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Workflow

Browse all content tagged with Workflow
9 posts
Wilsons Security Goes Live on FieldHub's All-in-One Platform
Success Stories

Wilsons Security Goes Live on FieldHub's All-in-One Platform

Wilsons Security Goes Live on FieldHub’s All-in-One Platform

Wilsons Security is now live on FieldHub’s end-to-end business management platform, marking another successful deployment for the leading solution built specifically for the security and fire installation industry.

As one of Atlantic Canada’s dominant security integrators, Wilsons Security has spent over 15 years building a reputation for exceptional client service and operational excellence. Their adoption of FieldHub marks a strategic milestone in their continued growth—both regionally and across Canada.

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Process and Workflow Management

Streamline all business processes with customizable workflows and visual dashboards that adapt to your unique operations, ensuring consistency and efficiency at every step.
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Sales & Proposal Management

Quickly convert opportunities to proposals to work orders within a single platform. No migrating between systems, so you can keep things moving efficiently.
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Warehouse & Inventory Management

Native functionality tracks material requests, purchase orders, and receivables to keep your shelves stocked and your projects moving.
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Why We Built FieldHub as an All-in-One Platform: The Hidden Cost of Software Sync
features

Why We Built FieldHub as an All-in-One Platform: The Hidden Cost of Software Sync

The Sync Problem is (Actually) Worse Than You Think

When Accounting Goes Sideways

Let’s talk about what happens when your field service platform and accounting software decide they’re not on speaking terms anymore. We’ve heard horror stories from the field: double-billing that damages customer relationships, sync failures that require hours of manual data entry, and that sinking feeling when you realize last week’s invoices never made it to your accounting system.

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Why We Built FieldHub as an All-in-One Platform: The Hidden Cost of Software Sync
features

Why We Built FieldHub as an All-in-One Platform: The Hidden Cost of Software Sync

The Sync Problem is (Actually) Worse Than You Think

When Accounting Goes Sideways

Let’s talk about what happens when your field service platform and accounting software decide they’re not on speaking terms anymore. We’ve heard horror stories from the field: double-billing that damages customer relationships, sync failures that require hours of manual data entry, and that sinking feeling when you realize last week’s invoices never made it to your accounting system.

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Streamline Subcontractor Management with FieldHub
features

Streamline Subcontractor Management with FieldHub

FieldHub has introduced a comprehensive feature suite designed to simplify the management of subcontractors for customer work orders. This new functionality allows you to efficiently set up subcontractors as vendors and assign them to specific systems and work orders, enhancing your project management capabilities.

Key Features:

  1. Subcontractor Setup: Easily create subcontractor profiles by designating vendors with a “Subcontractor” checkbox. This allows for streamlined tracking and management of subcontractors within your vendor list.

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Managing the Lifecycle of a Site in FieldHub
features

Managing the Lifecycle of a Site in FieldHub

FieldHub excels in mirroring your business workflow and organizational structure. It comprehends the complex relationships among customer accounts, their locations or sites, and the systems installed at these locations, a crucial detail often missed by generic solutions.

Picture a unified platform to manage accounts, sites, and systems, including a comprehensive history of a site (materials installed, work performed, customer sign-offs, technician checklists, etc.). The best part? This information stays consistent, even as the site transitions from builder to property owner, to tenant, and so on.

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Safe Side Security Streamlined Operations with FieldHub
Success Stories

Safe Side Security Streamlined Operations with FieldHub

A Case Study on Safe Side Security’s Operational Needs and How FieldHub Streamlined Their Processes
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