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Compare the packages

Real-time Planning
Starter
Professional
Enterprise
Drag-and-drop
Use the drag-and-drop interface to plan work orders easily.
Starter
Professional
Enterprise
Adjustable listviews
Keep track of work orders with selectable columns and filters.
Starter
Professional
Enterprise
Timeslots
Technician schedules aren't always down to the minute, divide the days into configurable timeslots for faster and easier planning.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
Capacity planning
Keep a clear overview of the amount of work to be scheduled and the available resource capacity.
Starter
Professional
Enterprise
Route optimization
Create optimized and cost-effective routes and save valuable time and fuel costs.
Starter
Professional
Enterprise
Mobile App
Starter
Professional
Enterprise
iOS, Windows, Android
FieldBuddy supports all major operating systems.
Starter
Professional
Enterprise
Tablet, smartphone, laptop
Complete freedom through a wide choice of supported devices.
Starter
Professional
Enterprise
Offline mode
No connection? No problem! Our mobile app is fully functional offline.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
Timesheets and mileage
Easily track time and mileage in the app.
Starter
Professional
Enterprise
Barcode scanner
Save time and scan parts or installations with barcodes and QR.
Starter
Professional
Enterprise
Forms and checklists
Create your own forms and checklists and link these to specific activities or parts.
Starter
Professional
Enterprise
Digital signature
Customers digitally sign work orders in the app for approval.
Starter
Professional
Enterprise
Documents and pictures
Attach documents and pictures to the work order, either by the back-office of by the technician in the mobile app.
Starter
Professional
Enterprise
Navigation
Start your favorite navigation app from FieldBuddy without having to enter addresses manually.
Starter
Professional
Enterprise
Installation history
Always keep an overview of the complete service history of an installation.
Starter
Professional
Enterprise
Custom page layouts
Customise the page layouts so they show the information that is relevant to your business.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
New work orders in app
Technicians can create their own work orders in the app without being dependent on the back-office.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
Work order validation rules
Validation rules verify that the data a technician enters into a work order meet your standards and prevent errors.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
Process Automation
Starter
Professional
Enterprise
Process Builder
Process Builder is a point-and-click tool that lets you easily automate your 'if this, then do that' processes and see a graphical representation of your process as you build.
Starter
Professional
Enterprise
Flow Designer
Flow Designer is a point-and-click tool that lets you automate business processes by building flows. A flow can be a wizard to display information to and request information from a user and then to perform an action on the information entered.
Starter
Professional
Enterprise
Approval processes
An approval process automates how you approve records in FieldBuddy, e.g., timesheet approval by a manager.
Starter
Professional
Enterprise
Validation rules
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. When the data does not pass the validation rules, the user receives an error.
Starter
Professional
Enterprise
Automate with code
There are many actions that you can take using point-and-click, however, sometimes you want just a bit more control over the features. That's when we leverage the power of code.
Starter
Professional
Enterprise
Contracts and Installations
Starter
Professional
Enterprise
Installation management
Keep track of all your serviced installations and register all associated data such as installation type, installation date, last service date, serial number, etc.
Starter
Professional
Enterprise
Location management
Manage your customer sites and register the installations for every site.
Starter
Professional
Enterprise
Technical documentation
Attach and store documents relevant to the installations that you service, e.g., installation manuals, images and user guides.
Starter
Professional
Enterprise
Contract management
Track the agreements with your customers for the types of services you provide such as warranties, subscriptions, and service level agreements, and the installations that are covered by the agreement.
Starter
Professional
Enterprise
Installation hierarchy
Create parent-child relationships to represent installations with multiple components.
Starter
Professional
Enterprise
Preventive maintenance
Configure service plans for your customers that will automatically generate recurring work orders to ensure that you will maintain the installations before issues occur.
Starter
Professional
Enterprise
SLAs
Register and monitor the level of support you promised to your customers such as response and arrival times.
Starter
Professional
Enterprise
Warranties and entitlements
Register all the warranty and entitlement details, such as the duration of the warranty and which parts the warranty covers.
Starter
Professional
Enterprise
Parts Management
Starter
Professional
Enterprise
Track parts
Track required and used parts during the scheduling and execution of work orders. FieldBuddy can sent the usage to your accounting or ERP system for invoicing and replenishment. Also, refer to the Integration section.
Starter
Professional
Enterprise
Current inventory levels
Current inventory levels can be retrieved from your ERP or accounting system and made available for your planners and technicians within FieldBuddy.
Starter
Professional
Enterprise
Inventory management
Keeping track of inventory levels for multiple locations and transfers between those locations. You always know exactly where each item or material is located: in the van, depot or warehouse.
Starter
Professional
Enterprise
Returns and repairs management
Returns and repairs management can be complicated. FieldBuddy helps you to effectively manage your return material authorization (RMA) and return to vendor (RTV) processes.
Starter
Professional
Enterprise
Invoicing
Starter
Professional
Enterprise
Accounting system integration
FieldBuddy send all information to your accounting system so you can immediately create and send your customer invoices.
Starter
Professional
Enterprise
Automated invoice dispatching
After completion of the work order, you can also sent a PDF invoice directly from FieldBuddy.
Starter
Professional
Enterprise
Custom invoice template
Customise the invoice layout to suit your brand and to make sure all pertinent information about the transaction is included.
Starter
Professional
Enterprise
Recurring invoices
Automatically generate and send recurring invoices for your subscriptions and service agreement.
Starter
Professional
Enterprise
Collective invoices
Make your invoicing more efficient and customer friendly by combining the results of individual invoices together in a collective invoicing.
Starter
Professional
Enterprise
Monitoring and Analysis
Starter
Professional
Enterprise
Standard reports and dashboards
FieldBuddy includes standard reports and dashboards to give you the information and insight to manage and optimize your service processes.
Starter
Professional
Enterprise
Report Builder
Use the drag-and-drop Report Builder to easily create your own reports using all available data in FieldBuddy.
Starter
Professional
Enterprise
Dashboard Builder
Use Dashboard Builder to visually display the key metrics and trends of your service organization. Fot each dashboard component there is a single underlying report.
Starter
Professional
Enterprise
Export to Excel
You can export all reports to Excel for further analysis or to share them with others.
Starter
Professional
Enterprise
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.
Starter
Professional
Enterprise
Report notifications
Subscribe to a report, specify conditions, and receive personal notifications when the the report data meets those conditions.
Starter
Professional
Enterprise
Smartphone and tablet
View the reports and dashboards on your smartphone or tablet. As a manager, you can now monitor your service business everywhere, and on every device.
Starter
Professional
Enterprise
Reporting snapshots
Reporting snapshots (a snapshot of a dataset at a certain time) allows you to easily report on historical data.
Starter
Professional
Enterprise
Customer Portal
Starter
Professional
Enterprise
Customer support
Customers can request services and ask questions 24/7 in your FieldBuddy customer portal.
Starter
Professional
Enterprise
Knowledge base
Help your employees and customers find answers fast with an online, searchable knowledge base.
Starter
Professional
Enterprise
Retrieve invoices
Make your customer invoices available in the customer portal.
Starter
Professional
Enterprise
Overview of installation history
Your customers always have a clear overview of the service history of their installations.
Starter
Professional
Enterprise
Integrations
Starter
Professional
Enterprise
FieldBuddy Connect
FieldBuddy easily integrates with your accounting and other external systems wit out-of-the-box connectors.
Starter
Professional
Enterprise
Open API
We can integrate with virtually every system with our Open API. Contact us to learn more.
Starter
Professional
Enterprise
*These are add-ons. Please contact us for more information.

FAQ

What is FieldBuddy?

FieldBuddy is an end to end field service solution that entails everything you need for an optimal staff planning and efficient service process.

When can I start using FieldBuddy?

When you signed the contract the lead time is 1 to 2 months.

What is included in my subscription?

A FieldBuddy subscription provides you access to the Service Centre, the Dispatch Panel, FieldBuddy Mobile, FieldBuddy Swift and FieldBuddy Connect. In addition, you have our support team at your disposal on workdays.

What integration options are there?

FieldBuddy seamlessly integrations with all your existing back office systems, administrative systems and ERP systems.

What are the start up costs?

The startup costs depend on your situation and your wishes. They start at 3500 euro.

Do I need to purchase any hardware?

Yes. You can decide which device your employees use. FieldBuddy runs on iOS, Windows and Android.

How secure is FieldBuddy?

Communication between FieldBuddy Mobile and the FieldBuddy Service Center takes place through a secure connection. The FieldBuddy Service Center is an cloud application, build on the Force.com platform. This platform is well-secured and uses, amongst other security measures, two-step verification.

Where is my data stored?

We use European server parks in the United Kingdom, France and Germany.

Can I request a free trail?

Yes, that is possible. We would like to provide you with a free online demo first. If you want to test the software more thoroughly you can request a free trail subscription for 30 days.

Is customization possible?

Absolutely. Please contact us. We will discuss your wishes and come up with a solution.