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Overview
Retriever software provides comprehensive field service management, streamlining operations and boosting productivity. While some users have noted the need for a more robust quoting tool, its core features for real-time dispatching and reporting make it a powerful solution for optimizing your workforce.
Retriever Specifications
- Scheduling & Dispatching
- Mobile Access
- Customer Management
- Inventory Management
What Is Retriever?
Retriever is a field service management software that helps large enterprises modernize their field operations by replacing outdated paper-based processes. The platform connects field workers and office teams, providing real-time visibility into field activities. It empowers technicians with an offline-capable mobile app and allows non-IT staff to build custom forms, enhancing business agility and data accuracy.
Retriever Pricing
Retriever Integrations
The platform integrates with multiple systems and platforms, such as:
- SAP
- Oracle
- HubSpot CRM software
- Xero Accounting Solution
- Microsoft Dynamics
- Pronto Xi
Who Is Retriever For?
Retriever software is ideal for the following industries and sectors:
- Mechanical
- Electrical
- Heating, ventilation, and air conditioning
- Facilities management
Is Retriever Right For You?
If you are in search of a highly reliable field service software, then Retriever might be a compelling choice. It is designed for large enterprises seeking to mobilize their workforce and enhance efficiency. The platform stands out for its attentive and agile approach and is an excellent partner for businesses operating in complex technical environments.
Still unsure if Retriever is the perfect fit for your organization? Connect with our customer support experts at (661) 384-7070 for detailed guidance.
Retriever Features
Schedule
Accessible via a web browser, Retriever features schedule tools, providing real-time visibility of job progress and field engineer availability. Its advanced filtering and map view assist schedulers in efficiently assigning work and identifying issues like late arrivals as they occur.
Formbuilder
The platform allows non-IT staff to build and maintain electronic forms. Forms are automatically distributed to all devices once published. This functionality empowers office managers to create and update questions, reducing reliance on in-house IT resources and ensuring field workers have the most current forms.
Subcontractor Support
The Retriever software provides full subcontractor support, allowing companies to outsource work while capturing the same data as from full-time employees. Subcontractor field workers are visible to your schedulers, enabling seamless management. It ensures data consistency and visibility regardless of who is performing the work.
Reporting
In addition to sending captured information to back-end systems, Retriever also offers customized reporting. Field data can be automatically formatted into professional PDF reports with logos, photos, and signatures, which can be emailed to customers or supervisors. The system can generate different reports from the same data.
Timesheets
The Retriever mobile application captures timestamps for each job status change. Field workers can also manually record various time types, such as travel and work hours. The information is automatically logged and can be utilized for invoicing customers and providing accurate data for payroll and project billing.
Pros And Cons of Retriever
Pros
Offers real-time dispatching
User-friendly collaboration tool
Efficient automated reporting
Cons
Needs a better quoting tool
Customization can be improved
Retriever Reviews
Total 4 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
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Share your experience
Rona M.
Accounting, N/A employees
“Fantastic fit for client reporting”
Pros
Running a bookkeeping firm, this has turned out to be an excellent match for the way we work. We use it to bring QuickBooks reports into Google Sheets for multiple clients and the drill-down feature is especially useful because we can click any figure in a P&L and instantly view the transactions behind it without ever leaving the sheet. Another big plus is being able to invite clients as viewers so they can check their own numbers directly. Support also deserves special praise. The team is incredibly responsive. One bug I reported was fixed that same evening and I even got a personalized video explaining a setup question I had. That level of hands-on support is hard to come by. Excellent product and even better people behind it. I'd absolutely recommend it to any firm wanting to align client reporting.
Cons
At the moment, drill-down only works for P&L, Balance Sheet and Cash Flow reports so it doesn't fully cover every report type yet. It's a pretty minor limitation though and it sounds like broader support is already on the roadmap.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Nova R.
Real Estate, N/A employees
“amazing support”
Pros
Packed with useful functionality and beautiful layouts. The support team has been fantastic there are tons of valuable reports and they keep making the product better.
Cons
Multi-company templating on a larger scale still has a few bugs but the team is always there to help work through solutions. They continue improving it all the time.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
8
Functionality
10
Seth B.
Accounting, N/A employees
“Client-ready reporting win”
Pros
Getting data out to clients is incredibly easy and I can share it in the exact format and view they prefer. Having a tool that's ready to use like this has honestly been a game-changer.
Cons
Truthfully I don't see any real downsides. If I were putting together a wish list, I'd ask for more design inspiration and additional built-in visuals that could be turned on or off since my clients respond much better to visuals than to numbers alone.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What level of support does Retriever offer?
The platform provides a form submission through help desk and phone support options.
Who are the typical users of Retriever?
Heating, ventilation, and air conditioning, electrical, mechanical, and facilities management industries use it.
What language does Retriever support?
It supports the English language.
Does Retriever have a mobile app?
Yes, the software has a mobile app available on Android and iOS devices.
What other apps does Retriever integrate with?
It integrates with HubSpot CRM, Pronto Xi, Microsoft Dynamics, SAP, Oracle, and Xero.
Does Retriever offer an API?
Yes, the platform offers an API to its users.
What types of pricing plans does Retriever offer?
The Retriever price depends on your organization’s unique requirements, preferences, and size. Get a personalized Retriever pricing plan today.