Software Features


Fieldmotion’s user-friendly job management software streamlines processes, improves efficiency, and enhances customer satisfaction. The Software Features have intuitive scheduling, real-time updates, and simplified job tracking, it ensures smooth job completion.


Create and schedule both planned and reactive jobs and sync directly to your field worker’s device.

  • Jobs are completed using your customized forms.
  • All job information is synced in real-time to your field workers mobile device.
  • Capture all information including photographs and signatures.
  • Jobs can be completed offline.
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Effortlessly plan and manage all types of jobs, including planned, reactive, and installation jobs, using Fieldmotion’s user-friendly scheduling module.

  • Jobs can be created both on the CRM and the mobile device.
  • Office staff can get real-time updates based on the job status.
  • Easily schedule your planned maintenance and contract jobs.
  • Customer notifications on job status updates.

CRM System

Our CRM tracks and manages all customer details, including job history, quotes, invoices, and assets, in a single platform.

  • Full customer job history.
  • Customizable fields for personalized customer information.
  • Store customer files in one location which can be shared to your field workers.
  • One centralized location for all customer assets, invoices, quotes, contracts, stock used etc.
  • Easily set up customers and their associated sites/locations.
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Asset / Sub-Asset Management

Fieldmotion’s asset management feature empowers you to efficiently manage both your own and your customers’ assets. 

  • Assign assets to locations and manage assets & sub assets.
  • Track all maintenance and service history.
  • Manage all warranty records.
  • Tag assets with QR codes.
  • Asset information can be shared with your field worker.


Fieldmotion’s quote feature enables you to swiftly obtain customer approval, resulting in improved planning response times and streamlined operations.

  • Customized quotes forms.
  • Easily create and send your quote to your clients for approval.
  • Quick turnaround from quote approval to job creation.
  • Seamlessly create your quote from the completion of your survey.


Increase efficiency across all areas of your business with Cloud-based Software

Stock / Inventory / PO’s

Fieldmotion enables seamless allocation of stock items to completed jobs, providing easy monitoring of stock usage and levels for efficient inventory management. 

  • Create and manage stock items.
  • Allocate stock to either a user or vehicle.
  • Record all stock items used on completed jobs.
  • Set up trigger alerts on low stock levels.
  • Create and send purchase order to your suppliers.
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Fieldmotion allows for easy creation and sending of invoices to customers upon job completion, streamlining the billing process and ensuring prompt invoicing.

  • Stock and SOR’s can be easily applied to the invoice.
  • Invoice generated within moments of job completion.
  • Customized invoice templates.
  • Can create bulk and recurring invoices.
  • Integration with Xero, QuickBooks and Sage.

Customer Portal

Fieldmotion’s customer portal allows your customers to access and view all relevant job details and documents associated with their accounts.

  • Ability to view past and future jobs.
  • Access to a calendar view of planned jobs.
  • Customer can access completed job forms, assets, quotes and invoices.
  • Customer can create job requests.
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Reports Feature Page


Fieldmotion’s reports suite enables you to make informed decisions through detailed and customizable reports.

  • Customizable Dashboards.
  • Performance reports on jobs, quote, invoices etc.
  • Detailed asset management reports.
  • Target driven reports.

Customizable Forms

Customizable forms are a vital tool for our customers as they allow them to align the forms with their specific needs and requirements.

  • Personalized workflows on form completion.
  • Capture signatures, photos, custom questions etc.
  • Bespoke forms to your requirements
  • Required fields ensuring all questions are completed.
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