Front Office

Optimize your office team's performance with tools designed for seamless booking, communication, and coordination.

QUOTATION

FieldWeb's Quotation feature streamlines your front office operations, enabling you to create, manage, and track quotations seamlessly. Generate accurate estimates for services and products, and effortlessly share them with clients for their approval.

With FieldWeb, you can monitor the status of each quotation and ensure a smooth and efficient process from inquiry to final approval.

An open quotation form showing various details to be filled in on different dates, requiring final save

Create Quote

Craft professional and visually appealing quotes that transparently outline service specifics, even before you depart the customer's location

The image shows a quotation page in the background & service details page in the front, where the service name, price, quantity, & item name need to be entered.

Add Multiple Services and Items

Flexibly include numerous services and items, each with its corresponding price, ensuring thoroughness in your quotes.

In the image, the background shows a quotation page & the foreground, there's a form to add a new quote, needing details like quote info, service details, etc.

Attach SLA and T&C’s

Enhance clarity and professionalism by attaching Service Level Agreements and multiple Terms and Conditions to your quotes.

The image has three sections for filling in quote details, ensuring all necessary information is captured accurately about the customer with signature.

Quote Approvals

Simplify the customer experience by enabling them to effortlessly approve quotes via their dedicated customer app.

The image features an open quotation page highlighting the status of assigned, unassigned, and completed tasks.

Quote Statuses

Effortlessly monitor and handle diverse quote statuses, giving you a clear overview of converted quotes and those needing further attention.

The image showcases an open quotation page with the Export section highlighted, emphasizing its message sharing, link provision, and download options.

Create Jobs

Seamlessly transition from approved quotes to job creation, assigning tasks directly to your workforce for seamless execution. Elevate your front office operations with FieldWeb's comprehensive Quotation capabilities.

An open quotation form showing various details to be filled in on different dates, requiring final save

Create Quote

Craft professional and visually appealing quotes that transparently outline service specifics, even before you depart the customer's location

The image shows a quotation page in the background & service details page in the front, where the service name, price, quantity, & item name need to be entered.

Add Multiple Services and Items

Flexibly include numerous services and items, each with its corresponding price, ensuring thoroughness in your quotes.

In the image, the background shows a quotation page & the foreground, there's a form to add a new quote, needing details like quote info, service details, etc.

Attach SLA and T&C’s

Enhance clarity and professionalism by attaching Service Level Agreements and multiple Terms and Conditions to your quotes.

The image has three sections for filling in quote details, ensuring all necessary information is captured accurately about the customer with signature.

Quote Approvals

Simplify the customer experience by enabling them to effortlessly approve quotes via their dedicated customer app.

The image features an open quotation page highlighting the status of assigned, unassigned, and completed tasks.

Quote Statuses

Effortlessly monitor and handle diverse quote statuses, giving you a clear overview of converted quotes and those needing further attention.

The image showcases an open quotation page with the Export section highlighted, emphasizing its message sharing, link provision, and download options.

Create Jobs

Seamlessly transition from approved quotes to job creation, assigning tasks directly to your workforce for seamless execution. Elevate your front office operations with FieldWeb's comprehensive Quotation capabilities.

SCHEDULING

Streamline your front office operations with FieldWeb's advanced Job Scheduling feature. Empower your team to efficiently allocate tasks and appointments, ensuring seamless coordination and optimal resource utilization.

With intuitive scheduling tools, you can assign jobs, manage priorities, and even optimize routes for technicians.

The image highlights the Add Task option on the task details page, prompting users to submit both task specifics and customer details.

Book Online

FieldWeb empowers your customers to easily book services through a dynamic online form or our dedicated customer app. As bookings are made, our system intelligently aligns them with your preferences and scheduling, ensuring efficient job allocation.

The image spotlights the Export option on the task details page, enabling effortless data export to Excel via drag-and-drop.

Bulk Job Assignment

Efficiency reigns with FieldWeb's bulk job assignment feature. Assign multiple jobs at once, simplifying the workload distribution process and ensuring your team stays organized and responsive.

The image shows a task details page with key information like task name, ID, customer, technician, time, and status, facilitating efficient task management.

Job Statuses at a Glance

Monitor job progress effortlessly with FieldWeb. Our platform lets you track diverse job statuses like ongoing, inactive, on hold, rejected, and completed, providing a comprehensive overview of your operations.

The image shows a task details page with key information like task name, ID, customer, technician, time, and status, facilitating the task scheduling.

Smart Job Scheduling

FieldWeb's advanced scheduling capabilities empower you to plan ahead. Schedule jobs well in advance, allowing your field workers to proactively manage their days and resources for maximum efficiency.

The image displays an iPhone notification at 9:41 AM from the Fieldweb app, indicating that an AC repair task has been assigned.

Job Reminders

FieldWeb's job reminder feature ensures nothing falls through the cracks. Receive timely alerts and updates to help your team complete tasks promptly and maintain exceptional service standards.

The image shows a task details page with a background map displaying a technician's route, current location, and estimated arrival time.

Map and Routing Optimization

Maximize travel efficiency with FieldWeb's map and routing tools. Keep track of your workers' daily paths and distances covered, enabling effective route optimization and reduced travel times.

The image highlights the Add Task option on the task details page, prompting users to submit both task specifics and customer details.

Book Online

FieldWeb empowers your customers to easily book services through a dynamic online form or our dedicated customer app. As bookings are made, our system intelligently aligns them with your preferences and scheduling, ensuring efficient job allocation.

The image spotlights the Export option on the task details page, enabling effortless data export to Excel via drag-and-drop.

Bulk Job Assignment:

Efficiency reigns with FieldWeb's bulk job assignment feature. Assign multiple jobs at once, simplifying the workload distribution process and ensuring your team stays organized and responsive.

The image shows a task details page with key information like task name, ID, customer, technician, time, and status, facilitating efficient task management.

Job Statuses at a Glance

Monitor job progress effortlessly with FieldWeb. Our platform lets you track diverse job statuses like ongoing, inactive, on hold, rejected, and completed, providing a comprehensive overview of your operations.

The image shows a task details page with key information like task name, ID, customer, technician, time, and status, facilitating the task scheduling.

Smart Job Scheduling

FieldWeb's advanced scheduling capabilities empower you to plan ahead. Schedule jobs well in advance, allowing your field workers to proactively manage their days and resources for maximum efficiency.

The image displays an iPhone notification at 9:41 AM from the Fieldweb app, indicating that an AC repair task has been assigned.

Job Reminders

FieldWeb's job reminder feature ensures nothing falls through the cracks. Receive timely alerts and updates to help your team complete tasks promptly and maintain exceptional service standards.

The image shows a task details page with a background map displaying a technician's route, current location, and estimated arrival time.

Map and Routing Optimization

Maximize travel efficiency with FieldWeb's map and routing tools. Keep track of your workers' daily paths and distances covered, enabling effective route optimization and reduced travel times.

COMPLETE JOB

Access job details, checklists, and special instructions on-site, capturing essential images to ensure accurate task execution. Seamlessly navigate to customer locations using integrated Google Maps, while tracking worker hours and expenses for smooth payroll processing.

Monitor team locations in real-time for optimized task assignment, enhancing your front office capabilities with FieldWeb's Complete Job feature.

The image shows an iPhone notification at 9:41 AM on Monday, indicating a task scheduled for 11:00 AM on September 12, 2023, from the Fieldweb app.

Real-time Alerts

Send automated texts to clients with job details, ensuring they're informed about upcoming appointments.

The image shows a task details page with key information like task name, ID, customer, technician, time, and status, facilitating efficient task management.

Comprehensive Job Management

Access job instructions, checklists, and status updates to ensure accurate and efficient task completion.

The image depicts a technician's varied tasks mapped out across different locations, offering a snapshot of their workload diversity.

Efficient Navigation

Utilize built-in Google Maps to navigate to customer locations swiftly, minimizing travel time.

An image showing a Phone displaying a passbook & expenses highlighted with dates & items spent also offers clear insight into spending & transaction details.

Precise Work Tracking

Monitor worker check-in, check-out times, and locations to streamline payroll calculations and expense management.

The image shows a phone screen with the expenses list of mr sandeep singh like food, petrol, and AC compressor.

Expense Recording

Keep track of petty cash provided to workers and their corresponding expenses, ensuring financial transparency.

The image shows a phone screen with the status of today tasks: ongoing, on hold, completed, and inactive.

Optimized Work Allocation

Utilize GPS tracking to identify the nearest available team member for urgent tasks, maximizing efficiency.

The image shows an iPhone notification at 9:41 AM on Monday, indicating a task scheduled for 11:00 AM on September 12, 2023, from the Fieldweb app.

Real-time Alerts

Send automated texts to clients with job details, ensuring they're informed about upcoming appointments.

The image shows a task details page with key information like task name, ID, customer, technician, time, and status, facilitating efficient task management.

Comprehensive Job Management

Access job instructions, checklists, and status updates to ensure accurate and efficient task completion.

The image depicts a technician's varied tasks mapped out across different locations, offering a snapshot of their workload diversity.

Efficient Navigation

Utilize built-in Google Maps to navigate to customer locations swiftly, minimizing travel time.

An image showing a Phone displaying a passbook & expenses highlighted with dates & items spent also offers clear insight into spending & transaction details.

Precise Work Tracking

Monitor worker check-in, check-out times, and locations to streamline payroll calculations and expense management.

The image shows a phone screen with the expenses list of mr sandeep singh like food, petrol, and AC compressor.

Expense Recording

Keep track of petty cash provided to workers and their corresponding expenses, ensuring financial transparency.

The image shows a phone screen with the status of today tasks: ongoing, on hold, completed, and inactive.

Optimized Work Allocation

Utilize GPS tracking to identify the nearest available team member for urgent tasks, maximizing efficiency.

INVOICE

Easily generate professional invoices, capturing all relevant details of the completed work. Track invoice statuses to stay informed about pending payments, and initiate follow-ups directly from the platform.

Seamlessly manage payment records and ensure accurate financial tracking, enhancing your front office efficiency with FieldWeb's Invoice Job capability.

The image features a company logo at the top and an invoice displaying the customer's name, marked with a status of paid.

Invoice Quick Create

Swiftly generate professional digital invoices after completing a job, incorporating your company's branding, logo, address, and customer details.

The image displays an invoice page with the status highlighted, indicating whether invoices are paid, unpaid, or partially paid.

Invoice Statuses

Efficiently manage a range of invoice statuses, including paid, unpaid, and partially paid.

The image shows an invoice page open with the Download Invoice PDF highlighted and has drawn attention to the option for downloading the invoice as a PDF.

Export Invoicing

Easily export batches of invoices within specified date ranges for streamlined record-keeping.

The image shows an open invoice page with the Share via link, message  and Download options prominently highlighted.

Share Invoice

Share invoices with customers via links, email, SMS, or downloadable PDF format for seamless communication and record-sharing.

The image features a company logo at the top and an invoice displaying the customer's name, marked with a status of paid.

Invoice Quick Create

Swiftly generate professional digital invoices after completing a job, incorporating your company's branding, logo, address, and customer details.

The image displays an invoice page with the status highlighted, indicating whether invoices are paid, unpaid, or partially paid.

Invoice Statuses

Efficiently manage a range of invoice statuses, including paid, unpaid, and partially paid.

The image shows an invoice page open with the Download Invoice PDF highlighted and has drawn attention to the option for downloading the invoice as a PDF.

Export Invoicing

Easily export batches of invoices within specified date ranges for streamlined record-keeping.

The image shows an open invoice page with the Share via link, message  and Download options prominently highlighted.

Share Invoice

Share invoices with customers via links, email, SMS, or downloadable PDF format for seamless communication and record-sharing.

Lead Management

Effectively track and manage potential leads right from the moment they express interest. Easily capture lead information, assign leads to team members, set follow-up reminders, and keep comprehensive records of interactions, ensuring no opportunity is missed.

With FieldWeb's lead management tools, you can streamline your processes and convert leads into satisfied customers seamlessly.

The image shows a lead page open in the background with the Add Lead option highlighted in the foreground where the form asks for customer details & landmarks.

Lead Capture

Efficiently gather lead information through various channels such as website forms, phone calls, or in-person interactions, ensuring no potential lead goes unnoticed.

The image shows a lead page open in the background with the select lead source option highlighted in the foreground for name selection.

Lead Assignment

Assign incoming leads to specific team members based on their expertise, availability, or other criteria, enabling a prompt and personalized follow-up approach.

The image shows an iPhone with a Fieldweb app notification about the next task's schedule, detailing the time and date of the upcoming assignment.

Follow-Up Reminders

Set reminders for follow-up actions, ensuring timely communication and nurturing of leads through scheduled calls, emails, or meetings.

The image has two sides of screens, the first displaying a lead page with detailed lead information, and the second showing the status updated.

Lead Statuses

Organize and categorize leads based on their progress in the sales cycle, such as "New," "Contacted," "Qualified," "Negotiating," and "Closed-Won." This helps your team prioritize leads, tailor communication, and monitor the overall sales pipeline effectivel

The image shows a lead page open in the background with the Add Lead option highlighted in the foreground where the form asks for customer details & landmarks.

Lead Capture

Efficiently gather lead information through various channels such as website forms, phone calls, or in-person interactions, ensuring no potential lead goes unnoticed.

The image shows a lead page open in the background with the select lead source option highlighted in the foreground for name selection.

Lead Assignment

Assign incoming leads to specific team members based on their expertise, availability, or other criteria, enabling a prompt and personalized follow-up approach.

The image shows an iPhone with a Fieldweb app notification about the next task's schedule, detailing the time and date of the upcoming assignment.

Follow-Up Reminders

Set reminders for follow-up actions, ensuring timely communication and nurturing of leads through scheduled calls, emails, or meetings.

The image has two sides of screens, the first displaying a lead page with detailed lead information, and the second showing the status updated.

Lead Statuses

Organize and categorize leads based on their progress in the sales cycle, such as "New," "Contacted," "Qualified," "Negotiating," and "Closed-Won." This helps your team prioritize leads, tailor communication, and monitor the overall sales pipeline effectively

Field Operation

Arm your field team with the tools they need to boost revenue and efficiency at every job they.

Technician App

With real-time access to job details, navigation tools, checklists, and customer information, your technicians can efficiently manage tasks, update job statuses, capture images, and record important notes—all while on the go. The app ensures seamless communication with the back office, enabling technicians to view their schedules, receive job assignments, and provide updates in real-time.

By offering a user-friendly interface and offline capabilities, the Technician App enhances productivity, minimizes errors, and ensures a smoother service delivery process for your field team.

The image displays a map for technician tracking, highlighting locations in Delhi and the subsequent image shows the distance covered by the technician.

Real-Time Job Updates

Receive instant notifications about job assignments, changes in schedules, and new tasks directly on the Technician App, ensuring your field team stays up-to-date with their responsibilities.

The image shows a navigation page with an address linked to a task, offering options to start or skip navigation.

Navigation and Route Optimization

Utilize built-in navigation tools to find the quickest and most efficient routes to customer locations. Minimize travel time and fuel costs while improving on-time arrivals.

The image presents task details of an AC service with before and after photos, customer details, signatures, and ratings showcased prominently.

Job Checklists and Forms

Access digital checklists and customizable forms to ensure that each task is completed accurately and consistently. Capture essential job details, record equipment used, and document customer feedback in a structured manner.

The phone icon displays a passbook page with today's, monthly, and yearly earnings, including estimated earnings.

Passbook Management

Our Technician App makes managing earnings and expenses a breeze. Technicians can track their income from completed tasks and effortlessly handle expenses by uploading bills and descriptions. Simplify financial management with FieldWeb.

The image displays a map for technician tracking, highlighting locations in Delhi and the subsequent image shows the distance covered by the technician.

Real-Time Job Updates

Receive instant notifications about job assignments, changes in schedules, and new tasks directly on the Technician App, ensuring your field team stays up-to-date with their responsibilities.

The image shows a navigation page with an address linked to a task, offering options to start or skip navigation.

Navigation and Route Optimization

Utilize built-in navigation tools to find the quickest and most efficient routes to customer locations. Minimize travel time and fuel costs while improving on-time arrivals.

The image presents task details of an AC service with before and after photos, customer details, signatures, and ratings showcased prominently.

Job Checklists and Forms

Access digital checklists and customizable forms to ensure that each task is completed accurately and consistently. Capture essential job details, record equipment used, and document customer feedback in a structured manner.

The phone icon displays a passbook page with today's, monthly, and yearly earnings, including estimated earnings.

Passbook Management

Our Technician App makes managing earnings and expenses a breeze. Technicians can track their income from completed tasks and effortlessly handle expenses by uploading bills and descriptions. Simplify financial management with FieldWeb.

Inventory Management

Effectively manage your inventory and stock levels with FieldWeb's advanced inventory management features. Keep track of your equipment, parts, and supplies in real-time, ensuring that your field team always has the right materials they need for each job. From tracking stock levels to automatic reorder alerts

FieldWeb streamlines your inventory management process, reducing downtime and improving overall operational efficiency.

The image displays an inventory page icon on a phone, showcasing various items with the available, issued, and used options highlighted.

Available Quantity

Easily view the current quantity of each item in your inventory. FieldWeb provides real-time updates on available stock, helping you avoid shortages and manage reorder thresholds effectively.

An image shows the digital inventory system that tracks items with price, description, and both starting and used quantities.

Assigned Quantity

Keep track of items that are currently assigned to specific jobs or field team members. FieldWeb allows you to allocate items from your inventory to different tasks, ensuring accurate job planning and resource allocation.

The image shows the list page with the export option highlighted, featuring the total used quantity, prices, and technician names for efficient management.

Used Items on Each Job

Gain insights into which items were used for each job. FieldWeb records the items utilized during a task, helping you maintain accurate records and better assess job costs and material consumption.

The image depicts an open page displaying a list of items, with the return option prominently highlighted & total quantity indicated, with a small note option.

Returned Items

Record and manage returned items efficiently. If any items are unused or returned after a job, FieldWeb lets you update your inventory accordingly, ensuring accurate stock levels and reducing discrepancies.

The image displays an inventory page icon on a phone, showcasing various items with the available, issued, and used options highlighted.

Available Quantity

Easily view the current quantity of each item in your inventory. FieldWeb provides real-time updates on available stock, helping you avoid shortages and manage reorder thresholds effectively.

An image shows the digital inventory system that tracks items with price, description, and both starting and used quantities.

Assigned Quantity

Keep track of items that are currently assigned to specific jobs or field team members. FieldWeb allows you to allocate items from your inventory to different tasks, ensuring accurate job planning and resource allocation.

The image shows the list page with the export option highlighted, featuring the total used quantity, prices, and technician names for efficient management.

Used Items on Each Job

Gain insights into which items were used for each job. FieldWeb records the items utilized during a task, helping you maintain accurate records and better assess job costs and material consumption.

The image depicts an open page displaying a list of items, with the return option prominently highlighted & total quantity indicated, with a small note option.

Returned Items

Record and manage returned items efficiently. If any items are unused or returned after a job, FieldWeb lets you update your inventory accordingly, ensuring accurate stock levels and reducing discrepancies.

Asset Management

Effectively manage your organization's assets with FieldWeb's robust Asset Management feature. Keep track of equipment, tools, vehicles, and other valuable resources used in the field operations. From tracking maintenance schedules to optimizing asset utilization, FieldWeb's Asset Management ensures that your assets are in peak condition and available when needed.

This feature allows you to assign jobs to specific assets, schedule maintenance tasks, and gain insights into asset performance through comprehensive reporting, contributing to streamlined operations and cost-effective resource allocation.

The product page summarizes the total quantity available, along with the status of working, under repair, and inactive units.

Product Management

Easily add, edit, and categorize your products, equipment, and parts within the system. Assign relevant details such as product names, descriptions, and pricing to maintain a comprehensive product catalog.

The image foreground showcases real-time tracking on a product page, revealing its current location, and enabling efficient monitoring.

Product Tracking

Monitor the movement of your asset in real-time. Track when products are received, used, or transferred between locations, ensuring accurate records and reducing the risk of stockouts or overstocking.

The image shows the product page spotlights the generator section, showcasing key details like product ID, name, serial number, & brand.

Barcode Scanning

Utilize barcode scanning technology to streamline repair and maintenance processes. Assign unique barcodes to each product for efficient tracking the service history, maintenance cost, warranty expiry, etc.

The image foreground displays AST 43's breakdown status on the open product page, including details and the technician intervention date.

Breakdown History

Keep a record of breakdowns and repairs associated with specific products. By tracking the repair history of equipment and parts, you can make informed decisions about maintenance, replacements, and inventory reorder levels.

...

Product Management

Easily add, edit, and categorize your products, equipment, and parts within the system. Assign relevant details such as product names, descriptions, and pricing to maintain a comprehensive product catalog.

The image foreground showcases real-time tracking on a product page, revealing its current location, and enabling efficient monitoring.

Product Tracking

Monitor the movement of your asset in real-time. Track when products are received, used, or transferred between locations, ensuring accurate records and reducing the risk of stockouts or overstocking.

The image shows the product page spotlights the generator section, showcasing key details like product ID, name, serial number, & brand.

Barcode Scanning

Utilize barcode scanning technology to streamline repair and maintenance processes. Assign unique barcodes to each product for efficient tracking the service history, maintenance cost, warranty expiry, etc.

The image foreground displays AST 43's breakdown status on the open product page, including details and the technician intervention date.

Breakdown History

Keep a record of breakdowns and repairs associated with specific products. By tracking the repair history of equipment and parts, you can make informed decisions about maintenance, replacements, and inventory reorder levels.

Expense Management

Monitor and record expenses incurred during job assignments, such as material purchases, travel costs, and miscellaneous expenditures. This tool allows field teams to upload receipts, categorize expenses, and submit them for approval. Managers can review and approve expenses, ensuring accurate reimbursement and efficient financial management.

With detailed expense reports, you can gain insights into spending patterns, control costs, and optimize budget allocation, contributing to improved financial transparency and operational efficiency.

The phone icon shows an open passbook with a Technician's name and an added expense entry, indicating transaction tracking for services.

Receipt Upload

Easily capture and upload expense receipts directly from the field using the mobile app, ensuring accurate documentation of every expense.

The image shows a table listing technician names alongside their corresponding expenditures and the remaining budget amount.

Expense Approval Workflow

Implement a streamlined approval process where field employees submit their expenses for approval, and managers can review and approve them before reimbursement.

An Image shows a phone with a passbook and expenditure page, listing the technician's name, date, and expense details of the food, petrol and other items.

Expense Categories

Categorize expenses into different categories such as travel, materials, meals, and more. This helps in better tracking and analysis of spending patterns.

The image shows an expenditure page open, displaying the technician's name, the date, and the remaining balance.

Real-time Expense Tracking

Craft professional and visually appealing quotes that transparently outline service specifics, even before you depart the customer's location

The phone icon shows an open passbook with a Technician's name and an added expense entry, indicating transaction tracking for services.

Receipt Upload

Easily capture and upload expense receipts directly from the field using the mobile app, ensuring accurate documentation of every expense.

The image shows a table listing technician names alongside their corresponding expenditures and the remaining budget amount.

Expense Approval Workflow

Implement a streamlined approval process where field employees submit their expenses for approval, and managers can review and approve them before reimbursement.

An Image shows a phone with a passbook and expenditure page, listing the technician's name, date, and expense details of the food, petrol and other items.

Expense Categories

Categorize expenses into different categories such as travel, materials, meals, and more. This helps in better tracking and analysis of spending patterns.

The image shows an expenditure page open, displaying the technician's name, the date, and the remaining balance.

Real-time Expense Tracking

Keep track of expenses in real-time, allowing managers to monitor spending as it happens and make informed decisions to control costs effectively.

AMC Management

Effectively manage Annual Maintenance Contracts (AMCs) with FieldWeb's intuitive tools. Keep track of contract details,service schedules, and renewals seamlessly. Simplify AMC billing and ensure timely service delivery for enhanced customer satisfaction.

Stay organized and proactive in handling AMC-related tasks with FieldWeb's comprehensive AMC Management feature.

An image of an AMC dashboard lists total, upcoming, renewal, & completed AMCs with details of date, AMC name, technician, customer name, service, and payments.

Contract Details

Store and access all essential contract information, including customer details, service types covered, contract start and end dates, and terms and conditions.

The Image shows an AMC dashboard with the date, day, year, and service schedule, including proper timings for each service.

Service Scheduling

Plan and schedule regular maintenance visits as per the terms of the AMC. Assign tasks to technicians, set service frequencies, and ensure timely service delivery.

The locked phone screen shows a notification from the Fieldweb app about the renewal of AMC that includes the name of the person and the scheduled time.

Renewal Reminders

Receive automated reminders for upcoming contract renewals. Stay proactive in reaching out to customers and securing contract extensions, ensuring continuous revenue streams.

The image shows the Invoice which displays customer details, AMC ID, service info, amount, tax, and signature, issued by the company.

Billing and Invoicing

Streamline AMC billing by generating accurate invoices based on the terms of the contract. Include details of services rendered and any additional charges, making the billing process seamless for both your business and customers.

An image of an AMC dashboard lists total, upcoming, renewal, & completed AMCs with details of date, AMC name, technician, customer name, service, and payments

Contract Details

Store and access all essential contract information, including customer details, service types covered, contract start and end dates, and terms and conditions.

The Image shows an AMC dashboard with the date, day, year, and service schedule, including proper timings for each service.

Service Scheduling

Plan and schedule regular maintenance visits as per the terms of the AMC. Assign tasks to technicians, set service frequencies, and ensure timely service delivery.

The locked phone screen shows a notification from the Fieldweb app about the renewal of AMC that includes the name of the person and the scheduled time.

Renewal Reminders

Receive automated reminders for upcoming contract renewals. Stay proactive in reaching out to customers and securing contract extensions, ensuring continuous revenue streams.

The image shows the Invoice which displays customer details, AMC ID, service info, amount, tax, and signature, issued by the company.

Billing and Invoicing

Streamline AMC billing by generating accurate invoices based on the terms of the contract. Include details of services rendered and any additional charges, making the billing process seamless for both your business and customers.

Customer Experience

Offer customers a modern, five-star experience designed to help you capture more business with greater ease.

CRM

The CRM feature offers a comprehensive toolkit for managing customer inquiries and maintaining their details. This includes maintaining a log of customer complaints and inquiries, enabling businesses to promptly address and resolve them.

Moreover, the CRM section allows for effective customer management, storing crucial information such as names, email IDs, addresses, and contact numbers. The user-friendly interface provides easy access to individual customer profiles, displaying their complete job history and AMC records for a holistic view.

The image shows the list of inquiries where the inquiry details can be searched based on I'd, service and customer name, date time, and task.

Complaint Management

Keep track of customer complaints and inquiries in an organized manner. Assign, prioritize, and resolve issues promptly, ensuring customer satisfaction and retention.

The image shows the Customer profile page requires the name, contact, address, also the details of the tasks, and AMC details.

Customer Profile

Maintain comprehensive customer profiles containing essential information such as contact details, service history, communication preferences, and more.

The image shows the Customer profile page opened in the background the task option has been highlighted and the required details have been asked.

Job History

Access a detailed record of all past jobs completed for each customer. This history aids in understanding customer preferences, recurring issues, and overall service patterns.

The image shows the Customer profile page opened in the background the AMC option has been highlighted and the required details have been asked.

AMC History

Craft professional and visually appealing quotes that transparently outline service specifics, even before you depart the customer's location

The image shows the list of inquiries where the inquiry details can be searched based on I'd, service and customer name, date time, and task.

Complaint Management

Keep track of customer complaints and inquiries in an organized manner. Assign, prioritize, and resolve issues promptly, ensuring customer satisfaction and retention.

The image shows the Customer profile page requires the name, contact, address, also the details of the tasks, and AMC details.

Customer Profile

Maintain comprehensive customer profiles containing essential information such as contact details, service history, communication preferences, and more.

The image shows the Customer profile page opened in the background the task option has been highlighted and the required details have been asked.

Job History

Access a detailed record of all past jobs completed for each customer. This history aids in understanding customer preferences, recurring issues, and overall service patterns.

The image shows the Customer profile page opened in the background the AMC option has been highlighted and the required details have been asked.

AMC History

Monitor the Annual Maintenance Contract (AMC) records for each customer. Stay informed about their contract status, renewal dates, and service history covered under the AMC agreement.

Customer App

Our brand's gateway to enhanced customer engagement. Available for download on the Play Store and App Store, this personalized app showcases your company's identity, logo, and colors. Customers can explore your services, make bookings in real-time, and witness the magic as their requests seamlessly integrate with your FieldWeb dashboard for efficient job scheduling.

But that's not all; the app offers a comprehensive view of service history, ongoing tasks, completed and upcoming Annual Maintenance Contracts (AMCs), and complaint statuses. With downloadable job completion reports and direct communication channels via call, SMS, or WhatsApp, this app fosters exceptional customer interactions.

A customer service app catalog featuring a prominent logo and various service images with discounted prices.

Service Catalog

Explore an array of services with detailed descriptions, pricing, and options tailored to your needs, empowering customers to choose and book services with ease.

The image features a customer app displaying service names, images, prices, and descriptions, which can be booked at any time.

Real-time Booking

Seamlessly schedule services through the app, ensuring instant integration with your FieldWeb dashboard, enabling efficient job allocation and timely service.

The image shows the AMC app displays service schedule with technician assignments at various times.

AMC Management

Craft professional and visually appealing quotes that transparently outline service specifics, even before you depart the customer's location

The image shows the inquiry list displays where various services have been assigned to different technicians at the different location mentioned in the list.

Complaint Tracking

Monitor complaint statuses, view historical data, and receive real-time updates, showcasing your commitment to addressing customer concerns promptly and professionally.

A customer service app catalog featuring a prominent logo and various service images with discounted prices.

Service Catalog

Explore an array of services with detailed descriptions, pricing, and options tailored to your needs, empowering customers to choose and book services with ease.

The image features a customer app displaying service names, images, prices, and descriptions, which can be booked at any time.

Real-time Booking

Seamlessly schedule services through the app, ensuring instant integration with your FieldWeb dashboard, enabling efficient job allocation and timely service.

The image shows the AMC app displays service schedule with technician assignments at various times.

AMC Management

Gain insight into upcoming and completed Annual Maintenance Contracts (AMCs), renewals, and their details, fostering transparency and customer satisfaction.

The image shows the inquiry list displays where various services have been assigned to different technicians at the different location mentioned in the list.

Complaint Tracking

Monitor complaint statuses, view historical data, and receive real-time updates, showcasing your commitment to addressing customer concerns promptly and professionally.

Technician Tracking

In FieldWeb's Technician Tracking feature, businesses can effortlessly monitor the real-time location of their field technicians. With GPS integration, you can precisely track their movements, ensuring optimized routes, on-time arrivals, and efficient task allocation.

This feature empowers you to enhance fieldworker productivity, manage work allocation dynamically, and provide customers with accurate ETAs for superior service experiences.

The image displays a map for technician tracking, highlighting locations in Delhi and the subsequent image shows the distance covered by the technician.

Real-time Location Monitoring

Track your field technicians' live locations on a map to ensure they are on the right track and reach their assigned tasks promptly.

The image shows a navigation page with an address linked to a task, offering options to start or skip navigation.

Route Optimization

Optimize technician routes using GPS data to minimize travel time and fuel costs, increasing efficiency and customer satisfaction.

The image presents task details of an AC service with before and after photos, customer details, signatures, and ratings showcased prominently.

Task Allocation and Reassignment

Dynamically assign and reassign tasks based on the technician's proximity to the job site, ensuring effective workload distribution.

The phone icon displays a passbook page with today's, monthly, and yearly earnings, including estimated earnings.

Historical Tracking

Access historical location data to analyze past routes, identify patterns, and make informed decisions for route planning and resource allocation.

The image displays a map for technician tracking, highlighting locations in Delhi and the subsequent image shows the distance covered by the technician.

Real-time Location Monitoring

Track your field technicians' live locations on a map to ensure they are on the right track and reach their assigned tasks promptly.

The image shows a navigation page with an address linked to a task, offering options to start or skip navigation.

Route Optimization

Optimize technician routes using GPS data to minimize travel time and fuel costs, increasing efficiency and customer satisfaction.

The image presents task details of an AC service with before and after photos, customer details, signatures, and ratings showcased prominently.

Task Allocation and Reassignment

Dynamically assign and reassign tasks based on the technician's proximity to the job site, ensuring effective workload distribution.

The phone icon displays a passbook page with today's, monthly, and yearly earnings, including estimated earnings.

Historical Tracking

Access historical location data to analyze past routes, identify patterns, and make informed decisions for route planning and resource allocation.

Service Management

Service Management in FieldWeb empowers businesses to effortlessly organize a diverse array of services. Seamlessly manage service details such as names, prices, and descriptions, ensuring clarity for both you and your customers through the customer app.

Customize offerings further by adding discounted prices and running enticing offers, all while maintaining a streamlined and efficient system. With FieldWeb's Service Management, providing top-notch service experiences has never been more intuitive.

The Image highlights the Add Service option on the service page, prompting for the required details.

Service Catalog Creation

Build a comprehensive service catalog by listing various services you offer, complete with detailed descriptions, pricing, and any additional options available.

The Image highlights the Service category option on the service category page, prompting for the required details.

Dynamic Pricing and Offers

Easily set up dynamic pricing for different services, allowing you to adapt pricing based on factors such as location, time, or special promotions. Create and manage offers to attract more customers and boost sales.

The image features a customer app displaying various service , images and descriptions.

Customer App Visibility

Ensure transparency and accessibility by making your service catalog available to customers through the customer app. This empowers customers to explore and choose services that suit their needs.

The Image highlights the inquiry form option in the inquiry list where the customer name service along with the photos and required details has been asked.

Discount Management

Effortlessly apply and manage discounts for specific services or during promotional periods. FieldWeb enables you to define discount rules and track their usage, enhancing your ability to attract and retain customers.

The Image highlights the Add Service option on the service page, prompting for the required details.

Service Catalog Creation

Build a comprehensive service catalog by listing various services you offer, complete with detailed descriptions, pricing, and any additional options available.

The Image highlights the Service category option on the service category page, prompting for the required details.

Dynamic Pricing and Offers

Easily set up dynamic pricing for different services, allowing you to adapt pricing based on factors such as location, time, or special promotions. Create and manage offers to attract more customers and boost sales.

The image features a customer app displaying various service , images and descriptions.

Customer App Visibility

Ensure transparency and accessibility by making your service catalog available to customers through the customer app. This empowers customers to explore and choose services that suit their needs.

The Image highlights the inquiry form option in the inquiry list where the customer name service along with the photos and required details has been asked.

Discount Management

Effortlessly apply and manage discounts for specific services or during promotional periods. FieldWeb enables you to define discount rules and track their usage, enhancing your ability to attract and retain customers.

Client Communication

In today's fast-paced world, customer expectations for prompt responses and real-time updates have become more pronounced than ever.

With FieldWeb's advanced features, automated emails and text messages ensure that customers are consistently kept in the loop as work unfolds, eliminating any possibility of them feeling overlooked or uninformed.

An image shows a Phone icon displaying the Fieldweb app notification which says the required Service has been assigned to the technician at the scheduled time.

Real-time Updates

Keeping clients informed about the progress of their projects in real-time fosters transparency and trust. FieldWeb's automated notifications ensure clients are notified about job status changes, completion milestones, and any unexpected developments promptly.

An image shows an RO repair where a two-way communication facility has been shown  where the technician and the customer can talk to each other.

Two-Way Communication

Facilitate open and effective communication by allowing clients to interact with your team. FieldWeb enables clients to raise queries, provide feedback, and ask for clarifications, creating a seamless channel for dialogue.

An image shows a Phone icon displaying the Fieldweb app notification where the link has been provided to download the AC report generated by the company.

Personalized Notifications

Tailoring notifications to suit each client's preferences can enhance engagement. FieldWeb's customizable communication settings enable you to send notifications via their preferred mode - email, SMS, or even through the customer app.

An image shows the AC repair page where the rating is highlighted so that the company can understand the satisfaction level of the customer.

Feedback Loops

Establish a mechanism for clients to share their feedback and opinions post-service. FieldWeb can automate feedback requests, helping you understand client satisfaction levels and identify areas for improvement.

An image shows a Phone icon displaying the Fieldweb app notification which says the required Service has been assigned to the technician at the scheduled time.

Real-time Updates

Keeping clients informed about the progress of their projects in real-time fosters transparency and trust. FieldWeb's automated notifications ensure clients are notified about job status changes, completion milestones, and any unexpected developments promptly.

An image shows an RO repair where a two-way communication facility has been shown  where the technician and the customer can talk to each other.

Two-Way Communication

Facilitate open and effective communication by allowing clients to interact with your team. FieldWeb enables clients to raise queries, provide feedback, and ask for clarifications, creating a seamless channel for dialogue.

An image shows a Phone icon displaying the Fieldweb app notification where the link has been provided to download the AC report generated by the company.

Personalized Notifications

Tailoring notifications to suit each client's preferences can enhance engagement. FieldWeb's customizable communication settings enable you to send notifications via their preferred mode - email, SMS, or even through the customer app.

An image shows the AC repair page where the rating is highlighted so that the company can understand the satisfaction level of the customer.

Feedback Loops

Establish a mechanism for clients to share their feedback and opinions post-service. FieldWeb can automate feedback requests, helping you understand client satisfaction levels and identify areas for improvement.

Do you know?

I switched to FieldWeb

FieldWeb has transformed the way we manage our RO and water purifier service business. With their intuitive app, we can track service requests, assign them to our technicians, and keep our customers informed every step of the way. It's improved our efficiency and customer satisfaction immensely.

Owner of Splash Systems

Mr. Mohit Sapra

As a print shop owner, staying organized and meeting deadlines is crucial. FieldWeb has been a game-changer for us. We now have a clear view of our orders, can schedule print jobs efficiently, and even send real-time updates to our clients. It's made managing our printing services a breeze.

Owner of Image India

Mr. Prasad Kalindi

FieldWeb has been instrumental in the growth of our HVAC business. With their technician tracking and job management tools, we can ensure our team is where they need to be when they need to be there. Our customers appreciate the improved response times and professionalism, which has led to increased trust and more referrals.

General Manager DSI

Mr. Abdul

Managing maintenance for lifts and elevators can be complex, but FieldWeb has simplified it. Their platform helps us schedule routine maintenance, track technician performance, and send service reports to building managers instantly. Our clients trust us to keep their elevators running smoothly, and FieldWeb has been a critical part of that trust.

Owner Oscar Plus Elevators

Mr. Gautam

FieldWeb has given our pest control business an edge in a competitive market. Their software helps us efficiently schedule appointments, track treatments, and send service reports to clients in real time. It's increased our customer retention and helped us expand our reach.

Owner of Al Pest Services

Mr. Ahmed

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