Fieldwork

The software’s comprehensive invoicing and payment tools fully automate the billing process. Users can generate email and batch invoices within minutes, which significantly improves a business’s cash flow. For businesses that prefer traditional methods, the platform also helps to streamline the time-consuming process of printing and mailing invoices.

Fieldwork provides sophisticated calendar and scheduling tools to manage operations. Users can easily set up recurring work orders or drag and drop jobs between technicians directly from a mobile device. This functionality ensures every appointment is carefully tracked, helping businesses maintain their schedule and never miss a client visit.

Users can fully digitize their work order management and scheduling with this platform. It offers a self-service Customer Portal, customizable templates, and comprehensive history tracking. Customers securely access their work orders anytime, on any device, ensuring information is always available and business operations run smoothly.

A strong foundation of great customer service is essential for a successful company. The software keeps all customer information in one place, providing immediate access to data when communicating with new or existing clients. This feature ensures that all necessary client details and history are readily available for the team.

Maintaining accurate chemical usage records is a critical requirement for many industries. With this feature, users can easily record their chemical usage in the field and generate detailed reports for the office. The platform provides specific chemical usage reports that help with regulatory compliance and documentation needs.