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About

Field Promax can help you streamline and standardize your workflow, manage your team of technicians, quickly communicate with your customers, process work orders digitally, and grow your business. Go paperless, manage your work from anywhere, and reap desired gains from every project! Work order management is much simpler with our prompt scheduling functionalities through which you can create and dispatch work orders, auto-generate work orders for recurring work and directly convert service requests to work orders. Field Promax works across systems and devices. With this ability to be on-the-go, technicians can update the progress of work from the field and supervisors can track the movement of technicians in real time. Time is money and we can help you monetize all your resources-the work of every technician, hours saved by going paperless and quick conversion of an order into a payment.

About

Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Field service companies seeking a customizable electronic job sheet systems for their teams

Audience

Businesses searching for a solution to improve their services and increase sales

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version Not Supported
Free Trial Supported

Pricing

$29.99 per user pm
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.8 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Field Promax works well as a field service management software for handling daily operations. Scheduling, dispatching, and job tracking are fairly easy to manage, and it helps keep everything organized without relying on paperwork. Technicians can update job status and create invoices from the field, which saves time and improves communication between the office and field team.
  • Field Promax makes it easier to manage scheduling, dispatching, and invoicing from one place without needing multiple tools. The interface is fairly straightforward after initial use, and it helps keep communication clear between office staff and technicians in the field. It saves time on manual tracking and reduces missed updates.
  • Field Promax makes work order management really easy to handle. I liked how everything is organized in one place, from scheduling to invoicing. The interface is simple, so even new users can understand it quickly. It helped save time and reduced manual work a lot.
  • What I like most about Field Promax is how it brings everything into one system. Scheduling, dispatching, invoicing, and customer tracking are all easy to manage without switching between tools. The mobile app works well for our technicians to update job details and collect signatures on-site. The QuickBooks integration is also a big plus for handling billing.
  • I’ve been on Field Promax for around 2 years now. It honestly helped me move away from writing everything down and constantly calling my guys for updates. I can assign jobs, check progress, and send invoices without much hassle. My crew didn’t take long to get used to it, which was a big relief.

Cons

  • The interface feels a bit outdated, and it can take some time to get used to all the features. There are moments where the system lags slightly, especially when handling multiple jobs, and some workflows could be more intuitive.
  • The mobile app performance can sometimes lag during peak usage, which affects technicians on-site. Reporting features are somewhat limited if you're looking for deeper business insights, and the initial setup takes some time to configure properly for specific workflows.
  • Sometimes the mobile app feels a bit slow, and a few features take time to load. Also, initial setup needs some patience.
  • The interface could be more modern, and it takes some time to get fully comfortable with all the features. Occasionally, it feels a bit slow when managing multiple jobs at once.
  • There’s a bit of a learning curve with some features, and I’d like to see more flexibility in reports over time.

Pros & Cons from Real Users

Pros

  • Dream to use once all set up. Great for on the road Inspection forms for technicians to fill out. CRM is very good. Customer service is great.

Cons

  • Difficult to get head around the terminology and the setup process.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Field Promax
Founded: 2014
United States
fieldpromax.com

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Alternatives

Alternatives

Nexus Service Manager

Nexus Service Manager

Nexus Digital Technology
The Service Program

The Service Program

Westrom Software
Field Force Tracker

Field Force Tracker

Rapidsoft Systems

Categories

Appliance Repair Supported
Carpet Cleaning Supported
Cleaning Services Supported
HVAC Supported
Paving and Asphalt Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Work Order Supported

Categories

Cleaning Services Supported
Forms Automation Supported
HVAC Supported
Pest Control Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Not Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Not Supported
Billing & Invoicing Supported
Calibration Management Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Inventory Management Supported
Key & Lock Management Not Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Not Supported
Purchasing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Not Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Not Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Work Order Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Preventive Maintenance Not Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Not Supported
Scheduling Supported
Task Management Not Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Building Maintenance Features

Asset Tracking Supported
Commercial Properties Supported
Customer Database Supported
Dispatch Management Supported
Inventory Management Supported
Job Costing Supported
Job Management Supported
Maintenance Scheduling Supported
Residential Properties Supported
Routing Supported
Scheduling Supported
Work Order Management Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Supported
Plant Database Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Integrations

QuickBooks Online Supported
AnswerForce Supported
MYOB AccountRight Not Supported
Mailchimp Not Supported
QuickBooks Online Advanced Supported
Xero Not Supported
Zapier Not Supported

Integrations

QuickBooks Online Supported
AnswerForce Not Supported
MYOB AccountRight Supported
Mailchimp Supported
QuickBooks Online Advanced Not Supported
Xero Supported
Zapier Supported
Claim Field Promax and update features and information
Claim Field Promax and update features and information
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Claim Formitize and update features and information