Contract Management/Job Management
Give your customers full value for their money, while you benefit too! Confidently reassure your client timely and satisfactory services by signing a Service Level Agreement (SLA) with them. FieldPLANR is a professional level contract management system that includes every important detail of contracts and lets you handle your workflow with efficacy. Professional contract management system ensures you never fail to carry out services as scheduled. Send a gentle reminder to customer when their SLA is about to expire and retain your client for a really long time. Make timely order fulfillment as easy as a chore!
Instant Quotes you can Share Online
Quote management is quick with FieldPLANR’s automatic quote calculator. Quotes are calculated on the basis of services and inventory items (for e.g. microchip, wires, CPU fan, etc.,) used for that service. Instantly preview and share with customers in one of the ready templates or any new frame in an easy PDF format. Clients can approve quotes online while you can progress an approved quote to job in just a single click, saving a lot of time.
Field App for Field Technicians
Provide the field app for your field engineers on the go to update details including images from onsite. This data can be accessed at office (web application) in real-time. Clock their work hours by having them update start, pause and stop for services during visits. The field mobile app even works in remote areas with no access to internet! This data is synced with the centralized system as soon as internet is gained back on the device.
Instant Services Scheduling
Schedule onsite services in an instant with the help of the drag and drop calendar based on availability of your engineer. Avoid technicians from taking unnecessary, longer routes with a thorough planning system in place. Address urgent requirements by rescheduling any visit right from the office or wherever you are. Alert the technicians on the go about the visit, through instant notifications on their field mobile app.
Computer hardware services require a variety of inventory that only technicians understand. It is mandatory for you to keep a strong hold on inventory count. Manually staying updated of the count is a tedious job and you must consider so many things to calculate including quantity used for services, by communicating with technicians after they report back in the office or via phone calls. FieldPLANR updates inventory in real-time with respect to services as well as purchase orders. Low stock alert option lets you set a threshold for every item to receive alerts.
Modernize your approach to creating invoices. Don’t stick to older and slower methods when you have an affordable software to help you through. Share invoices in multiple ways – including PDF format via email. However, if you would like to stick to a hard copy proof, you can download an invoice at any point of time. Give your client multiple payment modes to have maximum probability of receiving payments right on time. Keep track of business with the reporting feature – run system generated reports or customize your own report.
Get your hands on our free trial and find out how FieldPLANR gets your cleaning services management process automated.