Service delivery is one of the most competitive industries. No matter where you are located or what kind of service you offer, you will find one or more competitors vying for the same customer base.
In order to step up to the plate, therefore, you must be powered with some significant advantage. And in this age of digital transformation, there’s no better option than digital tools and technologies.
For service delivery companies, there are now hundreds and thousands of digital tools available on the market. They serve various purposes, including accounting and bookkeeping, work order management, enterprise resource planning, customer relationship management, and so on. But the digital tool that has garnered the most attention and popularity in the last decade is field service software, also known as field service management (FSM) software.
FSM software solutions essentially automate, centralize, and streamline business processes for field service companies, whether it is at remote customer locations or on-site. It enables service organizations to deliver more efficient, standardized, and reliable customer service, boosting service quality and customer satisfaction. The direct consequence of this, as one would expect, is higher customer retention rates, and thereby, increased profitability.
The benefits of embracing FSM software go beyond this brief introduction. Therefore, it is no wonder that more and more service companies are switching to automating their resources and processes. Matching up the pace, SaaS companies are not behind to come up with a plethora of options for you to choose from. Now, the question is– which FSM software solution would be the best for your company?
Considering the latest popularity graph and user feedback on performance, Field Promax has been chosen as the #1 field service management software for small, medium-sized, and even large service organizations all over the world. So, is this the best fit for your company as well? Let’s find out the answer ahead.
Field Promax: Overview
Field Promax is a mobile-integrated, cloud-based field service management software designed for service delivery companies. It caters to various industries, including HVAC, plumbing, electrical services, property management, pool servicing, garage door service, fire alarm and security, lawn care, snow plowing, painting, and many more.
It is essentially a paperless business solution that helps organizations automate back-office tasks, such as creating and managing work orders, scheduling and dispatching field technicians, creating estimates, monitoring work progress, tracking employee time and location, analyzing business performance, and gathering important KPIs, generating invoices, and more.
To be precise, it is a one-stop solution for automating and managing the entire business process and helps you focus on the more important aspects of your business, such as business growth and profitability, rather than grappling with day-to-day tasks.
Features
Field Promax is developed to offer end-to-end automation support to small and medium service businesses. It is a feature-rich field management software that has a stunning range of integration capabilities as well as customization options.
It is smart, efficient, flexible, and effective. Let’s have a look at some of the prime features to understand the advantages better.
Scheduling & Dispatching
Field Promax comes with a full range of work order management tools, including efficient scheduling and dispatching. With this smart FSM system, you can assign and dispatch technicians to designated job orders with just a click of a button.
The efficient design of Field Promax features a comprehensive dashboard where you can view your entire schedule on a single platform. As soon as a work order is confirmed, it is visible on the dashboard. Besides, all this information is color-coded and organized, ensuring there are no mix-ups on any end.
Once you receive an order, All you need to do is match the requirement with the skills and availability of your technicians, and click OK to assign the job order. The designated technician will then receive a notification on their integrated mobile app, where they can accept or reject the order. Once they accept, the appointment is confirmed and scheduled.
There is more to the story. Field Promax provides you with a customized link that you can simply copy-paste to your website. When your customer clicks on the link, it will take them directly to the work order management system, where they can ask for estimates or directly ask for required services. And once they approve the estimate, the software itself turns the quotation into a work order, without you having to supervise each and every step in between. All that is left for you to do is to find a suitable technician and assign the work order with just a single click.
The smart system also manages recurrent work orders in the same way so that you don’t have to remember every small detail about every past order, and still retain your loyal customer base.
Calendar Views
The comprehensive dashboard featured in Field Promax brings every piece of the necessary information into one single pane of glass for you. The design brings you a systematic, color-coded organization system with multiple calendar views. That is, you can view all your active and future work orders, as well as your technicians’ schedules categorized by day, week, and month.
You can also click on a particular technician and view all their work orders individually. The system also features a drag-and-drop functionality to make dispatching even more efficient and easier.
Estimates
Field Promax enables you to generate more leads and close more sales with its efficient estimate feature. With this tool, you can create flawless, professional-looking, comprehensive estimates that help you convince your customers the very first time.
Thanks to the automation capabilities, there is not one single item to be missed in the estimate, which saves you from future conflicts and hassles. The result is not only a sure sale opportunity but also a smooth customer experience that leads you to strong customer retention and profitability.
What’s more– once your customer approves and confirms an estimate, Field Promax automatically turns into a work order so that you can easily follow it up with scheduling, dispatching, and other necessary steps toward completion.
Invoicing
Field Promax supports you throughout an order cycle– from receiving a work order to its completion. It is equipped with smart billing and invoicing tools that allow your field technicians to create invoices, add or edit line items, and send them directly to the customer from the field. This doesn’t just let you manage efficient billing every time, it also speeds up your payment cycle to ensure increased profitability.
QuickBooks Integration
Not just on-the-spot billing, Field Promax also supports seamless, two-way sync with QuickBooks, the most popular accounting software in today’s time. With this powerful integration, you can access your QuickBooks customer database from anywhere, anytime, and create accurate invoices.
GPS Tracking
Another smart feature of Field Promax field service software is that it is equipped with advanced GPS technology. With this functionality, you can monitor your technicians on the field in real-time and always be in the know as to where they are, what they are working on, and how long it will take to get the job done. You can also track your service vehicles and equipment in the same way, thanks to this efficient tracking system.
Cloud Storage
Field Promax is designed as a cloud-based service software and ensures complete data security through cloud storage. This means once you input any data into your system, it is saved for eternity in its advanced cloud storage for you to access anytime and anywhere. This also makes it easier to find certain customer data at any point in time, without having to rummage through an overflowing stack of ledgers or digging up endless Excel spreadsheets.
With controlled access, this also enables your employees to access required customer information on their mobile devices even from the field. With this knowledge, you can expect an increased first-time fix rate for all your work orders.
Mobile App
Perhaps the most popular feature of Field Promax is the integrated mobile app for field service technicians. With this dedicated mobile application, your field technicians can accept work orders, report time, get alerts and notifications, access customer information, add items to the estimate, as well as generate and send notifications from the field.
Not just for technicians, the application optimizes the FSM system for mobile devices for managers and business owners as well. This means you can access Field Promax field service software from your smartphone or tab no matter where you are and perform all necessary tasks at any given time. No need to be confined within the office anymore.
The best part, however, is that the Field Promax mobile app is available on both iOS and Android, as well as compatible with almost all systems. This means you can use Field Promax on your personal mobile device and not invest in expensive gadgets to use the app.
Field Promax Pricing
Despite all its advanced features and chock-full of advantages, Field Promax is a surprisingly affordable software with flexible plans. The basic plan starts from $49 per user per month (for 2 users) with unrestricted access to all its features and functionalities. It has a total of 5 different plans (both monthly and yearly), going from Plan A to Plan E to accommodate businesses of every size. The highest plan supports up to 50 users at a time, with further customization options available.
Field Promax Pros and Cons
Pros
As evident from the features review, the benefits of Field Promax are endless. But above all, you should consider this widely popular FSM solution for the following reasons:
- Best-in-class customer support every step of the way
- A smart, efficient, yet simple user interface
- Almost 0 learning curve
- Affordable and flexible pricing
- Complete support and guidance during onboarding
- Free 14-day trial period
- Free demo as per your convenience
- No credit card is required to sign up
Cons
Considering the user reviews, there are not a lot of downsides when it comes to using Field Promax. However, the most significant cons associated with Field Promax could be identified as the following:
- Available only in English
- No dedicated digital payment gateway
- Lacks post-sales features (e.g., email marketing, customer feedback, etc.)
- Reports speed optimization issue at times
- No free version is available
Having said that, Field Promax offers certain features that none of its competitors can provide you. Besides, it is continuously working on improving its tools and services so that you have the best possible user experience. And if you have a suggestion/feedback, feel free to share it with the team.
There are several contact options that will get you in touch with a dedicated customer support team, ready to help you at the drop of the hat. Besides, Field Promax has quite an impressive website that guides you through its features, as well as a strong resource center that introduces you to a vast platform dedicated to the service industry furnished with valuable information on market trends, practices, and information.
In Closing
To sum up, Field Promax is necessarily a one-stop automation solution for any service company, regardless of its size or capacity. It is a surefire way to add more efficiency, transparency, and scalability to your business processes while gaining more control over your operations. Besides, it effectively cuts down overhead costs and gives you more opportunities to increase your revenue.
The best part of using Field Promax, however, is that it turns your entire business operation into a completely paperless system. This is not only an efficient way to conduct your business on the go, but it is also the best possible way to optimize resources, manage a productive mobile workforce, and increase productivity.
But more than anything else, going paperless is your gateway to digital transformation, which is the biggest competitive advantage as well as the key to business sustainability going forward. And to this end, Field Promax is the most affordable, efficient, and comprehensive field service management solution for your business.
