Minimum 20 users with a monthly subscription fee. Contact FieldAware for pricing information.
FieldAware is a field service management solution that helps businesses better manage their field service operations (e.g., scheduling, dispatching, routing, invoicing, job tasks, customer management and reporting), generate more revenue, reduce overhead, expedite payment cycles, and reduce customer churn through better customer service. The app allows organizations to [mobilize their field service personnel] (http://www.getapp.com/blog/mobilize-field-workforce/), streamline scheduling, automate workflows and ensure service level compliance.
FieldAware is for any business with eight to 10,000 field workers offering onsite commercial services. Top features include the scheduler, mobile time tracking, mobile quote generation, task lists and PDF (portable document format) forms.
FieldAware leverages the mobility advantage not only by allowing field workers to stay connected with their teams from anywhere at any time but also by equipping them with the necessary tools to get their jobs done, while eliminating the need for a time-consuming communication back-and-forth with the dispatch office.
Built for mobile first, FieldAware’s mobile app is easy to use and takes full advantage of the native hardware and software features of the mobile device. FieldAware native apps are available for the iPhone, iPad and Android. Customization options are also offered to ensure the software works the way businesses need it to work.
FieldAware can service businesses of any size and work with onsite commercial services companies like HVAC (heating, ventilation and air conditioning), Property Management, Medical Equipment Repair, Oil Field Maintenance, and Plumbing, among others. Aside from field workers, the software is also used as a web-based app by personnel handling back-office functions like accounting, scheduling and dispatch.
Some of FieldAware’s clients include Henrich Equipment, a commercial fuel equipment sales and service company, and Sun Oil Limited, a retail and bulk distributor of petroleum products.
Operations extending beyond the walls of the office are oftentimes fraught with communication challenges and data collection inefficiencies that eventually amount to lost revenues and business opportunities. FieldAware’s Scheduling and Dispatch features have been designed to keep field engineers and technicians from missing a call window. Office dispatchers, for their part, instantly recognize field workers with jobs completed ahead of schedule and subsequently assign them new jobs by proximity or open time slot.
Because scheduling and job completions are done and reported in real-time, managers, executives and dispatchers are able to quickly determine the productivity of their field workers, either through comprehensive business reports or the scheduler’s graphic user interface.
Traditional time tracking practices for field service organizations require field workers to report to the office every day to turn in completed time sheets. FieldAware tracks the time required for field workers to drive to a client location, allowing them to bill for actual travel time. The same is true for other job-related trips, like when procuring additional parts.
FieldAware also enables organizations to view in real-time when field engineers and technicians start and finish work orders, including the status of other job orders.
The combined business benefits of mobile devices (e.g., smartphones and tablets) and mobile field service management software for field service organizations in terms of customer satisfaction, productivity, profitability and business intelligence are undeniable. FieldAware’s mobile quote generation function is one good example.
FieldAware enables field technicians to create quotes for additional parts or services even while at the customer’s location. Actual labor rates and part costs are pre-defined, so there’s no need to contact the back office and ask questions. Field workers auto-fill customer information, and select the applicable details from dropdown menus for service, associated tasks and labor rates. Quotes acceptance is done through electronic signature capture.
Tasks are services provided to clients and are comprised of actions, steps and procedures to get a job done. From the FieldAware Task tab, tasks can be created, filtered, imported, exported, and printed. Columns you want to display can be customized and saved.
To create a new task, fill in the task’s details (description, estimated duration, cost, etc.), and once saved, the task will automatically be included in the Tasks List. Later, when you create a new job, tasks can be added to the job screen by selecting them from a dropdown menu. Once a job is started, tasks that are in progress will be shown at the bottom. Come invoicing time, tasks show up as line items in the invoice.
The ability to edit and fill out PDFs while in the field is a game-changer allowed by FieldAware to field service organizations. Some instances require field personnel to fill out customer, process, and government forms. A PDF form can be edited via a mobile device as long as it’s attached to a job and the job is in active state – meaning, not scheduled, paused or complete. All edits and entries will be stored with the attachment in FieldAware.
The PDF forms can come from Microsoft Word, Excel or Adobe Acrobat. Note that to open a PDF document in Android devices, the device must have an installed PDF reader.
FieldAware currently integrates with NetSuite and [QuickBooks] (http://www.getapp.com/quickbooks-online-edition-application), and many more integrations are coming. FieldAware’s native API (application programming interface) client also allows businesses to integrate with existing software systems like ERP (enterprise resource planning) and CRM (customer relationship management) to allow for a more seamless information flow, thus reducing data entry requirements.
Depending on the number of field workers your organization has and the software features and capabilities your business requires, FieldAware employs three licensing options: Pro, Premium and Enterprise. Pricing is a monthly per-user fee.