All The Features That Your Business Needs to Achieve Scale
CRM and funnel management
Capture the leads from various sources, manage their movements in the pipeline, and use collaborative tools to create an effective engagement plan.
- Save information about leads, add documents, notes, and comments
- Qualify the leads and assign them to reps
- Track conversion, lead and opportunity funnel, and send estimates on opportunities
- Visualize and track the lead-to-customer journey to understand how your customers interact with your business
Keep all types of information about customers, prospects, and sales leads in one place and track their interactions to develop profitable relationships.
- View, add customers and their various business locations
- Access all the historical activity logs, jobs, estimates and documents for any account
- Create tasks, inspections, jobs and invoices directly on the accounts
- Track up-to-the-minute interaction, follow-ups, reminders, and historical logs associated with a contact
Estimates and proposals
Send personalized estimates and proposals to your prospects/customers, view each proposal as a pipeline, and track the reponses to take swift action on them.
- Generate proposals and estimates on opportunities or existing customers
- Add service items, prices automatically from the price and product lists
- Create unlimited versions of estimates and add notes and documents on estimate
- Configure estimate statuses and set-up approvals
Proposal e-sign off
Get rid of traditional paper contracts and make the proposal process faster and transparent with e-sign offs.
- Send quotations with personalized mail for customer sign-off
- Receive edit requests from customers/prospects, and make updates
- Take e-signatures from various stakeholders from customer’s side
- Convert approved proposal to jobs and work orders
Service requests management
Automate service request workflow to properly route jobs, improve operational performance and drive down resolution time.
- Receive service requests from various sources
- Approve, escalate or convert them into jobs/inspections/work order
- Set urgency and priority from the list of actions
- Assign to contractors/technicians
Manage work-orders, jobs, and inspections
Respond to service requests with well-optimized work orders, allowing authorized users to assign and track jobs and perform follow-up activities.
- Create work order, jobs and inspections on approved estimates or accounts
- Set up recurring jobs and inspections
- Schedule and assign visits, track updates
- View and track work order status in real-time
Scheduling and dispatch
Organize and manage schedule and dispatch activities effortlessly in real-time to increase service effectiveness and reduce operational costs.
- Check calendar based schedule, drag and drop to schedule/reschedule
- Auto schedule based on best fit criteria like experience, skills, availability, location
- Make crew and assign multiple techs for one job
- Track real-time updates of the job done or changes in schedule
Service items and price lists
Set-up once and make it accessible to all users for easy estimate, invoice and service management
- Create service items, make edits and run filters
- Make price lists for these service items
- Define buying price for contractual services
- Set-up different price-lists for different territories
Real-time inventory, spares and return management
Ensure adequate inventory by providing role-based access to view and manage stock availability in multiple locations.
- Stocks availability with technician and new issuance
- Check availability at depots and audit item usage history
- Move and assign stocks between depots or warehouse
- Get real-time update on inventory usage, issuance and for replenishment
Manage assets and equipment
Keep your equipment information at your fingertips. Fix everything before they break to reduce downtime and cost.
- Create, assign, and track assets and equipment
- Create inspections & preventive maintenance tasks
- Historic view of assets and associated work orders
- Manage deployments and returns
Warranty and SLA management
Configure different warranty terms & contracts and SLAs for different equipment, define targets, and increase SLA compliance.
- Set-up warranties and SLAs
- Create recurring preventive maintenance tasks based on SLAs
- Get alerts for expiring warranties in advance
- Customer and tech notification for renewals
Expense and reimbursement management
Get a 360 degree view of your spendings with e-receipts, audit employee-initiated reimbursement requests, and control spendings.
- Reimbursement requests with receipts
- Set-up approval process
- Pay in full or partial
- Generate reports and analyse expenses
Invoice and payment
Fully automate the invoice to payment workflow and get full integration support to speed up the payment collection process.
- Create customizable single and recurring invoices
- Generate invoices for single or multiple tasks and jobs at one go
- Receive payment using various methods
- Get all the data in QuickBooks/Xero
Reports and analytics
Monitor and measure business performance on different parameters, set time-bound goals, and make evidence-based, informed decisions.
- Set-up various KPIs and measure employee productivity and performance
- Revenue and profitability analysis
- Job-specific financial performance
- Interactive analysis with proper visualization
Equip your mobile workforce with our field service management app to manage service delivery, customer engagement and all other tasks on the go.
- View scheduled jobs and job details on mobile/tablets
- Manage timesheets with mobile check-in and check-out and manage leaves
- Manage work orders, inspections, attach documents and generate reports
- File claims for expense reimbursements
Enable your customers to raise service requests and track the actions taken on them by your teams in real-time.
- Initiate service requests
- Check historical logs and invoices
- Rate technicians and leave feedback
Custom integrations with your in-house legacy and cloud platforms.
Book a personalized demo
Learn how other similar businesses use FieldCircle to win more customers and make their service team more productive.