Field One Field Service

What is FieldOne?FieldOne is a field service management solution platform that provides its services to large and enterprise field services companies. The tools provided by FieldOne help in streamlining the business processes ranging from real-time mobility to automated routing and workflow automation across the major devices. FieldOne is suitable for commercial as well as residential service providers in many areas.FieldOne is a cloud-based solution that is built Microsoft Dynamic Platform; therefore, multi-language, multi-currency and time zone is available. Because FieldOne utilizes the Microsoft platform, it provides a range of plug-and-play extensions and is scalable and easily integrated at various points. Integrated automated routing engine, WEB portals, integrated voice response (IVR) and centralized mobility management platform are available at FieldOne. Overview of FieldOne BenefitsFieldOne is ideally suited for mid-sized and large businesses that employee hundreds and even thousands of field technicians. FieldOne is one of the robust field service management platforms and it has the state-of-the-art routing and scheduling, advanced process automation and on-demand configuration.

Microsoft today announced that they have reached an agreement to acquire FieldOne, a world-class provider of field service management solutions that allow organizations to better manage and deliver service to their customers in the field. FieldOne is a great fit for Dynamics CRM adding to our extensive customer service capabilities – which includes chat, knowledge.

FieldOne is a system that scales a dozen of industries that range from telecom and utility to medical devices and fire and safety security companies in order to lower the costs and improve the productivity. With FieldOne, managers can use the dashboards, analytics, and reporting tools to drive the operation and maintain the service quality.FieldOne is able to manage the inventory information to sync the resources to the work orders on the field. As FieldOne is powered with Microsoft Dynamic it also manages the customer lifecycle.

It also provides the customer and asset information that drives the satisfaction and the revenues with the help of contracts and warranty management. FieldOne is integrated with its native mobile apps and collaboration workspaces that help the teams to sync with one another. The knowledge management tools of FieldOne are designed to help the service agents to access the important information through their mobile devices, desktops or even online portals.Moreover, FieldOne allows the field service teams to set automated alerts and notifications with the help of the communications features to keep the teams updated with customer information and to ensure the satisfaction of the customers.

The FieldOne portals are partner and customer based with the capability of self-service to enhance the overall experience anywhere. FieldOne Position In Our CategoriesKnowing that companies have their own business needs, it is prudent they steer clear of getting an all-in-one, ideal solution.

At any rate, it would be almost impossible to try to come across such an app even among widely used software solutions. The best thing to undertake should be to spell out the different important factors which entail scrutiny like major features, pricing, technical skill ability of staff members, company size, etc. Thereafter, you should double down on the research to a full extent.

Read some FieldOne evaluations and look over the other software systems in your shortlist more closely. Such all-encompassing product research guarantees you avoid unsuitable applications and choose the one which offers all the benefits your business requires to achieve growth.Position of FieldOne in our main categories. Since each company has particular business wants, it is prudent for them to refrain from searching for a one-size-fits-all perfect software solution. Needless to say, it would be futile to try to find such an app even among widely used software solutions.

The intelligent thing to do would be to list the various important aspects that need consideration such as required features, budget, skill levels of staff members, company size etc. Then, you should do your research thoroughly.

Read some FieldOne Field Service Management Software - FSM reviews and investigate each of the other systems in your shortlist in detail. Such exhaustive homework can make certain you reject ill-fitting applications and choose the app that provides all the features you require for business success. Negative Social Media Mentions1We realize that when you make a decision to buy Field Service Management Software - FSM it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based that gathers customer reviews, comments and FieldOne reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with FieldOne. With that information at hand you should be equipped to make an informed buying decision that you won’t regret. Why is FinancesOnline free?FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions.

We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

About Dynamics 365 for Field Service (formerly FieldOne)Microsoft Dynamics 365 for Field Service (formerly FieldOne) is a service management platform providing large and enterprise field service companies with tools to streamline their business processes - from real-time mobility across every major device, to automated routing and workflow automation. It's suitable for both commercial and residential service providers in many verticals.The cloud-based solution is built on the Microsoft Dynamics Platform, so multi-language, multi-currency and time zone support is available out of the box. Utilizing the Microsoft platform provides a wide range of 3rd party plug and play extensions, as well as scalability and integration points.

The product has an integrated automated routing engine, WEB portals, Integrated Vo.Read More. Finally, no paperwork!FieldOne is highly recommended to any service related business that has employees out in the field. Download rar file extractor for mac. This software in conjunction with truck GPS systems and customer web portals truly puts the service contractor into the 21 century. A great way to distinguish your company from your competitors while increasing cash flow and showing your customers that you are here to serve them in ways that others only dream about.ProsFieldOne has brought dispatching service calls to a whole new level.

Icc Dasher, free icc dasher software downloads. This is a new Clickbank program to use on your computer by Matt Wirgler. ICC Dasher is the recommended Windows program for connecting and playing on the Internet Chess Club. Designed as the replacement for ICC's classic Windows software, BlitzIn, Dasher offers much the same functionality in a more intuitive graphical user interface especially designed to allow new members to quickly find their way around ICC, while adding such powerful new features as an embedded chess-engine. ICC offers a variety of no-install web apps that can be run in your web browser. A free trial membership on Windows requires Dasher or BlitzIn, while on Mac it requires ICC for Mac. If you use a different interface or OS, you can claim a free trial by validating with PayPal. Lantern Chess is a downloadable Java interface for Mac, Windows and Linux. Lantern has an event list, seek graph and tabbed consoles plus personal tell support that make chatting easy. Also a friends/notify and top games to watch windows. Lantern supports engine analysis though a load engine feature. If you use ICC, and have a Mac, most likely you are annoyed with the sub-par clients. This is for you!! (this method also works with some other Windows applications. Experiment and comment if you.

Not only do our service technicians see their calls and all pertinent information in the palm of their hands, our office staff now has instant access to live status of each employee, all of their work orders, each trucks' inventory, time sheets, notes for our service managers from the tech's and signatures from the customers. We even use the time slots that each employee signs in & out daily to do our payroll. In addition, billing is done instantly as we no longer have to wait for each service ticket to be brought into the office. This software has made all of our jobs easier, it has improved our cash receivables, simplified payroll and allowed management to be able to see daily operations from anywhere in the world!

The days of sitting in an office and going over each service ticket are over thanks to FieldOne! When the need arises for technical support, FieldOnes' support staff promptly take care of it.ConsTruly remarkable software and support staff! This is an update to my original review in February of 2013.

Although I stated previously that Field One software is a great product, I had issues with the lack of truly customizable reporting that I had been led to believe would be available when I signed on, as well as their customer service. Recently, I spent some very productive time with Geoff, a Field One implementer/trainer, and now have a much greater understanding of the capabilities of Field One.

I also realized that there is so much flexibility within the program to manage one’s business that it can be difficult to understand how to best set up the program for your specific business needs. I believe this is why Field One now requires mandatory upfront training, so this initial learning curve will be greatly reduced. With Geoff’s help (who far exceeded my expectations), I was able to design a Key Performance Indicator report that will truly help manage the performance of my team and direct us to better understand areas of opportunities and strengths. This is not just financial reporting; that is the easy part.

This report provides actual performance tracking and conversion rates, which is critical to the success of any business, regardless of the industry. This was a custom report, for which I paid a fee, but I have to say that the value of the report far exceeded the price. Field One was more than fair. One of the reasons I had decided to change software companies in the first place was that I was not only limited to looking at reports that the software company created and deemed useful, but I was not able to input key data points that I found necessary to track.

I wanted and needed the flexibility to analyze my data in many different ways so I could truly understand every detail of the business and key indicators. Field One by far provides this flexibility better than any other program I have researched. These reports (or really data views) are available for all facets of the business; A/R, P&L, Invoicing, Work Orders, etc.

And do not require any customization by Field One programmers. My custom KPI report actually took pieces from many of the existing Field One data views to create a single all- encompassing report that gives me every Performance & P&L data point I need to manage my business – it is really quite something! I am now comfortable recommending Field One software. I believe that the combination of my increased understanding of the program capabilities (which I am pretty sure F1 now covers in more detail in the initial training phase), as well as the increased attention by F1 to their customers’ needs, has improved my opinion of the company.Previous Review. We are a small plumbing, heating & cooling company who began researching software options in October of 2011. Our catalyst for change was that our current software did not allow for the flexibility in pulling the existing data from our system to generate management reports.

We came upon Field One and the greatest selling points to us was the ability to self generate any report we needed, as the data is in the system and available to us. This is not the case. The only reports in the system are the reports that Field One has decided are valuable for a business owner, but I am not sure any of them have owned a PHC company because many key business reports have to be programmed by Field One for a fee. We also had a Go Live date that was agreed upon by Field One and my company, as they were transferring our data from our existing software. This Go Live date was delayed by three months by Field One, however, they would not prepare us for the delays. Instead, they would commit to a firm day and miss it without any notification to us. This cost us much money in staff time and inefficiencies for which we were not compensated.

I have low confidence in their technical support. I will talk to two different F1 tech support employees and receive two different answers. If the product is so specialized that it requires techs to be trained in different product functionality, then this is how F1 should structure itself. But to receive different answers to the exact same question, is not acceptable.

There is also little follow up from technical support when they do not know the answer or commit to forwarding the issue along to another staff member. When I do call back, its as if this is the first they heard of the issue. The QB interface is not what I had expected or was implied, however, I can live with that piece.

It's the inability to self create reports to measure my company KPI's that is the problem. In my opinion, KPI's are the driver of any successful business. Financials will tell you if you hit or missed your financial goals, however, KPI's will pinpoint exactly where you need to focus your efforts. This was the whole point of my switch to Field One. I do have to say that I think the software itself has huge potential. I have provided feedback on what business leaders find useful in managing their business but they seem to abide by their current business model. I know that being in the service business, I would not survive with that same business model.

Satisfied customerIt would be great to be able to delete a duplicate p.o. Or change a price that was entered wrong after it has been recieved. Increase tech support staff.

Or turf us to a developer if they do not have the time to trouble shoot the larger issues. The most assuring thing to us is that we are able to receive the upgrades, and as Field One continues to grow and develop, we know it will just keep getting better and better. I have and will continue to recommend this software to other businesses.Pros1) fast in the field 2) we love the multiple ways you can search for information.

3) The security settings for employees are detailed and useful 4)Estimate/Project creating has cut our estimate time in half and solved our costing concerns. 5) there are so many small details that we use every day that make a huge difference in communication, pricing, and tracking.

6) Customer support has been so very helpful, it is refreshing to have emails returned, an answer to the bumps in the road while setting up and learning the system. They seem to be very overloaded with work, we are still waiting for a major issue to be resolved from 3-4 weeks ago. But they are great! Without them we would have never purchased our other licenses, and went live in the field.Cons1) The Schedule Board, most specifically employee schedules, but overall it could be more flexible and detailed. 2)The Template Builder- we spent a lot of time and money building invoices, workorders, etc. Only to hit one roadblock after another on what fields it will allow us to pull from, on copying the system report. Many a frustrating experience on our end as well as support trying to help us figure it out.

We have a great invoice now, but alas our project invoice is useless to us. We have to retype everything in Quickbooks to make it look the way we need it to. We also have to sync all project invoices and delete them once in Quickbooks so we are able to create a new one that is appropriate.

All solved if we could create Templates from scratch. 3) Would love the option of listing multiple pieces of equipment on work orders. Most calls involve at least two major pieces of equipment. 4)Part Kits have major flaws, waiting for response from development/tech support. We are a family/woman owned business that services and repairs backup generators. We have been in business for over 100 years and with all that experience we have become power solution experts. We are proud to have continued to grow and are always on the look out for new tools to automate our administrative processes.

We currently have 18 employees, 5 of which are generator technicians. We are located in beautiful Wine Country, California, 50 miles north of San Francisco. We had been using a cloud scheduling system for three years that took us out of our folders and paper processes into an online scheduling system.

What an improvement! But we soon found out that the system was full of limitations. It took us approximately 18 hours a month to open our service agreement work orders.

We could make no reoccurring schedules. We also could never make the system connect to Quickbooks, so we had to 'double' process all of our billings - in a nutshell, we needed a more efficient system because our profit was going out the door due to the redundant and downright ridiculous administrative processes. We hired an IT specialist to find us a new system and Fieldone was chosen. We purchased Fieldone (Terra) approximately five months ago.

We wanted to avoid doing manual entry so we uploaded approximately 2500 customers and agreements into Fieldone. We also wanted to import over 5000 parts. What seemed like an easy task was actually quite daunting.

The old system would only export portions of reports, so in order to get complete reports we would have to merge information using excel - let's just say we became very good at excel! It was a very time consuming process that took so much time that we had to start all over again and re-upload everything because we had fallen behind on keeping information current. Because we had never been able to merge Quickbooks with our old system, we had to match every customer name exactly between FieldOne and Quickbooks. This task alone took approximately 24 hours to complete.

It took us months to upload our information into FieldOne. Debbie Smith was our FieldOne representative and she was fantastic every step of the way - she is always sunny and helpful. Because we do emergency support, for example a hospital can loose power and we need all data in an instant, we are still using our old system as well as FieldOne. The tutorials are very helpful and if you know Excel you will really enjoy FieldOne. However, my staff is having a hard time making the transition. Most of my employees have average computer skills and are of the Baby Boomer generation.

My Gen X employees are doing better with the system and the Gen Y employees think it's pretty easy. Once you get familiar with FieldOne and get hands-on-learning under your belt, the system is not too difficult and is incredibly logical, but there is definitely a learning curve. Not for people who have limited computer skills. A lot of the processes are taxing at first but once you get the hang of it they become very easy. I can't say enough good things about the support staff. Again, Debbie is fabulous! Michael is so patient and simply brilliant.

Ian is always helpful and takes care of the mobile questions. They are polite, well-spoken, always available, and just plain nice! I get the feeling that Fieldone is always growing and improving which was absolutely not the case with our old system. The system is definitely well thought out with some big-time brain power behind it. You couldn't ask for better support.

It is unfortunate that I am writing this review before I have really reaped the benefits of FieldOne; we haven't started to use Fieldone yet in full force. Just today we completed an entire month of reoccurring agreements and will use the tools in FieldOne to schedule the entire month of June in one swoop. What a joy to know that we never have to enter the data again, it is set for ten years! We are 'playing' with the mobile app. And we really like it so far; the graphics are great and it is designed well.

Everyday it becomes easier to use and I find myself loving it more and more. We hired an IT expert to find a solution to our current, limited cloud scheduling system and FieldOne looks like our answer for a logical system that will automate processes and eliminate redundant administrative tasks that waste time and money. The support team is fabulous and I look forward to updating my review in 6 weeks. FieldOne Terra - Best one out there but needs updatingProsWe have been using FieldOne Terra for over 3 years now, and without exception, this is the most robust software out there. It simply works well, and the reporting and sorting capabilities that export to Excel seamlessly are wonderful. The ability to interface with QuickBooks is fantastic, but the customers are updated only once, and any changes to their information (like contact info etc.) does not transfer back into QuickBooks.

Also, invoice detail is not transferred to QB simply a description that tells you to see FieldOne for more information.ConsWhen we first started using the Terra product, we would get regular updates, but lately it has not been updated in over a year, and we are still required to pay annual fees. I think the company has shifted support for Terra to the larger cloud-based clients, and as a result, the product has not seen any improvements in quite some time.