1.On a single screen, see all your work orders: assigned, unassigned and completed. Never worry about assigning the wrong tech – assign work orders to techs based on skill set and availability.

• To assign a job, just drag the job to the tech
• See status in real-time: pending, traveling, working, completed
• Use map-based scheduling to intelligently route your techs
• Decrease “windshield time”

2.Dashboards show you a snapshot of your business, accessible from anywhere.

• Actual vs potential sales
• Upcoming and expiring Service Agreements
• Average ticket value and job profitability
• Which techs are making you the most money and who needs training

3.Track Your Top Performers

• Know which employees are best-in-class by comparing key performance metrics
• Use side-by-side comparisons to determine which technicians are your rockstars and which need coaching
• Coach your CSRs using call recordings and call performance metrics

4.A Snapshot of Your Entire Business

• Dashboards give you all the information you need without having to search for it
• See how much you made and where you had an opportunity to make even more
• Drill down into the numbers to see the details on what’s driving revenue

5.Tie Marketing Spend to Actual Sales

• FieldEdge’s powerful phone integration automatically tracks which marketing channels are making you money
• Unique phone numbers help office staff quickly identify how leads are finding your company

6.Spend Less Time Calling

• Know when service agreements are due for renewal, billing, and scheduling
• Spend less time searching through service agreement files for information and more time signing up new customers
• Dashboards show you how many agreements are set to expire so you know which customers need a follow up

7.Never Forget Another Renewal

• Automatically send scheduled service reminders via phone, text, or email so you spend less time following up
• Increase your renewals by setting your service agreements to automatically renew with recurring payments
• Recognize the revenue when you do the work, not when you take payment

8.Arm your techs with price books that help them sell additional equipment and services. Increase income on each job and provide better service.

• Screens show additional items for techs to suggest
• Good, better and best options
• Tap to select an item to add to job
• Total invoice goes directly into QuickBooks

9.FieldEdge Mobile makes it easy to keep your business running while you’re on-the-go.

• Automatically send a text, email, or voicemail to let customers know your tech is on the way
• Create work orders and dispatch technicians from your mobile device
• No more remembering to clock in and out – FieldEdge Mobile gives friendly reminders and sends status updates to the office dispatch board
• Tech’s work orders show notes, customer and equipment history
• Visual pricebook to improve price presentation, invoicing and quoting process.