Fieldproxy

Fieldproxy

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Overview

Fieldproxy streamlines field force management by combining attendance, sales automation, and task tracking into a single app. Despite the mobile-first interface requiring some adjustment for desktop-heavy administrators, it ensures seamless data collection from the field. Nonetheless, its offline capabilities and real-time visibility make it a robust solution for workforce productivity.

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Starting Price
Custom

Fieldproxy Specifications

  • Contact Management
  • Sales Automation
  • Activity Tracking
  • Reporting and Analytics

Fieldproxy Features

Custom Estimates

Field sales teams can generate accurate quotes and estimates directly from the mobile app while on-site. It streamlines the proposal process, allowing agents to capture customer requirements and send professional estimates for immediate approval, reducing sales cycle times.

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Work Order And Job Management

Managers can create, assign, and track work orders in real-time to ensure field agents stay organized and productive. Fieldproxy provides full visibility into job status, enabling quick schedule adjustments and ensuring no task is overlooked.

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Custom Communications

Fieldproxy enables seamless interaction with clients through automated notifications and updates regarding service visits. By keeping customers informed about agent arrival times and job progress, businesses can significantly enhance customer satisfaction and build stronger, more transparent client relationships.

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Asset Management

The platform provides tools to track and manage company assets deployed in the field, ensuring equipment is accounted for. It helps businesses monitor the condition and location of their assets. Therefore, it significantly reduces loss and optimizes maintenance schedules for better operational efficiency.

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Contracts And Invoices

Users can generate invoices and manage contracts directly from the field, accelerating the billing cycle and improving cash flow. This capability reduces administrative delays by allowing agents to finalize agreements and secure payments immediately after service delivery or sale completion.

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Pros And Cons of Fieldproxy

Pros

  • Offers highly customizable no-code workflow builders

  • Provides real-time location tracking for agents

  • Automates routine administrative and reporting tasks

Cons

  • Offline functionality is restricted in some scenarios

  • Further documentation for advanced use cases could be beneficial

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Frequently Asked Questions

What types of pricing plans does Fieldproxy offer?

The Fieldproxy price starts at $10/month for its Starter plan, as per third-party sources, alongside three other custom-based options, Growth, Scale, and Rule the Field. Request a personalized Fieldproxy pricing quote for your business.

Does Fieldproxy offer an API?

Yes, Fieldproxy offers an API.

Does Fieldproxy have a mobile app?

Yes, Fieldproxy offers a mobile app for both Android and iOS devices.

What language does Fieldproxy support?

Besides English as its primary language, Fieldproxy is available in over 15 different languages.

What other apps does Fieldproxy integrate with?

Fieldproxy software integrates with various third-party platforms, such as Salesforce, Zoho, HubSpot, Xero, and QuickBooks.

Who are the typical users of Fieldproxy?

The typical users of Fieldproxy features are from a range of industries, including HVAC, field services, pest control, plumbing, fire and safety, and landscaping.

What level of support does Fieldproxy offer?

Fieldproxy provides support through email, chat, Slack, and a dedicated account manager.