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FieldAutomate CRM Review

Product Snapshot

Product Pricing

Platform is available in multiple plans:

  • Basic (2 users): Free
  • Standard (up to 5 users): $50 per month
  • Premium (6 to 20 users): $9.99 per month per employee
  • Enterprise (20+ users): contact vendor directly for quote
Technology

Platform is an on-premise solution

Customer Focus

Vendor works with small to midsized companies in the service industry

Select Customers

Contact vendor directly for case studies

About FieldAutomate CRM

FieldAutomate CRM FieldAutomate CRM is customer relationship management software that assists service providers with contract management, quote management, and scheduling and dispatching tasks. The platform supports real-time technician tracking, provides push message alerts concerning work orders and quotes, and integrates with QuickBooks in order to import and export customer data.

The software provides businesses with tools to generate quotes on-site, manage work orders and perform real-time scheduling and tracking tasks. Additionally, the platform is available as a mobile app in order to allow dispatchers and technicians to create and update job status on-site as well as for customers to remotely check the status of their work orders.

About FieldAutomate

FieldAutomate was founded in 2014 and is headquartered in Irving, Texas.

FieldAutomate CRM Key Features

  • Contract management
  • On-site quoting capabilities
  • Work order management
  • Real-time scheduling
  • Inventory tracking
  • Real-time job status tracking
  • Mobile and cloud accessibility

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