What is the best way to give your crew instructions? This can be done digitally or on paper. Just navigate to your job and click the new "Add Job Instructions" link under the job description to give your crew specific instructions.
It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search and filter by customer, method, or status
Tracking your team's performance and checklists can seem like an impossible task somedays. Now let your installers mark their work complete directly from the field. They can even add notes and specify the material that were installed
First impressions are everything and how you communicate with your prospect customers can improve your closing ratios. FieldGroove gives you the ability to build beautiful quotes that can be emailed, texted, or stuffed in an envelope
Whether you're running one crew or a dozen, you probably want to delegate daily responsibilities to each crew leader. FieldGroove makes this easy, simply view your route for the day and download the scope of work
Need to manage your company assets or equipment? FieldGroove gives you the ability to keep up with all of your equipment, assign maintenance tasks, check in / out logs, record oil types, and even track via GPS
FieldGroove makes keeping up with your invoices easy. Print in bulk and never let another invoice delivery slip through the crack. Use the print queue and email communication history pages to track invoice delivery
Get valuable insight into where your business is coming from by setting up a few marketing campaigns in FieldGroove. Set goals and track your return on investment by assigning a campaign as the lead source for each of your customers
Your passion is your work, probably not accounting so much. FieldGroove makes wearing all those hats a little more enjoyable. Navigate to your profit and loss statement for a quick breakdown of your company performance
Efficiency is everything in the green industry. Get paid automatically and faster with FieldGroove online payments. We offer low credit card processing fees that can even be passed on to your customers as a "Convenience Fee"
Quickly and easily send out promotion emails, weather notifications, and newsletters to your entire customer base. Even better, you'll be able to see who has viewed your newsletter. This is a powerful tool that is taking companies to the next level
When setting up your inventory, simply assign a cost per unit (even per location if needed) and easily view the profitability from the job screen. See the screenshot for a complicated example with plants and labor
Getting started with FieldGroove? Need to import data from your old system? Just navigate to your company settings and click "Import / Export" in the top right. Download the sample file and paste in your existing customer's information to get going
Drag and drop your jobs using the FieldGroove calendar from your phone or desktop and print out your daily route. You can also enable settings for events to show in red if the job was not marked complete
Enabling the customer satisfaction survey setting will send an email to your customer 48 hours after the job is completed. Customer's can rate your service and provide valuable feedback. You can also send a link to your Angie's List or Home Advisor page
Just a few of the many FieldGroove settings you can toggle to get your invoicing setup just the way you like it. Most FieldGroovepers have found that enabling "Automatic Invoicing" by the job improved their cash flow almost immediately
FieldGroove is the field service CRM software you've been looking for to manage your entire business. Get paid faster and never forget to send an invoice again. Get better reviews and build even better relationships with your customers using the FieldGroove scheduler.