Fieldmagic

Fieldmagic

Field Service Management, Maintenance Management & CRM

5/5 (2 reviews)

Fieldmagic Overview

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.

Pricing

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

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, United Kingdom, United States

Supported Languages

English

Fieldmagic Reviews

Overall rating
5/5
100% positive reviews
2
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
David E.

A configurable solution that adapts to your business!

Used Daily for 1+ year
Reviewed on 2017/04/06
Review Source: Capterra

It's simple to run my complete business and it's very effective to help improve my field service operations. Last year, our company grew it's after-market business by 30%, without adding administrative overhead. Excellent workflow management solution!

Pros

It's very adaptable to my business. I run it instead of it running my business.

Cons

No con, except the price. I should be paying more.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Rob W.

Review for Fieldmagic App

Used Daily for 1-5 months
Reviewed on 2017/01/20
Review Source: Capterra

Westside Fire Services is one of Fieldmagic's first users and so far we have found it to be a an app that is extremely user friendly, full of relevant features and functionality and great value money. Getting our field based personnel to use the system was very easy because its easy to use. It has saved hundred of administrative hours in terms of back office work.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Fieldmagic Pricing

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

Field Users: $29 per user/month
Sales Users: $65 per user/month (full CRM)
Office Users: Contact Fieldmagic
Client Portal: Free (with 5 or more office users)

Fieldmagic Features

  • API
  • Activity Dashboard
  • Compliance Management
  • Invoice Management
  • Reporting & Statistics
  • Workflow Management

  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Third Party Integration

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
  • 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

    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: $29 per user/month
    Sales Users: $65 per user/month (full CRM)
    Office Users: Contact Fieldmagic
    Client Portal: Free (with 5 or more office users)

    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
    • 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:

    Large Enterprises, Mid Size Business, Small 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, SugarCRM, Xero

    Q. What level of support does Fieldmagic offer?

    Fieldmagic offers the following support options:

    Online Support, Phone Support

    Alternative Products