Fieldmotion Review

Fieldmotion is cloud-based field service management software that provides a digital solution for field workers with online scheduling, appointments and invoices, as well as customer relationship management, resource and inventory management technology. The program provides quick, centralized access to all important field service information, including finances, forms and reports.
Fieldmotion‘s appointment management tools allow users to create, submit and organize field-based jobs using job form templates and time and location tracking technology. Native mobile apps for iOS and Android give users the flexibility to create jobs on the go. Invoice management tools help users generate and send detailed invoices to customers within moments of completing a job.

FIELDMOTION – TUTORIAL

FIELDMOTION – FEATURES

• Monitors stock levels with real-time updates
• Assigns stock to field workers efficiently
• Receive email alerts for low stock levels in warehouse and user stock
• Field workers can view available stock via mobile app
• Customize categories of stock items for easy allocation
• Facilitates quick identification and management of items
• Synchronizes quantities and values with accounting software such as Xero and QuickBooks
• Assign stock directly to jobs
• Manage stock distribution to field workers and vehicles
• Generate reports
• Export data in CSV format
• Easily view what stock is being used for a particular customer
• Set monetary and labor-hour budgets for contracts
• Group all related work into specific contracts
• Detailed breakdown of labor, mileage and miscellaneous costs associated with each contract
• Clear visibility into contract status and expenditures
• Monitor contract progress and identify overspending issues
• Keep track of labor hours allocated to each contract
• Compare actual costs with budgeted amounts
• Generate reports on contract performance and expenses
• Easily manage and update contract details
• View a complete work history for each client or site
• Add custom fields to include additional client information
• Access a complete history of opportunities, quotes, and invoices associated with the client
• Review resource breakdowns and resource history related to your client
• Simple customer research functionality
• Distinguish between potential leads and existing accounts
• Set callback dates for efficient follow-up by sales and administration teams
• Generate financial reports for a breakdown of all jobs. View job history, quotes, invoices and associated resources
• Keep track of the status of pending and completed jobs
• Request services and schedule appointments online
• Improve communication and transparency with clients
• Intuitive interface for easy navigation and use
• Secure access with customizable permissions for multiple clients
• Embed the portal on your website
• Allow your clients to access shared files
• Available for download on Android and Apple devices
• Fill out any custom forms, including worksheets, service reports, risk assessments, certificates, vehicle inspections and activity sheets
• Integrates seamlessly with Xero and QuickBooks for automatic synchronization
• Export invoices for import into other accounting software such as Sage 50
• Customize invoice templates with your branding and logos
• Generate detailed invoice reports for financial tracking