Accurate quotes calculated on the basis of all relevant factors such as inventory and visits – direct share feature with online approval!
Impress your clients and prospects alike with the modern approach your business has towards quoting system for field services.
FieldPLANR allows you to create inventory and services separately that can then be incorporated to form a job – whether one-time or recurring. Added plus, the inventory and services can be used innumerous times for different jobs/visits. This wards off the need for you to re-create inventory and services every time you add a new job, saving you a ton of time.
This ensures that the quote estimation is as accurate as it can get, leaving no space for confusion from your customer. Quotes can be shared with the customer/prospect in readable PDF format in one step. Preview them before you share via email. They can also approve the quotes online for you to proceed with the next step without any delay.
Each quote comprehensively displays all details of the inventory, services and relevant visits using them. Any note added by technician/admin/sales person regarding job in consideration will automatically show up before you finalize the quote. You can also add your own note with the option of attaching an image too.
Use the module for yourself to know how your field services can change the way you handle your business. Contact us here.
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!
FieldPlanr software User's Testimony
WHY TRUST WHAT WE SAY! READ WHAT OUR CLIENTS' HAVE TO SAY.
It was nice to work with FieldPlanr .
Infomaze Pvt Ltd, Mysore
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