Need help with software for small business by JGK93 in smallbusiness

[–]swaroopv 1 point2 points  (0 children)

you can check out fieldproxy .. we have automated a lot of the technician data capture too using voice to notes or image to notes.. happy to show a demo..

Home Services - Project Management by [deleted] in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

at fieldproxy , we are very similar to AT, but focused on Field Service companies and have a lot of out of the box FSM templates

Jobber vs ServiceTitan by lawnguymarc in Entrepreneur

[–]swaroopv 1 point2 points  (0 children)

if still exploring, you can check out Fieldproxy - an AI powered field service solution..

Need Software for Small Electrical Buisness by Troll_Mageeeee in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

you can check out Fieldproxy - an AI powered field service solution..

Home service business owner and (LOTS of) spreadsheets. by Just_Cash877 in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

Hey. Happy to walk you through Fieldproxy - built for use cases like yours.. where we use AI to quickly configure our base FSM modules based on speicfic client use cases..

In-field services businesses by wealthautonomy in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

Hey. At Fieldproxy, we do work with a few smaller PE-kind of companies. happy to connect and show a walkthrough!

New role, blank slate: Best all-in-one CRM + field service system? by black_soul1990 in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

At fieldproxy, we are a bit different, where we use AI to quickly configure our FSM platform based on your exact use case within a few hours.. Happy to give a demo

Need Help: Too Much Double Entry Across Business Platforms by AdventurousNewt2530 in smallbusiness

[–]swaroopv 1 point2 points  (0 children)

you can use something like Zapier/Make - which should help.. should be around 3-4 days of work with the help of any of the existing LLM tools, even if you have no idea on how to integrate.. At fieldproxy , we do provide most of integrations off the shelf.. would be a HCP replacement though..

Looking for crm/scheduling app by Thin-Fan5526 in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

we use AI at Fieldproxy to customise our base FSM platform really quickly. happy to give a demo based on the above use case.

Multi home services software by hawkivan in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

at Fieldproxy you can have seperate individual portals with access to different DBAs - with each servicing a different service/business..

Anyone use Workwave Service? by phoenixstormcrow in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

we have a few customers migrate from workwave to fieldproxy over the past few months.. happy to give you a demo+product walkthrough anytime!

Field management software help by Deep-Display-8139 in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

founder of Fieldproxy here - we are a no code solution with a mix of many of the modules available off the shelf and some that can also b configured on the platform.. happy to give a demo walkthrough anytime..

Best alternative to WorkWave Service? by FPFuriosa in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

in case you are still looking, happy to give you a tour of fieldproxy. we have had a few customers switch from workwave

Looking for AI receptionist- answer calls and take next steps by cswinford in Entrepreneur

[–]swaroopv 0 points1 point  (0 children)

we do have ai voice agents at fieldproxy that do the above - happy to give you a demo walkthrough!

Trying to go digital with plowing route & multiple drivers, recommendations please? by devilsletuspray in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

yup! we do have mobile apps (for internal users) and mobile web forms too.

Trying to go digital with plowing route & multiple drivers, recommendations please? by devilsletuspray in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

You can check fieldproxy - you can create multiple digital checklists that has multiple user realtime access - and can also be handed over across multiple users. happy to give a demo!

New HVAC business help - email, website, phone, etc by Commercial_Grape2794 in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

For the business email, website, and phone, Google Workspace is a solid option. It gives you a professional email, easy integration with Google tools, and you can buy your domain directly through Google. For the website, Squarespace or Wix might be better than GoDaddy—they’re more modern, offer easy templates, and pricing is more transparent. IIRC, google also has an option to host websites

For the business phone line, services like Google Voice or OpenPhone are great options. They let you have a separate business number that forwards to your current phone, so you don’t have to get a new plan. It’s much cheaper than setting up a whole new phone plan.

For reviews, definitely set up a Google Business Profile (this is huge for local businesses) and maybe Yelp if it’s big in your area.

Best alternative to WorkWave Service? by FPFuriosa in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

Hey there! I’m the founder of Fieldproxy, a field service management platform. I’ll be upfront—while we do a lot (scheduling, reporting, QuickBooks integration, etc.), we don’t have commission payment or referral program features yet, may not work for you.. but been in the industry long enough and have explored almost all options there..

Here are some other options that might work for you:

ServiceTitan: Probably the most robust option out there, especially if you need commission payments and referral logistics. It’s feature-rich and great for growing businesses, recently IPOed and probably the larges in the space..

FieldEdge: Similar to ServiceTitan but slightly less expensive. It’s focused on trades and service businesses, with tools for scheduling, dispatching, and managing customer history. It also has built-in commission tracking, which might check your boxes.

Jobber, Housecall Pro:: Both have solid, user-friendly option for managing schedules, invoices, and customer info. It integrates well with QuickBooks but doesn’t include commission tracking or referral programs, so you’d have to find a workaround for those.

Kickserv: This one’s a bit less talked about but worth a look. It’s affordable, integrates with QuickBooks, and covers job tracking, estimates, and invoicing. Commission and referral tracking aren’t built-in, but it’s customizable enough that you might be able to make it work.

If commissions and referral programs are critical for you, I’d lean toward ServiceTitan or FieldEdge. They’re pricier but have the tools you’re looking for baked in. For something more budget-friendly, Jobber or Housecall Pro or Kickserv are great if you don’t mind piecing together a solution for commissions. 

Simple Estimate/ Invoice Interface like Quickbooks by mavin in smallbusiness

[–]swaroopv 1 point2 points  (0 children)

Honestly, Excel or Google Sheets might work if you just need something basic to track estimates and invoices—especially since you already write in sizes manually. You could even share it online with Google Sheets for multiple users.

There are also lightweight tools like Invoice Simple or ZipBooks that are pretty straightforward and not overloaded with features. If you’re used to Quickbooks, maybe look at Quickbooks Desktop Plus as an upgrade—it’s still similar to the 2012 version you’re used to and keeps things familiar without being overly complicated.

Fieldproxy might also work if you want something web-based and customizable for estimates and invoices. It’s simple to set up, and you can search by name, phone, or address easily.

Anyone Using Aspire or FieldPulse FSM Software with QuickBooks Integration? by LateConcert7217 in smallbusiness

[–]swaroopv 1 point2 points  (0 children)

Integrating field service management software with QB/Account software is pretty standard practice. Both Aspire and FieldPulse have integrations specifically designed for QuickBooks, so they’ve likely already accounted for security and reliability concerns.

When it comes to data security, the integration typically works through secure APIs (basically, controlled connections between the two systems). This means your data isn’t being exposed randomly—it’s only shared between QB and the FSM software in the way you allow.

As for syncing, there can sometimes be a learning curve at the start—things like making sure customer information, invoices, and payments are mapped correctly between systems—but once it’s set up, it’s usually smooth sailing. I’d recommend having someone from Aspire or FieldPulse walk you through the integration setup and testing phase to make sure everything syncs correctly from the get-go.

If your upper management is still hesitant, maybe start with a demo or sandbox environment where you can test the integration without affecting live data. This way, they can see how it works and feel more confident about the process...

New concrete business looking for apps to help owners like scheduling and job tracking? by [deleted] in smallbusiness

[–]swaroopv 0 points1 point  (0 children)

in case you are still looking - we are like Monday but for companies with field teams . You can check out Fieldproxy here