Shipping Management
Yes