Field Service Cloud Turbo Charges Your Operations
Scheduling
Task Management
Pesticide Use Reporting
Estimate Management
Material Use Tracking
Jobsite Maps
Your team does the same things they always have. Field Service Cloud simply replaces many of the inefficient, labor intensive, administrative activities with the Field Manager web app and the Field Assistant mobile app, and a cloud database is used to store everything. No need to reorganize your entire work flow around work tickets.
- Replace paper daily route sheets with Field Assistant schedules created by drag and drop and communicated to crews in real-time.
- Efficiently manage work orders with a basic to-do list interface. Collect field data through easy to find and use mobile forms.
- Eliminate the error prone manual recording of jobsite service hours with automatic GPS based reporting.
When crews need to lookup or record some information, Field Assistant makes it quick to find or capture.
And with all your data stored in a cloud, your management team can access updates, history, and accountability reports anytime, from anywhere.
Scheduling
Manage maintenance routes by dragging and dropping jobsites
Optimize route order for travel time
Schedule Extra jobs by dragging and dropping jobs on a calendar
Crews always have their current schedule on their mobile device
Task Management
Manage site inspections, customer requests, extra jobs, and other tasks from creation to closed
Maintenance, irrigation, enhancement, ... all your crews have their current tasks on their phone
Crews receive reminders when approaching or leaving scheduled jobsites with tasks they need to complete
Crews report issues on their phone
Field updates instantly available in the office
Annotated pictures clarify what needs to be completed and show that it was done
Pesticide Use Reporting
Capture pesticide uses in the field with as little as 4 taps on a phone
Review past pesticide uses in the field
Customize the data needed for your regulatory requirements
Submit California MS-PURs directly to county
Estimate Management
Create line item estimates in the field
Track estimates by status
Field updates instantly available in the office
Material Use Tracking
Capture materials used for Extra Jobs (enhancements, irrigation repairs, tree work, ...) in the field
Export materials used into QuickBooks and other accounting systems for invoicing
Jobsite Maps
Effortlessly capture crucial jobsite information on a map
Crews always know the layout of their jobsites
Use square footage estimates to streamline the bidding process and enhance service planning
Forms
Build custom forms for Safety Checklists, Jobsite Inspections, Problem Reports, and more
Collect the information your business needs
Crews fill out forms in the field with Field Assistant
Attach forms to tasks
Irrigation Management
Create irrigation maps featuring timers, zones, backflows, water meters and more
Capture and review historical timer programs
Capture and report water meter readings
Assign Water Districts to Jobsites to track latest water restrictions
GPS Tracking
Eliminate the need for your crews to clock-in and out of jobsites throughout the day
Know if your crews go to all their scheduled jobsites when you expect them to go
Know if your crews are spending too much time away from their scheduled jobsites
GPS Tracking
Know where your crews are at all times
GPS reading every minute
Burdening your crews to record arrival and departure times at each jobsite is unnecessary. It hurts productivity and can often be inaccurate. The Field Assistant mobile app automatically records a GPS reading every minute during the work day, allowing your crews to focus on what you actually hired them to do.
Privacy
Control when GPS is collected by either setting the hours or triggering GPS collection by when your crews clock in and out of work for the day. Crews can always see when they are being tracked.
Improve productivity
Send the closest crew to handle emergencies. Reports indicate if crews are servicing their assigned jobsites. Review man-hours by crew type spent at each jobsite every month. No need to spend time analyzing the GPS data, the Field Manager web app does that for you!
Know how your crews spend their day
GPS reports
Similar to other GPS tracking services, Field Service Cloud tells you where they stopped throughout the day.
Field Service GPS reports
Field Service Cloud automatically analyzes GPS data. Your team does not have time to see if all your crews spent their time wisely each day. See if your crews serviced the jobsites they were assigned. See if your crews spent too long at or stopped at too many unknown locations.
Timesheets
Capture timesheets
Track prevailing wage hours
Track employee-hours by jobsites and cost category
Export timesheets into your payroll system
Integrate with T-Sheets
Management Reporting
Dashboard shows key indicators for your customer service and financial success
Compare scheduled jobsites vs. actual visits
Review crew productivity
Review all recent jobsite activity
Analyze monthly man-hour reports based on actual time spent at jobsites to ensure profitability
Management Reporting
Make informed decisions
Manage service levels
- Track open and past due tasks by client
- Monitor route compliance
- Monitor jobsite snapshot reports
Review profitability
- Track monthly man-hours by jobsite
- Compare estimates and materials used for Extra jobs
Hold your team accountable
- Monitor crew snapshot reports
- Review service levels
- Review profitability
QuickBooks Online Integration
Sync with QuickBooks Online
Generate Monthly Maintenance and Extra Job QuickBooks Online invoices
Generate QuickBooks Online estimates
Generate QuickBook Online purchase orders
QuickBooks Online Integration
Field Service Cloud QuickBooks Online
Sync Data
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Data entered in QuickBooks will automatically update in Field Service Cloud
- Customers
- Items
- Vendors
- Employees
Batch Create Monthly Maintenance Invoices
- Supports monthly contract and per service invoices
- Adds service month to the invoice item description
- Optionally add percent based fuel surcharge
- Batch update contract prices
Create Estimates and Invoices for extra jobs
- Manage Enhancements, irrigation repairs, and other extra jobs in Field Service Cloud
- Enter item list for estimates and materials used while at the jobsite
- Generate QuickBooks estimates and invoices with one click
Crews capture data for QuickBooks Online with the Field Assistant mobile app
Contracts
Capture completed contracted services
Extra jobs
Capture line items for estimates and invoices
