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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 FieldServio?

FieldServio emerged from the combined expertise and practices of various Field Service companies located in the Charlotte area. With the invaluable input of our customers, we have transformed FieldServio into a versatile, comprehensive field service solution that encompasses Inventory Management, a Mobile Field Technician App, Service and Operations Management, Contracts/Projects, Rental Management, Sales/CRM, as well as complete Accounting and Financial capabilities. Our success stems from the strong relationships we maintain with our clients, allowing us to expand through referrals and recommendations throughout the United States and Canada. We take pride in supporting small, medium, and large field service businesses across diverse sectors, including power generation, air compressors, generators, and forklifts. Additionally, FieldServio offers seamless integrations for automated tax calculations and credit card payment processing, enhancing efficiency for our users. Included with every subscription, our dedicated customer support team operates entirely from our headquarters in Charlotte, NC, ensuring personalized assistance for all our clients. This commitment to service not only reinforces our reputation but also fosters a community where feedback leads to continuous improvement and innovation.

Media

Media

Integrations Supported

Integrations Supported

Avalara
LayerNext

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Contact FieldServio for further pricing details.
Free Trial Offered?

Supported Platforms

SaaS
Android

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online 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

FieldServio

Date Founded

2000

Company Location

United States

Company Website

www.fieldservio.com

Categories and Features

Field Service Management

Contact Database
Contract Management
Dispatch Management
Inventory Management
Mobile Access
Service History Tracking
Time Clock
Work Order Management

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

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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