FieldPLANR

FieldPLANR is a field service management (FSM) solution designed to streamline the workflow of field and onsite service providers. It caters to small to medium-sized companies in various professions and industries, including electrical services, pest control, computer hardware services, recycling services, and cleaning services.

Key Features

Inventory Manager: According to the vendor, FieldPLANR allows users to track inventory levels, receive low stock notifications, and automate inventory updates after completing a visit.

CRM Modules: FieldPLANR offers CRM modules that automate customer information management, track prospects, clients, and suppliers, and store contact details, notes, and terms and conditions.

Quote Manager: Users can create accurate and detailed quotes with FieldPLANR, customizing them based on customer requirements and providing clear cost breakdowns.

Job Manager: FieldPLANR automates job creation and management, handling both one-time and recurring jobs, and allowing users to assign technicians and track job statuses.

Invoice Manager: With FieldPLANR, users can generate professional invoices, accept full or partial payments, and create invoice templates to send invoices via email.

Services Manager: FieldPLANR enables users to manage a variety of services, customize them based on specific tasks, and create and assign services to jobs.

Project Manager: FieldPLANR allows users to efficiently manage multiple one-time jobs, access real-time project information, and analyze cost breakdowns and profits.

Schedule Manager: According to the vendor, FieldPLANR offers a scheduling feature that enables users to instantly schedule onsite visits for jobs, optimize technician utilization and travel time, and sync schedules with the drag and drop scheduler.

Dashboard: FieldPLANR provides a mobile app for technicians and sales teams, facilitating communication via notes and images, even in remote areas with no reception.

Report: FieldPLANR allows users to generate customizable reports for each module, view job history, cost breakdowns, and inventory details, and export reports in Excel format for further analysis.