#1 RANKED FIELD SERVICE MANAGEMENT SOFTWARE FOR AUTO-MATING YOUR ENTIRE FIELD SERVICE OPERATION
Tailored Functionality to Match Your Business Needs with Special Functional Modules. Broadest Set of Features in the Industry. Reliable, Proven and Superior Software.
TRANSFORM YOUR BUSINESS WITH PURPOSE-BUILT ADVANCED SOLUTIONS
Field Force Tracker has the solutions commercial and residential businesses need to maximize profits, grow their businesses, and overcome any obstacle the day may bring.
You will get amazing set of features such as Technician Scheduling, Maintenance Management, Equipment Tracking, Repair Scheduling, Service Management Software, Inventory Control, Customer Management, Work Order Management, Technician Dispatch, Warranty Tracking, Mobile Repair App, Preventive Maintenance, Equipment Diagnostics, Equipment Servicing and customer Asset Management.
From billing, accounting and contracts to inventory, purchasing, sales, and customer service, Field Force Tracker removes the need for disparate systems. It streamlines critical daily processes, and provides real-time visibility into every area of your service-driven organization. Simply, the best Field Service Software!!
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Check Our Exhaustive Features Covering All Areas of Your Service Business.
Managing Jobs
At the core of our Field Service Management software is one of the most powerful job management systems on the market. Your field workers, dispatchers, schedules, custom forms, and billing systems are all integrated to keep everything neatly organized. Our software’s workflows work the way you work.
JOB MANAGEMENT
- Manage your jobs more efficiently
- Quickly see the current status of every job
- Create your own custom forms and check lists
- Replace paper with an easy-to-use mobile app
- Easily track time spent on a job
- Set up one-time and recurring jobs
SCHEDULING AND DISPATCH
- Visibility over everyone’s availability
- Quickly schedule field technicians
- Automated assignment notifications
- View job and customer details
- Eliminate overbooking and under-booking
- Multiple Dashboard Calendars
JOB WORKFLOW
- Complete visibility over your workflow
- Track each stage of a job from start to finish
- Customize your job workflow
- Replicate your current workflow
- Automate your workflow
SMART JOB SCHEDULING
- Drag and drop scheduling
- Dispatcher controlled scheduling
- Automatic Scheduling
- Quick reassignment of jobs
- Text and email change notifications
RECURRING JOBS
- Easily schedule a series of recurring jobs
- Free up your time replicating details
- Eliminate risk of forgetting about jobs
- Automate staff and customer reminders
- Deliver customer invoices automatic
TEAM JOBS AND LONG PROJECTS
- Create Teams on the fly
- Assign Jobs to Teams
- Create longer projects
- Collect totals project time
Managing Customers
Our Field Service Management Software keeps all customers, lead and customer history details all organized. Both office admins and mobile field techs can easily pull up customer data at any time. Integrated notifications make it easy to notify customers.
Customer CRM Data
- Easy access to customer records
- Manage customer equipment
- Support for multiple service locations
- Import and export for integrations
- Access billing history
- Customer balances
Customer History
- Access full customer history
- Mobile app integration
- Easy Access to Contracts
- Easy Access to Equipments
- Automatic Balance letters
Customer Installed Products
- Installed Equipment profiles
- View equipment service history
- Print and scan barcodes
- Customizable printable labels
- Attach equipment to jobs
Customer Feedback and Reviews
- Gather Customer Feedback
- Improve Services
- Gather Technician Feedback
- Automated or Manual
- Auto Averaging of Scores
Customer Notifications
- Automated email notifications
- Customizable email and templates
- Customizable text (SMS) and templates
- Automated appointment reminders
- Automated “on-the-way” alerts
Customer Portal
- Easy to setup customer login
- Reduce your call volume
- Give customers access to service history
- Customers can request help online
- Customers can manage billing online
Managing Parts Inventory
Our Field Service Management Software includes enhanced inventory management capabilities with warehouse management, tracking parts movement between warehouse and job sights, purchase orders, shipping tracking etc
Parts Inventory Management
- Comprehensive support for Inventory
- Alert for low inventory items
- Barcode reader support
- Track parts usage between jobs
- Single dashboard view of all parts
Inventory Updates & Alerts
- Field Force Tracker Dispatch can prompt technicians to have the right parts sets
- Issue Parts to Technician by Job or by Truck
- Upon completing each job, parts stock is automatically updated
- Plan for overage to account for a certain percentage of damaged parts
Truck Inventory
- Manage Truck Inventory
- Move parts between warehouse
- Auto Adjustment of inventory
- Parts usage history
- Parts used log
Jobs Integrated Parts Management
- Use analytics to predict the number of upsells per type of job
- Include upgraded parts in Price book to invoice correctly
- Account for special parts warranties in inventory to track future obligations
- Use System Upsell for certain industry like HVAC/ Plumbing
Company Asset Management
- Manage your own tools and assets
- Cost of maintenance
- Service Schedules of Assets
- Cost of Asset replacements
- Log of issue of assets
Purchase Orders & Shipping Tracking
- Elevate your stock management
- Get real-time insight into your stock levels with just a few clicks.
- Place orders and replenish stock in no time with an order management system
- Compare prices with suppliers you use on a regular basis
- Issue Purchase Orders
Managing Field Techs
Our Field Service Management Software provides excellent capabilities to manage field service teams. You can track, communicate and update your field teams in real time.
Field Tech Assignments
- Control access of employees
- manage and update Work Orders
- Attach Job photos
- Collect customer signatures
- Submit Timesheets
- Check Job History
Mobile Applications
- Powerful Mobile App
- Mobile App Integration
- Digital Signature
- Capture Photos for Jobs
- Job status management
Timesheet Management
- Digital Data for Timesheets
- Project Time Data
- Hour based billing
- Daily Clock-in / Clock Out
- Payroll Calculations
Real Time Location Tracking
- Real Time Location Update
- Use any iOS or Android device
- Google Maps integration
- See your team and jobs on a map
- Create reports to view location data
Custom Mobile Forms
- Easy-to-use custom forms
- Fill out custom forms on web or mobile
- Field data syncs back to the office
- Customize forms
- Create multiple custom forms
- Organize fields into groups
Realtime Messaging
- Integrated messaging system
- Automated appointment push alerts
- Automated email and text alerts
- Customizable email and text notifications
- Simple job updates by text
- Log of all communications
Managing Quotes, Invoicing and Payments
Our Field Service Management Software includes awesome capabilities for generating custom quotes, generate invoices from the office or from the field, and collect the payment.
Billing and Invoicing
- Create invoices in office or in field
- Customize your quotes
- Customize your invoice
- Group Quotes
- Recurring invoices support
- Send Electronically to the client
QuickBooks, Xero & Sage Integration
- QuickBooks Desktop
- QuickBooks Online compatible
- Sage /Xero Sync
- Quick and easy setup
- Full control over transaction
- Others in Works
Receivable Management & Client Reminders
- Keep Track of all receivable
- Invoice aging reports
- Client balance reports
- Apply credit card, check or cash payments
- Payment Log
- Bank reconciliation report
Professional Quotes
- Fully-customizable design
- Add your logo and terms and conditions
- Works on mobile and desktop
- Integrates with QuickBooks Desktop ® & QuickBooks Online ®
- Faster estimates using Preset prices
- Automated online customer approvals
Recurring Invoices and Auto Charging
- Recurring Contract Invoices
- Invoice Reminders
- Multiple Taxes
- Apply Discounts
- Electronics Delivery
Payment Processing
- Partner with Merchant Processor
- Competitive Processing Rates
- Credit card swipers supplied
- VISA, MasterCard, AmEx, Discover
- Completely integrated and easy
Contracts, Service Agreement Plans and Recurring Invoice Billing
Sign up customers from anywhere to build loyalty and sell more service plans. Manage your maintenance agreements easily with paperless service agreements.
Recurring Billing and Auto Charging
- Set-up automatic invoicing on a quarterly, monthly or annually basis
- Choose when recurring billing starts and ends
- Connect recurring billing to recurring jobs easily
- Integrate Free visits or Visits with price discounts
Automatically Schedule PM Visits
- Set Included Preventive maintenance jobs
- Never miss a scheduled service
- Understand team availability well into the future
- Self Planned Preventive maintenance
- Alerts and Reminders, and Reports
Equipment Maintenance History
- Full clarity and understanding about asset servicing
- Technicians and invoicing all tied to an asset
- Multiple assets against individual clients
- Check Repair History of Installed Equipment
Agreements Terms
- Add your boiler plate for terms – Gold, Silver, Bronze Plans
- Set effective date of the agreement, and renewal term
- Add your own waivers, disclaimers, implied warranties etc.
- or written notice about limitation of liability etc.
Track and manage service agreements
- Automated reminders and follow-ups about upcoming appointments.
- Reminder and alerts for pre-scheduled services
- Seamless integration into scheduling and dispatching
- The ability to create follow-up notifications
Agreements Profitability Analytics
- Dollars spent on maintenance for a customer
- Complete work history, time spent, costs involved
- Total profitability per customer,
- Combining maintenance visits plus pull-through work
Reports and Analytics
Our Field Service Software provides 100s of reports that span all areas of operations – technician productivity, inventory usage, client management and financial data. All data can be exported and used for further analysis.
Resource Reports
- Reports of Field tech, parts, employees productivity
- Filters of date, client, range etc
- Export data to CSV file
- Customize report & print
- Easy to use and display data
- Forward reports to management
Inventory Reports
- Reports of parts usage, stock levels, margins etc.
- Filters of date, client, range etc
- Export data to CSV file
- Customize report & print
- Easy to use and display data
- Forward reports to management
Financial Reports
- Reports of Financial analysis – sales, margins, payment due etc.
- Filters of date, client, range etc
- Export data to CSV file
- Customize report & print
- Easy to use and display data
- Forward reports to management
Contracts and Agreement Reports
- Check service usage for – Gold, Silver, Bronze Plans
- Reports for upcoming Invoices and PMI
- Active and non-active contracts
- PMI completion reports
Job Reports and Service History
- Completed job, Parts used
- Pending Jobs, Not finished
- Select by calendar dates
- Job profitability reports by customer and employee
- Equipment Service History Report
Time Management and Clockin Reports
- Get reports for tech utilization
- Time sheet Reports for each employee
- Clock-in clock-out reports
- Notification, SMS and Email reports
VIEW THESE ADVANCED FEATURES IN ACTION WITH A FREE DEMO
Enjoy the Features That Help You Grow
Want to see it all come together? Request a free demo today and we’ll connect you with a product expert that can show you how we put these features at work for your business.
Frequently Asked Questions (FAQ) About Field Service Software
Field Force Tracker is a business management software for service businesses who need to better manage their customer data, schedule jobs for employees, create invoices and estimates, track payments, and have better insight into their business operations. Field Force Tracker can be used via your mobile phone or computer. This is also known as a Field Service Management Software.
Field service management software is a category of software platforms for service businesses to run their business. For example, Field Force Tracker covers a wide variety of customizable functions to industry types such as HVAC, Plumbing, Elevators, Electrical, Fire Alarm and Security etc.
A field service management (FSM) software is a comprehensive solution designed to help businesses manage and streamline their field service operations. FSM software enables service providers to efficiently schedule and dispatch technicians, track work orders, manage customer relationships, and access real-time data for improved decision-making.
Field Force Tracker is a field service management software specifically designed for service companies of all types. For example, it has special features for HVAC companies such as maintenance agreements, asset management, HVAC flat rate price books, HVAC system configuration price books, good better best proposals, and more. While ‘HVAC software’ is considered field service management, not all field service management software is designed for HVAC.
Field Force Tracker is for businesses who want to improve their customer data management, job scheduling, and invoicing processes. For example, instead of waiting to handwrite and mail out invoices, you can send an invoice for completed work in seconds at the job site or in the office with Field Force Tracker. All the relevant info is automatically included in the invoice; you can make any changes as needed and send directly to your customer via email, meaning you can get paid quicker.
Field Force Tracker also knows when you’ve sent an invoice out and when it’s been paid, so you can track whether your customer has paid for the service. Field Force Tracker allows you to quickly schedule jobs and dispatch team members, notifying them of their newly assigned work and equipping them with all necessary information to perform the job.
Field Force Tracker also helps you manage customer information and history including all jobs, invoices, photos, files, and comments attached to the customer profile. By organizing all these functions for you, Field Force Tracker can save you time and effort while allowing you to better serve your customer.
All types of mobile service businesses and contractors use Field Force Tracker to manage their business. Typical companies include HVAC, electrical, plumbing, specialty contractors, service businesses, handymen, and more, but any business with team members out in the field servicing customer with scheduling, customer management, and invoicing needs can benefit from using Field Force Tracker.
Most Field Force Tracker customers range from 1-person operations to 1 000+ -employee teams.
QuickBooks is primarily meant for accounting and bookkeeping. HVAC Software like Field Force Tracker has more robust business management tools, specifically catering to HVAC, Electrical, Plumbing, and other field service businesses. Field Force Tracker integrates with QuickBooks to manage accounting and bookkeeping easily.
Field Force Tracker pricing ranges depending on the size of your business. To learn more, please reach out to our sales team by booking a demo.
Yes. Field Force Tracker Software integrates with Intuit QuickBooks Online and with QuickBooks Desktop Premier and Enterprise editions. Commercial, construction, and residential service professionals can take advantage of the QuickBooks integration to simplify accounting procedures and smooth the flow of information from invoice on the job site to reconciliation in your accounting software, without the hassle of double entry.
The benefits of a field service management software include increased operational efficiency, improved customer experience, and streamlined business operations. FSM software helps automate tasks such as scheduling and dispatching, work order management, and invoicing, allowing service professionals to focus on delivering exceptional service. Additionally, field service software provides real-time updates and access to customer information, enabling technicians to make informed decisions on the job.
The cost of field service management software varies depending on the features, number of users, and the specific needs of your business. Some FSM software providers offer monthly subscription plans, while others charge a one-time fee for a perpetual license. Many software solutions also offer different pricing tiers based on the level of functionality required. It’s best to contact the software provider directly to get a customized quote based on your business needs.
Common features of field service management software include:
- Scheduling and dispatching: Easily assign and track work orders, optimizing technician schedules.
- Mobile field service app: Allows technicians to access job details, customer information, and update work order status on the go.
- Customer management: Manage customer information, service history, and communication in one centralized system.
- Invoicing and payment processing: Generate invoices and accept payments directly through the software.
- Reporting and analytics: Gain insights into key performance metrics and make data-driven decisions.
- Integrations: Connect with other business tools such as 24/7 call answering services, accounting software, and lead management.
It’s super easy! There is no need to download or install anything on any servers or computers. Data migration may take about a week or so. Our team of on boarding experts will help you get started and are there for you every step of the way. You can be fully functional over a weekend!!
Field Force Tracker Mobile Apps are the best mobile apps in the field service software industry. We have been improving these apps for over 15+ years. Our Apps are available on the App Store and Google Play and are fully compatible with any smartphone from Apple or Android.
With the Field Force Tracker mobile app, you can manage all aspects of field jobs. You and your teams can stay connected and use the platform from anywhere – in the office, on the road, and at the job site. Your techs can generate invoices with two clicks and even take payments in the field without swiping credit cards. They can also send an ‘On my way’ message to communicate with clients every step of the way and minimize the chances of last-minute cancellations.
We have been in business for over 15+ years much before many new companies entered in this space. So you can be rest assured in a product and company where your operations won’t be affected.
Our data is stored in the Cloud with advanced security and automatically backed up. Our engineering team is continuously monitoring the system for reliability and safety of your data and operations,
Frequently Asked Questions (FAQ): Migrations to and Using Field Force Tracker
Field Force Tracker is used by all kind of businesses in multiple industries. Being a superior and versatile Field Service Management software, commercial and residential services companies both use it.
The main users using software come from HVAC, Plumbing, Elevators, Photocopiers, Mobility and Access Control, Electrical Contractors, Industrial Machines Maintenance, Bar Equipment, Fitness and Gym Maintenance, Medical Equipment & all kinds of constructions and re-modelling company etc. For full list go to all industry types page.
On average, Field Force Tracker customers experience 25%+ improvement in efficiency and 30%-40% in additional revenue capacity every month.
With Field Force Tracker, you can customize your workflows based on how your business runs. You can add or deactivate new team members at any time.
The system will work fine whether you are a one person team or 500+ persons large team. It is easy to manage all sizes team.
Yes, Field Force Tracker allows you to create “Invoices” with commonly used invoice line items. Store items such as labor rates, supplies, equipment, and more along with default prices, quantities, and descriptions. Create full invoices or quotes in just a few clicks.
Field Force Tracker offers different roles for employees depending on the functions they need access to. From Managers to Subcontractors, Field Force Tracker has ability to assign with varying permissions to align with your company structure.
If you don’t want certain employees to not be able to see or send out invoices, you can simply configure them to block from financial information.
Most Definitely – Field Force Tracker is only software in the market that can support multiple branches and locations for growing company with various access controls.
Field Force Tracker’s award-winning mobile app is available for both Apple iOS and Android devices. It’s frequently updated, giving your techs complete access to the newest features.
Built for ease and speed, mobile apps provides technicians with all the info they need about each customer, along with directions to the customer’s location, notifications for new jobs, and even workflows to follow when taking payments. And it’s all accessible through a mobile device.
Yes. Field Force Tracker Software integrates with Intuit QuickBooks Online and with QuickBooks Desktop and several other accounting software (Xero, Sage) etc. Note that some software may be available on for a particular country only.
Yes – we can migrate your data and users from most other software.Our robust import functions can import data from spreadsheets (CSV files) by appropriately sanitizing and formatting data to our system.
Our team has managed migrations from custom and other software such as Service Titan, Service Fusion, Fieldedge, Razorsync, Housecall Pro, Mhelpdesk, Bluefolder, Workiz and Field Pulse, E-Automate, Miracle Software and many other software. We can also directly take data exported from Quickbooks too.
A typical import of data only takes 2-3 days.