Scheduling Manager

Scheduling Manager

Thoughtful Systems
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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

Scheduling Manager Gemini is a multi-functional software management tool for field service businesses. It incorporates robust CRM features, as well as Job Scheduling, Employee Scheduling, Accounts Receivable, Payroll, Mapping, SMS and Caller ID to help a wide range of service businesses improve their efficiency and customer service capabilities. Scheduling Manager Gemini interfaces with several off-the-shelf business accounting and payroll solutions including QuickBooks, ADP, Sage, Xero, MYOB, Infusionsoft, Paychex and Act!. The software is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include residential and commercial cleaning, carpet cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and many others. It interfaces with SM-Mobile, our mobile app (runs on Android or Apple).

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 Supported
Mac 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

Field service businesses -- Cleaning, pest control, HVAC maintenance, carpet cleaning, window cleaning, residential cleaning (maid service), liquid waste, air duct maintenance, etc.

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

$795.00/one-time
Additional fees for multi user and for advanced features.
Monthly payments also supported
Free Version 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 5.0 / 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

  • We have used Scheduling Manager Gemini software from Thoughtful Systems for over 12 years now, for our residential cleaning business Before we started using Thoughtful’ s software, we relied on some paper and pen methods, also spreadsheets and data on customers in QuickBooks. When we first implemented Scheduling Manager Gemini software, we were pleased that the software could import all our customer information from QuickBooks. Since that time, we have maintained the link between Thoughtful Systems and QuickBooks, so all invoices and payments we create in Scheduling Manager Gemini are exported seamlessly to QuickBooks. Also, any new customers we enter into Gemini are transferred. From time to time, we have asked Thoughtful Systems for modifications to certain parts of the software, and they have been great at implementing what we want at reasonable rates. We have found the support staff to be helpful in promptly attending to any questions or issues that have occurred with the software. We like also that Thoughtful Systems adds new features from time to time -- their mobile app is great. Also, the text messaging features, which let us send reminders to all customers via text message each day.
  • It makes job scheduling much more manageable -- a huge improvement over what we used to do more than 12 years ago, before we started using Scheduling Manager. Invoicing is made easy too. We can keep track of all info for our customers easily.

Cons

  • The only regret I have is that we didn’t start using this software sooner!
  • I couldn't say I don't like something particular about Thoughtful Systems' software.

Training

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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Field Promax
Founded: 2014
United States
fieldpromax.com

Company Information

Thoughtful Systems
Founded: 2000
United States
thoughtfulsystems.com

Alternatives

Alternatives

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

Carpet Cleaning Supported
Cleaning Services Supported
HVAC Supported
Janitorial Supported
Pest Control Supported
Plumbing Supported
Waste Management 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

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

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

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

Carpet Cleaning Features

Billing & Invoicing Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Mobile Access Supported
Online Booking Supported
Scheduling Supported
Work Order Management 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

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

Janitorial Features

Bid Management Supported
Billing & Invoicing Supported
Client Management Supported
Employee Scheduling Supported
Inventory Management Supported
Mobile Access Supported
Payroll Management Supported
Quality Control Supported
Surveys & Feedback Supported
Time Tracking 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

Waste Management Features

Billing & Invoicing Supported
Customer Accounts Supported
Customer Database Supported
Equipment Tracking Supported
Inventory Management Supported
Routing Supported
Scheduling Supported
Waste Disposal Supported
Work Order Management Supported

Integrations

QuickBooks Online Supported
AnswerForce Supported
MYOB AccountRight Not Supported
Microsoft Outlook Not Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Advanced Supported
Sage 100 Contractor Not Supported
Xero Not Supported

Integrations

QuickBooks Online Supported
AnswerForce Not Supported
MYOB AccountRight Supported
Microsoft Outlook Supported
QuickBooks Enterprise Supported
QuickBooks Online Advanced Not Supported
Sage 100 Contractor Supported
Xero Supported
Claim Field Promax and update features and information
Claim Field Promax and update features and information
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