Business Operations Solutions

Streamline Back-Office Processes & Drive Profitability

Centralize your financial, inventory, and contract workflows in one platform. Fielduo's Business Operations tools eliminate manual tasks, minimize errors, and give you real-time insights into your bottom line.

Key Capabilities

Comprehensive tools to streamline your business operations and maximize profitability

Dynamic Revenue Optimization

  • Use tiered pricing, upsell prompts, and discount workflows to maximize job value.
  • Analyze profitability by customer, job type, and region in intuitive dashboards.

Contract & Recurring Billing Management

  • Create and manage service agreements, maintenance contracts, and subscription plans.
  • Automate renewals, invoicing, and payment reminders.

Inventory & Parts Control

  • Track parts usage, set reorder thresholds, and manage supplier catalogs.
  • Allocate inventory to specific jobs or regions to prevent stockouts.

Financial Management & Reporting

  • Integrate with your accounting system for seamless P&L, balance sheet, and tax reports.
  • Drill down into job costing, labor expenses, and material margins.

Project & Job Coordination

  • Plan multi-phase projects with Gantt-style timelines and milestone tracking.
  • Coordinate resources across locations for large-scale deployments.

Why Choose Fielduo Business Operations?

Streamline operations and maximize profitability with intelligent business management tools

Revenue Growth

Optimize pricing and identify upsell opportunities to increase revenue

Automated Billing

Streamline contract management and recurring billing processes

Smart Inventory

Optimize inventory levels and prevent stockouts with intelligent tracking

Financial Insights

Get real-time financial data and comprehensive reporting

Frequently Asked Questions

Everything you need to know about Business Operations Solutions

General Questions

How does Fielduo help improve profitability?

Through dynamic pricing optimization, automated upselling, efficient scheduling, and detailed profitability analytics by job, customer, and service type.

Can I integrate with my existing accounting software?

Yes, Fielduo integrates with QuickBooks, Xero, Sage, and other major accounting platforms. Financial data syncs automatically to eliminate double entry.

How does contract management work?

Create service agreements with recurring billing schedules, automatic renewals, and payment terms. Track contract performance and send renewal notifications automatically.

Revenue Optimization

What is dynamic pricing?

Set pricing rules that adjust based on factors like demand, technician availability, service complexity, or customer tier. Maximize revenue while staying competitive.

How does the upselling feature work?

Configure smart prompts that suggest relevant services or products based on the current job, equipment age, or service history. Technicians see recommendations in real-time.

Can I track which pricing strategies work best?

Yes, detailed analytics show conversion rates, average job values, and profitability by pricing strategy. A/B test different approaches and optimize over time.

Inventory Management

How does inventory tracking integrate with jobs?

Parts are automatically allocated to work orders and deducted from inventory when jobs are completed. Track usage by technician, job type, and location.

Can I set automatic reorder points?

Yes, configure minimum stock levels for each part. When inventory falls below the threshold, the system creates purchase orders or sends alerts to procurement staff.

How do I handle inventory across multiple warehouses?

Track inventory by location with inter-warehouse transfers, location-specific reorder points, and consolidated reporting across all facilities.

Financial Reporting

What financial reports are available?

Generate P&L statements, job profitability analysis, technician performance reports, customer lifetime value analysis, and custom financial dashboards.

Can I track job costs in real-time?

Yes, monitor labor, materials, and overhead costs as jobs progress. Compare actual costs to estimates and identify profitable service lines.

How does tax reporting work?

Fielduo tracks tax obligations by jurisdiction and service type. Generate tax reports and integrate with accounting software for compliance and filing.

Ready to Streamline Your Operations?

Join thousands of field service companies using Fielduo to optimize their business operations

Need Help? Contact Fielduo!