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.
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.
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
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
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 Management
Upload and store all key customer and job-related documents in Fieldmagic with our unlimited storage plan included in your subscription!
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 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.
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 Templates
Define common equipment and labour combinations and save these as reusable quote templates to save time.
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.
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
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
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
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.
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
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!
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!
Keep track of all inventory levels in your main warehouses and van stock
We track all inventory levels of your entire product catalogue across your main warehouses as well as individual van stock.
Efficiently perform stocktakes and stock transfers on our mobile app
Use our mobile app to quickly identify products using QR codes, bar codes or manual searching, which streamlines the process of performing stocktakes.