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        An all-in-one package of useful solutions

        Exceptional scheduling support for businesses with field staff

        Features For Scheduling

        Service planning

        With FieldBuddy’s planning tool you discover how effortless planning can be.

        Get real time insights in your work orders and mechanics, at a glance.

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        Drag-and-drop

        Use the drag-and-drop interface to plan work orders easily.

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        Adjustable listviews

        Keep track of work orders with selectable columns and filters.

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        Timeslots

        Technician schedules aren’t always down to the minute, divide the days into configurable timeslots for faster and easier planning.

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        Customer notifications

        Keep the customer updated on the planning and the status of their request, by sending an automatically generated update via email or SMS.

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        Customisable layouts

        Customise the content and look and feel of the Dispatch Panel view, you can configure the information that the system shows for every assignment as well as the way it looks with colors and icons.

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        Multiple work orders per service request

        Sometimes a technician has to return to the client site to complete the service request. Or a service request is made up of multiple subtasks to be executed on different dates or by different technicians.

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        Planning validation rules

        With automatic validation, the system ensures that each and every work order is planned at the right time and assigned to the right resource.

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        Planning checklist

        With planning checklists you make sure that you have taken all necessary steps before you make your planning final and execute the work.

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        Start workflows

        Start workflows directly from the Dispatch Panel that will help you to automate steps in your planning process like updating the customer or ordering parts. Also, refer to the Process Automation section.

        Resource grouping

        Assign your technicians to a specific region, or add skills to their personal profile, to make filtering possible. By doing so, you make sure that you can easily assign the right technician to the right job.

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        Capacity planning

        Keep a clear overview of the amount of work to be scheduled and the available resource capacity.

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        Route optimization

        Create optimized and cost-effective routes and save valuable time and fuel costs.

        Digital work orders

        Never get lost on track with your work orders. Work faster, efficient and flawless with the work order management tool from FieldBuddy.

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        Process Automation

        With the Process Builder, you automate manual routine tasks in the service process, such as sending emails, appointment confirmations and updating records.

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        Links to accounting systems

        FieldBuddy automatically forwards all the information to your accounting system so that an invoice can be prepared and sent immediately.

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        Approval processes

        An approval process automates the way records are approved in FieldBuddy. For example, a work order completed by a technician that is first approved by an inside salesperson before the invoice is sent to the customer.

        FieldBuddy integrations

        FieldBuddy easily integrates with other systems thanks to its out-of-the-box standard interfaces. This service is part of FieldBuddy Connect. We can interface with virtually any system using our Open API.

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        Work order validation rules

        Validation rules within FieldBuddy Mobile help the technician avoid errors and are alerted to incorrect data.

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        Standard reports and dashboards

        Various reports and dashboards are included as standard in FieldBuddy. These give you insight and help you steer service processes.

        Ticketing

        Automatically convert incoming emails, IoT, web forms, customer portals, phone calls or other notifications into service requests in FieldBuddy. 

        Automatic creation of service requests based on emails

        FieldBuddy can automatically generate service requests based on received emails, quickly and efficiently converting customer requests into work orders without manual intervention.

        Web forms

        With FieldBuddy, custom web forms can be created, allowing businesses to collect specific information when creating service requests or work orders, obtaining structured and relevant data.

        Automatic creation of work orders

        Generate work orders automatically based on received service requests, ensuring no time is lost to manual creation and tasks can be started immediately.

        Respond directly from FieldBuddy

        Respond directly to service requests from the platform itself, allowing for quick and effective communication with customers and a smooth workflow.

        Linking call center software

        Connect FieldBuddy to your call center software, allowing incoming calls to be automatically converted into service requests or work orders, facilitating a seamless transition between communication channels.

        Customer portal

        FieldBuddy offers a customer portal where customers have access to information about their service requests, scheduling, invoices, and more, allowing them to independently and transparently manage their service.

        Link mailbox

        Connect your service mailbox to FieldBuddy and gather all communication and information in one central location.

        IoT integration

        FieldBuddy integrates with IoT devices, enabling real-time data and monitoring, facilitating proactive maintenance and swift interventions.

        Take into account service contracts

        FieldBuddy considers service contracts, ensuring that the correct agreements, terms, and prices are automatically applied when creating work orders and invoicing, guaranteeing contract compliance.

        Asset management

        Create a 360 view of your assets. The asset management tool provides you with all asset information in one place, both accessible for the back office and your teams on the road.

        Installation management

        Register all your installations and add all related data, such as installation history, installation date, installation type, and serial number

        Location management

        Manage the locations where the installations are present, both based on addresses and GPS coordinates.

        Installation hierarchy

        Based on specific criteria, different work order layouts can be assigned. For example, based on the type of work (installations, maintenance, etc.), type of installation, or business unit.

        Technical documentation

        For technicans, having all technical documentation at hand is always helpful. With FieldBuddy, it’s even easier because you can add all this documentation to the installation record. This way, the technician always has the necessary manuals, instruction cards, photos, and machine records readily available.

        Installation history in the mobile app

        For each installation, a complete history of performed tasks is available. This allows the technician to see the actions that have been taken in the past.

        Insights into installation history in the customer portal

        Customers can view the maintenance history of the installation. 

        Features for Communication

        Field service app

        Your field service employees always have all the information at hand that they need, such as work orders, planning, service history, contracts and much more.

        iOS and Android

        FieldBuddy supports all major operating systems.

        Tablet, smartphone, laptop

        Complete freedom through a wide choice of supported devices.

        Offline mode

        No connection? No problem! Our mobile app is fully functional offline.

        Activities, parts and other expenses

        Add these items to the work order from predefined lists, synced with your accounting or other external systems when needed. Also, refer to the Integrations section.

        Timesheets and mileage

        Easily track time and mileage in the app.

        Barcode scanner

        Save time and scan parts or installations with barcodes and QR.

        Forms and checklists

        Create your own forms and checklists and link these to specific activities or parts.

        Documents and pictures

        Attach documents and pictures to the work order, either by the back-office of by the technician in the mobile app.

        Digital signature

        Customers digitally sign work orders  in the app for approval.

        Installation history

        Always keep an overview of the complete service history of an installation.

        Navigation

        Start your favorite navigation app from FieldBuddy without having to enter addresses manually.

        Smart forms

        Create smarter forms that will simplify the technician’s work. Fields and sections within these forms can dynamically change based upon the technician’s input.

        Custom page layouts

        Customise the page layouts so they show the information that is relevant to your business.

        GPS

        Know where your technicians are located and also trigger automated actions like sending your customers a notification when the technician is on its way.

        New work orders in app

        Technicians can create their own work orders in the app without being dependent on the back-office.

        Multiple work order layouts

        The work order layout can be adjusted, based on certain criteria such as the type of work, the installation type or the business unit. 

        Work order validation rules

        Validation rules verify that the data a technician enters into a work order meet your standards and prevent errors.

        Predefined work order templates

        With predefined templates, the system will automatically add necessary parts and activities to the work order, based on the type of installation or type of service.

        Custom buttons, links, actions

        With custom buttons and links, the technician can trigger automated actions, such as changing the owner of the work order or send a message to the customer.

        Formula plugin

        Need more complex calculations than primary school algebra? We’ve got you covered! Our ‘Excel-like’ formula plugin gives you the calculation power you need.

        Customer portal

        Let your customer easily plan appointments and request service with the customer portal. Save time by eliminating unnecessary calls & emails.

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        Customer Support

        Allow customers to create service requests and ask questions 24/7 through the customer portal.
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        Knowledge Center

        Provide customers and employees access to relevant documents and information so that everyone can find the right answers faster.
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        View Invoices

        The customer has immediate access to their invoices.
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        Insight into Installation History

        The customer can view the maintenance history of the installation.

        Invoicing

        Transform work orders automatically into invoices. Send it directly to your customer or to your favorite ERP or bookkeeping software.

        Accounting system integration

        FieldBuddy send all information to your accounting system so you can immediately create and send your customer invoices.

        Automated invoice dispatching

        After completion of the work order, you can also sent a PDF invoice directly from FieldBuddy.

        Custom invoice template

        Customise the invoice layout to suit your brand and to make sure all pertinent information about the transaction is included.

        Recurring invoices

        Automatically generate and send recurring invoices for your subscriptions and service agreement.

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        Collect invoices

        Gather all your invoices in one overview and gain insight into all performed tasks and the corresponding invoices. This simplifies the management and control of financial aspects within Field Service Management.

        Features for Analytics

        Analytics

        Which equipment breaks down most often? And how many service requests are open for more than a week? Get full insight and start optimizing your processes.

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        Standard reports and dashboards

        Diverse reports and dashboards are included as standard in FieldBuddy. These provide you with insights and assist you in managing service processes.

        Reporting Snapshots

        With reporting snapshots (a copy of a dataset at a specific moment), you can discover developments and trends and easily report on historical data.
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        Report notifications

        When you subscribe to a report, you will automatically receive a notification when values in the report meet specific criteria.
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        Export to Excel

        You can export all reports to Excel for further analysis or to share them with others.

        Report Builder

        Use the drag-and-drop Report Builder to easily create your own reports using all available data in FieldBuddy.

        Schedule and send

        Get the latest report data in your inbox without having to run the report manually. Get the data automatically at regular intervals you specify, through scheduling on a daily, weekly, or monthly basis.

        Dashboard Builder

        Use Dashboard Builder to visually display the key metrics and trends of your service organization. For each dashboard component there is a single underlying report.

        Viewable from multiple devices

        Access the reports and dashboards through the app on your smartphone or tablet. As a manager, you now have the necessary management information at your fingertips, wherever and on any device.

        Features for the Platform

        Integrations

        FieldBuddy integrates with all your favorite back office systems. FieldBuddy is designed to integrate with any software. Anything is possible. 

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        FieldBuddy Connect

        FieldBuddy easily integrates with other systems thanks to its out-of-the-box standard interfaces. This service is part of FieldBuddy Connect.
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        Open API

        We can integrate with almost any system using our Open API. Inquire about the possibilities.

        Automation

        Use the flow builder or process builder to build any automation you want. Simply use drag and drop to build. Start automating today and become fully digital.

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        Flow Designer

        With the flow designer, you can create screens and wizards that help the end-user easily find the information they need and navigate through processes in a user-friendly way.

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        Validation Rules

        Using validation rules ensures optimal data quality. All data saved in a record by an end-user is immediately checked based on set criteria.

        Automating with Code

        With processes and workflows, you can usually implement all your business logic without the need for programming work. However, if you have specific requirements that are not covered by these, it’s good to know that FieldBuddy also offers a powerful development environment.

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        Process Builder

        With the process builder, you can automate manual routine tasks in the service process, such as sending emails, appointment confirmations, and updating records.
        Prevent errors with built-in checks and receive warnings for incorrect data.
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        Approval Processes

        An approval process automates how records are approved in FieldBuddy. For example, a work order completed by a technician may need approval from an indoor employee before sending the invoice to the customer.

        Inventory management

        Organize your parts, returns, and inventory. Make sure field service employees are always on location with the right parts and send registered consumption to any other software.

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        Register consumption of parts

        Keep track of which parts have been used during tasks, so you always have an overview of your consumption history.

        Register return parts

        Keep track of which parts are being returned and manage the return process for streamlined inventory handling.

        Register required parts for future tasks

        Plan ahead by registering the parts needed for future tasks, so you can order in time and work efficiently.

        Overview of your consumption of specific parts

        Gain insight into how often certain parts are used, allowing you to optimize your inventory and save costs.

        Insight into the movements of parts

        Track the movements of parts between different warehouses. This way, you avoid mistakes and are always up to date.

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        Dashboard and reports

        Get a clear dashboard and generate reports to analyze and optimize all data in inventory management.

        Integration with ERP or accounting software

        Integrate seamlessly with your ERP or accounting software, so the consumption of parts is automatically communicated for accurate record-keeping.

        Overview of your current stock levels of parts per warehouse

        Keep track of the current stock levels of parts in each warehouse, so you always know what’s available.

        field service integraties

        Seamlessly integrate with your favorite software

        All integrations are possible

        Frequently asked questions about industries

        Do you have a field service that needs to be planned? Then FieldBuddy is right for you. FieldBuddy has customers from different industries. Such as solar panels, ventilation units, electric doors, electric buses and bikes, boilers and much more. In which there is always a service process. Like install, repair, maintain, preventive maintenance, certification, testing and inspection etc. FieldBuddy is built to be flexible and scalable. Whatever your service process looks like, FieldBuddy adapts to you. Our experts can help and advise you on this.

        Yes, often FieldBuddy does. FieldBuddy offers most field service functionalities. Certainly just about everything FieldBuddy has to offer is described above. If you want to know more contact one of our product experts.

        Sure. That's just how FieldBuddy is built. FieldBuddy is completely configurable, which means it doesn't require a developer.

        Not convinced yet? Let's have a chat to see how we can help you.

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