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.
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.
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.
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.
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.
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!
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.
Upload and store all key customer and job-related documents in Fieldmagic with our unlimited storage plan included in your subscription!
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.
Set up recurring invoices at various intervals for your customers and link this recurring revenue to your recurring inspection jobs to measure profitability.
Create beatiful quotes that your team can be proud of. Manage multiple versions and easily convert to jobs.
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
Define common equipment and labour combinations and save these as reusable quote templates to save time.
Tailor your quote designs with our built-in document designer to present a polished and professional image for your business.
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.
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.
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.
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.
Generate detailed asset reports that provide a breakdown of compliance outcomes and key actions required.
Turn your customers into your best advocates with an end to end exceptional customer experience.
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!
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.
Reduce your time to cash with our integrated point of sale for use in the field or in your shop!
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.
Our point of sale offers four convenient payment options: touch to pay, QR code with online payment, manual credit card, and cash payments.
Get accurate inventory tracking across multiple locations, fully integrated with your jobs and point of sale!
We track all inventory levels of your entire product catalogue across your main warehouses as well as individual van stock.
Use our mobile app to quickly identify products using QR codes, bar codes or manual searching, which streamlines the process of performing stocktakes.