MarginPoint

Field Service Management + Inventory Control & Visibility

4,5 /5 (11 reviews) Write a Review!

MarginPoint Overview

What is MarginPoint?

FieldPlus from MarginPoint helps service contractors manage customer data, work orders and inventory with one integrated solution. Technicians can easily access dispatched customer data for improved job completion rates and customer satisfaction. MarginPoint FieldPlus combines the efficiency of field service software with our powerful inventory management and replenishment solution. When your techs add inventory to the work order, it will be automatically deducted from their trucks’ existing inventory levels keeping them accurately stocked – reducing costly trips to the supply house.
FieldPlus offers secure payment processing from the field, QuickBooks integration, automated replenishment & complete inventory control of any warehouse, jobsite or vehicle. FieldPlus is the only supplier integrated solution that addresses the full inventory management workflow for all of your material.

MarginPoint Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

MarginPoint Features

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

Media

Compatible with android and iOS smartphone and tablet devices MarginPoint’s mobile application can be easily downloaded to an Android or iOS smartphone or tablet device. No need to purchase costly hardware. Can be rapidly deployed to your mobile workforce
The MarginPoint mobile application provides the ability to manage mobile inventory via an iOS or Android-enabled smartphone or tablet. Full set of transactional capabilities to capture material usage, even without cellular service
Automate Material Replenishment. Eliminate the manual process of cycle counting your stock levels every time you need to replenish your inventory. With MarginPoint tracking each inventory transaction, demand signals can be generated automatically.
MarginPoint Advanced Insights.  Take action on customer, distributor, technician, purchasing  and inventory data. quickly delivering visualizations, KPI’s and Dashboards that present real-time transactional data in a meaningful way
Implement & Optimize.  Dedicated resources to ensure benefits are realized quickly After implementation contractors will have the ability to manage all inventory in real-time, in all stocking locations, including their fleet of trucks
Offline Capability.  Temporarily without cellular service? No problem!  Offline mode continues to capture transactions Transactions are queued and automatically synced to the cloud when service is reestablished
Manage inventory on-the-go.  Real-time inventory visibility across all locations Eliminates paper-based processes Track material usage down to the user, job, and even customer level
MarginPoint screenshot: Compatible with android and iOS smartphone and tablet devices MarginPoint’s mobile application can be easily downloaded to an Android or iOS smartphone or tablet device. No need to purchase costly hardware. Can be rapidly deployed to your mobile workforce MarginPoint screenshot: The MarginPoint mobile application provides the ability to manage mobile inventory via an iOS or Android-enabled smartphone or tablet. Full set of transactional capabilities to capture material usage, even without cellular service MarginPoint screenshot: Automate Material Replenishment. Eliminate the manual process of cycle counting your stock levels every time you need to replenish your inventory. With MarginPoint tracking each inventory transaction, demand signals can be generated automatically. MarginPoint screenshot: MarginPoint Advanced Insights.  Take action on customer, distributor, technician, purchasing  and inventory data. quickly delivering visualizations, KPI’s and Dashboards that present real-time transactional data in a meaningful way MarginPoint screenshot: Implement & Optimize.  Dedicated resources to ensure benefits are realized quickly After implementation contractors will have the ability to manage all inventory in real-time, in all stocking locations, including their fleet of trucks MarginPoint screenshot: Offline Capability.  Temporarily without cellular service? No problem!  Offline mode continues to capture transactions Transactions are queued and automatically synced to the cloud when service is reestablished MarginPoint screenshot: Manage inventory on-the-go.  Real-time inventory visibility across all locations Eliminates paper-based processes Track material usage down to the user, job, and even customer level MarginPoint screenshot: MarginPoint screenshot: MarginPoint screenshot:

MarginPoint Reviews

MarginPoint Reviews

Overall rating
4,5
/
5
Excellent
7

Very good
2

Average
2

Poor
0

Terrible
0

Value for Money
4,4
Features
4,2
Ease of Use
3,9
Customer Support
4,9
82% recommended this app
Michael F.

The software has improved our inventory counts to numbers that are manageable and cut cost.

helped us cut company cost down to a fraction for what we were two years ago. helps lower in house inventory numbers and is a great way to reorder stock.


Brad P.

Wish I'd done it sooner.

Overall, I am very glad that I finally got my warehouse organized and set up on Margin Point. It took me a couple of years to commit to the process because I knew how dis-organized our stock was, but our material cost are down 7% so far this year over last. Hard to argue with that..


Adrian M.

MarginPoint Review

We have seen a significant decrease in parts purchases for all of those trucks/techs that are currently on the program. As long as the tech is issuing inventory off the truck, The auto-replenished inventory ensures the tech is not over ordering on things they may already have, eliminating down time spent at the parts counter and the potential of tech's being poached by other companies at other supply houses.


Connor S.

Margin Point is amazing!

It has been nothing but a useful tool here at our Company. We are one of the first to have a running inventory for all of our truck that are all different shapes and sizes.


Dusty R.

Good system


Michael F.
Industry: Consumer Services
Company size: 11-50 Employees

The software has improved our inventory counts to numbers that are manageable and cut cost.

Used Daily for 1+ year
Reviewed on 2018/02/12
Review Source: Capterra

helped us cut company cost down to a fraction for what we were two years ago. helps lower in house inventory numbers and is a great way to reorder stock.

Pros

How it puts the ownership on the technician that is using the software! you can track and see their usages and make sure procedures are being followed to help the team save money and serve our customers better and faster.

Cons

adding parts is time consuming, now they do have a excel addin feature but its still difficult to add in the items at times.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brad P.
Industry: Construction
Company size: 11-50 Employees

Wish I'd done it sooner.

Used Daily for 1-5 months
Reviewed on 2020/02/24
Review Source: Capterra

Overall, I am very glad that I finally got my warehouse organized and set up on Margin Point. It took me a couple of years to commit to the process because I knew how dis-organized our stock was, but our material cost are down 7% so far this year over last. Hard to argue with that..

Pros

I like that it is simple enough for every employee in my organization can track inventory leaving the shelf. While the back end of the software is robust and very detailed, the average employee used a simple app. This ease leads to increased use, and increased use leads to more accuracy in our counts. Our trainer/support staff - [SENSITIVE CONTENT HIDDEN] - has been very helpful. Even months after our training, we still get check in phone calls from him and refresher training on the parts of the software that we don't use very often.

Cons

I had to learn a new vocabulary/way of thinking. Some of the terms and concepts are a bit foreign to me, but that is to be expected in a software that reaches over many industries.

Response from MarginPoint

Thank you for the outstanding review Brad! And thanks for being a great customer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Adrian M.
Industry: Wholesale
Company size: 10 000+ Employees

MarginPoint Review

Used Daily for 6-12 months
Reviewed on 2020/02/26
Review Source: Capterra

We have seen a significant decrease in parts purchases for all of those trucks/techs that are currently on the program. As long as the tech is issuing inventory off the truck, The auto-replenished inventory ensures the tech is not over ordering on things they may already have, eliminating down time spent at the parts counter and the potential of tech's being poached by other companies at other supply houses.

Pros

The auto-generated orders sent over to our ordering system (ERP) is the most liked feature.

Cons

The #1 con is not being able to making multiple inventory changes with a master file upload. I know this is something that can be done but is not allowed by an admin such as myself. Having to format a file and then request that this be completed has created a lot of delays with making inventory adjustments. The #2 con would be that the po number attached to each issue is not shown when exporting data/reports. This information is a must have for customers that want to cost the parts directly to the job and it's my understanding that we can't pull this information.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Connor S.
Industry: Electrical/Electronic Manufacturing
Company size: 11-50 Employees

Margin Point is amazing!

Used Daily for 1+ year
Reviewed on 2019/11/20
Review Source: Capterra

It has been nothing but a useful tool here at our Company. We are one of the first to have a running inventory for all of our truck that are all different shapes and sizes.

Pros

I really like that its mobile and easy to use, also very easy to make adjustments

Cons

Its a little slow on loading up and entering in search items. I would love it if we could change the button names as well!

Response from MarginPoint

Thanks for the review, Connor. We appreciate your feedback and are always looking to improve the app. Thank you for being a valued, long-time customer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Dusty R.
Industry: Environmental Services
Company size: 2-10 Employees

Good system

Used Daily for 6-12 months
Reviewed on 2019/11/20
Review Source: Capterra

Pros

In using this software we have been able to have our inventory the right size. We love it!

Cons

Zero we like it just fine and use it a lot

Response from MarginPoint

Thanks for the review, Dusty! We appreciate your comments and you as a customer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,5/10
Based on 11 user ratings
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MarginPoint Pricing

MarginPoint Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
4,4/5
Based on 11 user ratings
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MarginPoint Features

MarginPoint 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 11 user ratings
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Categories

Additional information for MarginPoint

Additional information for MarginPoint

Key features of MarginPoint

  • Advanced analytics for customer data
  • Audit log of material usage
  • Configurable usage control limits
  • Data analytics tools
  • Flexible configuration capabilities
  • Item assignment
  • Job code/cost center tracking
  • KPI monitoring
  • Mobile inventory app for Android & iOS
  • Operation trend analysis
  • Performance benchmarking
  • Performance metrics
  • Primary & overflow area designation
  • Printable mobile storeroom labels
  • Real-time inventory visibility
  • Real-time notifications
  • Real-time transaction processing
  • Reporting across multiple departments/stocking/locations
  • Requisition workflow
  • Support for barcode & QR code scanning
  • User-defined rules
  • Vendor-managed inventory

Benefits

¬ Gain Insight that Leads to Action – With real-time dashboards, you can easily view the metrics and KPIs that drive your business.
¬ Improve Customer Service – Quickly engage and assess new or existing customers, confirm and note customer ailments for the work order all before dispatching to an available technician.
¬ Increase Sales – Streamline invoicing and payment collection with the option for the techs to collect payment from
the field or complete in the back office.
¬ Manage Inventory Efficiently – Eliminate stockouts through automated replenishment to complete more jobs, more accurately, in less time.
¬ Reduce Back-office Workload – Eliminate duplicate entry with QuickBooks integration

MarginPoint FAQs

MarginPoint FAQs

Below are some frequently asked questions for MarginPoint.

Q. What type of pricing plans does MarginPoint offer?

MarginPoint offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Q. What are the main features of MarginPoint?

MarginPoint offers the following features:

  • Advanced analytics for customer data
  • Audit log of material usage
  • Configurable usage control limits
  • Data analytics tools
  • Flexible configuration capabilities
  • Item assignment
  • Job code/cost center tracking
  • KPI monitoring
  • Mobile inventory app for Android & iOS
  • Operation trend analysis
  • Performance benchmarking
  • Performance metrics
  • Primary & overflow area designation
  • Printable mobile storeroom labels
  • Real-time inventory visibility
  • Real-time notifications
  • Real-time transaction processing
  • Reporting across multiple departments/stocking/locations
  • Requisition workflow
  • Support for barcode & QR code scanning
  • User-defined rules
  • Vendor-managed inventory

Q. Who are the typical users of MarginPoint?

MarginPoint has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does MarginPoint support?

MarginPoint supports the following languages:

English, French

Q. What type of pricing plans does MarginPoint offer?

MarginPoint has the following pricing plans:

Subscription

Q. Does MarginPoint support mobile devices?

MarginPoint supports the following devices:

Android, iPhone, iPad

Q. What other apps does MarginPoint integrate with?

MarginPoint integrates with the following applications:

QuickBooks Online

Q. What level of support does MarginPoint offer?

MarginPoint offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials