FieldCircle

FieldCircle is an easy to use process management solution, which enables you to manage your field sales and service teams and their activities smarter, faster and on-the-go. Following are the core activities that can be performed using the FieldCircle mobile and web applications. Scheduler - Manage all users, teams and plan their schedule effectively using a computer or mobile. - Provide real-time updates using Email, Push and SMS to your team members about assigned activities. - Plan recurring jobs, inspections and assign those to team members, sub-contractors and track their progress in real-time. Work Orders - Plan work orders on new work requests or customer service requests. - Schedule a work order and multiple jobs in it, and assign those jobs to team members. - 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. Sales Visits & Inspections - Plan sales visits on estimate requests, gather notes, photos, and other customer requirements. - Perform separate inspections to assess exact customer requirements, get customer sign-off on requirements, and send estimates. - Perform planned health-check inspections on customer properties and assets. - Create corrective actions on inspections for your team and customers to remain compliant and reduce risks. - Share all reports with customers. Location and Time Tracking - View your team members' current location and assign service jobs, sales visits accordingly. - Track their daily attendance, route taken and activities performed during the day via web browser. - Review their worklogs and regularization requests. Custom Workflows, Forms, and Templates - Define custom workflow rules to perform any activity based on your business needs. - Use default system forms and optimize them to manage all records. - Define custom templates to gather data in the field and create the custom job, visit, and inspection reports. Notifications and Reminders to stay informed - The system comes with default notification of each module to keep all stakeholders informed. - Notification types include Email, App Push Notifications, and SMS/Text. - Manage each notification on your own using the shortcodes and the data you wish to send. - Define your custom notification templates for all formats. Inventory, Product, Services and Price Lists - View all the available products, variants and inventory information. - View all services and provide the right information to customers. - Manage your products, variants, and services price lists using web-application. 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 and manually update it. - Send payment receipts to your customers. Dashboards and Reports - Easily accessible business insights to understand performance and drive growth. - View segmented dashboard on each activity, inventory, invoices and payments, etc. - Find 25+ reports using web-application to understand your field sales and service activities, stock information, invoices and payments, and download them in excel format. Customer Communication and Transparency - Provide real-time updates and reminders using text and push notifications to your customers about their service request, work order, inspection status. - Let customers request new work or a service request based on their needs. - Get customer sign-off on estimates and eSignature. - Share custom reports of the work order and inspection.