Automate invoice creation with the invoice manager module offered by the field service coordinator.
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
CrmAutomate your client information management system and provide the best customer services than any manual method can
Quote managerThis ensures that the quote estimation is as accurate as it can get, leaving no space for confusion from your customer.
Project ManagerManage multiple one-time jobs efficiently and quickly access related information in real-time with the one-stop Project Manager.
Job ManagerJobs 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 ManagerJobs 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 ManagerServices can range from a simple task to a bunch of complicated tasks, depending upon various factors. Services may include cleaning, plumbing,
Schedule ManagerFieldPLANR’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.
DashboardReports for every important module of the field service organizing system to get you a brief of history of carried out tasks.
ReportReports for every important module of the field service organizing system to get you a brief of history of carried out tasks
Purchase order ManagerAutomate 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!
Various add-ons and integrations that you can useThe system integrates with payment gateways, accounting software, Google Analytics, and other integrations. We also do custom integrations on request.
Shopping CartThe B2B web to print shopping cart feature lets the end-user check out all or limited items that help them order multiple or single orders as per their requirement; Check out with or without a payment option for those customers for whom you want to maintain an account as opposed to charging on an individual basis. In that case, you can enable or disable payment options on a per-store basis.
FieldPlanr software User's Testimony
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Infomaze Pvt Ltd, Mysore
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