Fulcrum

Fulcrum is a field service management software that allows companies to manage their workflows, automate operations, and ensure accountability across the organization. The platform makes it easy to track customer requests and job progress over time, monitor employee performance, and manage expenses. It can be used by small businesses and large enterprises alike. Fulcrum offers powerful analytics tools that allow users to get insights into how their business performs in real time. It integrates with other software solutions, such as Salesforce and Quickbooks, for easy data transfer between systems. Organizations can store customer information in one place, making it easier for them to stay in touch with clients over time. This helps ensure that customers are always updated on any changes or updates regarding their appointments. 

Fulcrum makes it easy to plan and assign tasks with its intuitive drag-and-drop user interface. Users can quickly create schedules for multiple technicians or teams based on locations, availability, and skill sets. The software allows users to track the progress of each job with interactive maps and automated notifications, so they always know when to complete tasks. Fulcrum’s job tracking feature provides full visibility into every step of the job process by allowing users to track labor hours, material costs, invoices, purchase orders, and other related documents. The resource management feature also enables users to keep track of inventory levels and maintenance schedules for tools and vehicles, ensuring teams always have access to the resources needed for each job. 

Fulcrum Features

Fulcrum is an innovative platform that transforms the way businesses operate and communicate. It hosts a suite of custom-built applications that can easily integrate into existing systems. The following are Fulcrum’s core features:

Issue management

By centralizing issue management into a single platform, Fulcrum arms field workers with the ability to record issues quickly and easily as they occur in real-time, driving faster workflow by triggering automated notifications prompting whoever needs to take action. This feature ensures that communication is efficient and standardized across all users, so everyone can log the same information each time an issue occurs. This helps maintain accountability and facilitates faster task completion. Teams can see which tasks need attention or are overdue at any time for a comprehensive overview of operations.

Custom task types

This feature allows users to customize tasks specific to their business needs, with the software automatically generating fields of data associated with those tasks. This makes it incredibly easy to categorize, route, track, and monitor specific workflows throughout multiple departments or locations, all while sending notifications and collecting data that are immediately accessible across any device. Moreover, there are visual and audible alerts when task deadlines are looming or conditions have been met which is a great help in optimizing productivity in any team setting.

Dynamic requirement and visibility logic

Fulcrum provides the flexibility to create complex form requirements with multiple dynamic parameters and visibility rules, as well as tailor the conditions of field data collection according to unique job specifications. It helps ensure companies have quality control over the data output from each job by allowing users to define the required data validations that are needed for completing each task. This feature also helps maintain efficiency in data accuracy by providing additional conditioning validations such as date ranges, dependent fields, min or max answers, or required times. Companies can standardize their workflows by specifying answer requirements when they upload information processes like invoicing or asset verification onto their system. This allows organizations to generate accurate reports and make effective decisions based on fully informed data.

Record assignment and dispatch

Fulcrum’s record assignment and dispatch feature is an intuitive tool for field service professionals, allowing them to track their services and resources from the convenience of a single platform. With quick and accurate scheduling, records are sent digitally with all relevant information, such as addresses and customer details, in a streamlined process. This allows teams to delegate tasks accurately while managing real-time changes or updates. Furthermore, employees on the ground can access job records 24/7 via mobile devices, so they can receive updates in real-time.

Automated conflict prevention

The feature leverages machine learning to evaluate schedule conflicts before they occur, which reduces unnecessary scheduling issues. By presenting all available information on a single platform, Fulcrum’s automated conflict prevention system provides users with an efficient way to manage their workflow instantly. This allows for fast resolution of potential issues before they become critical problems. 

Custom online and offline maps

The platform allows users to plan routes ahead of time, access location information on the go with the mobile app, and view detailed analytics at the end of their day. The software enables field operators to pinpoint the exact locations of assets they need to maintain while out in the field. Location data can be uploaded as shapefiles, addresses, or text files. Additionally, Fulcrum provides users with an intuitive map creation tool that allows them to customize their base maps with drawing tools, custom markers, and boundaries. 

Geotagged video and audio capture

Fulcrum’s geotagged video and audio capture feature lets users record real-time footage from any location, streamlining the process of collecting evidence onsite or documenting project specifications instantly. Moreover, this feature also automates the process of attaching videos and audio recordings to digital forms, ensuring that all data collected in the field remains in one centralized location for easy access when needed. Geotagging provides insight into the precise geographic coordinates of a mobile device at the time the video or audio file was recorded, allowing capture settings and display options to be customized with an added layer of accuracy. 

Custom security roles

Fulcrum allows permissions and restrictions to be tailored to each user, ensuring data is secure and they have access to the information critical to their job. Businesses can maintain the necessary control over sensitive data while allowing each employee the appropriate level of access to complete their tasks. Administrators can easily edit these custom roles from a centralized platform and monitor real-time changes. This flexible approach enables companies to stay ahead as market conditions shift.

Fulcrum Benefits

Fulcrum is an all-in-one app for field service teams that can help users manage their businesses more effectively. The following are Fulcrum’s key benefits:

Improved efficiency and increased productivity 

Fulcrum helps users take control over their field operations by streamlining processes across the entire organization. The software allows users to quickly access customer information, assign tasks, and complete work orders. With this clarity and visibility, businesses can increase efficiency while reducing costs associated with manual data entry and paperwork. Additionally, Fulcrum allows managers to track job progress in real-time to quickly identify and address any issues that arise in the process. This helps ensure that jobs are completed accurately and on time, without unnecessary complications. 

Enhanced communication and collaboration

Fulcrum offers powerful collaboration capabilities by allowing teams to share information and resources instantly. The app integrates with popular communication tools such as Slack and Skype, allowing users to collaborate easily with colleagues globally. Team members can also use the software’s messaging feature to communicate directly within the platform without switching between multiple applications or platforms. 

Robust reporting and data analysis 

Fulcrum provides reporting features that allow managers to analyze data more effectively. Its built-in analytics capabilities enable users to generate custom reports on job performance, customer satisfaction levels, and employee productivity metrics, empowering them with actionable insights that drive operational improvements across their organization. Fulcrum makes it easy to evaluate KPIs over time, so users can identify trends and make informed decisions about their business strategy moving forward. 

Fulcrum Pricing

Fulcrum offers three main pricing tiers: Starter, Professional, and Enterprise. Teams with up to five members can get the Starter plan, priced at $15 monthly. It includes task and issue management, custom digital forms, and checklists. The Professional plan, starting at $42 per user per month, includes everything in the starter plan but with the addition of digital signatures and consolidated inspection performance dashboards. Fulcrum’s Enterprise plan requires a minimum of 25 users and consists of all features in the Professional tier, along with SAML SSO and audit logs. It comes with 5TB storage, unlimited custom apps, and priority support via email, phone, and in-app. Fulcrum offers add-on packages, including Managed Services, Professional Services, and the Developer Pack, which costs $149 per month and provides users with operational and query API access and webhooks. The Enterprise plan comes bundled with these features, while other plans have them available as an add-on. 

Conclusion

Fulcrum is an all-in-one field service management software that helps organizations streamline operations and increase efficiency. It simplifies how field personnel are dispatched, tracked, and managed to maximize productivity and customer satisfaction. The software allows users to assign tasks, schedule jobs, track assets, and generate reports quickly and easily with real-time data. It also provides automated scheduling, optimized routing, and customer notifications. Fulcrum offers additional services such as custom integrations with third-party apps like Salesforce, Zapier, and Google Maps API. It helps improve communication between field technicians and customer service representatives in the office by providing real-time updates on job status and progress tracking features. Fulcrum allows companies to increase their visibility in their market by providing detailed analytics on their operations that optimize performance even further.