FieldBin

Additional features

FieldBin CRM (Customer Management)

Centralized tool for tracking all customer details, job history, notes, files, and photos.

Work Order Management

Organizes and prioritizes job details, ensuring all necessary information is available to the technicians.

Invoicing and Payments

Generates customized invoices, handles automated follow-ups, and facilitates immediate payment processing via Stripe integration.

Inventory Management

Tracks stock levels of products, services, and tools across multiple locations (trucks/warehouse) and integrates stock levels into estimates and invoices.

Employee Time Tracking

Allows employees to clock in/out, record breaks, and track time spent per job via their smartphone for accurate payroll and job costing.

Reporting and Analytics

Provides simple reporting tools and dashboards for financial visibility, crew performance, inventory levels, and profit analysis per job.

Customizable Forms

Allows users to create or modify forms to collect specific data points needed for different job types.

GPS Tracking

Utilizes real-time location data (if permitted by the user/device) to monitor technician movements for optimized routing.

Customer Portal

Offers clients a self-service portal to view job statuses, request services, and communicate with the team.

Document Management

Securely stores and manages essential documents like contracts and service agreements within the platform.

E-Signature

Enables digital sign-off on estimates, quotes, and work order completion.