FAQs

FieldPLANR is a Field Service Management (FSM) cloud solution that allows the user to create on-site jobs and quotes, schedule jobs, assign technicians, create invoices and share them with ease. Features like the advanced CRM and customized dashboard make the FieldPLANR extremely user-friendly. Manage all your valuable data with ease and find it under one roof.

FieldPLANR is highly modular and allows you to choose as many modules as you need and only those that you need. There is never any restriction regarding what modules or the number of modules that you must choose.

Some of the attractive modules with amazing features are CRM including clients, prospects & supplier management, Quotes, Jobs and Invoices management modules, Inventory as well as Purchase management modules and many more.

As the field service coordinator solution is created in a modular basis, it is highly affordable. You only pay for the modules that you have chosen and nothing extra. The payment options are also flexible and the pricing reduces as you opt for longer periods of subscription, although there is no such thing as a minimum contract.

We understand your concern and that’s why we do provide a demo. If you need a free trail, that can be arranged, too. You can find out for yourself how easy it is to use FieldPLANR!

FieldPLANR is built to be used by clients with even no technical knowledge! So as far as usability is concerned, it should never be an issue.

FieldPLANR does not demand you to sign up any contract. Once you use the trial version of FieldPLANR, we are sure you would continue using the solution and never look back to manual workflow again.

Minimum of one user. There is no upper limit and the costing of the solution will add up per user. Clearly, it is highly scalable and you only pay for the number of users and modules that you have chosen.

Any service provider of any business size can use the cloud-based FSM solution.

FieldPLANR has a dedicated field mobile app for technicians and sales persons to go with the web solution. Auto-sync of data into centralized system regardless of where it is input from. Real-time notifications allows for smooth execution of field services and thus, completion of jobs. Offline mode for field mobile app users to save data when internet is unavailable.

We provide a well-placed support system for our users. In most parts of the world, we have respective local agents to provide support in the relevant time zone. You can also drop an email at [email protected] and the response from the support team should not take more than a few hours.

FieldPLANR is hosted in one of the leading cloud hosting solutions with its data center in the US, Spain and Germany. You can contact our support team at [email protected] to know more about our hosting solutions and other related details.

The FieldPLANR system is backed up on a daily basis on separate remote servers as per general industry standards and rules. Contact our team for more details.

The data you provide us with is highly secure. FieldPLANR uses SSL so all data is encrypted at all time. The information we require from you is very basic and other than that, all login credentials are private to you alone.

FieldPLANR lets you create user roles and assign different access permissions for each of these roles.

FieldPLANR has a one-step import feature that allows you to even import master records onto the system in just a matter of minutes.

FieldPLANR automates your business firstly by cutting off all manual work. As an admin, you have the power to create user roles and assign them access permissions for nearly every module. Get notifications about all data in real-time with the centralized system.

As a technician & sales person, you have the power to take business on the go, modify data, add images, communicate via notes with fellow staff who are at office premises. As a technician, get instant, real-time notifications on assignment/cancellation of a task/visit/service.

You can allow your customers to login in order to view and approve quotes online so you can go ahead with a job/service.

Drag & drop scheduler for technicians to know when they have been assigned a task (service/visit) along with relevant information. Calendar view displays the availability of technicians at any time of the day with various views such as weekly.

FieldPLANR lets you set low stock alerts and manually specify a threshold below which it would be considered as low stock. Once the stock quantity falls below this threshold, low stock alert will be sent out to the login id.

Yes, information of all your clients, prospects and even suppliers is stored in FieldPLANR and accessing individual records is easier than ever, thanks to the advanced search feature.

Create follow-ups for clients, prospects or even suppliers and assign it to technicians or salespersons. While you use this feature wisely in terms of assignment, you will never lose any existing client while also doubling chances of conversion of prospects to clients.

Yet another benefit, FieldPLANR offers the ‘Forecast’ feature that allows you to set targets to individual salespersons and accordingly check their performance on a quarterly basis.

The field mobile app is specially created for technicians and salespersons on the go. In cases wherein they have no access to the internet, they can still input/update information and this information will be saved by the FieldPLANR app. As soon as internet access is gained, this information is automatically synced with the centralized system.

FieldPLANR understands it customers and allows you to export all your accounting information including invoices to your favorite accounting package.

FieldPLANR provides customized reporting for any time period so you can generate reports for every important module, calculate totals (such as all invoices) and run them whenever you need.