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What is FieldWorx?

Accelerate your growth trajectory and enhance your team's effectiveness, ensuring that every client leaves with a sense of satisfaction. This all-encompassing solution is designed for professionals in plumbing, HVAC, electrical fields, and other contractors who work with residential and commercial clients. Its intuitive interface is favored by both technicians and customers, making interactions seamless. Increase your average sales per transaction while maintaining a high level of customer satisfaction. The package options available are clear-cut and customized to meet the demands of your technicians. Essential performance metrics keep you informed and aligned with your strategic objectives. With specialized dashboards, sharing pertinent information with technicians and management becomes effortless. Furthermore, you can keep track of your marketing investments, sales resulting from repairs, revenue trends over the years, average ticket values, service agreement sales, and other vital statistics to secure ongoing success in your business operations. This system not only supports growth but also cultivates a culture of responsibility and transparency within your organization, ultimately leading to sustained improvements. By enabling better communication and visibility, it empowers teams to take ownership of their performance.

What is AccuQuote Direct?

AccuQuote has been thoughtfully crafted for HVAC manufacturers’ representatives to streamline the process of generating accurate and professional quotes. This innovation enables your team to focus more on client interactions rather than spending excessive time on quote generation. If your company is still using spreadsheets for this task, you may be encountering issues with data inaccuracies. Research from the International Conference on System Sciences indicates that a staggering 76% of spreadsheets are prone to errors, underscoring the potential pitfalls of this approach. AccuQuote simplifies the quoting process by automating the calculations for pricing, margins, markups, and freight costs. Transitioning from the errors associated with spreadsheets and manual methods allows your sales team to take advantage of a centralized database that contains templates, ensuring consistency and efficiency in quote management. By utilizing a single template to update specifications, costs, and markups, every member of your sales team can access the latest information for their quotes instantly, which not only boosts productivity but also encourages a collaborative atmosphere among your sales representatives. This modern approach ultimately leads to improved accuracy and a more effective quoting process.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
pulseM

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
pulseM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

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

FieldWorx

Company Location

United States

Company Website

www.fieldworx.software/

Company Facts

Organization Name

AccuQuote

Date Founded

2016

Company Location

United States

Company Website

accuquote.direct/

Categories and Features

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order 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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

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