Browse Our Industry Leading Features

We’ve summarized our key features below. If you’re looking for something specific, please reach out. We have monthly releases and are constantly adding new capabilities.

Streamline your operations for growth

We’ve summarized our key features below. If you’re looking for something specific, please reach out. We have monthly releases and are constantly adding new capabilities.

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Customer relationship management2

Customer Relationship Management

Centralise your Customers, Sites, Contacts, Quotations, and communications to gain complete transparency in your business. With powerful search, we make sure you can find the data that matters to you.

Scheduling calendar

Job Scheduling

Our drag-and-drop scheduling calendar provides an easy way to view resource availability, schedule installs, allocate ad-hoc call-outs, as well as plan recurring maintenance work.

Job management billing

Job Management & Billing

Define job requirements, capture time and materials, and eliminate double entry once jobs are completed by creating job invoices in Fieldmagic that sync to your accounting system in real-time!

Mobile app for android ios

Mobile App for Android & IOS

Ditch the paper and provide your technicians with our intuitive and fast mobile app. Users can easily view assigned jobs, create new jobs, navigate to sites, capture time entries and complete forms.

Document attachment

Document Management

Upload and store all key customer and job-related documents in Fieldmagic with our unlimited storage plan included in your subscription!

Recurring jobs

Recurring Jobs

Set up recurring jobs at various intervals for your preventative maintenance to ensure all customer and internal assets and equipment are serviced according to regulatory compliance.

Recurring jobs

Recurring Invoices

Set up recurring invoices at various intervals for your customers and link this recurring revenue to your recurring inspection jobs to measure profitability.

Streamline sales and quoting

Create beatiful quotes that your team can be proud of. Manage multiple versions and easily convert to jobs.

Streamline growth
Quote builder

Quote Builder

Build quotes from scratch or from saved templates to produce professional PDFs in seconds. Attach supporting brochures and content to build proposal-like documents, and email or SMS these to customers

Quote template

Quote Templates

Define common equipment and labour combinations and save these as reusable quote templates to save time.

Document designer

Document Designer

Tailor your quote designs with our built-in document designer to present a polished and professional image for your business.

Simplify Assets & Inspection

We’ve summarized our key features below. If you’re looking for something specific, please reach out. We have monthly releases and are constantly adding new capabilities.

Simplify assets inspection
Qr code scanning

QR Code Scanning

Scan bar codes and QR codes with our built-in mobile app scanning feature. Quickly scan to register new assets or scan to search for existing assets on a job to reduce data entry in the field.

Compliance checklists

Compliance Checklists

Build defined compliance checklists and present these on mobile to simplify data entry and automate the generation of your compliance reports, certificates and asset reports.

Fault recording

Fault Recording

Quickly capture asset faults in the field and recommend repairs. Faults are clearly flagged in red and can be converted into quotes and repair jobs to simplify your workflow and reduce admin time.

Asset service reporting

Asset Service Reporting

Generate detailed asset reports that provide a breakdown of compliance outcomes and key actions required.

Excite your customers

Turn your customers into your best advocates with an end to end exceptional customer experience.

Excite your customers
Sms two way chat

SMS & Two-way Chat

Keep your customers and staff in the loop with one-way SMS notifications and two-way online chat branded to your business for a professional image. Your customers will love you for it!

Customer portal

Customer Portal

Provide your key customers with access to their data with a branded portal experience that sets your business apart. Simple activation and deactivation for seamless control.

Integrated point of sale

Reduce your time to cash with our integrated point of sale for use in the field or in your shop!

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Take Payments while On Location

Speed up cash flow by taking customer payments instantly onsite, eliminating the need to chase payments. Plus, our point of sale integrates smoothly with multi-warehouse stock control, ensuring a streamlined sales process while accurately tracking stock levels.

4 Payment Options for Convenience

Our point of sale offers four convenient payment options: touch to pay, QR code with online payment, manual credit card, and cash payments.

Multi-warehouse inventory

Get accurate inventory tracking across multiple locations, fully integrated with your jobs and point of sale!

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