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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 

Screenshots View All

Screenshots View All

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.
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 

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