FieldService360

FieldService360 is a software solution aimed at streamlining and enhancing field service operations. According to the vendor, it caters to businesses of various sizes, including small to large-sized companies in industries such as HVAC, plumbing, electrical, telecommunications, manufacturing, distribution, facilities management, construction, and contracting.

Key Features

Account Management: According to the vendor, the software allows users to store and manage account-related information, including prospects, customers, and vendors. It provides features to generate quotations, work orders, and invoices, and automate approval processes for contracts.

Workforce Management: The vendor claims that the software enables efficient tracking and management of employee information, including skill sets, pay rates, and categorization based on skills, region, and expertise. It also offers integration with Google Maps to monitor technicians' locations.

Inventory Management: According to the vendor, users can set up multiple inventory sites, reserve inventory for work orders, and perform stock adjustments and transfers between sites while maintaining accurate transaction records.

Dispatch Console: The vendor states that the software provides a calendar view to manage work orders, assign technicians based on availability, and integrates with Salesforce calendar and Google Maps for real-time updates on schedules and customer locations.

Agreement and Warranty Management: According to the vendor, users can reference agreements and warranties on installed products, define periodic visits, and track expenses incurred by workers on a work order. The software also allows attaching warranties to agreements to track coverage duration.

Purchase Order Management: The vendor claims that the software offers strategic creation of purchase orders based on existing parts requisitions and inventory thresholds. Users can manage the entire purchase order process, from ordering to receiving inventory, within the system.

Customer Community Portal: According to the vendor, the software provides a mobile-optimized portal for customers to track work order history, service history, and purchased/rental assets. It also enables customers to provision quotes, return merchandise authorizations (RMA), and service orders.

Partner Community Portal: The vendor states that the software offers a mobile-optimized portal for partners to check assigned jobs, update job statuses, and submit their own orders. It also allows partner vendors to access the item catalog for ordering supplies.

Mobile Technologies: According to the vendor, the software supports various mobile technologies, allowing technicians to manage accounts, inventory, work orders, and log time directly from their mobile devices. It also provides features to capture customer signatures and conduct surveys for technician performance.