INVOICE MANAGER

Invoices are a great way to share cost break-up details with your clients. Allow your customers full payments or part payments only with FieldPLANR.

The invoice manager module provided by the field service organizing system not only does it’s job but the created invoices give you two different views:

Summary view
Cost View

The invoice manager module provided by the field service organizing system not only does it’s job but the created invoices give you two different views:

Contact Details (Summary View)
Visit Details (Summary View)
Services & Inventory (Cost View)
Complete Costing (Cost View)

Trail / Demo

Automate invoice creation with the invoice manager module offered by the field service coordinator.

Payments

Give clients the option to complete their payment in parts and generate a separate invoice for each – unlimited! Set multiple payment modes for flexibility of payment.

With the field service planning system’s invoice manager module, you can ward off the need for a separate software just to create invoices that match professional standards. Contact us here to try it yourself.

Reports

Generate reports in tabular or summary view for any given time period or generate them right from the beginning. Customize reports by selecting preferred columns, give each report your own title and description (if required); select invoice status (all/paid/unpaid) to total, save and run. You can run any created/system generated report whenever the need arises. You can regularly delete outdated reports which no longer serve a purpose.

Automation

Automate invoice creation with the invoice manager module offered by the field service coordinator. The manual, time consuming process of invoice calculation and creation can now be replaced with FieldPLANR’s invoice manager.

These details are required to be filled out while creating an invoice. They can also be edited at any point of time even after creation. Required invoice can be searched from the list of all created invoices easily with the help of advanced search with various filters.

Invoice templates help create emails quickly and fuss-free. Invoices can be previewed before sending them across via email in a PDF format. The email automatically fills in relevant details that can again be edited if required, before sharing with the client. Alternatively, invoices can also be downloaded and printed if preferred.

Find a dedicated list of visits that have not been invoiced (UnInvoiced Visits) as well as a separate list of invoices that have not yet been paid for by the client (UnPaid invoices). This helps keep a track of the accounts for your business.

The total costing for each invoice is segregated in the ‘cost view’ to display profit (and selling price) that you would make out of the service that invoice has been created for. The ‘summary view’ displays the basic elements and the details contained will be part of the invoice to share.

With the incorporated field mobile app for technicians, you always have access to real-time information even if you do not physically communicate with your field engineers.

A quick look at some of the important modules and features of FIELDPLANR

Different storefronts for different customers

Crm

Automate your client information management system and provide the best customer services than any manual method can

Quote manager

This ensures that the quote estimation is as accurate as it can get, leaving no space for confusion from your customer.

Project Manager

Manage multiple one-time jobs efficiently and quickly access related information in real-time with the one-stop Project Manager.

Job Manager

Jobs frame your field services. Automate the process from job creation to completion. Please your clients with your field services and retain them for a long time.

Invoice Manager

Jobs frame your field services. Automate the process from job creation to completion. Please your clients with your field services and retain them for a long time.

Services Manager

Services can range from a simple task to a bunch of complicated tasks, depending upon various factors. Services may include cleaning, plumbing,

Schedule Manager

FieldPLANR’s schedule manager is here to take the stress off your shoulders and give you a hand in instant scheduling of onsite visits for your jobs.

Dashboard

Reports for every important module of the field service organizing system to get you a brief of history of carried out tasks.

Report

Reports for every important module of the field service organizing system to get you a brief of history of carried out tasks

Purchase order Manager

Automate and streamline purchase orders to always have a strong hold on your purchases from suppliers.Organize the process from placing product orders to receiving goods that will stock up your inventory!

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