Fix Your Field Management Woes with This Simple Solution

Are you tired of using excel sheets to manage your field team's data? Do you find that excel is not productive and takes countless hours to process? Say goodbye to these inefficiencies and streamline your field operations with reports based on your excel sheets.

4 min
June 24, 2023
Field Service Management

What's On This Page?

  • Introduction
  • Work Order Details
  • Equipment History
  • Parts Availabilty
  • Time Tracking
  • Customer Feedback
  • A Little Bit About Fieldproxy
  • Closing Thoughts


Field agents are tasked with the mundane job of recording a vast amount of data every day, which can be time-consuming and tedious. Most of this data is typically collected in Excel sheets, which can be difficult to manage, process, and analyze for managers.

Are you tired of spending countless hours sifting through endless rows and columns of data in Excel? Do you find it frustrating that Excel sheets are not productive, and instead slow down your work?

Excel may have been a useful tool in the past, but with the increase in data collection and analysis, it has become an outdated and inefficient tool for field agents.

The process of recording and processing data in Excel sheets can be a time-consuming and tedious task that slows down productivity and reduces efficiency. It's about time you moved on from Excel and that were Fieldproxy comes in to embrace more efficient and effective solution.

Here's how you can use reports based on your excel sheets, to help you streamline your field teams’ data:

  • Work Order Details
  • Equipment History
  • Parts Availabilty
  • Time Tracking
  • Customer Feedback

Work Order Management

Report provides you with all the information you need to manage your work orders, including customer details, service requirements, and special instructions. 

With Fieldproxy report, you can quickly and easily manage your work orders and ensure that your field team is working efficiently.

Equipment History

Report provides you with a detailed history of the equipment your field team is working on, including any previous repairs, maintenance, or issues that have been reported. This information can help you diagnose problems more quickly and provide better service to your customers.

Parts Availability

Quickly check the availability of parts needed for repairs, helping you avoid unnecessary trips to the warehouse or supply room. With Fieldproxy you can also create and submit parts requests right from the web app, streamlining the process of getting the parts you need to get the job done.

Time Tracking

Report enables you to track the time your field team spends on each job, ensuring that you are accurately logging their hours and enabling you to identify areas where you can improve their efficiency.

Customer Feedback

Report enables you to access feedback from customers about your field team's service, Fieldproxy helps you to identify areas where you can improve their performance and build stronger relationships with customers.

With Fieldproxy Reports, you can access all of this information and more in one convenient dashboard, simplifying your workflow and enabling you to complete your tasks more efficiently. Check Fieldproxy now and say hello to Fieldproxy reports 

A Little Bit About Fieldproxy

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.

Ticket Management Solutions

One of the key features of Fieldproxy is its ticket management 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.

Schedule Jobs For Field Agents

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.

Generate Quotes And Estimates

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.

Raise Invoices And Collect Payments

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.

Collect Valuable Customer Feedback 

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.

Dashboards And Reports

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.

Closing Thoughts

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.

Field News

Fix Your Field Management Woes with This Simple Solution

June 24, 2023
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