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#24

Field Nation is ranked #24 in the Plumbing Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Field Nation Benefits and Insights

Why use Field Nation?

Key differentiators & advantages of Field Nation

  • Streamline Workflow: Process more work orders and improve first-time fix rates by automating parts of daily operations. 
  • Variable Workforce: Create a talent pool with various levels and types of skills through anonymous talent search and vendor profiles to match the right tech with the right task at the right time. Manage private vendors, W2 employees and independent contractors through one platform. 
  • Real-time Updates: Get real-time status updates on work orders, tech locations and task completions while keeping customers in the loop throughout the process for better customer satisfaction. 
  • Eliminate Paperwork: Digitize your paperwork including payment, and tax documentation. 
  • Integrations: Get out-of-the-box connectors for popular solutions like Salesforce, NetSuite, Autotask, ConnectWise, Leverage CRM and more. Custom integrations are also available. 
  • Track Compliance: Ensure adherence to service level agreements and compliances with automated tracking and checklists. 
  • Mobile Access: Leverage mobile and offline accessibility to facilitate seamless work order management on site. 

Industry Expertise

It supports 100,000+ technicians across North America in over 20 types of service industries. Its clientele includes mid- to large-sized corporations that need assistance with project management, risk assessment and payment processing.

Key Features

  • Contact Management: Manage a central database of all contacts such as employees, technicians, third-party vendors and customers with details including address, phone numbers, email ID and more. 
  • Recruitment Management: Utilize anonymous talent search to match available field service technicians to service requests in real time. Request additional resources and hire third-party vendors for one-off projects or on a contractual basis, wherever required. 
  • Contractor Management: Add third-party vendors and sub-contractors, set up KPIs and track task completion in accordance with SLA compliance to maintain service quality and customer satisfaction. 
  • Contract Management: Create and maintain customizable contracts and agreements with third-party vendors, sub-contractors, independent technicians and customers to facilitate long-term relationships. 
  • Self-Service Portal: Offer a self-serve portal to clients to submit work order requests, access invoices, pay bills and check service history. 
  • Scheduling and Dispatch: Track and schedule jobs with live locations of field technicians for efficient real-time dispatch and quick service delivery. Create flexible schedules for all available services, work orders and field staff members. 
  • Routing: Create and share the most efficient route for technicians in real time. Optimize field operations with GPS tracking and get live location-based updates for check-in, check-out and status updates. 
  • Work Order Management: Create new jobs, update details of existing work orders. And view work order progress from a central dashboard. 
  • Time and Attendance: Track employee timesheets for each work order and record labor, traveling and asset costs for seamless accounting operations. 
  • Preventive Maintenance: Maintain equipment maintenance agreements to facilitate timely corrective, preventive and predictive maintenance schedules. 
  • Accounting: Create and share estimates, quotes, work orders and invoices using customizable templates. Integrate with popular accounting software for seamless data synchronization. 
  • Electronic Signature: Capture client signatures with touch-enabled devices for approvals, invoices, feedback forms and more. 
  • Service History Tracking: Maintain and access service history records for each customer along with details like address, order requests, assigned technicians, assets used, claims and warranties, upcoming work orders, documents, photos and invoices. 
  • Document Management: Store, track and exchange a variety of digitized documents with contractors and customers like contracts, quotes, invoices, images, notes, warranty documents and more. 
  • Claims Management: Upload, save, view, manage, share and update all warranty and claim-related documents. 
  • Reporting and Analytics: Access automated reports for all aspects of business such as jobs and service deliveries, timesheets and revenue. 

Limitations

These limitations are current as of the writing of this review:

  •  The platform is slow when updating work orders, routing or refreshing the pages. 
  •  Outdated and hard to navigate interface. 
  •  Tough to track field technicians in multiple time zones. 

Suite Support

mail_outlineEmail: Hidden behind the customer login. Live chat is available.
phonePhone: 1-877-573-4353 (ext. 1).
schoolTraining: Documentation, webinars and live online training.
local_offerTickets: Users can submit a ticket from the support section of the platform. Tickets are resolved in priority order.