Name: FieldPLANR
Author: FieldPLANR

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Mobile App Development

Development

Association Management

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

File Sync

Objectives and Key Results (OKR)

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Financial Risk Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

International Payroll

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Business Internet Service Providers (ISPs)

Cloud Storage

Component Content Management

Container Management

Fraud Detection

IT Alert Management

Identity Verification

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Intranet

Load Testing

Managed Print

Managed Private Cloud

Metadata Management

Network Performance Monitoring

Product Implementation Services

Tower Servers

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Presentation

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Email Signature

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Pipeline

Sales

Antivirus

Security

Digital Forensics

Estate Planning

Insurance Agency Management

Insurance Claims Management

Inventory Management

Library Management

Physical Therapy

Vertical-Specific

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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.

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Field Service Management Software

FieldPLANR

Overview

What is FieldPLANR?