A No-Nonsense Review of Fieldpoint: Features, Pricing, Alternatives, and More!

Keeping track of work orders, dispatching, and job costing can quickly become overwhelming without the right tools. Fieldpoint offers features to enhance scheduling, invoicing, and integrations with your existing systems. 

See if it’s the right fit for your business by checking out our in-depth Fieldpoint review.

What Is Fieldpoint?

Fieldpoint is enterprise-level field service management (FSM) software designed to streamline operations for service-based businesses. 

It offers a broad suite of tools to help mid-sized and large organizations manage work orders, scheduling, dispatching, and real-time tracking of field teams. 

Fieldpoint enables dispatchers to assign tasks efficiently, monitor job progress, and even track technician locations on a map, which boosts productivity and service quality. 

It also provides built-in reporting and analytics to assess performance and identify areas for improvement. 

Fieldpoint Overview

Fieldpoint aims to be an end-to-end solution, from initial customer requests and quotes through job completion to final invoicing, all while integrating with back-office systems for a seamless workflow.

Its key features include: 

• Advanced work order management
• Intelligent scheduling and dispatching
• Mobile field service app (MobilePro)  
• Automated invoicing and integrations 
• Project and contract management 
• Business intelligence and reporting 
• Flexible deployment 

What it’s Like to Get Started With Fieldpoint

Getting started with Fieldpoint isn’t as simple as clicking a “Sign Up” button. This is because Fieldpoint does not offer an instant self-service free trial on its website. 

Instead, interested users must schedule a demo or contact Fieldpoint’s sales team for access. You can request a demo (with no credit card required) to evaluate the software, but expect the onboarding to involve a guided process with Fieldpoint’s team. 

During onboarding, Fieldpoint will provide training sessions to configure the system to your needs and help you familiarize yourself with its extensive features. 

This hands-on implementation process can be more time-consuming upfront but ensures the software is tuned to your business’s workflows. 

Smaller teams may find this burdensome, while larger organizations may appreciate the guided setup and customization.

The Web App Experience – Feature-Rich with a Steep Learning Curve

Fieldpoint’s web-based application is built for dispatchers, managers, and back-office teams who need a powerful tool to manage work orders, schedule technicians, and oversee field operations. 

While its feature set is extensive, the user interface is more functional than modern, catering primarily to enterprises prioritizing depth over design.

Upon logging in, you will be greeted with a dashboard consolidating Fieldpoint’s key metrics (open jobs, invoices, technician status, and more) into an information-dense layout. 

Navigation is structured around Fieldpoint’s core modules, such as Work Orders, Scheduling, Dispatch, and Invoicing, which you can access on the left-hand menu. 

The drag-and-drop scheduling and dispatch board is a standout feature, allowing you to assign technicians efficiently while integrating with maps for real-time tracking. 

The work order system, meanwhile, follows a tab-based format where you can gain granular control over labor, materials, expenses, attachments, and invoicing details.

Fieldpoint’s level of customization and automation is impressive. It reduces manual tasks and streamlines workflows, especially when integrated with QuickBooks, NetSuite, or Microsoft Dynamics. But it’s also a complex platform.

But the learning curve is steep. Some workflows or simple tasks require multiple steps to complete, so new users may find the system overwhelming. 

While Fieldpoint is structured for efficiency, it also feels somewhat outdated. It relies more on dense forms and lists than intuitive, modern design principles as well.

But once properly configured and understood, Fieldpoint becomes an indispensable operations hub for businesses with complex field service needs. It excels in scalability, job tracking, and workflow automation but demands time and training to unlock its full potential. 

For organizations that need depth, customization, and enterprise-level integrations, Fieldpoint delivers. But if you’re looking for an FSM platform that balances functionality with ease of use, there are smoother, more intuitive alternatives. 

Overall, it doesn’t have the flashiest UI, but it’s highly utilitarian. Once your team is trained, the Fieldpoint web app provides a powerful command center to manage field operations in real time.

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The Mobile App Experience – Organized and Task-Focused

Fieldpoint offers a dedicated iOS and Android mobile app called MobilePro for technicians in the field. 

It’s a companion to the web system and mirrors much of the web experience but is adapted for a smaller screen. It allows field technicians to receive jobs, update statuses, and capture job details on the go. 

The first thing you’ll notice is MobilePro’s clean and task-focused interface. From the home screen, a menu section gives quick access to Appointments, Work Orders, Projects, Quotes, Time Sheets, and more.

Using the Fieldpoint app, a technician might start their day by checking the map of upcoming jobs (with pins for each job location) and then use the in-app navigation (integrated with map apps) to get directions. 

They can open a work order on their device to view details, record their labor time, add parts used, attach photos, and even collect customer signatures digitally. 

If a technician is somewhere with poor connectivity, such as basements or remote areas, they can continue to input job information on the Fieldpoint app and sync them later when they’re back online. This offline mode is crucial for uninterrupted field service.

Overall, the mobile experience greatly extends Fieldpoint’s functionality into the field. It ensures work orders are updated in real time, and no paperwork is lost, though it may not be as polished or snappy as other mobile-first FSM apps.

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Fieldpoint Key Features

Job Management

Fieldpoint approaches job management primarily through its Work Order module (for service jobs) and a Projects module (for larger, long-term jobs). 

In Fieldpoint, a Work Order represents a service job or site visit. Fieldpoint makes it easy to create work orders and track all aspects of the job, from the assigned technician and scheduled time to the materials used and labor hours logged. 

Every work order can carry a detailed description of the issue or service request, priority levels, and even severity codes for SLA tracking. 

Fieldpoint provides a centralized view where managers can monitor all open work orders, see their status (Scheduled, In Progress, Completed), and ensure none fall through the cracks.

Fieldpoint’s Work Order list view (on tablet) shows current jobs with key details like request date, customer name, description, and status. This allows managers and techs to quickly scan and select work orders to update or complete.

Within each work order, there are tabs for Tasks, Parts, Expenses, Attachments, Equipment, and Invoices, reflecting how comprehensive the job tracking can get. 

Fieldpoint also supports project management and job costing for more complex jobs (like large installations or multi-phase projects). You can manage project tasks, track costs similarly to work orders, and have an integrated view of short service calls and long projects. 

Overall, Fieldpoint’s job management is feature-rich and robust. However, it can feel too much for very simple jobs. Smaller teams might find all the fields and options excessive if they only need basic job info. 

But for its target users (HVAC, facilities maintenance, industrial services, etc.), this depth ensures every job is documented and managed in one system.

Scheduling and Dispatch

Fieldpoint has an advanced field service scheduling and dispatch console to allocate jobs to your field team.

Dispatchers can use a drag-and-drop calendar board to assign work orders based on a technician’s availability and skill set. 

This scheduling tool lets you see all open jobs and unassigned tasks and then drag them onto a technician’s timeline. It can also display technicians’ working hours, current assignments, and even geographical maps of their locations to help make smart scheduling decisions. 

Fieldpoint can also suggest assignments based on skills or certifications. For example, only technicians with HVAC certifications will be eligible for certain jobs if you configure those rules. 

Another helpful feature is route optimization and resource routing.

Fieldpoint can plot the day’s jobs on a map and help optimize travel routes. Dispatchers get a clear view of where each technician is and where they need to go next, reducing idle time and driving distance. 

Notifications are integrated into dispatch. When a new job is assigned, or an existing schedule is changed, technicians receive alerts on their mobile app in real time. This keeps everyone in sync without the need for phone calls or texts.

You can schedule job by job manually, use an interactive drag-drop approach, or even automate it based on predefined rules. Fieldpoint can handle high volumes and last-minute changes fluidly.

After scheduling a job, Fieldpoint will push the assignment to the technician’s mobile app. Technicians can then accept the job, and you’ll see that acknowledgment in the dispatch console. 

Overall, Fieldpoint’s scheduling and dispatch capabilities are powerful and flexible, designed to support complex, multi-technician operations. But the complexity also means it may take some time and training to master all Fieldpoint’s filters and views. 

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Field Service Automation

Fieldpoint markets itself as a tool for field service automation, which is evident in several areas of the platform. 

First, the workflow rules: Fieldpoint can automate steps like turning a completed work order into an invoice or a renewal quote without human intervention. 

For example, once a technician marks a job as completed and submits the service report, the system could automatically generate an invoice draft for that job, ready for review. This kind of automation is a big time-saver for back-office staff.

Moreover, the MobilePro app enables automation of data capture in the field. Technicians fill out digital forms and checklists that automatically update the central system, so no double data entry is required later.

Fieldpoint’s mobile checklist feature is handy for standardizing inspections and maintenance routines. A technician can go through a checklist on their device, and the results are automatically recorded in the work order.

This saves time and boosts accuracy and compliance, as technicians are less likely to skip steps when following an in-app checklist.

Keep in mind that setting up these automations requires configuration. Smaller companies with simpler needs might not utilize all these bells and whistles. 

Larger organizations will find Fieldpoint can be configured to handle a lot of repetitive work behind the scenes.

Work Orders and Invoicing

Technicians can record billable details within each work order: labor hours (from timer entries or time sheets), parts and materials used (from inventory), and any expenses incurred. 

Fieldpoint compiles this information so that you have a full breakdown of charges by the time a work order is completed. An “invoice preview” feature lets you review the job’s billable items and ensure everything is correct. 

However, Fieldpoint is not an accounting system, so it relies on integrations to handle the actual invoicing and payment processing. 

Fieldpoint will generate the invoice data (what to bill, to whom, etc.) and then push that to your accounting software, which issues the invoice to the customer and records the payment. 

For organizations that prefer a more all-in-one approach, this could be seen as a drawback because you might have to maintain two systems (Fieldpoint and your accounting package) in tandem. 

But the upside is accuracy and specialization. Fieldpoint ensures all billable items from the field are captured, and then your accounting system of choice handles the billing with the proper financial controls. 

Reporting and Analytics

Fieldpoint’s reporting is quite flexible. You can filter and drill into data by date ranges, customer, technician, etc. 

The Business Intelligence (BI) dashboards allow you to get a high-level view of performance through Key Performance Indicators (KPIs) and then click in to see the underlying details.

Besides built-in reports, Fieldpoint supports custom report creation. For more tech-savvy users or with the help of Fieldpoint’s team, you can design reports tailored to your business. Data can be exported to Excel if further analysis is needed. 

Fieldpoint’s BI tool allows the creation of dynamic analytical reports by drilling down into metrics. You don’t just get static spreadsheets but interactive visuals where clicking on a segment updates the view to focus on that selection.

Managers will appreciate the depth of insight, from high-level dashboards to granular reports. But as with any powerful reporting tool, you get the best results after some configuration. 

Identifying the KPIs that matter to your business and setting up the corresponding reports will take some time. But once done, Fieldpoint can automate the data crunching and present you with up-to-date metrics at any time. 

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Integrating Other Business Apps with Fieldpoint

One of Fieldpoint’s selling points is its ability to integrate with popular third-party systems, which is crucial for end-to-end workflow. 

Fieldpoint provides out-of-the-box integrations with several enterprise software solutions. These include accounting and ERP systems like QuickBooks, Microsoft GP, NetSuite, and Sage Intacct and tax management tools like Avalara (Avatax) and Vertex for automated tax calculations. 

This is a big deal for companies that want their field service data to flow into their financial systems without manual data entry. 

Fieldpoint also integrates with CRM systems such as Salesforce. If your sales team logs customer info or new service opportunities in CRM, Fieldpoint can pull that data to create work orders or projects, keeping sales and service in sync. 

There’s integration with CMiC (a construction ERP) and even a workforce platform called WorkMarket, which is used for finding and managing independent contractors.

Perhaps most importantly, Fieldpoint has an open API.

If you have a custom or less common system you need to connect (such as a bespoke CRM or a specialized industry software), Fieldpoint’s development team or your developers can likely make it happen. 

Do note that setting up some integrations (for example, older systems like Dynamics GP) can require effort and sometimes troubleshooting. While Fieldpoint offers integrations, the quality might vary. Just plan for some implementation time to get these integrations working smoothly. 

Fieldpoint Might be a Good Fit for You If…

• You need a feature-rich, all-in-one FSM software solution.
• Your business requires advanced scheduling and dispatching. 
• You work with complex service contracts and recurring jobs. 
• You need deep customization and automation. 
• You want to integrate with ERP and accounting systems. 
• You have the time and resources to dedicate to training and a structured implementation process.

You Might Not Want to Use Fieldpoint If…

• You need a simple, user-friendly interface. 
• You want a quick setup and self-service implementation. 
• You want a free trial and transparent pricing. 
• You run a small or growing business with limited IT resources. 
• You want a low-cost solution. 

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Fieldpoint Cost/Pricing

According to Capterra, Fieldpoint’s basic plan costs $75. But there are no published Fieldpoint price or package details on its website. 

Fieldpoint requires you to go through a demo and sales process to get a pricing proposal. 

This usually means pricing can vary depending on the number of users, modules enabled, and whether you choose cloud or on-premise deployment. 

In Fieldpoint’s case, it serves medium to large enterprises, so expect its pricing to be commensurate with high-end enterprise software. 

Given that Fieldpoint can be customized, there might also be one-time implementation fees or premium support and training costs.

If you’re interested, contact Fieldpoint for a consultation. During this time, they’ll scope your needs (modules, integrations, number of users) and provide pricing accordingly. 

Fieldpoint Reviews

Overall, Fieldpoint has a bit of a mixed reception. On Capterra, Fieldpoint holds an average rating of around 4.1 out of 5 (based on 16 reviews). 

However, the feedback on mobile app stores is less glowing. The Fieldpoint MobilePro app only received a rating of 3.3 on the App Store and a 3.0 on the Google Play Store. 

Check out some of these user reviews below. 

Atkiditxti has no problems using the Fieldpoint app for iOS, giving it a five-star rating for its accurate timekeeping and appointment notes. 

⭐⭐⭐⭐⭐
This app works great. It has been very accurate in keeping time correct with billing customers. It has made filling out appointment notes quick and accurate and has saved me a lot of time with the paperwork. I’ve gone from 15 minutes a day down to two or three minutes using the app. I like how I can punch in for travel and on-site time, and everything works correctly.

Maxi Moran, however, is not too thrilled with the Android app, mainly because of its login errors. 

⭐ 
Dreadful to use. Can’t even work consistently, and once you’re logged out, it’s just login errors trying to get back in despite correct information. Why do people who demand precision and timeliness rely on and even promote such unreliable software?

Jorge B.’s five-star review on Capterra is because of how easy it is to track materials and labor on their work orders. The invoice preview and resource calendar are also helpful features. 

FieldPoint Review ⭐⭐⭐⭐⭐

Pros: What I like the most about this software is how easy it is to track jobs using the work order system. Fieldpoint makes it easy to track labor and material on work orders. The resource calendar is also a very useful tool when used to schedule appointments for the techs throughout the week. The invoice preview feature was very useful in tracking the progress of a job.

Cons: Personally, I found it a little frustrating at the beginning to get used to the program and fully implement it. In certain situations, the software can also be somewhat restrictive, especially when mistakes are made and need to be corrected. I found data entry in the software to be tedious at times.sing.

Our Score (and Why We Chose It)

While Fieldpoint excels in features and functionality, its ease of use is hindered by a somewhat outdated UI and complex workflows that require training. 

Moreover, the onboarding process is structured but requires assistance, which may slow adoption. 

Overall, Fieldpoint is a powerful FSM solution suited for enterprises, but its complexity may be a barrier for smaller or less tech-savvy teams.

Top Alternatives to Fieldpoint

Fieldpoint is one of many field service management solutions on the market. How does it stack up against alternatives, and which types of users might prefer something else? 

Below, we’ll explore a few notable Fieldpoint alternatives.

Final Thoughts 

Fieldpoint’s comprehensive features, customization, integrations, and strong support make it a formidable platform for growing and large service businesses. 

But its complexity, cost, and some UX shortcomings mean it’s a solution you must commit to and invest in to reap the full benefits. 

If your organization is ready for that and wants a single system to run your field service operations, Fieldpoint should definitely be on your shortlist. 

However, if you’re looking for a simpler, more intuitive solution that still delivers powerful job tracking, scheduling, and GPS-based time tracking, Workyard is an excellent alternative. 

With an easy-to-use mobile app, accurate labor cost tracking, and transparent pricing, Workyard helps service and construction businesses streamline their operations without the complexity. 

See how Workyard can simplify workforce management for your business. Start your free trial today!