Fieldpoint product overview
Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organizations to run leaner, smarter, and more profitable businesses with reliable ERP integrations.
Fieldpoint invests in R&D. Therefore, with consistent product enhancements and mobile capabilities, it offers a complete and connected field service management software. It is an integrated application set with special industry extensions, giving businesses a suite with the right functionality for specific requirements.
Organizations can customize workflows and configurations in Fieldpoint for any business need without investing in constant upgrades and updates. The software’s workflow development maximizes operational efficiency, increases revenue, reduces costs, and improves customer satisfaction. It ensures consistent progression of the service delivery process from the office to the field while being adaptable to the evolving business needs through flexible configuration. The system caters to business-critical workflows like approval processes, quote management, procurement, high severity calls, installations, and service. Fieldpoint enables companies to boost profitability with advanced analytics. It has business intelligence tools to create reports to quantify business success.
Pros of Fieldpoint
- Fieldpoint keeps service information related to customers, products, pricing, and costing in sync with the sales and financial systems. When new accounts sell products and services, users can expect that the said accounts are ready when the call for service comes in. The same applies for installation projects, service contracts, and customer assets; they are all created in the service database from sales. The solution’s out-of-the-box integrations with Microsoft Business Central, Microsoft GP, Dynamics 365, NetSuite, QuickBooks, and CMiC improve cash flow. These also decrease billing times and provide inventory and purchasing features.
- Users get a real-time view of inventory levels through Fieldpoint’s integration with inventory systems. The solution gives live updates on stock levels when adding parts to work orders, giving the service department clear insight into what is available. If the stock isn’t available, requisition inventory creates a purchase order for the customer to facilitate accurate billing.
Cons of Fieldpoint
- Some users encountered difficulties in implementing Fieldpoint modules.
Breakdown of core features
Service and maintenance management
Fieldpoint manages all Service Level Agreements (SLAs) and preventative maintenance contracts in one portal. It builds contracts to cover multiple pieces of equipment and a variety of different services. The software also streamlines contract management. It automates work order creation, including the right parts, checklists, and resources required to guarantee quality service.
Fieldpoint’s contract management system is customizable. Users can take on any customer need and find service solutions. They can add equipment, parts, and items and offer different types, all in one contract—removing the need to sign multiple documents and agreements for equipment and service. Businesses can build the right plan for their customers and keep all contracts consistent, regardless of their size, length, or scope. Fieldpoint empowers organizations to deliver and manage a range of service plans and avoid getting stuck in a standardized plan. Companies can expand contracts to fit the needs of the customers and new markets they want to establish.
The system’s configurable checklists are generated from service contracts for technicians to meet regulatory compliance and avoid missing steps. Fieldpoint removes manual processing from the contract work, from producing work orders to invoices. Businesses will never miss a service call and can keep their cash flow solid through the life of the contract with field service automation tools.
The Fieldpoint MobilePro app is a dynamic and customizable app for technicians in the field. The app is available on smartphones and tablets for Android and iOS operating systems. Organizations can control their entire field workforce with this user-friendly mobile tool that lets users complete work orders, prepare quotes, access service history, and present service reports to customers for approval.
Fieldpoint’s Field Service App pushes work orders to the mobile device, so there’s no need to return to the office to pick up paper-based forms. Companies can be paperless for everything, including checklists and compliance reports. The MobilePro app has online and offline capabilities, making it ideal for work in basements and new construction zones since an active connection is not required. Additionally, businesses can customize targeted escalations and workflows triggered by actions completed by technicians on their mobile field service app and reduce technician administration time.
Scheduling and dispatch
Fieldpoint’s field service dispatch and service scheduling software let users route calls and dispatch technicians. Users can get the proper technician based on skill set and location to the right job site. The software allows businesses to automate their scheduling process and gain valuable insight into the technicians’ schedules and movement. It also offers a drag-and-drop scheduler to minimize drive and idle time and give more accurate arrival estimates to customers.
Fieldpoint narrows down the technician pool with a skillset search. It finds the nearest technician to a service call and adds the appointment to their schedule for fast dispatching. Managers can empower dispatchers to make important scheduling decisions with Fieldpoint’s graphical Gantt-style scheduler. This scheduler enables technicians to view, organize, and manage installation and service projects. As a result, they can start work faster and ensure seamless project execution.
Project and job costing
Fieldpoint mitigates the risk with requisition, purchasing, and receipts of products as it integrates with leading financial inventory systems like Microsoft Dynamics GP, Dynamics 365, NetSuite, and QuickBooks.
The system’s project and job costing solution handles comprehensive planning that requires multiple resources, equipment, and parts allocation. Users can plan each step of the project, estimate costs, purchase parts, and schedule resources with this software. Fieldpoint also integrates with existing CRM systems.
By considering project hours, estimated start, and end dates in a Gantt-style chart, users can see all project demands competing for the same skilled resources. With Fieldpoint, businesses get analytical reporting completed on projects and keep track of the project’s revenue, cost, and margins. Moreover, organizations can forecast costs to complete and the revenue generated through the installation project with Fieldpoint’s job costing and analytical tool.
(Last updated on 09/10/2021 by Liz Laurente-Ticong)