Field management app for service contractors
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James Daniel
THIS IS A MUST. We need a field service app for service contractors that need to manage and monitor their employee trucks on the road, going to jobs, updating customers with SMS on arrivals, photo/video saving feature that is accessible by company and clients (in a client portal) for before and after photos of work done. with invoices unpaid and paid options, etc. I PROMISE IF YOU DO THIS, you will be tackling a huge part of the market you aren't hitting yet, running up against JOBBER and its alternatives.
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C
Charlietest dummertest
Need this!
B
Brian Davis
Disagree...there are plenty of options that can be integrated with GHL. Let's stick to marketing and communications and get really good at that.
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Brandon Fertig
Brian Davis name one
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Brian Mungo
Brandon Fertig I'm with you - waiting for Brian to tell us how....
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Ryan Primm
fieldtask.io claims to be exactly this. However I checked the app marketplace to download and it's not there. Thoughts??
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Michelle Estrada
Really need a solution within GHL that can function like Workiz.com
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Brandon Fertig
This is likely what will stop us from moving forward with GHL. It's not for service, not for technicians, and not for our customers.
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Brian Davis
Brandon Fertig It's a marketing platform not service management software. I'm not cancelling quick books because of the lack of marketing features because its accounting software not marketing.
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Info BugBros
This. Being able to have reoccurring subscriptions as well. Where I can route a monthly, quarterly, or annual appointment. We have a ton of APIs between Field Routes and HL because the CRM functionality of Field Routes does not do all the amazing stuff HL does, but we have to have a routing software because HL does not do it.
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Mo Daka
I agree with you James
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Daniel Bennett
you right, I wish they will do something like workiz.com
They have the option to create invoices and estimates in the contact/operatority area.
You can add job expenses under the client invoice. only the contractor can see. for example, how much the labor costs, how much product, and material. Later, you will have the report)
They also have the option that the service technician can close the job, update the closing price update the material cost
and have a report. (and also technician commission report)
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Ted Williamson
Workflow management as well tasks projects with notes and attachments, etc.
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Jason Isla
I have found this as an issue as well. There is white label software that can be linked with a custom menu link. Probably the best solution until the HL team can tackle that. Seems like an entirely new and separate field of expertise than the other items in HL.
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Momentum Pro
Jason Isla: What software is this?
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Hytros Labs
Jason Isla same question as Momentum Pro, can you share? Thanks!
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Nolan Terry
Hytros Labs any update on the name?
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Brian Mungo
Jason Isla any update on what that white label sofware is??
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