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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
Zoho FSM is the one-stop field service platform that caters to the needs of service businesses, manufacturers, and contractors. It optimizes everyday tasks, increases productivity on the field, and systemizes back-end operations.
Zoho FSM helps process service requests efficiently with advanced work order management. It simplifies sending cost estimates and creating work orders. The ideal resource can be chosen and scheduled on the Dispatch Console with Gantt charts, map view, and live location tracking. Zoho FSM enables businesses to manage large, diverse teams with efficient workforce management and distinct user profiles.
The Zoho FSM mobile app is available for Android and iOS. It lets field agents log timesheets, share notes and images, create service reports, and take up follow-up jobs.
Zoho FSM allows branded invoice creation on the web and mobile app. Powered by the Zoho Finance Suite, it supports multiple currencies, region-specific taxes, and online payment gateways.
Zoho FSM is customizable to suit different industries. It also integrates with Zoho CRM and Zoho Inventory for sales and stock management. Beyond this, it supports REST APIs for third-party integrations.
API Access
Has API
API Access
Has API
Integrations
Alteryx
Bigin by Zoho CRM
Broadly
CardConnect
Microsoft 365
Premier Construction Software
Profit Rhino
QuickBooks Online
Tableau
Zoho Books
Integrations
Alteryx
Bigin by Zoho CRM
Broadly
CardConnect
Microsoft 365
Premier Construction Software
Profit Rhino
QuickBooks Online
Tableau
Zoho Books
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per month
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
MarginPoint
Founded
2004
Country
United States
Website
marginpoint.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
India
Website
www.zoho.com/fsm/
Product Features
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order 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
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
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