Automate and streamline purchase orders to always have a strong hold on your purchases from suppliers.

The field service coordinator automates the process flow of purchase orders from the time they are placed until delivered to the receiving end. The field operations manager helps ward off unnecessary phone calls to suppliers at every stage of the purchase order.


The field service organizing system allows you to create as many purchase orders as required and access the data whenever required. All details that are a part of the purchase order can be specified for that order:


  • Supplier Details (name of a supplier company or an individual supplier)
  • Contact (supplier related contact, contact address)
  • Delivery details (specify address – select from any saved address)
  • Status (can always be modified as per the flow of the purchase order)
  • Details of the placement (Contact/person/company placing the purchase order)
  • Carrier supporting the purchase order (with reference number, quote, invoice, delivery date details)
  • Mark goods as received (so there isn’t any wasted time on communicating about the same)
  • Details of items (multiple items with details of each such as item name, quantity, price and even notes).

With multiple settings available for every module, the field service planning system allows for customization for the best experience. The highly modular solution can be customized a per your needs and modified on a timely basis to suit your requirements.


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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
Categories and products as per the customer's requirement.

Quote manager

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

Project Manager

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

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.
Stock Product or Non-stock Product

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.
Customized Product

Services Manager

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

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.
Reporting

Dashboard

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

Report

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

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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