FieldPLANR

Ever dreamed of providing great services to your client and getting a solution that takes care of all your field services and makes onsite services smooth? You are not alone. Ideally, this is what every field service provider would expect from a solution they wish to invest in. Field Service Management Solution This is what you would expect that your basic FSM software must provide: Customer management Lead management Supplier management Field job management Inventory management Quote management Field Service Management Solution Have you thought of so many more features an FSM can actually provide to make your field service management completely automated? Customer, lead and supplier management all in a single module; including tasks/calls for follow-up reminders Purchase order management with suppliers; set order limits Accurate quote estimation that can be shared with customer for online approval! One-time and recurring onsite job management including service m

Automation is ruling the business world and field service providers are changing the way they manage field services. With ever increasing need for improvising contract management, a field service management software is a must. CRM (Customer Relationship Management) is a basic but crucial need for any industry, regardless of the size of business. Field Management CRM Solution Your field service CRM software solution is your one point decision to make or break your business. Below are some tips to revolutionize your field management CRM solution: Complete FSM software The best CRM field service solution will act as a complete field service management software, meaning you don’t have to manage separate software for each of your business areas. It includes several crucial modules that work as one to let you manage your entire field management services from one place. It is also from the same vendor, so you just have one point of contact for all your concerns. Sa

Automate your client information management system and provide the best customer services than any manual method can.   FieldPLANR makes it possible for you to ward off paperwork and automate nearly every task involved in field service management. This helps you in retrieving any data quickly and accurately as it is digitally stored. The module is boundless and allows handling of a large amount of data. With the customer relationship management (CRM) module, this field service coordinator helps you manage: Prospects Clients Supplier Field Management CRM Solution Prospects Convert your prospects to clients by following up on them regularly and letting them know that you care for and provide no less than the best services. Clients Once you have gained clients, it is equally important to retain them and serve them so well that they will never need to think of any vendor other than yourself. Suppliers Have a perfectly automated system to manage yo

Are you tired of handling a heavy load of work on papers? Sick of losing data due to files being misplaced, no matter how much you have tried to keep it organized?   If your answer is yes, then you are at the right place. FieldPLANR is a field service coordinator built to organize your field services while streamlining the workflow of your field engineers. Modernized features that leave no place for errors: Customer Relationship Management Quote Management Purchase Order Management Contracts, Visits & Invoice Management Services Management Inventory Management Customized Reports Multiple Settings Field Service Management Software The field service software automates your workflow and allows you to create jobs and schedule visits for these jobs via the schedule manager. Create services separately, assign them inventory. These services are immediately ready to be integrated into jobs and invoices can be generated accordingly. Field Service Management Soft

Let us start by telling you that Contract management is not as simple as it sounds, it’s a tricky business. And then there’s one-time jobs as well as recurring jobs; a different one for each customer. Manual handling of contracts is far more than outdated and does more bad than good, given that information is ever increasing. An software that automates your contract management ensures that all information that is in reach, is as accurate as it can get. Most contract management software for field services come with multiple features for different phases of your field service business. The best software for field services management come in a highly modular form with each module carefully created to handle one part of field services. The reason being quite obvious, you get to choose the modules that you require. Infomaze provides a complete field service management (FSM) software FieldPLANR that can be customized according to your industry. The best selling mo

Field service organizations have a lot to manage including jobs, inventory, customer relation, suppliers, field engineers (technicians) and much more. Small businesses struggle so much to manage the above that they are hardly left with any time to concentrate on areas of business that may require immediate attention. Neither can they afford more manpower. But there is one thing they can do — automate! Investing in a good software solution to automate all tasks will not only ease and streamline workflow but will also help you gain more profit. Cloud-based solutions are even better as you pay on a monthly basis and only for chosen modules of the software. This way you have to don’t end up paying for any module that you will not even be using. Benefits of incorporating field service management software: Field Mobile App The technician app or field mobile app allows technicians to use the clock when they complete and end a visit, change job status (comp

Do you track your field services on paper? Do you use a software? Are you giving out the best output for your client? If you said no to any of the above, it’s time to think your business over and analyze whether or not you need a new approach. If you don’t have a software to manage your field services, you would know how the work builds up on papers and gets next to impossible to sort. Neither is there any guarantee of genuineness of the data recorded by your staff when you are not at your office premises. So how can you be sure of the information you see to be able to use it for accurate analysis of your business growth? For one, you can totally switch to a reliable software that has the right approach to overcome these issues. If you already use a software, you must find out if it’s making your job easy or more difficult, given the technical aspects. FieldPLANR is a complete Field Service Management Software Solution that offers multiple modules that integra