Field Complete Under the Microscope: Insights from Our Video Review

The review kicks off with a glance at the Field Complete dashboard, which impressed with its clean and intuitive layout. Key metrics, including sales figures, outstanding invoices, a technician performance leaderboard, and pending jobs, are effortlessly accessible right from the start.

One standout feature is our user-friendly, tab-based navigation. Users can easily access different sections—like dispatching, customer profiles, and projects—while organizing them as draggable tabs for a customized workspace. This feature promotes efficient multitasking and ensures a smooth user experience.

Our software is organized around a logical hierarchy of “Projects,” which can include multiple “Jobs.” This structure is particularly beneficial for larger-scale work that requires numerous appointments and phases, enabling users to manage related tasks, invoices, and communications under one project umbrella.

The video review explores the essential features that make Field Complete a great choice:

• Job & Project Management: Users can create detailed jobs, assign technicians, set schedules, and track progress from estimation to completion. The platform includes budget tracking, file attachments (like before-and-after photos), and a comprehensive job history.
• Estimating & Invoicing: Users can generate detailed estimates with line items drawn from a managed Price Book. Once clients approve an estimate, it can be easily converted into a job. The flexibility to customize which line items customers see before sending is also highlighted.
• Customer Management: Each client has a dedicated “customer card” displaying their contact information, project history, and revenue generated. This feature provides a quick overview of each business relationship, helping users stay organized and informed.
• Communication: Our built-in messaging system allows for direct communication with clients within the project, keeping all correspondence in one place and making interactions more efficient.
• Mobile App: The mobile interface is designed for technicians, providing a streamlined job card with all the necessary information, such as customer details, tasks, messages, and job history. Technicians can update job statuses in real-time, ensuring the office is always informed.