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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FieldServicePro is an effective, feature-laden, and budget-friendly service management software tailored to enhance field service operations through an array of tools for job management, scheduling, dispatching, and asset oversight, among others. It seamlessly combines marketing, sales, and billing automation, allowing companies to oversee customer interactions, automate communications via various channels such as email, SMS, WhatsApp, and social media, while also boosting sales through functionalities like online booking systems and AI-driven chatbots. Additionally, the platform encompasses job forms, estimates, agreements, and document management, ensuring a smooth financial management experience with features like recurring billing, online payment options, and automated invoicing processes. FieldServicePro provides a 15-day risk-free trial, grants access to over 30 applications, and includes five hours of monthly consultation at no additional cost, all aimed at helping businesses optimize their platform utilization. Thanks to FieldServicePro’s robust automation capabilities, organizations can enhance operational efficiency and experience growth with remarkable ease, ultimately leading to improved service delivery and customer satisfaction.

Description

Transforming your data into a digital format ensures that your customer records are readily accessible whenever you need them. With all your customer and sales information centralized in a single database, you can effortlessly locate any customer, order, or payment details at any moment. Our software encompasses essential daily operations utilized by various small businesses, including CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. By merging these vital features into one cohesive solution, you eliminate the hassle of entering data into multiple systems or managing numerous platforms simultaneously. This system consolidation not only reduces software expenses but also significantly minimizes the time wasted on redundant data entry. Moreover, with our integrated credit card processing feature, you can operate countless virtual cash registers, removing the need to rent outdated credit card machines or pay for the phone lines they require. Ultimately, this streamlining leads to greater efficiency and cost-effectiveness for your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

WhatsApp Yes 

Integrations

WhatsApp No 

Pricing Details

$199 per month
Free Trial Yes 
Free Version No 

Pricing Details

$19.55 per month
Free Trial Yes 
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 No 
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) No 
In Person No 

Vendor Details

Company Name

FieldServicePro

Country

United States

Website

fieldservicepro.io

Vendor Details

Company Name

For Your Information Technologies

Founded

1987

Country

United States

Website

www.foryourinfotech.com

Product Features

Carpet Cleaning

Billing & Invoicing No 
Customer Management No 
Dispatch Management No 
Equipment Tracking No 
Mobile Access No 
Online Booking No 
Scheduling No 
Work Order Management No 

Cleaning Services

Billing & Invoicing No 
Client Management No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Service History Tracking No 
Work Order Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

HVAC

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

Lawn Care

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Employee Management No 
Equipment Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service Dispatch No 

Pest Control

Billing & Invoicing No 
Customer Service History No 
Dispatch Management No 
Fleet Management No 
Inventory Control No 
Mobile Access No 
Pest Activity Tracking No 
Pesticide Usage Tracking No 
Property Layouts No 
Quotes / Estimates No 
Scheduling No 

Plumbing

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

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

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

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

IT Service

Contract Management No 
IT Asset Management No 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog No 
Service Reporting No 
Ticket Management No 

Optometry

Appointment Management No 
Insurance Management No 
Inventory Management Yes 
Patient Records No 
Recall Tracking No 

Pool Service

Billing & Invoicing Yes 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Work Order Management Yes 

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