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features
design
support

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Write a Review

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

As a contractor in plumbing, electrical, or HVAC services, what challenges does your business face? Are you dealing with fluctuating pricing? Do your technicians express frustration about the need to upsell? Perhaps your closing rates are not where you want them to be, or you suspect that you might be missing out on significant profits. In light of these issues, how can you effectively tackle these concerns and enhance the quality of life for yourself, your family, your customers, and your team? The New Flat Rate offers a comprehensive solution for your business needs. By implementing fully developed service menus, your technicians can concentrate on delivering quality service without the pressure to upsell, allowing them to focus on their current tasks instead of worrying about your financial success. This approach eliminates the discomfort associated with discussing prices on-site, ensuring a seamless experience for everyone involved. Ultimately, this results in complete customer satisfaction and a more harmonious work environment for your technicians.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alteryx Yes 
Broadly Yes 
CardConnect Yes 
Microsoft 365 Yes 
Premier Construction Software Yes 
Profit Rhino Yes 
QuickBooks Online Yes 
Tableau Yes 

Integrations

Alteryx No 
Broadly No 
CardConnect No 
Microsoft 365 No 
Premier Construction Software No 
Profit Rhino No 
QuickBooks Online No 
Tableau No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information 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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MarginPoint

Founded

2004

Country

United States

Website

marginpoint.com

Vendor Details

Company Name

The New Flat Rate

Founded

2011

Country

United States

Website

thenewflatrate.com

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

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling No 
Time Tracking No 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database No 
Project Management No 
Quotes / Proposals No 
Takeoff No 

HVAC

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

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial No 
Cost Database No 
Data Import / Export Yes 
Equipment Maintenance No 
Financing Management No 
Labor Rates No 
Quotes/Proposals No 
Scheduling No 
Takeoff No 

Plumbing

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

Plumbing Estimating

Change Orders No 
Commercial / Industrial No 
Cost Database No 
Data Import / Export No 
Fitting Management No 
For General Contractor No 
Overhead Costs Estimating No 
Prebuilt Assembly No 
Quotes / Proposals No 
Takeoff No 

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