To improve revenue growth & scalability
To Streamline Operation
To Improve Employee Productivity & Accountability
For Best Customer Experienced
Manage your customer information all from a single dashboard. Access features like customer profile, job card reporting, service history, and bulk data migration. Manage individuals and business data in one place. Create personal experiences for every customer and build lasting relationships with them.
Efficiently assign, schedule, and manage jobs anytime, anywhere. Streamline the booking process for customers through online booking forms. Use real-time notifications and keep your technicians always updated and aware.
Intelligently dispatch your jobs the right person is always matched to the right job. Streamline processes and eliminate any delays so your customers are always happy. Use the intuitive calendar to reschedule and unassign jobs in an instant.
Keep your team informed of job details at all times through the mobile app. Notify your team on job updates, cancellations, and rescheduling through real-time notifications. Your team can also update the job status in a few clicks.
Efficiently track and manage all leads across multiple platforms. Assign or transfer leads to other members of the team in a snap. Set reminders and timely follow-ups through our efficient CRM portal. Effectively track lead progress, activity and convert leads into jobs.
Manage your AMC contracts through one dashboard. Create and view all AMC renewals in one dashboard. Get automated reminders on contract renewals.
Create personal quotes through templates and share them with clients in seconds. Get estimates approved online by managers in seconds. Use templates to create personal estimates with only a few clicks. Configure and set automated follow ups.
Create and share branded invoices instantly. Generate personal invoices, share them and collect payments 5x faster. Convert quotes to invoices in one click. Set automated payment reminders to speed up the payment collection process and view payment history from one dashboard
Track and monitor your field team through a single dashboard. Leverage metrics like travel hours, staff routes, travel distance, meetings, appointments, detailed routes without interrupting schedules. Download current and historical data for further analysis.
Invite, create, and manage your team in one place. Create custom roles for each member, schedule jobs, and streamline operations from top to bottom. Enhance business operations and optimize field resources to ensure maximum team efficiency.
Stay updated on technicians in the field at all times. Use the dashboard to track the technician’s location, job progress, optimize routes, and approve quotes. Download and view reports for further analysis.
Use transparent timesheets and keep track of multiple jobs and technicians. Eliminate any time theft issue through streamlined timesheet management software. Utilize location-based timesheets and ensure accurate payment processing.
Put the power of online booking in the hands of customers. Streamline the booking process through QR codes, links shared on social media, and website integration. Ensure your business is accessible to customers 24/7 with a streamlined customer experience that enhances customer engagement.
Use existing templates and create a professional service agreement in seconds. Download these agreements anytime, anywhere.
Efficiently track an asset's lifecycle, implement a robust preventative maintenance plan, and maintain comprehensive records of both your assets and your customers' assets.
Register for Free and Take Control of Field Operations
Explore how Fieldy caters to various industries, delivering tailored solutions that optimize field service management. We adapt to your industry's unique needs, enhancing productivity and efficiency across the board.
Unlock superior field operations with Get Fieldy. Our software blends advanced features with affordability, ensuring your service team always stays a step ahead.
The true measure of Fieldy's effectiveness and impact lies in the voices of businesses who have experienced transformative results with our solutions.
If you don’t find the answer you’re looking for in the FAQ below, please feel free to contact us. Our team is always ready to answer and doubt and queries you have about Fieldy. You can also contact the team to set up a Fieldy demonstration.
Fieldy offers custom lead form creation, centralized lead tracking, team collaboration tools, automated follow-ups, and seamless conversion of leads into quotes and invoices. These features are designed to streamline your sales process and increase efficiency.
Yes, Fieldy provides a centralized dashboard that offers a detailed view of each lead's progress and activities. This helps in monitoring lead status in real-time and making informed decisions to drive conversions.
Absolutely, Fieldy enables you to set automated reminders and follow-up tasks. This ensures timely engagement with leads and helps maintain a consistent communication flow, which is crucial for successful conversions.
Fieldy sets itself apart with its user-friendly interface, customization options, and robust functionality that includes automated reminders, seamless team collaboration, and the ability to track every step of the lead conversion process to optimize sales strategies.
Yes, Fieldy can integrate with various platforms including websites, social media, and other marketing collaterals to ensure that leads are captured and managed across all your business channels seamlessly.