Field Service Management Software

A Cloud Based Field Service Management Platform

FieldEquip empowers field service providers with real-time operational insights directly from service location, streamline service workflows and improve customer service while enhancing decision-making capabilities. FieldEquip’s all-in-one field service management software can help you

Enables digital workflows among customers, field technicians, and service providers to enhance field operational efficiency, improve communication, and ensure seamless service execution.
Empower technicians with an intuitive, user-friendly system that provides seamless access to work orders and essential information, ensuring efficient job completion without disruptions.
Seamlessly integrates with various systems, eliminating the need for manual data entry across multiple platforms and enabling service teams to save valuable time and boost efficiency.

Leverage our comprehensive field service management solution to deliver outcome-centric services to your clients and maintain a competitive edge.

Features of Field Service Management Software

Increase Field Technician Productivity with Next-Gen Mobile App

Mobile Field Service Management

Keeping up with the vast requirements of field service technicians can be overwhelming. There is a constant need for collaborative communication to effectively manage multiple technicians geographically dispersed across various customers’ locations. FieldEquip’s mobile field service management software can:

Equip your field workforce with a comprehensive and user-friendly mobile field service app to easily access the information in both online and offline mode.
Access equipment service history, work order information, and service manuals to improve first-time fix rates.
Allows field technicians to capture before and after job photos/videos directly from the job site, providing visual proof of completed work, equipment condition, or service issues.

Plan, Forecast & Optimize Scheduling and Dispatch

Scheduling and Dispatch

The effectiveness of scheduling and dispatching technicians directly influences the customer experience. Empowering the back office with the right scheduling and dispatching software, and insights is essential for business success, optimizing field service operations, and improving first-time fix rates. Our field service management scheduling and dispatch software:

Allows the Back office team to schedule the technicians as per the availability, skillset, certifications and service location proximity.
Schedule the field workforce for the future jobs in advance to plan the workload without dispatching the work order.
Track the technician's leaves, company holidays on one calendar for efficient scheduling decisions.
Use color coding based on work types to create a visually intuitive and informative view.
Organize field technicians into groups based on business requirements to enhance planning and coordination.
View the unassigned or unplanned jobs in the separate section which gives a clear view of pending jobs for the upcoming weeks or months.

Manage Work Efficiently and Boost Productivity

Work Order Management

Field service providers need a clear, real-time status of all the work to be performed by field workers and maintenance teams. With robust field service work order management software, you can view the work order status, ensure faster job completion, enhance technician productivity and improve customer service.

Create work orders at a click with pre-filled details, including tasks, checklists, parts and services using work templates
Easily manage all work types in one platform, including maintenance, field service, and asset service.
Optimizes the entire workflow, from work order creation to debriefing, completion, approval, and invoicing.

Capture Data at Source Using Advanced Field Ticketing

Field Ticketing

Eliminate outdated and tedious field ticketing processes, such as spreadsheets, paper forms, emails etc. with our digital field ticketing. Now create, review and approve field tickets digitally and avoid lost/misplaced tickets, manual data entry errors, and delayed processing. FieldEquip’s digital field tickets and field service management application can help in

Capture field tickets online and offline using a mobile app, which gives you speedy access to field tickets to drive informed decisions.
Reduce waiting time and improve field technicians’ efficiency with faster ticket generation and approval processes.
Capture and process field ticket data electronically, including obtaining digital signatures on-site.
Easily access ticket history, details, and more with just a few clicks from any device.
Easily track against the AFE/PO budgeted amount with better visibility into ongoing spending.

Increase Efficiency Through Complete Time Management

Time Management

Tracking the actual worked hours of on-field technicians is challenging for field service providers due to their constant mobility. The lack of visibility makes it difficult for managers and supervisors to monitor attendance and work hours efficiently, often resulting in manual data entry errors and decreased productivity. Implementing field service management software can streamline this process, ensuring accurate time tracking and improved operational efficiency.

Enable your technicians or field personnel to clock in and out through FieldEquip mobile app.
Avoid miscalculated productivity and manual data entry errors through accurate data of field timesheets.
Track and record field technicians’ work activities and ensure efficient job execution.
Advanced biometrics like facial recognition and fingerprint scanning ensure accurate field personnel/technician identification.
Enable technicians to review and verify their work hours through an approval process, ensuring accuracy and transparency in time tracking.
Allow technicians to digitally sign timesheets for a verified time tracking.

Manage, Track and Optimize Parts Inventory

Parts Inventory Management

Field service companies struggle to maintain real-time visibility and control over service parts inventory, especially with the complexity of tracking a vast number of spare parts stock-keeping units (SKUs). FieldEquip’s parts inventory module helps in:

Gain visibility into spare parts usage, threshold levels, and returns across all stocking locations including technicians' trucks.
Never go out of stock by setting up automatic trigger points for order generation and replenishment.
Track parts transfers, manage order requests, and capture parts consumption across all site locations and mobile inventory.
Through cycle count adjustments, ensure accurate stock levels by regularly verifying and reconciling inventory without disrupting field operations.
Real-time access to parts availability throughout all the stocking locations

Easy Access to All Installed Equipment

Install Base Management

Field service companies must maintain a 360° view of all the installed assets to ensure job success. However, field technicians often face challenges in tracking and recalling the exact specifications of the installed equipment, leading to operational inefficiencies. Our field service management software empowers field service businesses with,

Powerful capabilities to maintain asset data such as service history (repaired and replaced), product configuration, and other job-critical data for enhanced service execution at the job site.
Access asset or equipment data on the work order , including documents, videos, photos, inspections, and location data using a mobile app
Save technician time and reduce repair time with at-hand service manuals, schematics, and service videos.

Schedule Regular Service and Maximize Equipment Lifespan

Preventive and Predictive Maintenance

Identifying and addressing potential issues before they lead to costly equipment breakdowns requires scheduled maintenance and routine inspections. FieldEquip’s preventive maintenance software allows field service companies to create PM Work orders, schedule technician visits and create a seamless field service workflow for regular inspections, servicing, and repairs at scheduled intervals.

Proactively generate preventive maintenance schedules in advance and manage the workforce accordingly.
Customize your maintenance schedule to fit the unique requirements of each location or asset.
Automate preventive maintenance work order generation, track maintenance costs and metrics, and make better maintenance decisions based on data-driven insights.
Integrate a maintenance checklist with every PM plan to ensure technicians follow the preventive maintenance process successfully and maintain records for future reference.

Know Where Your Workforce is at All Times

Technician Tracking

Field service providers often struggle in tracking technician locations which leads to unplanned stops, misreported hours, and unauthorized route changes. With accurate technician tracking, back office teams can capture physical location data, record location of field technician’s last activity and provide complete visibility into technician journey for better accountability and efficiency. Our cloud-based software for field services and its technician tracking module can help in:

Easily capture the field technicians’ location through GPS coordinates.
Monitor last-known location, work-site visits and detect unplanned route changes
Monitor the technician's route on Google Maps for valuable insights into their movements during work hours.
Confirm job completion times and locations with GPS records.
Gain complete visibility into the technician’s journey, including access to historical journeys/routes for improved tracking.

No Revenue Leakage with NextGen Contract Management

Service Contract Management

Managing multiple service contracts with various SLAs and entitlements can be overwhelming for field service organizations. FieldEquip’s service contract management software helps you eliminate paperwork by digitizing contracts, defining required entitlements while ensuring alignment between customer demands and service deliverables as per SLAs. Our digital field service management application and software can:

Make your system smart, track your SLAs - general and niche, and receive alerts in case of any revenue leakage.
Manage contracts through our field service software and ensure that every party – internal, customer, or third-party contractor/subcontractor - stays on course as negotiated contract terms.
Assign different terms to different contracts and never worry about mixing or deviating from SLAs.
Automatically apply the pricing from multiple price books to avoid any invoicing issues
Easily apply markups on service items to ensure accurate pricing and maximize profitability in your service contracts.

Streamline Operations with Inspections & Task Checklists

Inspection and Task Checklist

Transform paper-based forms into smart digital checklists, enhancing consistency, standardization, and quality across every inspection. Easily create and manage asset-specific, job-specific, JSA, and SOP checklists within the system for streamlined operations. FieldEquip’s inspection and checklists allow field service management companies and providers to:

Create to-do checklists to standardize the maintenance and inspection procedures using an easy-to-use template builder.
Directly share inspection reports from the field to back office with our intuitive and user-friendly mobile app.
Enhance workplace safety and ensure compliance with necessary laws and regulations using Job Safety Analysis (JSA) checklists.

Our field service management software features integrate well with other features and provide a unique experience and productive workflow operations through a single platform.

Quickly Generate Professional Quotes

Quote Management

Field service providers must accelerate their quote or proposal process to respond quickly to customers. FieldEquip allows the sales team to simplify the process by creating a digital quote and making necessary edits or changing pricing at any time and sending the quotes directly to customers or an approver for review and sign-off.

Use our standard built-in templates or customize them according to your business requirement and generate quotes/proposals for the customers instantly.
Instantly convert approved quotes into work orders for seamless service execution.
Compare current quotes with historical data to identify cost trends, optimize budgeting, and improve decision-making.
Create quotes based on price books to ensure accurate pricing and reduce the failure rate caused by incorrect price selection.
Easily apply standard terms and conditions from the library for faster and more consistent quote management.

Actionable Insights with Advanced Reporting & Analytics

Field Service Reports & Analytics

Field service provider companies often struggle with fragmented data spread across multiple systems, making it difficult to generate accurate reports and gain meaningful insights. Our cloud based field service software centralizes all essential data, transforming information into actionable insights through advanced field service reports and analytics.

Monitor key performance metrics, including various SLA parameters such as initial response time, onsite response time, and resolution time.
Easily create personalized dashboards with a user-friendly drag-and-drop interface based on key performance indicators and metrics.
Leverage your existing tools with our RESTful API, enabling seamless integration with Power BI and Tableau for advanced reporting, dashboards, and analytics.

Increase Cashflow with Accurate Invoicing

Invoicing and Billing

By reducing Days Sales Outstanding (DSO), field service companies can improve cash flow and maintain a healthier financial position. Companies can efficiently manage it by implementing a fast and digital field service invoicing and billing process. With FieldEquip, one of the best field service management software,

Generate invoices instantly and share them directly with customers from a single platform.
Instantly get invoice approvals and comparisons with the historical billings from anywhere.
Ensure invoicing accuracy with proper pricing available in price books and reduce the rejection rate caused by incorrect price selection.
Ensure accurate tax calculations in invoices based on location-specific tax regulations.
Consolidate multiple jobs and work orders into a single invoice for streamlined billing and improved efficiency.

Implement Consistent Processes using Flexible Workflow

Workflow Management

Implement workflow processes that meet your business needs efficiently and productively. Configure the workflows as per different work types to streamline the processes.

Apply different field service workflows to different lines of business or job types for optimized operations.
Allow back office managers to specify different notifications(SMS/email/push) at different steps of the workflow.
Customize display labels, set fields as mandatory or optional, and hide specific fields based on workflow requirements.

The next-generation digital field service management platform will improve your workforce’s collaboration, decision-making, and overall field service performance.

Improve Customer Experience with Self-Service

Customer Self-Service Portal

A successful field service business is built on the vision of delivering exceptional customer experiences at every touchpoint. Empower your customers by giving them portal access to easily create, manage, and track work orders.

Allow customers to create work orders by scanning equipment or asset service tags, automatically pulling up relevant details and initiating service requests efficiently.
Give customers instant access to their service history at their fingertips for a seamless self-service experience.
Enable easy access to order spare parts directly from the customer portal.
Gain real-time visibility into work order requests for better tracking and management.
Enable customers to access asset documents and training manuals effortlessly, enhancing self-service and operational efficiency.

Track and Service Your Assets/Equipment

Asset & Equipment Tracking

For Field Service Organizations, it’s a challenging task to track and manage company equipment/assets/machines for rental or servicing purposes. FieldEquip’s Asset tracking and equipment maintenance software provides comprehensive information on assets with a click from a mobile or the web.

Track all company equipment/assets on a single comprehensive platform by integrating with the leading GPS providers like Samsara, Geotab etc.
View equipment availability, status, location etc. and avoid revenue leakage by proper scheduling of equipment to work orders.
View the complete service history and create regular maintenance work orders for the equipment.

Manage a Complete Field Service Project

Project-Based Field Service

Paper-based, legacy field ticketing systems lack both accuracy and efficiency in providing detailed and comprehensive reports that are crucial for service providers to ensure accurate invoicing besides seamless long-term project management. FieldEquip’s reliable Project-based Field Service Management software empowers supervisors and managers to easily track projects and work orders through a mobile application and web portal. FieldEquip serves as an all-in-one platform where you can create and approve work orders to dispatch and invoice.

You can create customized work orders depending on your unique business requirements.
Access real-time analytics to minimize risk and get latest updates on emergencies to reorganize resources without hassle.
Create, track, and integrate work orders with invoices for quick payments and improved ROI.
Get updates on job progress and completion updates on the phone.

Ensure Your Equipment Runs Smoothly with IoT Monitoring

IoT Monitoring

Let FieldEquip monitor your equipment for critical faults by IoT-enabling your field machines. IoT has changed the way companies work by receiving and leveraging real-time data. However, all the machines sending so much data often cause the information to get siloed.

Integrate with any ERP / Accounting / CRM

FieldEquip is supported by standard RESTful APIs and can integrate with any system to provide a seamless integrated experience for our customers. Field service management software like FieldEquip can be easily integrated with any CRM, ERP, or accounting system that you currently use. Many integrations are provided out-of-the-box and require minimal effort to ensure a seamless experience across systems, preventing double data entry. Following are some of the common integrations:

Microsoft Dynamics, NAV, Business Central (BC)
Intuit Quickbooks (Online / Enterprise)
Salesforce
SAP
Infor Syteline
Sage - all versions
Oracle
ShipExpress/Kaleris

Contact us to learn how we can integrate with your system that may not be in the list above. We provide seamless integration with any system using API or file exchange. FieldEquip supports all the acceptable security protocols for integration such as OAuth2.