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What is Work&Track Mobile?

Develop customized work orders and reports that specifically cater to the unique requirements of your business. Enable your clients to conveniently access essential information right from their smartphones, enhancing their experience. Arrange your forms systematically to mirror your business procedures, ensuring a seamless flow that promotes maximum efficiency. Track your daily operations meticulously and document all activities to improve planning and execution. Job orders will be promptly delivered to your technicians' smartphones, allowing for automatic task assignments across your entire team while also optimizing their travel routes. Adjustments can be made swiftly throughout the day as circumstances change. Keep an eye on the time dedicated to each task to boost your team's productivity. Record the activities of your field personnel and monitor their locations, enabling the dispatch of the nearest technician for any new services required. Having real-time insights into your team's whereabouts helps mitigate delays and enables quick resolution of any challenges. Define your business's Key Performance Indicators and utilize the insights from your tailored forms to gain a clearer picture of your operations, thus pinpointing areas that require enhancement. This thorough methodology not only elevates efficiency but also significantly improves customer satisfaction and overall business success. By implementing these strategies, you can ensure your business remains competitive and adaptive to changing demands.

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.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

NEO managing mobility

Date Founded

2000

Company Location

Spain

Company Website

www.workandtrack.mobi/en/

Company Facts

Organization Name

MarginPoint

Date Founded

2004

Company Location

United States

Company Website

marginpoint.com

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

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

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

Plumbing

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

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