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What is FieldPlus?

MarginPoint's FieldPlus offers a holistic solution designed specifically for service contractors, enabling them to manage customer data, work orders, and inventory with ease. Technicians enjoy immediate access to customer information, which enhances their productivity and increases client satisfaction. The platform guarantees secure payment processing, seamlessly integrates with QuickBooks, and features automated stock replenishment, all while providing detailed oversight of inventory across multiple locations, including warehouses, job sites, and vehicles. With this powerful field service management tool, you can significantly boost your revenue potential. Opt for either flat rate pricing or a billing model that accounts for time and materials, ensuring rapid payment through integrated processing features. By leveraging automated replenishment, you can avoid stock shortages, which aids in delivering accurate and timely job completions. The system streamlines the scheduling and dispatching of tasks to field technicians, allowing for the creation and tracking of customer records and work order statuses from the initial contact to QuickBooks updates, significantly alleviating administrative tasks. This efficient method not only optimizes your operations but also cultivates stronger client relationships by ensuring prompt and accurate service delivery, ultimately leading to enhanced business growth. Furthermore, the user-friendly interface makes it easy for contractors to adapt and maximize the platform's capabilities, ensuring they stay competitive in an evolving market.

What is Exoserva?

Exoserva provides an all-encompassing customer relationship management and field service solution specifically designed for contractors and home-service companies. This innovative platform aggregates numerous features such as managing customer relationships and leads, facilitating communication via calls and texts, scheduling appointments, dispatching services, and handling estimates, invoices, payments, and follow-ups automatically. An AI receptionist plays a crucial role by adeptly managing incoming communications, qualifying service requests, and scheduling appointments, while staff members benefit from web and mobile applications that help coordinate jobs and technicians effortlessly. Furthermore, the solution includes dedicated portals for both customers and vendors, offers customer-facing documentation, and integrates seamlessly with tools like QuickBooks Online and Google Calendar. Subscription plans are structured based on the size of the fleet and include monthly quotas for AI voice and SMS services. Technicians are empowered with a mobile application that provides job details, navigation to client locations, and the ability to capture photos and signatures for verification purposes. Prospective clients can also engage with an interactive AI voice demo and request guided setup support to fully grasp how the system can optimize their operational workflow. By uniting these diverse functionalities into a single, cohesive platform, Exoserva seeks to boost efficiency and elevate the quality of service delivery for its users, ultimately facilitating better performance across their businesses.

Media

Media

No images available

Integrations Supported

QuickBooks Online
Alteryx
Broadly
CardConnect
Microsoft 365
Premier Construction Software
Profit Rhino
Tableau

Integrations Supported

QuickBooks Online
Google Calendar

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$499/month
The Wedge plan starts at $499/month. Plans vary by fleet size and include monthly AI voice and SMS allowances. Month-to-month plans are available without a long-term contract, and annual billing is also offered.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

MarginPoint

Date Founded

2004

Company Location

United States

Company Website

marginpoint.com

Company Facts

Organization Name

Knock Knock Contractor LLC

Company Website

exoserva.com

Categories and Features

Electrical Contractor

Billing & Invoicing
Contract Management
Customer Database
Mobile Access
Scheduling
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Scheduling
Service History Tracking
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Scheduling
Service History Tracking
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Scheduling
Service History Tracking
Work Order Management

Categories and Features

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