Field Service Management

Run your service business from anywhere with enterprise-level features at a small business price.  Create estimates and jobs, a seamless quote-to-order process, schedule and dispatch technicians, eReceipts, and more.

Estimate Jobs

Create new customers, estimates and jobs in seconds with a seamless quote-to-order system that gives your in-the-field team unprecedented capabilities to track equipment, document attachments and job-specific tasks.

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Dispatching & Scheduling

Schedule and dispatch jobs directly to field workers’ smartphones or via text messages. Manage your fleet and service team schedules remotely to ensure each job has the staff and supplies it needs to get completed on time.

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Inventory Management

Track current internal and supplier stock and access accurate delivery and order tracking information to manage customer expectations. Convert jobs to invoices with a single click and receive payments against those invoices directly within the system.

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Integrated Emails

Create highly personalized, custom email templates, deliver real-time A/B testing, and develop deep data reporting using Zero Party Data, the most salient data available in today’s AI-driven world. Create custom email templates, set up real-time A/B testing, and break out aggregate reporting.

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Customer Management System

Gain a 360-degree single customer view. Develop automated and personalized journeys based on single customers actions, data points, and profiles that enable better engagement and memorable brand moments.

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Intelligent e-Receipt

Digital, email and paperless receipts that create unlimited branded customization opportunities and open up new marketing real estate for special offers, coupons, and more with a dynamic e-receipt strategy that forges customer trust.

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Predictive Analytics & Audience Segmentation

Leverage historical behavior and predictive behaviors to create high-performing segments for targeting in email, paid media, and on-site. Utilize native AI-driven product recommendations that are informed by customer, behavior and product catalog data.

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Enterprise Level Support & Service

Getting live and running with a full customer lifecycle field service management and marketing program is no problem with GroupFiO’s integrated approach. Manage the entire customer lifecycle from first entry point to continued marketing efforts using a data-driven platform that involves and invests your entire ecosystem.

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