FieldTech is an all-in-one
field service software solution
to run your business.
FEATURES
Quoting
Make quoting faster and easier than ever before with FieldTech® CPQ estimating software. Use tiered price lists and easily manage discounts, margin, markup, and fixed price. Easily create quotes for specific products and services with templates, and even get them approved via digital signature.
Time Tracking
Track time against work orders for employees and crews so you know exactly what your job costs are, and how much to invoice your clients. Get estimated vs actual time reports for jobs so you can identify and fix inefficiencies in your overall process – all with the FieldTech field service time tracking module.
Equipment Tracking
Whether your equipment is with a crew, on a truck, or in a warehouse, equipment tracking helps you make sure your assets are in the right place at the right time. Experience the luxury of knowing where equipment is, who is using it, and how much it is costing, at all times with FieldTech’s asset tracking software.
Job Costing
Gain visibility into how profitable your jobs are right from a centralized dashboard. This Job Costing software allows employees to easily track time and materials used on a job, and gives you insight into job and company profitability.
MRP
Our MRP software, part of inventory management, predicts material reorder levels based on purchasing trends, time of year, and many other factors. Use MRP to accurately forecast spending and gain insight into the health of your company.
Scheduling
Schedule appointments for your employees based on availability, proximity to client, area of expertise, and more with FieldTech dispatch software. Travel time, distance, and appointment duration are all accounted for, ensuring your team knows when to leave and what to expect on a per appointment basis. The Route Optimization feature, powered by Google Maps, helps your technicians travel between appointments with the quickest routes available.
Inventory Management
Invoice & Expense Tracking
Invoices and expenses related to a job are now easily tracked in a single convenient place in the FieldTech expense tracking software module. Use this feature, a component of our Job Costing module, to book expenses against a job, and even integrate with Zoho Finance.
Commission Tracking
Ensure you pay your employees accurately and on time with the commission calculator. This sales commission software reduces human error with commission approvals and chargebacks. Choose between automatic commission statements, or a dedicated portal where employees can view paid and unpaid commissions up-to-the-minute.
RMA
Use our RMA software, part of inventory management, to accurately manage product returns, including creating credit memos and return labels, calculating restocking fees, and more.
INTEGRATIONS
Zoho CRM & Zoho Books
The FieldTech® integration with Zoho CRM and Zoho Books allows you to sync customer and job data, invoices, and expenses in real-time, so you can make decisions based on your current cash flow.
Quickbooks Desktop & Online
FieldTech® syncs bidirectionally with QuickBooks (Desktop and Online) from customer to order to invoice, eliminating double-entry and increasing overall efficiency.
Sage 100 ERP
FieldTech® syncs bidirectionally with Sage 100 ERP from customer to order to invoice, eliminating double-entry and increasing overall efficiency.
Google Calendar
FieldTech® integrates seamlessly with Google calendar, ensuring everyone on your team is on the same page.
Google Maps
FieldTech® integrates with Google Maps to ensure the most accurate drive time calculations for your technicians and reps.
Twilio SMS
Automatically sends SMS messages when appointments are booked, rescheduled, and even when they are imminent, Increase your appointment show rates by texting reminders to your prospects/job sites, which have far better read rates than email.
With FieldTech, you will run
a faster, leaner business
with Zoho as your hub.
PRICING
Need a custom package? Contact us.
Need a custom package? Contact us.
ABOUT
Our team is dedicated
to optimizing workflows.
FieldTech is an all-in-one software solution for field service businesses. These days, it’s easy to be bogged down by the process of customizing software. In the end, you find yourself reinventing the wheel (and paying for it too). Why mess with a good thing? FieldTech is designed to get your company moving with minimal muss and fuss. No big deployment fees to get started either – just a simple, monthly service charge. Discover how we can connect your entire field service operation and optimize your workforce. Contact us today for a free consultation and demo!