FieldPLANR

Accurate quotes calculated on the basis of all relevant factors such as inventory and visits — direct share feature with online approval! Manage your quotes in the simplest way with the automated quote manager module of FieldPLANR. Paperless quote management is now possible with the modern field service coordinator software. Impress your clients and prospects alike with the modern approach your business has towards quoting system for field services. FieldPLANR allows you to create inventory and services separately that can then be incorporated to form a job — whether one-time or recurring. Added plus, the inventory and services can be used innumerous times for different jobs/visits. This wards off the need for you to re-create inventory and services every time you add a new job, saving you a ton of time. Quotes are calculated based on: Services completed for the visit Inventory used to complete these services Total number of visits Field Service Quote Manag...

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 ...

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...

Automation is quickly taking over nearly every industry and care should be taken that you are updated so that you do not fall behind your competitors. Field service management is one business that requires a lot of attention as it involves handling numerous employees and also customers. Some tasks of any field service management business includes: CRM — customer relationship management with an aim to satisfy clients. Jobs/Contracts — The main operating module of the field service business that encompasses the whole field service process. Services Management — Data regarding different field services that you provide with all required details. Scheduling visits for jobs based on priority and ensuring that all items are intact. Ensuring that tasks are carried out as expected by those assigned & are on time Automation of field services and management can lead to multiple benefits. What can you do to get the best out of your field service management software...