The Service Program

The Service Program

Westrom Software
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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

Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.

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

Companies that use QuickBooks in need of a solution to improve their operations

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

$49.00/month/user
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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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.

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

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Alternatives

Alternatives

SingleOps

SingleOps

SingleOps by Granum
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

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

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

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

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

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

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

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

Equipment Maintenance Features

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Facility Management Features

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
Work Order Management

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
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

Towing Features

Billing & Invoicing
Client Management
Commission Management
Fleet Management
Fuel Management
Lot Management
Maintenance Management
Routing

Transportation Dispatch Features

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

Integrations

QuickBooks Online
QuickBooks Online Advanced
AnswerForce

Integrations

QuickBooks Online
QuickBooks Online Advanced
AnswerForce
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