Empower Your Support Team with Customer Service Management Tools for Support

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Field service management software, also  known as FSM, is a comprehensive software   platform designed for field service businesses to  organize streamline and run their operations. FSM   will typically run on the computer, iPhone,  iPad, Android phone, and other tablets with   the data typically hosted in the cloud for easy  data management. Basic field service management   software includes job scheduling and dispatching,  customer management, estimates and invoices,   and employee timesheets while more advanced  field service management will also include   maintenance agreements, asset management,  customer booking portals, project management,   integrated phone systems, custom form builders,  customer communications, pricebooks, sales tools,   and more. Let's take a quick look at FieldPulse,  a field service management software solution.   First we'll start with the pulse dashboard. Here  you'll see today's jobs, those jobs on a map,   recent customers, invoices and other data  graphs. Next we'll go to the schedule.   This is where you'll find all your jobs and  appointments. You'll see your team by day,   week, month, and we also give you other  different views such as a dispatch View. a calendar view and a map view next, we'll go the customers list. Here you'll  see all your customers. You can organize them by   status and also pipeline status, and tags, and  leads but we'll open a customer profile. Here   you'll find all their information. Any notes,  comments, files, photos, all historical related   objects such as estimates invoices, and jobs, and  projects and anything you need for this customer.   Next, we're going to go to an estimate.  So here you'll see a list of all your   estimates and their current status. We're going  to open an existing one - drain pan replacement.   These can be created in just a few clicks. This  one's already existing so I'll just click view   estimate to generate it. This is the digital  version of our estimate that gets sent to   the customer, we also have a traditional  pdf version that you can send as well.   These can be signed and accepted by  the customer remotely or on site. so that was just a quick overview of FieldPulse on  the web now we'll switch over to the mobile app.   First, we'll start on the pulse dashboard here  you can view today's jobs, recent customers,   and create new records. Next we'll go to schedule  - here you'll see a list of all your jobs for you   and your team. We give you a few different views  from a list view, a calendar view where you can   see team members in the traditional view. Dispatch  where you can see it horizontally, and a map view   that will plot the jobs on a map to be completed.  Next, we'll go to our customers -- this is a list   of all your customers or you can search and filter  by tags. I'll open Daniel Goodwin where you can   see all of his information, notes, custom tags,  previous job history, estimates, invoices, and   anything related to Daniel Goodwin. Next, we'll  go to the sales tab where we'll open an estimate.   This is an existing estimate for a drain pan  replacement -- you can easily create these   with just a few taps and when you click view  estimate it will load the digital estimate that   you can send to the customer or sign and  accept. And we also have our pdf version.   It will load a traditional PDF estimate to  send to the customer. And finally we have   timesheets. In timesheets you'll see the general  timesheet and a job time sheet where you can   clock in and clock out team members throughout  the day for a general timesheet or specific jobs.   And that's a quick overview of FieldPulse on  mobile. So how is a field service management   software different than a CRM? There are three  primary reasons why FSM software is different   than a CRM, sales tool, or other programs. One,  field service management software is specifically   designed for field service businesses such as  HVAC, plumbing, and electrical, while CRMs are   typically generic to any industry. Two, field  service management platforms are all-in-one   solutions that encompass these other applications  such as CRMs, sales tools, timesheets, and more.   And three, field service management applications  will naturally have the different functions fully   interconnected to give you the full situation of a  record. That being said, because FSM applications   are all encompassing, they typically do not  have as deep functionality as dedicated stand   alone systems for that particular function.  For example, salesforce's CRM will naturally   be more robust than the CRM within a field  service management application but it's not   necessarily intertwined with all the different  components of the field service management system.