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What is Field Pros?

Field Pros, the premier CRM/ERP system crafted by professionals with a deep understanding of the service industry, empowers companies to monitor all facets of their operations—from managing fleets to overseeing projects and processing payments. We enable service-oriented companies to operate smoothly and productively. With over 35 years of experience in managing service businesses, our founders have leveraged their extensive industry insights and innovative artificial intelligence to develop a state-of-the-art cloud CRM tailored for the service sector. Our platform caters to a diverse range of trades, ensuring every company can harness advanced technologies that enhance operational efficiency and effectiveness. By integrating our solutions, businesses can streamline their processes and improve overall performance.

What is DASH?

DASH by Cotality is a comprehensive job management platform designed to simplify and optimize operations for restoration companies. With real-time tracking of job progress, equipment management, and automated alerts, DASH allows businesses to stay on top of every aspect of their restoration projects. The platform helps streamline workflows, improve team coordination, and ensure timely completion of tasks. By providing easy access to job details and key performance metrics, DASH enhances efficiency, reduces administrative overhead, and improves customer satisfaction across all restoration projects.

Media

Media

Integrations Supported

Docusign
Google Ads
Google Analytics
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Twilio
Zillow
Zillow Rental Manager

Integrations Supported

Docusign
Google Ads
Google Analytics
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Twilio
Zillow
Zillow Rental Manager

API Availability

Has API

API Availability

Has API

Pricing Information

https://fieldpros.ai/contact/
Free Version
Free Trial Offered?

Pricing Information

$595.00/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Field Pros

Company Location

United States

Company Website

fieldpros.ai/

Company Facts

Organization Name

Cotality

Date Founded

2010

Company Location

United States

Company Website

www.cotality.com/products/dash

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Restoration Management

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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