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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

Zip Solutions World Class Field Service Management Software was designed for electricians, plumbers, and HVAC techs. We are a service provider for residential and commercial service professionals. 1. 1. 2. Delight Your Customers 3. Expand Your Business These goals are brought to life by our "Good, Better and Best" presentation features. Techs can create unique packages and options for every call using Zip Solutions' pricebook tools. Service managers can create packages for different job types and customer types. Quickbooks integration integrates all your finances once payment has been received. Remote payment, service agreements and technician tracking are all possible features. Zip Solutions gives business owners and managers greater control over their business, regardless of its size. Register for a Demo today to learn more about increasing your profits and increasing your sense of security.

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 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
Tableau Yes 
WEBFLEET No 

Integrations

QuickBooks Online Yes 
Alteryx No 
Broadly No 
CardConnect No 
Microsoft 365 No 
Premier Construction Software No 
Profit Rhino No 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
Tableau No 
WEBFLEET Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Call for Details - 636-222-2222
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 No 
iPad App No 
Android App No 
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

Zip Solutions

Founded

2011

Country

United States

Website

www.zipsolutions.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

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 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
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 

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