About Fieldmagic

Fieldmagic is a complete field service software designed for fire services, HVAC, electrical, plumbing, IT and field servicing industries. Features include a full CRM, job management, quoting, time and materials, fixed price jobs, purchase orders, staged invoicing, and technician geolocation. The platform is highly configurable and provides users with custom fields and an open API.

Job management features enable users to schedule various types of jobs including maintenance, minor work and projects, each with their own workflows and configurations at technician, client and organization level. Users can track time and materials to ensure billable expenses are appropriately invoiced, as well as attach photos of receipts or parts via Fieldmagic’s mobile app.

The quoting engine allows users to create and keep track of open quotes with contextual information against sites and companies. The platform's forecasts view helps organizations to keep track of new business for the period, allowing sales management to assign forecast quotas to each representative. Fieldmagic’s checklist builder lets users build questions with drop-down values, define compliance pass and fail values, and more.

Integration with the Flexidocs document generation tool provides users with online and in-person eSigning capabilities and allows documents to be sent, returned, and safely archived within Fieldmagic. The mobile app allows field technicians to access and provide all job related information while on site, including time and materials logging and destination navigation via the built-in GPS tracking tool. The platform integrates with various third party applications for accounting, email marketing, relationship analytics, and more.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription
Pricing plans
Free Trial

Key benefits of Fieldmagic

  • Fieldmagic was built on top of SugarCRM for a feature rich service platform that enables users to see linked sites against clients.

  • Users can streamline their entire workflow from sales, to administration, to job completion including quoting and scheduling for maintenance.

  • Fieldmagic allows users to build a range of checklists that automatically display against relevant maintenance job assets accessible via mobile device.

  • Integration with 'Flexidocs', a document generation tool, enables organizations to go entirely paperless including built-in eSigning capabilities.

  • Integration with Xero and MYOB enables users to generate invoices directly from the Fieldmagic platform as well as synchronize client and invoice details.

    • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Australia, Canada, United Kingdom, New Zealand, United States

    Supported Languages

    English, Spanish

    Pricing starting from:

    US$29.00/month

    • Free Version
    • Free Trial
    • Subscription
    Pricing plans
    Free Trial

    Images

    Fieldmagic Software - Modern field service & asset inspection software with CRM, quoting, scheduling, billing, reporting & offline mobile app.
    Fieldmagic Software - With Fieldmagic Mobile for iOS and Android, capture job data including notes, travel and job time, before and after photos, customer signatures and much more.
    Fieldmagic Software - Complete end-to-end asset management and inspection with fault handling that streamlines data capture and compliance reporting
    Fieldmagic Software - Fieldmagic includes built-in CRM features including Lead Management, Quoting, Email Archiving, Activity Management, File Storage and much more. This provides a complete solution for businesses looking to better gain a complete view of their customers.
    Fieldmagic Software - The platform integrates out-of-the-box with a number of widely used accounting systems, including Xero, MYOB, QuickBooks and Reckon Accounts Hosted. For any other system that requires integration, Fieldmagic has a REST API to support other systems
    View 6 more
    Fieldmagic video
    Fieldmagic Software - Modern field service & asset inspection software with CRM, quoting, scheduling, billing, reporting & offline mobile app.
    Fieldmagic Software - With Fieldmagic Mobile for iOS and Android, capture job data including notes, travel and job time, before and after photos, customer signatures and much more.
    Fieldmagic Software - Complete end-to-end asset management and inspection with fault handling that streamlines data capture and compliance reporting
    Fieldmagic Software - Fieldmagic includes built-in CRM features including Lead Management, Quoting, Email Archiving, Activity Management, File Storage and much more. This provides a complete solution for businesses looking to better gain a complete view of their customers.
    Fieldmagic Software - The platform integrates out-of-the-box with a number of widely used accounting systems, including Xero, MYOB, QuickBooks and Reckon Accounts Hosted. For any other system that requires integration, Fieldmagic has a REST API to support other systems

    Features

    Total features of Fieldmagic: 94

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Asset Tracking Software
    • Automated Scheduling
    • Barcode/Ticket Scanning
    • Barcoding/RFID
    • Billing & Invoicing
    • CRM Software
    • Calendar Management
    • Calibration Management Software
    • Client Portal
    • Collaboration Tools
    • Commercial Properties
    • Commercial/Industrial
    • Compliance Management
    • Confirmation/Reminders
    • Contact Database
    • Contract/License Management
    • Cost Estimating
    • Customer Database
    • Customer History
    • Customer Portal
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Dispatch Management
    • Document Management Software
    • Document Storage
    • Drag & Drop
    • Electronic Signature
    • Equipment Maintenance Software
    • Equipment Tracking
    • Estimating
    • File Storage
    • For HVAC Companies
    • For Plumbing Industry
    • GPS
    • Historical Reporting
    • Inspection Management
    • Inventory Control Software
    • Inventory Management Software
    • Inventory Tracking
    • Invoice Management
    • Job Management
    • Job Scheduling
    • Job Tracking
    • Labor Rates
    • Location Tracking
    • Maintenance Scheduling
    • Mobile Access
    • Mobile App
    • Mobile Signature Capture
    • Multi-Location
    • Online Time Clock
    • Payment Collection in the Field
    • Predictive Maintenance
    • Preventive Maintenance Software
    • Purchase Order Management
    • QuickBooks Integration
    • Quotes/Estimates
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real-time Updates
    • Recurring Appointments
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Routing
    • SMS Messaging
    • Scheduling Software
    • Search/Filter
    • Self Service Portal
    • Service History
    • Status Tracking
    • Takeoff Software
    • Task Management Software
    • Task Scheduling
    • Technician Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Tracking Software
    • To-Do List
    • Work Order Creation
    • Work Order Management
    • Workflow Management Software

    Alternatives

    Fiix

    4.5
    #0 Alternative to Fieldmagic
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    SAP SuccessFactors HXM Suite

    4.0
    #1 Alternative to Fieldmagic
    SuccessFactors from SAP is a Human Experience Management (HXM) suite covers payroll, employee development, performance...
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    FieldAware

    3.3
    #2 Alternative to Fieldmagic
    FieldAware's mobile app and web-based software provide businesses with the power, intelligence and flexibility to build...
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    Workever

    4.5
    #3 Alternative to Fieldmagic
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    Reviews

    Overall rating

    4.6 /5
    (14)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.7/5

    Already have Fieldmagic?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 14 Read all reviews
    Showing 5 reviews of 14
    Graham
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Exactly what we needed - cost effective, smart, adaptable, responsive, well suported.

    Reviewed on 1/27/2021

    Excellent. Data setup and import will require some help, but once we got started we found it easy...

    Excellent. Data setup and import will require some help, but once we got started we found it easy and accurate. Actual use of the product is simple and reliable. Support is great, and communication and responsiveness is excellent.

    Pros

    As a small and developing business in a heavily regulated and procedural industry (vertical transportation - lifts) Fieldmagic offered the flexibility and adaptability to accommodate our needs, processes and datasets. It can store what we need, present it how we want, and match the processes we have and must use.

    It is cost effective, even at the top tier which we have elected to use. The mobile client is effective and simple.

    The team behind Fieldmagic are also rapidly evolving the product and will accept and act on needed bug fixes, desired changes and development suggestions faster than any software house I have ever dealt with.

    Day to day support is brilliant. Very happy with our interactions with the FM team and our "Customer Success Manager" in particular.

    Cons

    Like many browser/cloud based products it works well almost anywhere, but the portability imposes some limits. Printing and file handling is a little clumsy (although we are working to be close to paperless) and some functions in this area feel a little raw. Standard outputs/reports are a little basic. The ability to create intricate, automated, self-adapting output documents counters this but does require some effort.

    The program has a couple of areas where speed can occasionally be an issue, but in general the platform is very responsive.

    Alternatives Considered

    Workever, Bitrix24 and Fergus

    Reasons for Switching to Fieldmagic

    Checklist feature and functions got our attention. Cost effectiveness was key. Also a degree of parochialism - FM is Australian based as are we and this has advantages in that support is easy, aware of local conditions and in time zone. FInally after talking to the team at FM it was clear they had a clear vision for the product, a good roadmap and weren't put off by dealing with a small client. In the end it was an easy decision.
    Gordon
    Overall rating
    • Industry: Environmental Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Fieldmagic .....a winner in Field Service Technology

    Reviewed on 12/14/2019

    A great platform to carry out all the basics of the service industry with the ability to then...

    A great platform to carry out all the basics of the service industry with the ability to then tailor the more advanced features to help grow your company and make the bottom line more efficient.

    Pros

    Loads of features to enhance your business and customer service experience.

    Cons

    Need more time to get the most out of it.

    Alternatives Considered

    ServiceM8 and simPRO

    Reasons for Choosing Fieldmagic

    Fieldaware were not flexible enough and forthcoming enough to cater for our needs.

    Switched From

    FieldAware

    Reasons for Switching to Fieldmagic

    More advanced and like the guys at Fieldmagic. They were willing to work with us and help develop our software whilst we grew the business.
    Kent
    Overall rating
    • Industry: Medical Devices
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 6.0 /10

    FM - Activtec

    Reviewed on 4/2/2020

    average

    average

    Pros

    the control is good, it keeps good records and tracking

    Cons

    it initially said it links with MYOB, but it dosent?? - this is very very very expensive for us

    Fletcher
    Overall rating
    • Industry: Medical Devices
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Field Magic Review

    Reviewed on 4/8/2020

    My overall experience is definitely positive and I will continue to use Field Magic. It has allowed...

    My overall experience is definitely positive and I will continue to use Field Magic. It has allowed use to manage our jobs very clearly as well as having very solid job reports and asset tracking.

    Awesome system.

    Pros

    The best feature of this software in mind is its versatility, it can be used as a CRM and Job management system all in one. We are able to run and control all our jobs through this system while also being able to get valuable contact information to send our EDM's and marketing information.

    Cons

    Its hard to say but I think what I least enjoy about this software is its overall usability. Its getting better and I think will continue to get better but there are little areas that are still very impractical. A good example of this would be the "Reports" tab, trying to create reports is very difficult and can really only be done after you are experienced as a Field Magic user. I have been using Field Magic for about 8 months and still cant create reports that I need.

    Winston
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Awesome product that is easy to use

    Reviewed on 3/29/2020

    We have sorted our service admin side with this app as we can see what each job is at with a single...

    We have sorted our service admin side with this app as we can see what each job is at with a single click of a button.

    Pros

    It is very easy to use and train new people to use. It really has not given us any problems over the 3 years that we have used it. It is also really good for our customers as it has an awesome and simple asset tracking system. We also store all our customer data in FM.

    Cons

    It is sometimes hard to use when mobile coverage is poor. Its not a big problem as most places have Wi-Fi now anyway/.

    Alternatives Considered

    SAP SuccessFactors HXM Suite, Fiix and Microsoft 365

    Reasons for Switching to Fieldmagic

    FM was so much easier to use and the App is brilliant
    Showing 5 reviews of 14 Read all reviews

    Fieldmagic FAQs

    Below are some frequently asked questions for Fieldmagic.

    Fieldmagic offers the following pricing plans:

    Field Users: Starting at $9 per user/month Web Interface Users: Starting at $29 per user/month (full CRM)

    Fieldmagic has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Fieldmagic supports the following languages:

    English, Spanish

    Fieldmagic supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Fieldmagic integrates with the following applications:

    MYOB Business, Mailchimp, NetSuite, PropertyMe, QuickBooks Online Advanced, Reckon One, SAP Business One, Saasu, SugarCRM, Xero

    Fieldmagic offers the following support options:

    Email/Help Desk, Knowledge Base Software, 24/7 (Live rep), Chat

    Related categories

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