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Fieldmotion workflow management software

FIELDMOTION provides easy to use business software that maximises productivity and efficiency for field based workers: From field engineers, consultants, sales staff, merchandisers and healthcare workers. It significantly reduces wasted time filling out paperwork. Instead they are filled out on an employees existing mobile device. This saves time and money, improving customer satisfaction. and enhancing your company’s image.

Fieldmotion - Electronic forms for your mobile workers

Perfect for mobile workers
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Fieldmotion allows engineers, plumbers, electricians, any type of field worker to fill out jobsheets, field reports, invoices, and any paperwork you currently use on their smartphone.

Goodbye Paper Forms
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Your forms are then saved digitally in the cloud and can be accessed in real time from the office or by the customer while the engineer is still on site. No more waiting for paperwork to be sent out or brought back to the office.

 

Jobsheets on your Phone
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Nothing new to learn, Fieldmotion uses your current paper forms and recreates them digitally so they can be filled out on your mobile device. You can even send a pdf or print out the finished form that looks just like your current documents.

Fieldmotion - Workflow Management Software

The Fieldmotion Mobile App

Give your field workers access to all their upcoming appointments, tasks, customers, stock and assets all from their mobile device.
  • AppointmentsReal-time, mobile access to full appointment details - Create, dispatch and organise field-based jobs
  • SchedulingCalculate optimal routes & workflow
  • CustomersAccess your full customer database in the field. Full name and address and contact details of your current customers.
  • Customer PortalLet authorised customers access their own appointment schedule.
  • AssetsManage and maintain assets and machinery.
  • StockAllocate stock used on appointments to keep an accurate record of stock amounts and locations.
  • InvoicingCreate detailed customer quotes and invoices in moments.
  • ReportsTrack costs, labour, stock use and budget status.

Real-Time information about your appointments & field workers

Fieldmotion puts you in the picture - receive live updates on all your field workers jobs. The desktop app shows up to the minute information in your office so you know which jobs are upcoming, in progress or completed.
  • Allocate jobs to your fieldworkers and they will receive them in real time while they are on the road. Receive feedback of field workers whereabouts: whether on-route or job in progress.
  • View a complete appointment history for clients at a glance and drill down by date, contract, engineer or keyword to find the information you need. You can also export this information to Excel to make reporting a snap.
  • Keep full customer contact information, with associated notes, taks, documents, opportunities, and much more in one organised place.
  • All your forms are added on the desktop app so they can be filled in electronically. Add new forms as and when you need in order to keep up to date with regulations or workflow changes.
  • Benefit from team-based features like field worker performance summaries and reports, calendar view to help with job allocation.
Smarter-Business-Fieldmotion-Screenshot-imac

See how Fieldmotion can work for your industry

FIELDMOTION allows field workers to fill in all types of forms, job sheets, proposals etc. on their mobile device. They can also take photographs and capture signatures. This in turn helps you create a paperless office. Your details are then instantly sent back to FIELDMOTION’s Customer Relationship Management (CRM) system. This will make sure that company decisions and stock ordering can be made in real-time.

  • Record Data on Forms in areas where there is no signal
  • Capture Signatures
  • Calculate and issue invoices from the job site
  • Record Multiple Photos
  • Send PDF of jobsheet to client