Field Service Dispatch Software by Field Force Tracker
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Field Service Dispatch Software by Field Force Tracker

Field Force Tracker - Manage Field Invoices and Estimates

Mobile Field  Service  Dispatch Software

Field Service Software - Invoice and Estimates

Invoicing and estimates are two very important function of any field service software. Field Force Tracker supports extensive capabilities ofor field invoicing, estimates creation, and managing receivables.

Point of Sales Invoices

We support point of sales invoices, payment and balances.

Recurring Invoices

We support point of sales invoices, payment and balances.

Work Order Invoices

we support work order invoices, payment and receivables.

One of the most important parts of the business transaction is showing your customer a quote for the work to be done. This has historically been something t hat requires a pen, paper, and a calculator. But when you go with Field Force Tracker on line dispatch software, all you need is your mobile device!

With our customizable forms, your client’s information is automatically transferred over onto the quote. There is no need for your tech to have to look up or ask the client for any details, as everything is quickly just carried over!

Parts Lists

Have a list of your parts included inside the PDF drop down lists. This allows your field technicians to save time by simply scrolling to the part, selecting it, and inputting a quantity. The price of each part can be automatically saved to Field Force Tracker, and all of the math involved will be done by our program. Never worry about your techs forgetting a price or forgetting to add a zero!

Capture Online Signatures

Get signatures directly on your mobile devices! These signatures are automatically saved to the PDF, so you and your customers can be sure that everything is accounted for.

Field Force Tracker is here for all of your field service management needs. With the use of our intelligent Forms, Invoicing and quoting in the field has never been easier or faster!

Invoicing or Submitting Estimates in the Field

When you dispatch a work order withField Service Management, your field technicians access the work order out in the field via either our app on their mobile smart devices (Apple or Android) or on a laptop via browser. While at the customer location your techs can create invoices, capture signatures, and take payment via our app running on the mobile device.

Follow this process in the field when customers want to “see an estimate” before they can make a decision to move forward with the repair or installation work. In the office, the Manager role creates a custom Invoice Status inside the Field Service Management, such as “Estimate”. This status is not seen by QuickBooks at all, and becomes an ideal way for field techs to prepare estimates or quotes in the field. In the Field, your Techs can use the Invoice screen on the mobile app and on the laptop with browser to prepare the Invoice in Field Service Management, and then save the Invoice into the desired custom status (such as “Estimate”).

Once the Estimate/Quote is created the customer can see it on-screen, or you can email Estimate to the customer for review. You can leave the work order itself in a Pause or Hold status (such as “waiting for customer approval”) for tracking purposes, or you can mark the work order complete.

Once the customer agrees to proceed the Manager/Dispatcher can re-open the work order and re-assign if necessary. The Estimate remains part of the original work order. Once the work is completed the field tech may edit the Field Service Management Invoice to reflect any changes/additions, and then change the status from Estimate to Prepared inside the Field Service Management.

The tech can now process payment in the field, which will cause the Invoice status to change to “Approved”, or you can have someone in the office review and approve the Invoice inside Field Service Management so it may then sync into QuickBooks.

List of Selected Industries and Businesses Using Field Force Tracker

Field Force Tracker offers field service management Software Solution fit for a range of enterprise businesses. Whatever your industry, run it intelligently with Field Force Tracker.

Field Force Tracker's solutions are developed to scale with dozens of other field service industries in all sectors.

Field Force Tracker is suitable for organizations from 1 User to 10000+ users. We are scalable and feature sets are available to match the size of your team.

Field Service That Delivers the Most to The Customers

Mobile Field  Service  Dispatch Software

Field Force Tracker Enterprise provides your large service organization with the following essential features.

Learn More About Field Force Tracker - One of the Best Field Service Software

Benefits of Field Force Tracker

  1. Helps in Better Customer Service By Getting Field Reports from the Mobile.
  2. Helps in better utilization and management of assets/workforce.
  3. Helps in reducing operating costs in long term.
  4. Helps in ensuring the discipline and punctuality.
  5. Helps preventing the loss of work hours and insufficient time in the field
  6. Actual Travel distance can be calculated & Companies can save on expenses.
  7. Better Sales and Service in Better Return for the Company

Why Field Force Tracker

Field Force Tracker is simply the best field service software for any company. It has been developed and supported by Rapidsoft Systems Inc, a 15 year old software development company.