Fieldmagic

Field Service Management, Maintenance Management & CRM

4,5 /5 (10 reviews) Write a Review!

Fieldmagic Overview

What is Fieldmagic?

Fieldmagic is a complete field service software designed for fire services, HVAC, electrical, plumbing, IT and field servicing industries. Features include a full CRM, job management, quoting, time and materials, fixed price jobs, purchase orders, staged invoicing, and technician geolocation. The platform is highly configurable and provides users with custom fields and an open API.

Job management features enable users to schedule various types of jobs including maintenance, minor work and projects, each with their own workflows and configurations at technician, client and organization level. Users can track time and materials to ensure billable expenses are appropriately invoiced, as well as attach photos of receipts or parts via Fieldmagic’s mobile app.

The quoting engine allows users to create and keep track of open quotes with contextual information against sites and companies. The platform's forecasts view helps organizations to keep track of new business for the period, allowing sales management to assign forecast quotas to each representative. Fieldmagic’s checklist builder lets users build questions with drop-down values, define compliance pass and fail values, and more.

Integration with the Flexidocs document generation tool provides users with online and in-person eSigning capabilities and allows documents to be sent, returned, and safely archived within Fieldmagic. The mobile app allows field technicians to access and provide all job related information while on site, including time and materials logging and destination navigation via the built-in GPS tracking tool. The platform integrates with various third party applications for accounting, email marketing, relationship analytics, and more.

Fieldmagic Overview

Pricing

Starting from
US$29,00/month

Pricing options

Free Trial
Subscription
Value for money

Field Users: Starting at $9 per user/month
Web Interface Users: Starting at $29 per user/month (full CRM)


Fieldmagic Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

The mobile home dashboard allows quick access to open jobs, sites, and contacts
View a list of open jobs and track priority via mobile phone
Access real-time job details while on the go including location, contact, materials and more
Log in securely to the Fieldmagic mobile app for iOS
The scheduling platform allows users to have multiple schedules for multiple disciplines within any given site
Time, materials and ad-hoc expenses can be logged against each job using the mobile technician app
Streamlined maintenance quoting and job management with contracts and electronic signing
Built-in GPS tracking provides display real-time locations of all technicians
Open quotes appear in Fieldmagic's Forecasts view, allowing users to keep track of new business for the period
Synchronize Fieldmagic with accounting packages such as Xero & MYOB
Fieldmagic video Fieldmagic screenshot: The mobile home dashboard allows quick access to open jobs, sites, and contacts Fieldmagic screenshot: View a list of open jobs and track priority via mobile phone Fieldmagic screenshot: Access real-time job details while on the go including location, contact, materials and more Fieldmagic screenshot: Log in securely to the Fieldmagic mobile app for iOS Fieldmagic screenshot: The scheduling platform allows users to have multiple schedules for multiple disciplines within any given site Fieldmagic screenshot: Time, materials and ad-hoc expenses can be logged against each job using the mobile technician app Fieldmagic screenshot: Streamlined maintenance quoting and job management with contracts and electronic signing Fieldmagic screenshot: Built-in GPS tracking provides display real-time locations of all technicians Fieldmagic screenshot: Open quotes appear in Fieldmagic's Forecasts view, allowing users to keep track of new business for the period Fieldmagic screenshot: Synchronize Fieldmagic with accounting packages such as Xero & MYOB

Fieldmagic Reviews

Fieldmagic Reviews

Overall rating
4,5
/
5
Excellent
5

Very good
5

Average
0

Poor
0

Terrible
0

Value for Money
4,3
Features
4,2
Ease of Use
4,4
Customer Support
4,6
100% recommended this app
Gordon J.

Fieldmagic .....a winner in Field Service Technology

A great platform to carry out all the basics of the service industry with the ability to then tailor the more advanced features to help grow your company and make the bottom line more efficient.


Fletcher H.

Field Magic Review

My overall experience is definitely positive and I will continue to use Field Magic. It has allowed use to manage our jobs very clearly as well as having very solid job reports and asset tracking.

Awesome system.


Kent H.

FM - Activtec

average


Winston H.

Awesome product that is easy to use

We have sorted our service admin side with this app as we can see what each job is at with a single click of a button.


James C.

Great product

Very happy with Fieldmagic even with being only the first week of startup.
Developers are very open to user suggestions and queries.


Gordon J.
Industry: Environmental Services
Company size: 11-50 Employees

Fieldmagic .....a winner in Field Service Technology

Used Daily for 2+ years
Reviewed on 2019/12/14
Review Source: Capterra

A great platform to carry out all the basics of the service industry with the ability to then tailor the more advanced features to help grow your company and make the bottom line more efficient.

Pros

Loads of features to enhance your business and customer service experience.

Cons

Need more time to get the most out of it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Fletcher H.
Industry: Medical Devices
Company size: 51-200 Employees

Field Magic Review

Used Daily for 6-12 months
Reviewed on 2020/04/08
Review Source: Capterra

My overall experience is definitely positive and I will continue to use Field Magic. It has allowed use to manage our jobs very clearly as well as having very solid job reports and asset tracking.

Awesome system.

Pros

The best feature of this software in mind is its versatility, it can be used as a CRM and Job management system all in one. We are able to run and control all our jobs through this system while also being able to get valuable contact information to send our EDM's and marketing information.

Cons

Its hard to say but I think what I least enjoy about this software is its overall usability. Its getting better and I think will continue to get better but there are little areas that are still very impractical. A good example of this would be the "Reports" tab, trying to create reports is very difficult and can really only be done after you are experienced as a Field Magic user. I have been using Field Magic for about 8 months and still cant create reports that I need.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Kent H.
Industry: Medical Devices
Company size: 11-50 Employees

FM - Activtec

Used Daily for 1+ year
Reviewed on 2020/04/02
Review Source: Capterra

average

Pros

the control is good, it keeps good records and tracking

Cons

it initially said it links with MYOB, but it dosent?? - this is very very very expensive for us

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Winston H.
Industry: Hospital & Health Care
Company size: 11-50 Employees

Awesome product that is easy to use

Used Daily for 2+ years
Reviewed on 2020/03/29
Review Source: Capterra

We have sorted our service admin side with this app as we can see what each job is at with a single click of a button.

Pros

It is very easy to use and train new people to use. It really has not given us any problems over the 3 years that we have used it. It is also really good for our customers as it has an awesome and simple asset tracking system. We also store all our customer data in FM.

Cons

It is sometimes hard to use when mobile coverage is poor. Its not a big problem as most places have Wi-Fi now anyway/.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

James C.
Industry: Construction
Company size: 2-10 Employees

Great product

Used Daily for 1-5 months
Reviewed on 2019/12/11
Review Source: Capterra

Very happy with Fieldmagic even with being only the first week of startup.
Developers are very open to user suggestions and queries.

Pros

East of use - very user friendly.
Layout is logical and easy to navigate.
Developers are open to enhancements.
Field app makes it easy for job information to be provided to on site workers and for them to report back with job completion sign offs, pics etc.

Cons

Not much.
No Google maps link on desktop version, works fine on phone app.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,6/10
Based on 10 user ratings
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Fieldmagic Pricing

Fieldmagic Pricing

Starting from
US$29,00/month
Free Trial
Subscription
Value for money

Field Users: Starting at $9 per user/month
Web Interface Users: Starting at $29 per user/month (full CRM)

Field Users: Starting at $9 per user/month
Web Interface Users: Starting at $29 per user/month (full CRM)

Value for Money
4,3/5
Based on 10 user ratings
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Fieldmagic Features

Fieldmagic Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,2/5
Based on 10 user ratings
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Categories

Additional information for Fieldmagic

Additional information for Fieldmagic

Key features of Fieldmagic

  • Access levels for each role
  • Billing & finance
  • CRM
  • Client & site management
  • Client portal
  • Compliance & asset checklists
  • Contract management
  • Contracts & electronic signing
  • Customer experience
  • Customer relationship management
  • Electronic signature
  • Enterprise security
  • Invoicing engine
  • Job management
  • Maintenance scheduling
  • Offline technician app
  • Quotes / estimates
  • Quoting engine
  • Quoting for maintenance
  • Real-time GPS tracking
  • Reporting & dashboards
  • Revenue forecasting
  • Sales & marketing
  • Scheduling
  • Service history tracking
  • Technician management
  • Time & materials tracking
  • Website to enquiry capture
  • Workflow management
  • Workforce mobility
  • Xero & MYOB integration

Benefits

  • Fieldmagic was built on top of SugarCRM for a feature rich service platform that enables users to see linked sites against clients.

  • Users can streamline their entire workflow from sales, to administration, to job completion including quoting and scheduling for maintenance.

  • Fieldmagic allows users to build a range of checklists that automatically display against relevant maintenance job assets accessible via mobile device.

  • Integration with 'Flexidocs', a document generation tool, enables organizations to go entirely paperless including built-in eSigning capabilities.

  • Integration with Xero and MYOB enables users to generate invoices directly from the Fieldmagic platform as well as synchronize client and invoice details.

  • Fieldmagic FAQs

    Fieldmagic FAQs

    Below are some frequently asked questions for Fieldmagic.

    Q. What type of pricing plans does Fieldmagic offer?

    Fieldmagic offers the following pricing plans:

    Starting from: US$29,00/month

    Pricing model: Subscription

    Free Trial: Available

    Field Users: Starting at $9 per user/month Web Interface Users: Starting at $29 per user/month (full CRM)

    Q. What are the main features of Fieldmagic?

    Fieldmagic offers the following features:

    • Access levels for each role
    • Billing & finance
    • CRM
    • Client & site management
    • Client portal
    • Compliance & asset checklists
    • Contract management
    • Contracts & electronic signing
    • Customer experience
    • Customer relationship management
    • Electronic signature
    • Enterprise security
    • Invoicing engine
    • Job management
    • Maintenance scheduling
    • Offline technician app
    • Quotes / estimates
    • Quoting engine
    • Quoting for maintenance
    • Real-time GPS tracking
    • Reporting & dashboards
    • Revenue forecasting
    • Sales & marketing
    • Scheduling
    • Service history tracking
    • Technician management
    • Time & materials tracking
    • Website to enquiry capture
    • Workflow management
    • Workforce mobility
    • Xero & MYOB integration

    Q. Who are the typical users of Fieldmagic?

    Fieldmagic has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Fieldmagic support?

    Fieldmagic supports the following languages:

    English

    Q. What type of pricing plans does Fieldmagic offer?

    Fieldmagic has the following pricing plans:

    Subscription

    Q. Does Fieldmagic support mobile devices?

    Fieldmagic supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Fieldmagic integrate with?

    Fieldmagic integrates with the following applications:

    Act-On, Adobe Sign, DocuSign, HelloSign, MYOB Essentials, MYOB Essentials, Mailchimp, Marketo Engage, SugarCRM, Xero

    Q. What level of support does Fieldmagic offer?

    Fieldmagic offers the following support options:

    Phone Support, Online Support