FieldCircle- Field Service App

Features FieldCircle- Field Service App

The key features of FieldCircle’s field service software are-- Service Requests and Tickets - Smart Scheduling and Dispatcher- Work Order, Inspections, and Preventive Maintenance - Inventory, Parts and Price-list Management- Asset/Equipment and Contract Management- Crew, Technician, and Sub-contractors Management- Customers, Sub-customers and Locations- Timecards, Worklogs, and Time-tracking- Invoicing and Payment Records- Sales CRM with Quote Management- Map-based Location Tracking- QuickBooks IntegrationA brief overview of features-Scheduler and Dispatcher- Field service scheduling software to effectively plan scheduling and dispatch based on multiple criteria, such as distance, availability, competency, skill match, etc.- Provide real-time updates using Email, Push and SMS to your team members about assigned activities- Bulk schedule and dispatch work orders and jobs with just one clickWork Orders- Use FC’s Field service work order software to create work orders for your field service teams and technicians - Assign work orders to crew or individual technicians based on best fit recommended by the system- Keep team members and customers informed with email and app-based push notifications.- Attach notes and photos to a work order or job to keep your team informed- Generate digital reports and take customer sign-off and feedback after WO completionPerform Cost and Profitability Analysis- Check profitability on each work order performed- Access insights on your most profitable customers, technicians, work order category, etc.Location and Time Tracking- View your technician’s and field service team’s current location and assign work- Track their daily attendance, route taken, distance traveled and activities performed during the day using the map view- Review their work logs and regularization requestsCustom Checklists and Form Builder- Define custom workflow rules to perform any activity based on your field service operations and business needs- Create custom forms and checklists for work orders, inspections etc., using the form builder in the system- Use default system forms and optimize them to manage all recordsInventory and Parts Management with Price Lists- View all the available products, variants, and inventory information- Check the current inventory and part status and availability- Access parts and inventory consumption data categoricallyList Services and Service Price Lists- List all your services and their prices- Segment prices based on customersManage Sub-Contractors (Vendors)- Manage your vendors and their team from web application- Request for a quote, accept the quotes, and convert them into purchase orders and work orders- Assign price lists and ensure the pricings are as per contracts- Give access to the mobile application to vendors and their team members and get to know the real-time updates of completed work and their location, etc.Invoices and Payments- Create and send invoices to your customers for work orders- Receive payments manually using your traditional methods and manually update them in FieldCircle- Send payment receipts to your customersDashboards and Reports- Get actionable insights for your field service business using the dashboard and reports module- View segmented dashboard on work order, inventory, invoices and payments, etc.Real-time Notification and Customer Communication - Use text and push notifications to provide real-time updates and reminders to your customers - Let customers request new work or a service request based on their needs.- Get customer sign-off on estimates and eSignature.Asset and Equipment Management- Manage and track all your internal and external assets(Equipment) digitally- Generate QR codes for each asset to effectively track historical work logs, part consumptions, and movement- Manage contracts and warranties on assets