Our goal is to ensure successful implementations and satisfied long-term customers. To start a fruitful relationship, we first need to confirm that FieldHub is the ideal solution for your business. We achieve this through a sandbox pilot, where FieldHub provides you with a dedicated environment and test data.
During the pilot, we will meet with you to offer basic training on FieldHub, as well as grant you access to documentation, training videos, and our learning management system. Your FieldHub project manager will hold weekly meetings to answer questions and deliver follow-up training, allowing you to make the most of your pilot experience.
Upon completing this process, you should be able to confidently decide whether to proceed with FieldHub. Should you have any concerns, we can address them before you make a commitment.
The process typically lasts one month, and to maximize its value, we recommend that each of your core team member allocates 6 to 12 hours throughout this period. Although the timeframe can be extended at an additional cost, we encourage you to gather the necessary information and make a decision at the conclusion of the 30-day window. The 30 days start when you receive access and initial training on FieldHub, at which point you will also have access to the full web application and mobile application for your field operations team.
This pilot program is a valuable opportunity to involve more team members, ensuring they are on board and committed to the project.
The FieldHub Sandbox Pilot enables users to test and evaluate new features and capabilities without affecting their production environment. This safe and secure setting allows users to explore FieldHub’s latest offerings and provide feedback to our development team, helping shape and improve the product for all users.
The cost of the Sandbox Pilot is $495 for the 30-day period. If you do not move forward with the implementation there is no further obligation. If you do move forward, the $495 is credited towards your implementation costs.
Yes, FieldHub offers a comprehensive accounting solution that includes Accounts Receivable (AR), Accounts Payable (AP), and Financial Statements. By consolidating these accounting functions within the FieldHub platform, businesses can streamline their financial processes, reduce manual data entry, and gain real-time visibility into their customers and overall financial performance.
At FieldHub, we are committed to continuously improving and evolving our platform to meet the changing needs of our customers and stay at the forefront of technological advancements. Our dedicated product development team works closely with customers, partners, and industry experts to identify opportunities for innovation and enhancement.
We generally release updates to the FieldHub platform every 4-6 weeks. These releases include a combination of major and minor features, as well as performance improvements and bug fixes. Major features introduce significant new functionality and capabilities to the platform, while minor features focus on refinements and enhancements to existing features based on customer feedback and market trends.
In addition to our regular release cycle, we may deploy patch releases as needed to address critical issues or security vulnerabilities. These patches are focused on maintaining the stability, security, and reliability of the FieldHub platform.
Our continuous improvement process is driven by a combination of customer feedback, market research, and our own analysis of usage patterns and performance data. We prioritize our development efforts based on the insights and requirements we receive, ensuring that our platform remains aligned with the evolving needs of our customers while maintaining the reliability and performance they depend on.
FieldHub does not have an integration with QuickBooks and there are no plans for this sort of integration. FieldHub fully replaces QuickBooks for all GL accounting, payables, financial reports, etc.
A general ledger accounting system is at the foundation of FieldHub. All functions that impact the company, customer, or project finances generate the appropriate journal entries.
This approach allows us to provide a comprehensive view (e.g., a customer’s total RMR, lifetime revenue, AR, proposal pipeline, etc.) in a single system. Additionally, FieldHub provides functionality that is not native to QuickBooks, including:
If you are not yet ready to leave QuickBooks, FieldHub may not be the best fit for you. Our pilot program will give you and your accounting team the opportunity to fully test FieldHub’s features and workflows.
Some scenarios your team may want to work through in the pilot process include:
This will help ensure that FieldHub meets all your accounting and financial management needs.
Using the filter mobile application, technicians are able to access information about their schedule, project details, such as the materials and description of the scope of work, account and site details, including contact systems and device details. They’re also able to access station details and inspection reports. Through the web, documents may be uploaded that are accessible by the technicians, which may include as-built and site plans.
We understand that charging a fee for a sandbox pilot may seem unusual. However, we have found that this approach helps ensure an effective and substantive pilot process for evaluating FieldHub, which is a complex system that touches every corner of an organization.
Based on our experience, simply providing a login and some videos with support from a sales person is not enough for a meaningful pilot. Before we charged a pilot fee, many companies would request sandboxes but then not log in to them or show up for scheduled meetings.
We feel strongly that having a dedicated project manager with subject matter expertise closely involved in the pilot is crucial to its success. The modest pilot fee allows us to invest the proper time and resources into working with prospects who are serious about thoroughly evaluating FieldHub to determine if it’s a good fit. This helps set everyone up for a successful implementation if you decide to move forward.
The pilot fee covers a portion of the costs to provisioning the sandbox environment the time of the project manager who will work hands-on with your team throughout the process.
We have found this approach to be effective in allowing us to provide a substantive pilot to help companies validate whether FieldHub aligns with their needs. Please let us know if you have any other questions as you continue your evaluation. We are happy to discuss the pilot process in more detail.
You can associate a Work Order with a previous Work Order for related project or warranty work (everything including installs, service, remote data change, and even internal jobs is a Work Order in FieldHub however you may define as many Work Order “Types” as you wish. This information flows down to the General Ledger and other reports in FieldHub.
We have a spreadsheet format where you can provide updated pricing and our support team will batch update the pricing. We are also working with Blackleaf Solutions to integrate their solution (https://blackleafsolutions.com/) which will batch update pricing for their supported distributors and vendors.
