FieldCircle- FSM and CMMS

The key features of FieldCircle’s field service software and CMMS are-
- Service Requests and Tickets
- Work Order, Inspections, and Preventive Maintenance
- Maintenance Requests and Tickets
- Inventory, Parts and Price-list Management
- Asset and Equipment Management
- Contract and Agreement Management
- Failure Code and Knowledgebase
- Crew, Technician, and Sub-contractors Management
- Locations and Sites Management
- Timecards, Worklogs, and Time-tracking
- Vendor and RFQ Management
- PO and Sourcing
- Invoicing and Payment Records
- Smart Scheduling
- QuickBooks Integration

A brief overview of features-
Scheduler and Dispatcher
- Effectively plan scheduling and dispatch based on multiple criteria, such as distance, availability, competency, skill match, etc.
- Provide real-time updates using Email, Push, and SMS to your team members about assigned activities
- Bulk schedule and dispatch work orders and jobs with just one click

Work Orders
- Use FC’s Work order software to create work orders for your service and maintenance teams
- Assign work orders to crew or individual technicians based on the best fit recommended by the system
- Keep team members and customers informed with email and app-based push notifications.
- Attach notes and photos to a work order or job to keep your team informed
- Generate digital reports and take customer sign-off and feedback after WO completion

Perform Cost and Profitability Analysis
- Check profitability on each work order performed
- Access insights on your most profitable customers, technicians, work order category, etc.

Location and Time Tracking
- View your technician’s and service team’s current location and assign work
- Track their daily attendance, route taken, distance traveled and activities performed during the day using the map view
- Review their work logs and regularization requests

Custom Checklists and Form Builder
- Define custom workflow rules to perform any activity based on your service operations and business needs
- Create custom forms and checklists for work orders, inspections etc., using the form builder in the system
- Use default system forms and optimize them to manage all records


Inventory and Parts Management with Price Lists
- View all the available products, variants, and inventory information
- Check the current inventory and part status and availability
- Access parts and inventory consumption data categorically

List Services and Service Price Lists
- List all your services and their prices
- Segment prices based on customers

Manage Sub-Contractors (Vendors)
- Manage your vendors and their team from web application
- Request for a quote, accept the quotes, and convert them into purchase orders and work orders
- Assign price lists and ensure the pricings are as per contracts
- Give access to the mobile application to vendors and their team members and get to know the real-time updates of completed work and their location, etc.

Invoices and Payments
- Create and send invoices to your customers for work orders
- Receive payments manually using your traditional methods and manually update them in FieldCircle
- Send payment receipts to your customers

Dashboards and Reports
- Get actionable insights for your business using the dashboard and reports module
- View segmented dashboard on work orders, inventory, invoices and payments, etc.

Real-time Notification and Customer Communication
- Use text and push notifications to provide real-time updates and reminders to your customers
- Let customers request new work or a service request based on their needs.
- Get customer sign-off on estimates and eSignature.

Asset and Equipment Management
- Manage and track all your internal and external assets(Equipment) digitally
- Generate QR codes for each asset to effectively track historical work logs, part consumptions, and movement
- Manage contracts and warranties on assets