Billing and invoicing is an integral part of most service interactions. It gives field technicians the ability to quote pricing and charge customers for parts and service rendered. This is useful in any industry where customers pay for one-off service visits, such as HVAC, plumbing, utilities, pest control, wrecker services, and lawncare.
Sadly, many businesses don’t have the infrastructure in place to do this efficiently. They are still stuck in paperwork.
Field Force Tracker provides ready-to-use reports that provide real-time visibility into your business. The intuitive report builder allows you to search by customer, technician, and reporting period in addition to other fields pertinent to a specific report type. Results can be displayed in bar graphs, pie charts, and line items with drill-down capability for quick access to detailed information you need to identify inefficiencies or growth opportunities that can drive your business forward.
Take a quick and easy snapshot of your company’s revenue records. These snapshots can give you vital information to run your business including the most and least profitable jobs, seasonal profit changes, best service contract agreements and more. The accounting department can use these reports to quickly verify and process accounting tasks.
Keep track of the hours your employees work. With you technicians using the Time Clock feature on the mobile app, you can run reports on total time clock hours and keep track of drive time versus work time. Use the Employee Hours Report to process payroll and keep technicians accountable for hours worked.
By managing your invoices within Field Force Tracker, you can easily run reports to locate all paid and unpaid invoices by technician or customer within a defined reporting period. From within the results, you can drill into individual invoices to view details including parts ordered or associated job costs. Take instant action with options to add payments received or resend the invoice via email directly from the report results.
Review all open, closed, unscheduled, canceled, and overdue appointments by service provider, appointment type and reporting period. Results include specific job details, including start and finish times, customer information and appointment types. From within the results, you can open or close the appointment and export or print results for further review.
See what you customers like (or don't like) about your services using the Field Force Tracker survey tool. The Survey Report provides insight into customer feedback for a specific technician which is helpful during performance reviews or possible customer disputes.
Take the guess work out of ordering new parts with insight into what parts are used most often and what parts are already on order. With this kind of visibility into your inventory, you can save money by preventing duplicate orders or rush orders.Contact us to get started!!
Field Force Tracker Enterprise provides your large service organization with the following essential features.
Field Force Tracker is simply the best field service software for any company. It has been developed and supported by Rapidsoft Systems Inc, a 15 year old software development company.