FieldCircle 4+

FieldCircle optimize field sales, field service and customer service operations.

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.