Competitor OverviewWebsite: http://www.fieldaware.comYear Founded: 2011HQ: Chicago, ILCompany Ownership: PrivateFinancial Information:

About FieldAware

We are re-shaping the field service industry! Our made-for-mobile, cloud-based software was designed from the ground up to provide ease of use with incredible flexibility – a combination that enables field service organizations to amaze their customers, astonish the staff and surprise the competition. Our software was architected as a mobile platform, with no incumbent legacy software, features or functions.

Based on our founders’ intimate knowledge of the unique needs of engineers and technicians in the field – and the operational personnel and management that support them – FieldAware is focused on providing field service organizations, both large and small, with:

• Intelligence about your customers: So you can increase revenue, expand into new markets, differentiate your services and create customer advocates.

• Intelligence about your business: That enables you to increase the productivity of your staff (and keep them happy!), use company resources more efficiently, simplify your business processes and “right size” your parts and repair inventory.

We combine our software with the industry’s best implementation, on-boarding and support services enabling companies to take full and rapid advantage of today’s mobile environment.

FieldOne AdvantagesAutomated Routing• FieldAware does not have automated routing• FieldOne has in-house developed routing technologyEnd to End Solution• FieldAware does not manage service agreements,

contracts, or has inventory capabilities• FieldOne provides a full, end to end solution including

service agreements and inventoryNative Apps for all Major Mobile Platforms• FieldAware provides Native Apps for IOS and Android• FieldOne provides Native Apps for IOS, Android, and

Windows.Built in CRM• FieldAware has to be integrated with Netsuite CRM • FieldOne is built on Microsoft Dynamics CRMSMS/IVR• FieldAware does not offer this functionality out of the boxSocial Collaboration• FieldAware does not offer this functionality out of the box

FieldAware Advantages

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Capabilities FieldOne FieldAware

Scheduling and Dispatch

-Real Driving Directions, not point to point-Optimized Routes to meet time windows-Dispatch Technicians-Assignments based on skills-Balancing the Workload-Scheduled service times-Customizable scheduling board based on any criteria-List views, map views, hybrid views -Ability to allocate your people based on requirements and resources with Scheduling Assistant Based on real time, GPS data-Drag and Drop Technology when using the scheduling board-Schedule Alerts Can prevent specific scheduling events (like those triggering overtime), by issuing a

warning, or suggesting a way to avoid excess cost Can be configured by customers-Service Centers optimizes scheduling by balancing capacity, skills, working hours and client distance

from locations-Can schedule and manage multiple resources working together on a job

-enables dispatchers to instantly recognize when a technician has finished a job ahead of schedule and assign a new job• by proximity• by matching projected job duration to an available open time slot-dispatchers can assign work orders individually or in batches-Jobs can be assigned through the Scheduler’s drag-and-drop interface or directly from the Work Order as it is created-New jobs from the field will automatically appear on the Scheduler and in the Jobs list-Technicians can accept or decline jobs and get instant, electronic sign-off from customers for jobs-Work Order Management features include the ability to create an unlimited number of custom fields that “personalize” the system to meet the unique needs of your business-enables companies to determine when employees start and complete work orders and compare the actual to scheduled time.-Template-based quote creation with simple dropdown selections for customer, relevant customer assets and included tasks-Assign or delete work orders (one or any number) directly from the job board-Electronic sign-off of all quotes and completed work orders-One click view of customer location directly from the job board-Map display with job location and status of work assigned (accepted or declined), started, paused or completed-Views (Gantt or map) can be filtered by technician(s), location, customer, job status or job location and saved for later use

Automated Routing

-Balances many different factors when routing(SLAs, route conditions, location, skills, expertise, and customer preferences)-Uses a FieldOne developed routing engine that uses algorithms to compare potential outcomes-Support global networks in multiple languages-Manually override automatic scheduling decisions as needed-Street Level Routing (SLR)-View optimized schedules on virtually any mobile device with native apps for all major mobile platforms-True Cloud on-demand resources including CPU, memory and disk and real-time failover protection-Optimize the schedules of both employees and partner resources in a single system-Resides in Microsoft Azure data centers meeting all major compliance requirements

Service Agreements

-Manage terms and conditions-Apply different billing rates-Manage automated renewals-Track asset location, maintenance needs, and repair history using barcodes or serial numbers-Track warranties against assets- Recurring PM schedules-Special pricing-Agreement, recurring, billing-RMA, RTV, Equipment management

CRM -Powered by Microsoft Dynamics CRM-Natively integrated with your field service solution to make a single, unified system

-Ability to integrate with a CRM system-Built for Netsuite

Mobile -Native Apps available for iOS (iPhone, iPad, iPod Touch), Android (phones or tablets), Windows Phone, Windows 8.0 and 8.1 RT, and browser versions for all of your legacy mobile platforms-Central management and development consoleFeatures no code customization-Full Offline capabilities-View and update accounts, contacts, products, work orders, schedules, customer equipment, leads, opportunities, and activities-Update Personal or Team Schedules- Photo capture for “before and after” jobor any other entity-Full mapping and direction capabilities- Attach files to work orders or other entities- Update status and other job relatedInformation- Update and complete service tasks- Record materials used (with pricingautomatically applied)-Multi-Currency Support-Multi-Region Support-App based mobile payments-Bar Coding-Employees and partners can set their own working time from within the mobile application or request time off to be approved by a manager

-native iOS and Android (tablet or smart phone) apps-enable technicians to complete work orders and submit invoices-unique “synching” feature allows technicians to work offline, then submit all updates with a single “click” when a mobile network is available.-Instant mobile notification when a work order is assigned-Map view of destination with one click to call customer(smartphone only)-View customer assets and service history-Use smartphone voice recognition to add documentsto work order-Email invoices to customer from smartphone or tablet instantly-Define job type-Adjust labor costs or add labor rates-Add tasks using simple drop-down menu-Add parts to quote-Generate quotes from the office of from directly from the field on any -iOS or Android smartphone or tablet-Electronic signature captured

Social Collaboration

-Ability to connect using personal and team profiles, directories, org charts, status updates, sharing, liking, commenting, following, groups, document collaboration-Communicate with Voice, Video, IM, Discussions, or Email including native integration with Skype

Inventory Management

-Real-time updates to ensure inventory is accurate-Ability to manage inventory and update stock history for any locationMulti warehouse/ truck-Ability to integrate with an ERP System-Full journalizing-Allocation

Knowledge Base -provides ready access to product manuals, technical support documentation, maintenance histories, repair notes, announcements-Single point of access for all information

Business Intelligence

-interactive graphical scorecards and dashboards-variety of tables, charts, and views to visualize data in a way that best suits your purposes.-Out of the box reports and business user-friendly tools for custom reporting-Sophisticated predictive analysis, segmentation, and recommendation algorithms- Access data from any third party source-graphic representations of real-time business insights that can be modified and expanded upon.- capabilities in data cleansing,deduplication, and profiling functionalities

-Customizable company dashboard with real-time view of business-Create reports using built-in templates on a variety of functional areas including: customers, jobs, revenue, tasks, items and assets.-Reports can be printed (pdf file) or exported in Comma Separated Values (CSV) format for use in other applications-Filter reports by asset name, customer ID, customer name, customer is on hold, item name, job description, job lead name, make, manufacturer, model number, serial number or task and save for future use.

Automated Communications (IVR)

-Schedule an SMS or IVR (Interactive Voice Response) activity and set a time when you want to send it

Portals -Partner PortalsPartner access to relevant functionalityInternal access to all partner activities-Customer Portals• Customer self service• Customer access to documentation• Targeted messages based on customer’s interests and preferences based on past

transactions

Technology FieldOne FieldAware

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook, Office, Office 365, Microsoft SharePoint, Windows Azure, Skype-Multi-currency capability-Available in more than 41 languages

Configuration -Point and click customizations-Central mobile development tool

Mobile Technology -No code customizations• Uses point click interface-Security Capabilities• No middleware-Mobile Device Management Tools• Divide mobile devices into groups and apply different security rules-Mobile Application Management Tools• Lock the application remotely with just one click• Wipe out data from the app remotely• Business hour restrictions

-FieldAware’s mobile apps take advantage of the smartphone or tablet’s:• Pre-installed apps (i.e. Siri, maps, photo gallery)• Processing power• Embedded devices (cameras)-Native apps are available for:• iPhone• iPad• Android smartphone• Android tablet-Cached data and updates from the office web application and between mobile devices (for work orders that incorporate more than one technician) are synchronized:• When the application is started on the mobile device• When a change in status is detected (i.e. work order paused or

completed, new job assigned)• When the “sync” button is selected on the mobile device

Deployment Options -True Cloud Deployment• dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

-Cloud Deployment• Amazon Web Services

Infrastructure -Microsoft xRM platform has been benchmarked at 150,000 concurrent users-Multi-tenant offers a 99.9% uptime SLA-Microsoft guarantees external connectivity at least 99.95% of the time.

Integration -Integrated platforms include…• SAP R/3• mySAP• SalesForce.com• Oracle ERP (Siebel)• Oracle CRM• Dynamics AX• Dynamics NAV• Dynamics GP• Dynamics SL

-Ability to integrate with ERP system (Quickbooks)-Built for Netsuite