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Overview
FieldServio streamlines industrial distribution by integrating dispatch, rentals, and accounting into one system. Although the CRM module still needs some refinement, the platform is excellent for managing heavy equipment. If you're looking to speed up invoicing and track equipment, this is a great pick.
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Starting Price
Custom
FieldServio Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Relationship Management (CRM)
What Is FieldServio?
FieldServio is an all-in-one ERP and field service management platform specifically engineered for industrial distributors and service providers. It addresses operational fragmentation by unifying sales, inventory tracking, and financial reporting into a single system. By utilizing its advanced scheduling and real-time technician communication tools, businesses can eliminate administrative bottlenecks and accelerate invoicing cycles. This streamlined approach allows companies to scale effectively while maintaining high visibility into project profitability and equipment history.
FieldServio Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
FieldServio Integrations
The software integrates with various third-party tools and systems. These include:
- Avalara software
- Payroc
Who Is FieldServio For?
FieldServio serves the following core industries:
- Air compressors
- Industrial boilers
- Forklifts and batteries
- Generators
- Fire suppression
Is FieldServio Right For You?
FieldServio could be a strong fit if you’re running a field service, distribution, or equipment-centric business looking for a unified way to manage operations from scheduling to invoicing. Its core strength lies in eliminating fragmented systems by providing an all-in-one ERP framework designed for industrial-scale service operations.
Businesses that value tight coordination between office staff and technicians can benefit from its mobile tools and integrated reporting. Advanced support and regular enhancements further position it as a scalable option for midsize service enterprises.
Still doubtful if FieldServio software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
FieldServio Features
Service Management
FieldServio centralizes field operations through a real-time dispatch calendar and configurable workflows for parts and work orders. It enables managers to assign jobs instantly based on technician availability, ensuring that break-fix tasks and service calls are handled promptly while maintaining a full history of every piece of equipment.
Rental Fleet Management
The platform provides a comprehensive availability calendar to track the status and location of rental assets across the organization. Users can generate proposals and invoices directly from rental contracts, monitor individual asset revenue, and manage pickups or deliveries to ensure maximum fleet utilization and profitability.
Inventory Management
This feature automates purchase orders and reordering using demand forecasts. It minimizes manual errors in documentation and ensures critical parts remain available. By streamlining procurement, businesses can maintain service contracts without delays and improve overall operational efficiency.
Accounting And Finance
The software handles general ledger transactions, expense reconciliation, and bank account management. This provides business owners with real-time visibility into cash flow, profitability, and GAAP-compliant financial reporting from one centralized location.
Contract Management
FieldServio offers e‑signoff for instant customer approval and advanced reporting tools that forecast revenue and track contract performance. This helps teams identify long‑term growth trends.
Pros And Cons of FieldServio
Pros
Intuitive, user‑friendly interface for easy adoption
Comprehensive ERP platform covering all business needs
Responsive customer support with customizable features
Cons
Occasional system performance slowdowns
CRM module needs further improvements
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Frequently Asked Questions
Does FieldServio offer a mobile app?
Yes, it offers a mobile app.
Does FieldServio offer an API?
The vendor hasn't provided details about API availability.
What other apps does FieldServio integrate with?
It integrates with Avalara and Payroc.
What type of pricing plan does FieldServio offer?
The vendor offers flexible price plans starting from $140/user/month. Get in touch for a personalized FieldServio pricing plan based on your business’s specific needs!
Who are the typical users of FieldServio?
FieldServio features are suitable for businesses operating in multiple industries and sectors, such as air compressors, industrial boilers, forklifts with batteries, generators, and fire suppression systems.
What languages does FieldServio support?
The platform supports the English language.
What level of support does FieldServio offer?
FieldServio offers support via phone and ticket system.