FieldSurf

FieldSurf is a field service management software system designed to streamline and automate operations for local businesses in the plumbing, HVAC, electrical, appliance installation, and garage door installation industries. According to the vendor, FieldSurf offers a mobile, cloud-based platform that caters to scheduling, dispatching, inventory management, communication, billing, and reporting needs. This allows professionals in these industries to efficiently manage their day-to-day operations and provide service to their customers.

Key Features

Mobile, Cloud-based, Completely Responsive: According to the vendor, FieldSurf is a cloud-based field service management software system that can be accessed from any desktop browser or smartphone. It is designed to be completely responsive, allowing users to access and manage their business from anywhere.

Automate & control your Scheduling and Dispatch functions: FieldSurf aims to automate and streamline scheduling and dispatching functions, eliminating double-booking and scheduling errors. According to the vendor, it provides a single dashboard for managing and assigning jobs to technicians.

Manage your inventory of equipment and parts: FieldSurf allows users to track and manage their inventory of equipment and parts. According to the vendor, it provides real-time visibility into stock levels, alerts for low inventory, and helps prevent running out of essential items.

Generate customizable Analytics reports: FieldSurf offers customizable analytics reports and graphic charts to provide real-time insights into various aspects of the business. Users can generate reports on sales, technician performance, and other key metrics, according to the vendor.

Dramatically improve communication: FieldSurf aims to improve communication between administrative staff, field technicians, and customers. According to the vendor, it provides features such as two-way messaging, push notifications, and SMS reminders to ensure smooth and efficient communication.

Speed up your cash flow with instant electronic billing: FieldSurf enables users to invoice customers electronically, allowing for faster billing and improved cash flow. According to the vendor, invoices can be sent directly to customers' email inboxes upon completion of the job.

Know at all times exactly where your field techs are located using GPS: FieldSurf utilizes GPS technology to track the location of field technicians in real-time. According to the vendor, this feature provides visibility into technician whereabouts, allowing for efficient dispatching and improved customer service.

Put your entire business in the palm of your hand: FieldSurf offers a mobile-friendly interface, allowing users to access and manage their entire business from any smartphone. According to the vendor, this feature provides convenience and flexibility for on-the-go management.

Customize Settings and Profiles: FieldSurf allows users to customize settings and profiles according to their specific business needs. According to the vendor, this feature provides flexibility and adaptability to different industries and workflows.