Automation solutions for service technicians. Works with all your existing solutions and CRMs.
There are a lot of different field team beat plan software programs out there, and it can be tough to choose the right one. But don't worry - we're here to help.
We've compiled a list of our top five picks for the best field service Beat planning software for 2023.
(P.S: If you want a detailed walkthrough on choosing the best route optimization software, check out this article here)
Now, without further ado, let's dive into our list
Fieldproxy is the ultimate tool for end-to-end visit planning and is the all-in-one service management software for all of their field operations.
This feature-rich software product is designed to assist managers in various industries, including cleaning services, ISPs, electrical equipment manufacturers, and HVAC service businesses, in collecting data in a more organized format.
Fieldproxy allows managers to easily create automated workflows for their employees and assign tasks to agents through the web dashboard. The user-friendly mobile app enables field agents to update tasks as they are completed and provides real-time updates to managers.
The software also includes special workflows designed to ensure the safety and security of on-site field agents. During the pandemic, these features were especially useful for tracking contact, hygiene compliance, and accountability.
Fieldproxy’s feature-rich cloud-based application brings all your field tasks under one roof with the most interactive web application and highly capable mobile app. The heavy-duty software provides ample features like:
BeatRoute is a sales enablement platform that enables collaboration between their sales teams, channel partners, and B2B customers.
More accurately, it is a modular field sales management platform that helps companies with territory and visit management. It’s a good solution with a range of features like custom reports, data logs, and route maps, to name a few.
Prices start at $12 USD per user, and the reviews leave a bit to be desired.
Unolo is a mobile and web application that works to help managers keep an eye on field service activity, idle hours, and performance, and do this all seamlessly and cost-effectively. It’s completely cloud-based and offers integration with popular services. Unolo is also simple to use and saves a lot of time for businesses that need this kind of field service tracker daily.
There are only a handful of companies that do a better job than Unolo at field service management (one of them being Fieldproxy). They’re easy to use applications.
However, they cannot thoroughly customize how field services will be tracked, and to what degree. So essentially, you’re not in control of how much data about your field services is being tracked.
Read our full review on Unolo here
Leadsquared is a mobile and web application that works as a sales CRM and marketing automation software to help managers keep an eye on field service activity, idle hours, and performance, and do this all seamlessly and cost-effectively.
It’s completely cloud-based and offers integration with popular services. Leadsquared is also simple to use and saves a lot of time for businesses that need this kind of field service tracker daily. We’re done a complete review of Leadsquared vs Fieldproxy right over here, so be sure to check it out!
Innomaint is a software platform designed specifically for small scale businesses and is tailored toward inventory and asset management needs. It provides tools and features to help these businesses manage their operations more efficiently and effectively. Or so it seems at the surface.
We took a free trial of the Innomaint app to give you a feel of what it is like using the application. Read more about what we thought of Innomaint in this detailed review
A routing and attendance management system helps customer service reps manage service requests by automatically creating a ticket from platforms like Live Chat, Email, Call, Social media, or another platform.When an field agents receives a ticket, they can see all the customer data associated with it, which helps them resolve the issue quickly and efficiently.
As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing tickets to scheduling jobs and everything in between, keeping track of everything can be time-consuming and inefficient. That's where Fieldproxy comes in - an end-to-end field team management solution that aims to simplify these tasks and streamline operations.
One of the key features of Fieldproxy is its Beat planning system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.
Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.
Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.
In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.
With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.
Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time.
Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.
There’s always going to be visits that clash with your agents’ schedules or that are of immediate attention. Question is, will your current route management process be prepared to handle it? If not, then you might want to consider shifting to a new system.
The old way to go about this would be taking a look at all your visits scheduled for the day and find out which agent has more time on their hands, then see if they’re closer to the client’s place and schedule a visit.
At Fieldproxy, we do things a bit different. All you have to do is, head over to Fieldproxy’s AI visual builder, ask it a question, and it will show you actionable data for you to interact with, in 5 seconds.
You instantly know who’s available and who’s not, and allocating tasks to your agents becomes child’s play. The point is, if you’re not able to prioritize your visits for your agents, you will have a hard time scaling your operations.
So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.
If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you. Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.