fieldsflow
Agents, dispatchers, mobile employees, and managers deserve a complete view of the customer and access to all the information needed to help the customer anytime, anywhere and from any device.
Solution
Fieldsflow orginizes customer service data in the cloud to connect companies, techs, self-employers and customers
Estimation
Payments
Location history
AI Schedules
Reports & Analytics
Equipment scanner
Emergency Dispatch
Security
Crew Teamwork
Drag&Drop
Time optimization
Weather optimization
Skills
Customer control
Reviews
QR tracking
Branches
Time range
Contractors
Online Status
Online signature
Estimation
With fieldsflow management software, your technicians can clearly produce estimates using their mobile device while at the customer site
Payments
Start accepting credit and debit card payments through your field service management system on the cloud securely with stripe integration or sending invoices to the customers directly via e-mail
Location history
Don’t spend time copying information about location from previous calls when fieldsflow service management can do it all automatically and provide full location history for your technician
AI Schedules
AI Scheduling Optimization boosts performance by optimizing full process to more accurately plan, predict issues, and avoid delays, basing upon branch, skills, work type, travel time, weather, priority, and technician’s available time
Reports & Analytics
See how your team is working across all your locations. These reports are based on the details of appointments so you can use advanced reporting in your business marketing strategy
Equipment scanner
Digital scanning represents a significant importance in calculation resources and equipment base, fieldsflow is allowing technician to react quickly using mobile device to add bar-code
Emergency Dispatch
Most significant to find closer technician to the emergency location with managing coverage levels down to the minute, ensuring your technicians are always in the right place at the right time
Security
Fieldsflow cloud service management provides secure encrypted authorization and data exchange protection for your workers, contractors and customers
Crew Teamwork
Easier way to create a crew to cover appointments which require a several technicians . AI dispatch will create a crew by itself, assigning available technicians according to their skills
Drag&Drop
Dispatch gantt with drag & drop scheduling and assignment allows you to manage your resources efficiently
Time optimization
Use auto-routing to determine the optimal route for technicians to maintain multiple locations, use geo-location tracking to know where they are and prioritize or re-prioritize work tasks AI scheduling will find a proper solution for the best time optimization
Weather optimization
Fieldsflow weather optimization will schedule your appointments according to the prefer weather for each work type. AI optimization and ggant drag & drop take account of weather and help you get rid of situations like roofing during rain or construction work in a snowstorm
Skills
Manage your resources more effective. Automatic optimization can schedule all your workers by skills for each work type. We believe that sign of successful work is qualified staff with the right skills
Customer control
Customers can use online appointment booking to select date and time range , track technician on place, check status online and communicate with technician
Reviews
Fieldsflow brings you the top users’ reviews and ratings for companies, self-employed , along with their services. Company can gain reputation and provide good service to the customers to get of the search result priority
QR tracking
Fast and easy-to-use way to track an appointment by QR code link exchange (unique consecutive numbers). System creates QR code for each appointment and invoice so customers could easily track the work
Branches
Use a branch to separate different locations’ resources. Each company has one default branch, and can have multiple branches by dividing all resources to correct location and providing correct match by location and work type
Time range
New vision in scheduling optimization. No more time slots options - customer can chose the time range most convenient for them
Contractors
Organize mass collaboration with contractors. Re-assign booked appointment to the contractors’ company in one click and track their progress online for the increasing a quality of service
Online Status
It’s about saving time , being more efficient, and presenting a more professional to your customers. Service data organized to provide real-time work status to access it everywhere anytime for companies and customers
Online signature
Allows your engineers to create multiple estimate options and add each work type or equipment to the estimation table. As soon as the technician created full estimation file the customer can approve it with a digital signature
Pictures with captions
Include pictures with captions to the appointment gallery to be able to track work activity visually and provide better understanding of picture semantics to the viewer
Organize Work Flow
fieldsflow helps companies efficiently manage location-based work tasks. Customers can use online appointment booking to select the date and time most convenient for them. Dynamic Scheduling optimizes the assignment process, basing it upon skill, worktype, travel time, weather, priority, and technician’s available time. Visual Dispatch additionally allows dispatchers to easily modify work assignments using drag-and-drop. Technicians can use the mobile interface to quickly collect required information, track the time spent on tasks, and record the customer’s signature for acknowledgement of completed work.
Managers can easily customize reports and dashboards to gain real-time insight into utilization, capacity, customers and employees requesting work and their locations,nd improvement opportunities
Smart Appoinment Optimization
Optimized Mobile Technology
LESS EXPENSIVE, MINIMAL TRANING
The logistics industry is shifting from on-board hardware to less expensive mobile devices that includes powerful GPS, signature capture, invoicing, while being easier to update and maintain. Mobile interface designed for busy field service technicians to quickly view and record information. Track travel and work time, take pictures, capture test results and access the information about the schedules, collect customer signatures acknowledging work completion
Real-Time Dynamic Routing
ON TIME & ON PLAN
Real-Time Dynamic Routing helps balance service and efficiently, automatically adjusting route plans around appoinments delays throughout the day. Technicians / drivers are able to stay on time and on plan, while minimizing mileage
On-Demand Dispatch
MEET CUSTOMERS EXPECTATIONS
On-demand delivery is here to stay, but many companies dont have the technologies to meet customers expectations. This is where on-demand dispatch comes in - immediately finding the most cost-effective way to deliver those fast-turnaround orders
Technicians Experience
LEVERAGE A WEALTH OF KNOWLEDGE
Techs/Drivers are constantly gathering crucial information about customets and routs that can help avoid delays and increase efficiency. Capturing that information helps companies bridge the gap between planned and actual routs
AI Optimizations
THE KEY TO CONTINUOUS IMPROVEMENT
In the face of rising competition, high-performing logistics companies are always striving to improve. Appoinments AI Optimization boosts performance by leveraging historical data to more accurately plan, predict issues, and avoid delays
Roles
Fieldsflow gives you an opportunity to choose between 3 types of registration: User, Company and Self-employed. This is made to ease in-service relationships and cooperation
Contact usUser
…for those who is seeking for better opportunity to find yourself the best service. We provide an ability to filter through the companies and self-employed workers based on their ratings and location. Users are able to book and track appointments, leaving review by result
Learn moreCompany
…for licensed companies, corporations, organizations and contractors we provide field service management plans which are suitable for any size of business and include full-cycle software for progressive managing and tracking resources to arrange quality service to the customers and improve the entire business
Learn moreSelf-Employed
…for individuals who are working independently and want to organize their schedule, save time and find new clients. With fieldsflow setting up a business effectively will save your time and give to you full flexibility and control.
Learn moreFeatures |
User
U
|
Company
C
|
Self-Employed
S-E
|
---|---|---|---|
Appointment booking | |||
Resource scheduling | |||
Dispatcher dashboard | |||
Optimization | |||
Mass collaboration | |||
Mobile app | |||
Appoinment management | |||
Equipment and estimation | |||
Visual timer | |||
Stripe Payment integration | |||
Chat collaboration | |||
Appoinment activity tracking | |||
Role permissions | |||
Profiles | |||
Record history (per location) | |||
Manage workflows, automation, and approvals | |||
Analytics and reporting | |||
24/7 FieldsFlow support | |||
Gain rating and reputation | |||
Find new customers | |||
Real-time resourses tracking | |||
Drag-and-Drop visual Dispatch | |||
Rate company by result | |||
Customers management | |||
Resourses management |
Drag-and-Drop
Automate work with dynamic scheduling, drag-and-drop visual dispatch, and geo-location. Dynamic Scheduling provides an automated means to optimize works assignments. Using it, dispatchers can:
- Assign multiple tasks to different agents at the same time, with the ability to prioritize tasks while assigning
- Automatically un-assign already- assigned tasks to make room for a higher priority task such that the assignment is optimized
- Automatically reassign a task when the technician is incapable of completing the task on time
Visual dispatch feature gives dispatchers drag-and-drop work assignment capabilities, so they can assign tasks to technicians, based on their proximity, availability, and the specific skills required to complete them. Dispatchers can drag-and-drop to assign work onto available times, automatically select the ideal field service technician and use auto-routing to determine the optimal route for them to service multiple locations, use geo-location tracking to know where field service technicians are and prioritize or re-prioritize work tasks for technicians. Worktype is assigning to the weather optimization. Dispatch map enables dispatchers to view all open work tasks to understand work distribution and quickly identify impacted areas. Work tasks can easily be assigned, and assignments can be changed directly from work tasks shown on a map
Ready to optimize your service calls?
With an end-to-end field service management solution that connects field agents to their supervisors, peers, and critical data; offers a minimum learning curve; and guarantees rapid deployment, field service capabilities for Dynamics CRM provides powerful tools to improve field service performance. Don't get left behind. Be one of the companies that unlock the efficiencies of better connected field agents