FieldPLANR

If you’re here, most chances are that your business is into providing field services to clients! Services can range from a simple task to a bunch of complicated tasks, depending upon various factors. Services may include cleaning, plumbing, electrical work and property maintenance to name a few. If your business belongs to any of these service provisions, you will know how hard it can get to fulfill customer requests.  The typical flow of completing a service: ·          Create Project  ·          Create Jobs (need not be part of a project) ·          Check with the client for their availability and time convenience ·          Create Visits accordingly ·          Check for inventory and availability ·          Check for relevant technician’s availability  ·          Schedule Visits ·          On completion, generate invoices ·          Send across invoices for clients to make payment. ·          Managing these services is a tough task, especially if

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 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