FieldOne Terra

terra

For the durability and control that comes with solid desktop software, consider keeping your business grounded with FieldOne Terra, our traditional, midmarket desktop platform. Whether you're managing customer records, dispatching technicians, or tracking available and used inventory, your industry faces unique field service challenges. FieldOne Terra provides you with an advanced solution to the unique challenges of each market segment. If your company manages up to 25 field techs, and prefers having full in-house control over software implementation, Terra is the FieldOne solution for you.

Based on FieldOne's tried-and-true software platform, Terra is a robust and customizable desktop solution for engaging in effective field service management.

FieldOne is packed with more than 200 features to help streamline your business processes.

The following are standard for both FieldOne Terra and FieldOne Sky. For more information about FieldOne Sky and its unique enterprise-level features, click here.

Service Call and Work Order Management

  • Client service request tracking
  • Track personal-hours for service requests
  • Inventory control for service requests
  • Service request delays
  • Wireless work order entry
  • Issue resolution with leveraging of appropriate tech skills
  • Job site matching with preferred tech
  • Full dispatching integration
  • Advanced problem and repair analysis
  • Priority specification for each call
  • Full reporting capabilities for Material Usage and Labor - by work type, problem code, account, job site, priority, profitability, hours, pay type, or other parameters
  • Automatic 'Trip Charge' on 'Job Site'
  • Predefined 'Minimum (initial) Charge' for Labor
  • Different pricing scheme options for different types of work, or specify pricing structure on customer level
  • Unlimited Parts Markups with the ability to specify different markups for different price ranges
  • Unlimited Labor Pricing options
  • Labor charges either by 'Fixed hourly rate', 'Fixed Rate' or by 'Markup on employee's cost'
  • Multiple Problem Codes assignment per Work Order Problem assignments to Customer Equipment for better history tracking
  • Advanced 'Problem Check List' feature
  • Marketing Campaign and revenue tracking by Campaign and Campaign Type
  • Unlimited 'sub status' creation for each system Work Order status

Dispatch and Scheduling

  • Advanced schedule views by day, days, week, work week, month for easier scheduling and workload allocation
  • Job scheduling by single tech, multiple techs or by crews
  • Schedule change notification
  • Unlimited customized schedule board view layouts per user
  • Familiar Microsoft Outlook® user interface
  • SMS messaging capability with schedule details from schedule board to technician
  • Advanced scheduling reports
  • Powerful technician routing and mapping features
  • Tech schedule routing with customizable starting and ending points: the 'Office (branch)', 'Employee's home' or a custom address
  • Schedule security customization Full "drag & drop" functionality
  • Customer signature capturing on Tablet PC or FieldOne Mobile
  • Color-coded schedule status
  • Detailed customer notes and internal note tracking
  • FieldOne Mobile integration
  • Option to specify company 'week working days', 'holidays' and company 'Start' and 'End' work time with a visual indication on the Schedule Board
  • Calendar Option to specify employees 'Lunch', 'week working days', 'holidays' and employee 'Start' and 'End' work time with a visual indication on the Schedule Board Calendar
  • Unlimited schedule slots per Work Order
  • Automatic conversion of completed schedules to billable labor
  • Ability to move uncompleted schedule slots to a different day, under same tech or to 'Unassigned' queue
  • Scheduling import capabilities from different data systems

GPS Vehicle Tracking - Mapping and Routing

  • Intuitive and interactive maps help keep track of tech service locations
  • Viewable, printable and email-able driving directions
  • Rearrangeable tech route directly on map
  • Customizable route starting and ending locations according to tech's home, branch or any other location
  • Directly integrated GPS vehicle data (to view current locations) In-depth trip detail, speed violation and sensor on/off reports
  • Maintenance reminders triggered by mileage and/or specific dates
  • Up-to-date technician and crew statuses
  • Vehicle efficiency increase with idle time and driving habit monitoring
  • Out-of-route trip and unauthorized, after-hour vehicle usage elimination
  • Fleet maintenance cost reduction
  • Customer service improvements

Proposal and Job Costing

  • Enterprise-class proposal and bid creation P&L tracking by job, job phase, individual transactions or multiple jobs
  • Advanced payment plan options
  • Powerful job billing features
  • Easy conversion from Estimation to Active Work Order
  • Job division in multiple stages and progress tracking
  • Complete Change Order tracking
  • Retainage tracking (useful for government jobs)
  • At-a-glance Estimated vs. Actual costs and profits
  • Integrated word processor to record proposal details
  • Unlimited revision saving for each proposal includes option to activate a past revision
  • Customizable Estimate templates, each with its own layout (with full report designer)
  • Purchase Order and Purchase Quotes (RFQ) creation directly from Estimates

Service Agreements

  • Automatic or Time of Service billing options
  • Parts and labor coverage details by amount, units or unlimited for coverage period Individual or complex recurring service schedule scenarios
  • Customizable automatic recurring billing schedule
  • Work order creation based on schedule agreements
  • Parts attachment for schedule maintenance
  • Full analysis of agreement coverage usage
  • Visual agreement coverage alert while creating Service Call
  • Simultaneous add-on recording and agreement invoice generation
  • Full word processing capabilities to record and print agreement details
  • Detailed costing and profitability analysis on service agreements
  • Access to work orders attached to agreements
  • Agreement notes transferrable to schedule notes

Purchasing Control

  • Reduce data entry time by creating Purchase Orders either manually or by pulling parts specified on Estimates
  • Specify an 'Expected Date' for the PO as a whole or for each individual part Track expected parts until a specific date
  • Specify Ship-To for each individual part on a PO as either 'Inventory' or 'Job Site'
  • Receive parts ordered
  • Track part costing discrepancy
  • Include multiple PO receipts per PO and multiple PO bills each PO
  • Receive parts directly to work order, saving on data entry and providing a precise P&L for jobs Integrate directly with PO quotes, purchase requisitions and related work orders
  • Use the optional approval process for POs
  • Track back ordered parts Cancel individual parts of a PO
  • Point 'n click PO receipts and PO bills
  • Create PO quotes where you list items of interest and specify vendors of interest; the system creates a separate quote for each vendor, without having to re-enter all items for each vendor
  • Save received pricing and quotes from vendors for future reference
  • List all pricing and quotes from lowest to highest
  • Create POs for the parts in question from all the vendors specified

Purchase Requisition Management

  • Allow field managers to request items needed
  • Specify notification list of individuals per job that should be notified about requests via email
  • Specify Approval List where all listed personnel would need to approve the request in order to allow processing
  • Define job budget details and automatically notify manager when there is a discrepancy between proposed budget and actual budget
  • Forward all discrepancy detail via email to defined notification list
  • Turn an approved requisition into a Purchase Order or PO Quote

Account Management

  • Track an unlimited number of clients
  • List unlimited number of job sites and buildings per client
  • List unlimited number of suites per building
  • Track jobs and service calls by account, job site and suite
  • Track invoices by account and job sites
  • Subdivide customer statements to job site level
  • Specify different billing addresses for each job site or use the accounts billing address
  • Place a credit hold or credit amount on specific accounts
  • Central 'Customer Alert' screen providing with alerts per customer while accessing customer transactions
  • Specify different pricing plans for parts and labor by individual account or work order type
  • See any account activity on one single and easy-to-use screen via the Customer Snapshot Screen
  • See any job site activity on one single easy-to-use screen via the Site Snapshot Screen
  • Open unlimited snapshot screens at a time and move from one account to another without losing focus
  • Get A/R aging for each account or individual job site with the click of a mouse
  • Create new transactions or modify existing ones right from the Customer Snapshot Screen
  • Integrate client credit card processing within the application
  • Add special pricing for a customer; specify a fixed price for any given part or specify start and end dates for that price, which overrides any pricing scheme specified on the work order
  • Add custom fields to the following objects: Customers, Job Sites, Employee, Agreement, Equipment, Work Order
  • Specify custom field data type
  • Set custom fields as 'required' for data entry
  • Specify which field is required on different objects in the program

Customer Relationship Management

  • Include unlimited number of contacts per account and unlimited number of contacts per job site
  • Add personal contact info (e.g. phone, cell, email) to each contact
  • Store contacts not related to any account
  • Convert unrelated contact into an account
  • Track unlimited notes per transaction
  • Add to each note a timestamp, subject, details and name of employee that created the note
  • Take notes on any transaction relating to client and access the notes on the Customer Snapshot Screen
  • Attach unlimited files of any type (e.g. Word, Excel, PDF, JPG) and website link to each transaction in the system
  • Click an attachment to open associated application and the specific file as well
  • Store unlimited number of pop-up alerts to any transaction in the system
  • Create alerts for different users in the corporation (if you have the sufficient rights)
  • Enable snooze alerts
  • See upcoming alerts
  • Open transactions where an alert is attached without having to search for that transaction

Customer Web Portal

  • Provide an advanced and intuitive AJAX-enabled web portal for your customers to log in, and:
  • Place service requests and see status updates
  • Record feedback on service requests; you can reply
  • View their work orders and schedules, as well as leave their feedback on their jobs
  • View invoice details, payments applied and amount due
  • Review invoices and payment history
  • Easily convert service requests to work orders or projects
  • Allow multiple logins per customer
  • Limit logins to certain job sites
  • Set up security on the company, customer or login level
  • Configure each feature to allow/disallow access to a company, customer or login level
  • Specify your own welcome page once a user has signed on
  • Run the portal for different company profiles with same server
  • Specify different sub-domains for different company profiles
  • Enable user control for sorting and grouping, and other visual elements

Office Manager Benefits

  • View of all aspects of your company
  • Perform relevant actions that pertain to a specific transaction
  • Open transactions directly from the Office Manager
  • Follow up with neglected accounts
  • Bill completed work orders and convert completed scheduled into billable work orders
  • Follow up on unscheduled or unassigned work orders
  • Follow up on pending proposals and convert them into active work orders
  • See and act upon all in-progress work orders
  • Track parts that are low in inventory and purchase them right from the Office Manager
  • Track and follow up on open PO quotes
  • View, approve and process PO requisitions right from the Office Manager Employee & Technician Management
  • Manage roles and individual security rights
  • Manage security rights (view, modify, no access) for all transaction types
  • Separate rights for Windows and Mobile applications
  • Specify skills for given employees
  • Color-code employees for visual indications on the schedule board
  • Specify different start and end work times for employees
  • Take advantage of full employee crew management
  • Track company assets to employees and work orders

Task Management

  • Include unlimited attachments to each transaction
  • Attach any file type (e.g. Word, Excel, PDF), picture, or website link
  • Click attachment to open associated application and the file as well
  • Create unlimited tasks for any transaction in the system
  • Track task by status, % completed, status types, status groups, etc.
  • Store unlimited pop-up alerts to any transaction in the system
  • Create alerts for different users in the corporation (assuming they have sufficient rights)
  • Snooze alerts for a later time
  • See upcoming alerts
  • Open transaction where an alert is attached, without having to search for that transaction
  • Integrate with Microsoft Word Mail Merge feature; works with any DataView in the system

Inventory Management

  • Track huge lists of items without slowing down your system
  • Classify items as stock or non-stock
  • Scan bar codes for item entry on work orders, estimates and purchase orders
  • Create part kits with powerful pricing options
  • Track serialized parts
  • Specify serial number when purchasing items and when consuming them on a work order, point and click the serial number of the item you are consuming
  • Add unlimited inventory locations (i.e. actual inventory location or technician's truck)
  • Specify different thresholds for each part of each inventory location
  • Specify different reorder points for each part of each inventory location
  • Receive alerts when you run low on any part for each inventory location
  • Transfer parts from one inventory location to another
  • Modify part details in bulk without the need to open each and every part separately
  • Define different unit measures for your items
  • Choose from multiple costing methods
  • Specify and track pricing for different vendors for each part; optionally specify a Start and End date for the pricing
  • Divide your parts by category and sub-category
  • Track details of an individual part -- when it was bought and sold -- in a single, easy-to-use screen Import vendor parts and pricing lists
  • Receive items directly into inventory or job sites
  • Automatically convert an item into customer equipment

Equipment Tracking

  • Track unlimited service on customer equipment so when the clients calls, you know all details of that piece of equipment
  • Track equipment by customer, job site or suite
  • Track details like manufacturer, model number, serial number, installed by (employee or vendor), install date, equipment location (basement, roof, etc.), warranty information
  • Store unlimited predefined custom fields with the powerful sub-items feature, and specify the type of data to hold
  • Add unlimited deep levels of sub-equipment
  • Attach equipment to work order, problem codes, parts or labor
  • Track history of previously performed work for equipment
  • Automatically convert an item into customer equipment

System Scalability and Security

  • Multi-Tier approach enables application to scale very well in enterprises of all sizes
  • Powerful, enterprise-grade Microsoft SQL Server hosts the database
  • Client computers have no access to database server (only to the application server), making deployment a breeze
  • Database does not have to be accessible when accessing applications over the web (either because your company has multiple branches or simply because you are trying to use the program either from home or hotel using a wireless connection to the server) which makes your data much more secure
  • Compression option for accessing data over an internet connection leads to better overall performance and scalability
  • All data from any type of client (e.g. Windows Application, FieldOne Mobile, Web Application) go through the same application server, ensuring data stability and consistency