[ FieldEZ Reviews ](https://www.g2.com/products/fieldez/reviews) [ FieldEZ Reviews ](https://www.g2.com/products/fieldez/reviews) # FieldEZ Features ##### ## Before the Job (4) Calendar Uses the calendar tool to determine field workers who are free for the job. Dispatch Notifies field service workers of their upcoming assignments. Roles Allows users to see tasks according to permissions and roles. Booking Allows clients to book jobs through the desktop page or within the app. Show More ##### ## On the Job (9) Location Tracks employee location to ensure timeliness. Employee Communication Enables communication within the app from manager to field service employee. Client Notifications Notifies clients, should any delays or mishaps occur. Field Sales Includes some ability to serve as a sales and ordering application. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Multi-Location Manage and support multiple locations Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Show More ##### ## After the Job (8) Reports Creates reports that reflect field performance either as a team or individually, to review productivity. Analytics Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. Invoicing Sends invoices through the software and allows clients to pay on the spot. CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Reports Alter the layout and content of reports Show More ##### ## User Tools - Warranty Management (2) Stakeholder Reports Generates reports for outside stakeholders. Lifecycle Reports Generates warranty lifecycle and revenue reports. Show More ##### ## Customer Insights (1) Fraud Detection Detects fraudulent claims. Show More ##### ## Software Integrations (2) CRM Integration Integrates with outside CRM software. FSM Integration Integrates with outside field service management software. Show More ##### ## Generative AI (3) AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Field Service Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (131) Work Order Management Creating, assign, and track jobs and/or tasks for work orders Checklists An itemized to do list that can be edited as tasks are completed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Parts Management Track parts inventory levels and manage re-stocking Service History Track work performed and resources used for past customers, sites, or assets Residential Properties For residential properties Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices Dispatch Management Manage sending personnel and resources to a site as needed Task Scheduling Track and manage the scheduling of tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Technician Management Oversee technicians and track their assigned work orders Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Job Management Manage and track all job information and associated tasks Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Reporting Active reporting of data and metrics Commercial Properties Designed to serve commercial properties Real-Time Data Receive data and information in real time Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Inventory Management Track and manage inventory levels to maintain proper supply Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Routing Plan daily routes to optimize employee scheduling and provide directions Forms Management Store, manage and track all forms in a centralized location Chatbot AI-based platform which conducts a conversation via auditory or textual methods Documentation Management Manage product specific documents in a categorized order File Storage Store and access documents, forms, and photos in one centralized place Electronic Signature Digitally sign online documents Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Resource Allocation Assign available resources to various projects and tasks GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Quotes/Estimates Generate quotes or estimates for customers Scheduling Plan availability and assign specific time slots for tasks and resources CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Online Time Clock Track/log the amount of time employees worked per job using a timer Workforce Management A set of processes to optimize the productivity of its employees Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Price and Cost Calculations Calculate rule-based prices for a product/service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Equipment Tracking Track the location of specific equipment at all times Data Capture and Transfer Import, collect, and capture data from multiple sources Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Data Storage Securely stores data to prevent data loss or breaches Location Tracking Identify the physical location of an individual, asset, device, etc. Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Chat/Messaging Communicate using direct chat or messages within the system Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Electronic Payments Electronically collect payments for goods or services Customer History Access previous interactions or concerns to maintain customer relationships Inventory Control Monitor product stock levels Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Client Portal Private online space that lets businesses securely share documents and provide information access to clients Driver ETA Generate estimated arrival times for drivers to keep back office or customers informed Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Customer Management Store and organize information about customers and previous interactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Work Order Creation Create a new work order Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Recurring Appointments Schedule repeating appointments based on a duration of time Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Access Controls/Permissions Define levels of authorization for access to specific files or systems Support Ticket Management Allow customers/users to submit support queries and service requests Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Branding Add customized logos and colors to align with company branding Supplier Management Manage all supplier data and operations Real-Time Reporting Active reporting of data and metrics Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Policy Management Create, manage, and track policies and procedures within an organization Historical Reporting Information, data and reports that are being tracked over time Parts Management Track parts inventory levels and manage re-stocking Status Tracking Track the status over time for a request, process, asset, or transaction For General Contractors Intended to be used by general contractors Real-Time Data Receive data and information in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Dispatch Management Manage sending personnel and resources to a site as needed Product Registration The process of providing information about a purchased product to the manufacturer or seller for warranty purposes or other benefits Contract/License Management Track, store, and access client contracts or licenses Client Portal Private online space that lets businesses securely share documents and provide information access to clients Configurable Workflow Configure existing workflows to meet your organization's needs Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Claims Management Process of submitting and following up on claims with insurance companies Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Warranty Claims Management Track, approve or deny warranty requests and manage associated customer communications Quotes/Estimates Generate quotes or estimates for customers Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process For Manufacturers Intended to be used by manufacturers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Data Import/Export Import and export data to and from software applications Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Electronic Payments Electronically collect payments for goods or services Eligibility Verification Identifying if all conditions that entitle a client to certain benefits are met Workflow Management Create, design and manage workflows for repetitive tasks Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Access Controls/Permissions Define levels of authorization for access to specific files or systems Returns Management Track and facilitate returns of products sold Forms Management Store, manage and track all forms in a centralized location Repair Management Arrange for repairs to be performed and track prior repairs to the same item Data Visualization Graphical representation of data Service Management Arrange for and track that service agreed upon under warranty is scheduled and performed Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Show More ## Top-Rated Alternatives [ ![Jobber](https://images.g2crowd.com/uploads/product/hd_favicon/1555603070/jobber.svg "Jobber") Jobber 4.6/5(526) ](https://www.g2.com/products/jobber/reviews) [ ![Pega Platform](https://images.g2crowd.com/uploads/product/hd_favicon/e069cb407f8ebbf6ba84052b46de7843/pega-platform.svg "Pega Platform") Pega Platform 4.2/5(278) ](https://www.g2.com/products/pega-platform/reviews) [ ![ServiceTitan](https://images.g2crowd.com/uploads/product/hd_favicon/d12f98194830f8358953c082af7bca3e/servicetitan.svg "ServiceTitan") ServiceTitan 4.5/5(375) ](https://www.g2.com/products/servicetitan/reviews) [ View All Alternatives ](https://www.g2.com/products/fieldez/competitors/alternatives) FieldEZ 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