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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

Cleaning Services Features

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

Field Service Management Features

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

HVAC Features

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

Plumbing Features

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

Maintenance Management Features

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

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Carpet Cleaning Features

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

Cleaning Services Features

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

Field Service Management Features

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

HVAC Features

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

Plumbing Features

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

Janitorial Features

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

Pest Control Features

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

Waste Management Features

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

Integrations

QuickBooks Online
AnswerForce
MYOB AccountRight
Microsoft Outlook
QuickBooks Enterprise
QuickBooks Online Advanced
Sage 100 Contractor
Xero

Integrations

QuickBooks Online
AnswerForce
MYOB AccountRight
Microsoft Outlook
QuickBooks Enterprise
QuickBooks Online Advanced
Sage 100 Contractor
Xero
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