FieldPLANR

Field service management is a vast subject in itself. What do you think of when it is mentioned? Are you happy with how you manage your field services? We really hope you don’t still use manual methods as they are quickly being washed out. Automation is been adopted by field service providers through field service automation software . With field services being more advanced than ever, automated field service management is a must. It would be wise to adopt automated field service ASAP. Automated Field Service Management It is important to choose a field service solution from a renowned IT solution provider as you don’t want to invest in the wrong solution! Automation should be a one-time thing that should make your workflow smoother and not tougher. You should not worry about genuineness of the claims that any software gives, rather just benefit from their software solution for your business needs. You may have the best field technicians but with no gain as mo...

Manage multiple one-time jobs efficiently and quickly access related information in real-time with the one-stop Project Manager Do you have a client company that is fully branched out with branches in multiple locations? Do you always get their field service requirements but feasible planning of similar jobs or even the same job for each of these locations at the same time getting on your nerves? Field Service Project Management The Project Manager module of FieldPLANR is here to the rescue as it allows you to handle multiple one-time jobs in multiple locations at the same time or another preferred time. For example, a job like catering service at most times is a one-time job since it is typically required to be carried out just once — for any occasion. With FieldPLANR , you can define your client as either a company or an individual, create and store multiple sites (addresses) for each client as required. Regardless of the site address, you can mention an...

As much important as conversion of leads into customers is, retaining customers is also equally important. It not only ensures they stay but also increases your chances of gaining more prospects through great reviews. How often you follow up is a major factor based on which your customers will decide if they want to stick by you or not. Field Management CRM Solution Of course, your approach matters too! When used well, a top-notch field service CRM software lets you analyze high-value customers so you can give the priority that they deserve. Sales tracking CRM solution for FSM not just helps your employees carry out their tasks efficiently but also impresses your customers. You seem more professional as a field service provider, effortlessly. FieldPLANR is a field management solution built for field service providers that offers CRM field service solution to manage your customers, prospects and even suppliers. Field Management CRM Solution A field...

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...

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. ...

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 ...