Fieldmagic is an industry leading field services platform designed from the ground up with fire services, electrical, plumbing and HVAC in mind. We've optimized the workflow to ensure that your business runs as efficiently as possible, and you maximize your resources while reducing your overheads.
Better yet, the platform is built on a leading CRM platform, meaning that it has an entire ecosystem of addons and integrations, which can be used to add value to your business. It can be tailored easily to your specific requirements unlike other products, and you won't find yourself outgrowing the platform in a couple of years and needing to migrate to another more sophisticated platform.
The platform comes with an open API that enables integration with Xero and MYOB, SAP, JDE and other leading ERP platforms and any other business systems you may have.
Fieldmagic offers a complete platform to manage your field service jobs. The platform supports 3 different times of jobs:
- Minor Works of "Do & Charge"
- Maintenance or Scheduled Jobs
- Projects & Staged Jobs
Each of these job types has their own workflows enabled within the system, and are configured to provide insights around service and financial performance at a technician, client and organisation level.
Maintenance & Scheduling
Fieldmagic offers a complete platform to manage your maintenance with a streamlined workflow from sales to administration to job completion. Once a client comes on board, it's important that you're able to execute on your agreed maintenance schedule in an efficient manner that drives savings within your business, and provides an exceptional experience for your customer.
Fieldmagic is designed to empower you to do just that.
The Fieldmagic Mobile app provides access to all job related information, so your Field Technicians are never left wanting for an app to do the jobs they have at hand. We have included a number of powerful features within the platform, in an intuitive and easy to use interface that is incredibly rewarding to use.
In addition, the app provides real time GPS tracking of your technicians, allowing you to see where each technician is at any time, and allowing you to more efficiently allocate and schedule jobs.
Sales & Marketing
Since Fieldmagic is built in the industry leading SugarCRM Enterprise platform, it's capability around sales & marketing is second to none.
We've tailored the quoting engine to be optimised for the Field Services industry, supporting quoting for maintenance, minor works jobs and major projects with multiple contractors.
Building and keeping track of your open quotes is an easy task with Fieldmagic's intuitive quoting engine. We provide contextual quote information right where you need it, and instantly available against your Sites and Companies.
Naturally, this all feeds directly into Sugar's powerful sales quota and forecasting system to provide a complete solution for your business.
Billing & Finance
Generate invoices directly out of your CRM while instantly synchronising client details and invoice details into your accounting package for reconciliation. The job management system flows seamlessly into the invoicing engine, which then synchronises into your accounting platform of choice.
Reporting & Workflow
Since Fieldmagic is build on SugarCRM Enterprise, you get all of the benefits of a leading CRM reporting platform in your field service software. Create reports from any data within your system using an intuitive drag and drop interface, and create table reports, charts, or a combination of both.
This feeds into the flexible dashboard system that allows each user to see what's relevant to them when they need it.