Fieldproxy
Last Updated
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.
Fieldproxy Specifications
- Contact Management
- Sales Automation
- Activity Tracking
- Reporting and Analytics
What Is Fieldproxy?
Fieldproxy is a comprehensive field service automation platform designed to help businesses manage their deskless workforce efficiently. It allows organizations to digitize their field sales operations, ensuring real-time visibility into agent activities and task completion. The software helps businesses improve productivity by automating routine administrative tasks and data entry. With capabilities for route optimization and visit verification, Fieldproxy addresses the pain points of unmonitored field visits and inefficient resource allocation.
Fieldproxy Pricing
The Fieldproxy cost starts at $10/month for its Starter plan, alongside three other custom-based options:
- Growth
- Scale
- Rule the Field
Disclaimer: The pricing has been sourced from third-party sources and is subject to change.
Fieldproxy Integrations
The software supports integration with multiple platforms, such as:
Who Is Fieldproxy For?
Fieldproxy is ideal for a range of industries, including:
- HVAC
- Field services
- Pest control
- Plumbing
- Fire and safety
- Landscaping
Is Fieldproxy Right For You?
Fieldproxy is an excellent choice for businesses seeking to modernize their field sales and service operations without complex coding. Its standout strength is the no-code workflow builder, which lets managers effortlessly customize applications to their specific needs. The platform effectively serves the field force automation niche, helping teams reduce manual errors and improve visit efficiency. Moreover, its flexibility and robust security measurements, such as SOC 2 compliance and bank-level encryption, make it a strong contender for growing enterprises.
Still not sure about Fieldproxy? Contact our support team at (661) 384-7070 for further guidance.
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.
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.
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.
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.
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.
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
Fieldproxy Reviews
Total 10 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars30%
4
Stars60%
3
Stars10%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“User friendly setup”
Pros
Gives users a real sense of control which has been a big plus. It's agile, the interface is user friendly and the implementation process along with the training provided to users was handled well.
Cons
The areas that still need work are the documentation and customer support.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
5
Functionality
5
Mid Market, 51-100 employees
“Supportive team and clear portal”
Pros
The commercial team has been very supportive and whenever I'm able to reach them, they respond to concerns quickly. The portals aren't overly complicated, the UI looks fine and the overall workflow is decent.
Cons
Immediate technical support isn't available by phone or message. Customers have to send an email and wait for a response which makes urgent issue resolution slower. The implementation also takes longer than expected and random errors show up when managing multiple tickets.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
7
Functionality
8
Mid Market, 51-100 employees
“Shows big potential”
Pros
There's a lot of untapped potential here to build a strong digital user experience for both internal teams and external customers. The customer support team has been amazing and it also helps that the founders are accessible when needed.
Cons
One thing that's missing is better documentation for developing different use cases.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
Does Fieldproxy offer an API?
Yes, Fieldproxy offers an API.
What other apps does Fieldproxy integrate with?
Fieldproxy software integrates with various third-party platforms, such as Salesforce, Zoho, HubSpot, Xero, and QuickBooks.
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.
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 language does Fieldproxy support?
Besides English as its primary language, Fieldproxy is available in over 15 different languages.
Does Fieldproxy have a mobile app?
Yes, Fieldproxy offers a mobile app for both Android and iOS devices.
What level of support does Fieldproxy offer?
Fieldproxy provides support through email, chat, Slack, and a dedicated account manager.