FieldExpert

FieldExpert is a commercial service software platform designed to assist commercial mechanical and fire contractors in streamlining operations, enhancing technician productivity, improving customer communication, and increasing sales success. According to the vendor, FieldExpert is suitable for commercial contractors of all sizes, from small businesses to large enterprises. The software caters to professionals in various industries, including mechanical contractors, fire contractors, commercial HVAC professionals, refrigeration contractors, and kitchen exhaust cleaning companies.

Key Features

Technician Scheduling: FieldExpert allows users to efficiently schedule technicians' appointments by providing a map view of all work orders, enabling the creation of optimized routes. Users can assign multiple technicians to a single appointment and easily identify recurring services to ensure comprehensive contract coverage.

Emergency Call Dispatching: FieldExpert simplifies the process of dispatching technicians for emergency service calls. Users can track technician progress without interrupting them with phone calls, make schedule adjustments using a drag-and-drop interface, and notify technicians about schedule changes through the mobile app.

Mobile App for Technicians: According to the vendor, FieldExpert empowers technicians with a mobile app available on Apple and Android devices. The app enables technicians to clock in and out of work orders with GPS tracking, capture pictures, record audio notes, digitize paperwork, and obtain customer signatures. Technicians can also document deficiencies and repair items using pictures and videos, which can be utilized by the office to generate quotes.

Built-in Quoting: FieldExpert includes a built-in quoting feature that streamlines the process of creating accurate repair estimates. Users can generate professional estimates with photos in just a few clicks, leveraging information from the mobile app. The system allows for assigning quote ownership, monitoring progress at each stage, and providing customers with online quotes that include one-click approval or revision requests.

Customer Service Portal: FieldExpert offers a customer portal where customers can access their online accounts on the company's website. The self-service portal provides customers with their service history and upcoming appointments. Additionally, customers can submit new service requests through online forms, which are then processed by FieldExpert for follow-up.

Online After-Service Reports: FieldExpert enables users to share branded online after-service reports with customers. These mobile-friendly reports provide customers with a summary of the completed job, including photos, videos, audio notes, digital paperwork, and inspection forms as evidence of the work performed. This feature aims to enhance customer satisfaction and capture new issues for future quotes.

Business Analytics Reporting: FieldExpert offers robust business analytics reporting capabilities, allowing users to monitor the performance of their service operations. Users can customize reports by selecting the desired data and report format. The system aims to maximize revenue by measuring each step of the sales funnel and tracking employee performance both in the office and in the field.

Service Review: FieldExpert allows users to collect online reviews from satisfied customers, which can be automatically posted to Google and the company's website. Positive customer reviews serve as a valuable tool to impress prospects and encourage them to choose the company's services. Users can request reviews as part of the service appointment workflow in the mobile app.

Project Management: FieldExpert provides comprehensive project management functionality, enabling users to manage both service and projects within a single platform. The system helps users stay on budget and on track, keeping all stakeholders informed and connected. Users can efficiently manage service and projects simultaneously, improving overall operational efficiency.

Accounting Integrations: FieldExpert seamlessly integrates with accounting systems, facilitating the sharing of critical data. The system enhances accuracy by facilitating data migration and reducing manual data entry across multiple systems. By eliminating manual processes, FieldExpert aims to expedite customer invoicing and reduce days sales outstanding (DSO).