Fieldmagic

Field Service Management, Maintenance Management & CRM

About 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.

Key benefits of Fieldmagic

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United Kingdom, United States

    Supported Languages

    English

    Images

    The scheduling platform allows users to have multiple schedules for multiple disciplines within any given site
    Streamlined maintenance quoting and job management with contracts and electronic signing
    Time, materials and ad-hoc expenses can be logged against each job using the mobile technician app
    Open quotes appear in Fieldmagic's Forecasts view, allowing users to keep track of new business for the period
    Built-in GPS tracking provides display real-time locations of all technicians
    Synchronize Fieldmagic with accounting packages such as Xero & MYOB
    Build various types of reports and reference data from across the system
    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
    View 12 more
    Fieldmagic video
    Fieldmagic screenshot: The scheduling platform allows users to have multiple schedules for multiple disciplines within any given site Fieldmagic screenshot: Streamlined maintenance quoting and job management with contracts and electronic signing Fieldmagic screenshot: Time, materials and ad-hoc expenses can be logged against each job using the mobile technician app Fieldmagic screenshot: Open quotes appear in Fieldmagic's Forecasts view, allowing users to keep track of new business for the period Fieldmagic screenshot: Built-in GPS tracking provides display real-time locations of all technicians Fieldmagic screenshot: Synchronize Fieldmagic with accounting packages such as Xero & MYOB Fieldmagic screenshot: Build various types of reports and reference data from across the system 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

    Features

    Total features of Fieldmagic: 60

    • API
    • Accounting Integration
    • Activity Dashboard
    • Alerts/Notifications
    • Asset Tracking
    • Automated Scheduling
    • Barcoding/RFID
    • Billable Items Tracking
    • Billing & Invoicing
    • CRM
    • Calibration Management
    • Client Portal
    • Compliance Management
    • Confirmation/Reminders
    • Contact Database
    • Contract Drafting
    • Contract/License Management
    • Cost Estimating
    • Customer Database
    • Customizable Forms
    • Dispatch Management
    • Document Management
    • Drag & Drop
    • Electronic Signature
    • Estimating
    • File Storage
    • Forecasting
    • GPS
    • Historical Reporting
    • Inventory Control
    • Inventory Management
    • Invoice Management
    • Job Management
    • Lead Capture
    • Maintenance Scheduling
    • Mobile Access
    • Mobile App
    • Online Time Clock
    • Payment Collection in the Field
    • Predictive Maintenance
    • Preventive Maintenance
    • Project Time Tracking
    • Quotes/Estimates
    • Recurring Appointments
    • Reporting & Statistics
    • Revenue Management
    • Routing
    • Sales Forecasting
    • Sales Reports
    • Scheduling
    • Self Service Portal
    • Service History
    • Task Scheduling
    • Technician Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Tracking
    • Work Order Creation
    • Work Order Management
    • Workflow Management

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    Reviews

    Overall rating

    4,5 /5
    (11)
    Value for Money
    4,4/5
    Features
    4,2/5
    Ease of Use
    4,5/5
    Customer Support
    4,6/5

    Already have Fieldmagic?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 11
    Graham A.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Exactly what we needed - cost effective, smart, adaptable, responsive, well suported.

    Reviewed on 2021/01/27

    Excellent. Data setup and import will require some help, but once we got started we found it easy...

    Excellent. Data setup and import will require some help, but once we got started we found it easy and accurate. Actual use of the product is simple and reliable. Support is great, and communication and responsiveness is excellent.

    Pros

    As a small and developing business in a heavily regulated and procedural industry (vertical transportation - lifts) Fieldmagic offered the flexibility and adaptability to accommodate our needs, processes and datasets. It can store what we need, present it how we want, and match the processes we have and must use.

    It is cost effective, even at the top tier which we have elected to use. The mobile client is effective and simple.

    The team behind Fieldmagic are also rapidly evolving the product and will accept and act on needed bug fixes, desired changes and development suggestions faster than any software house I have ever dealt with.

    Day to day support is brilliant. Very happy with our interactions with the FM team and our "Customer Success Manager" in particular.

    Cons

    Like many browser/cloud based products it works well almost anywhere, but the portability imposes some limits. Printing and file handling is a little clumsy (although we are working to be close to paperless) and some functions in this area feel a little raw. Standard outputs/reports are a little basic. The ability to create intricate, automated, self-adapting output documents counters this but does require some effort.

    The program has a couple of areas where speed can occasionally be an issue, but in general the platform is very responsive.

    Gordon J.
    Overall rating
    • Industry: Environmental Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2019/12/14

    A great platform to carry out all the basics of the service industry with the ability to then...

    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.

    Kent H.
    Overall rating
    • Industry: Medical Devices
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    FM - Activtec

    Reviewed on 2020/04/02

    average

    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

    Fletcher H.
    Overall rating
    • Industry: Medical Devices
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Field Magic Review

    Reviewed on 2020/04/08

    My overall experience is definitely positive and I will continue to use Field Magic. It has allowed...

    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.

    Winston H.
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Awesome product that is easy to use

    Reviewed on 2020/03/29

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

    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/.

    Showing 5 reviews of 11 Read all reviews

    Fieldmagic FAQs

    Below are some frequently asked questions for Fieldmagic.

    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)

    We do not have any information about Fieldmagic features

    Fieldmagic has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Fieldmagic supports the following languages:

    English

    Fieldmagic supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Fieldmagic integrates with the following applications:

    Act-On, Adobe Sign, DocuSign, HelloSign, MYOB Essentials, Mailchimp, Marketo Engage, QuickBooks Online Advanced, Reckon One, SAP Business One, SugarCRM, Xero

    Fieldmagic offers the following support options:

    Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

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