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What is Workfinity Services Management?

Workfinity is an all-encompassing service management platform that comprises interconnected modules designed to meet the diverse needs of field service operations. It offers real-time monitoring of field activities and supports the oversight of technical personnel in various locations. The platform also manages spare parts used during service tasks and arranges for the reverse logistics of equipment that has been serviced on-site. Additionally, it features stock segmentation capabilities specifically for service-related items and governs the service workflow beginning from the initial sale of products. Integrated with the Services Module, it provides tools for credit assessment and the categorization of both retail and corporate sales. Moreover, it enables control over multiple sales channels, meticulously manages deals, and supervises negotiation processes. With its advanced reporting capabilities, iSolutions is committed to the continuous improvement of its workforce while actively seeking out new talent, understanding that its intellectual capital is an essential asset in their pursuit of solutions that add value for clients. This dedication to nurturing employee skills and recruiting innovative talent ensures that the organization leads the way in service advancements and remains competitive in a rapidly evolving market. As they strive for excellence, iSolutions embraces new ideas and technologies to adapt to the changing landscape of service management.

What is FieldRoutes?

FieldRoutesâ„¢ is a cloud-based mobile platform designed for field service operations that empowers your business to expand rapidly, scale intelligently, and serve clients with unwavering dedication. By utilizing FieldRoutesâ„¢, you can simplify your workflows, enhance your daily operations, and operate a more efficient and profitable enterprise. This solution equips you with the tools necessary to outpace your rivals while delivering exceptional services. Moreover, it optimizes your entire business process through straightforward and effective tools that ensure you meet your objectives efficiently. Additionally, our comprehensive marketing services are tailored to assist you in attracting new customers and boosting your sales figures. With robust lead progression features, you can effortlessly track, manage, and nurture potential clients. By automating various aspects of your business, you can save valuable time and reduce your daily workload significantly. Furthermore, it minimizes the hours you spend commuting, simplifies scheduling, and automates repetitive tasks, while features such as automated follow-ups, an intuitive customer portal, and integrated payment systems facilitate faster payments and decrease the likelihood of delinquencies. Ultimately, adopting FieldRoutesâ„¢ not only streamlines your operations but also enhances customer satisfaction and drives business growth.

Media

Media

Integrations Supported

QuickBooks Online
RepCard
Rosie
Sameday
Siro

Integrations Supported

QuickBooks Online
RepCard
Rosie
Sameday
Siro

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$199/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

iSolutions

Date Founded

2001

Company Location

Brazil

Company Website

www.isolutions.com.br

Company Facts

Organization Name

FieldRoutes, a ServiceTitan company

Date Founded

2012

Company Location

United States

Company Website

www.fieldroutes.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

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

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

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

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
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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