From Excel to FieldGenius, without pain
Many field service companies still run scheduling in Excel. FieldGenius makes the move easy: import existing customers, contracts and jobs from Excel, and export reports back when you need them.
Many field service companies still run scheduling in Excel. FieldGenius makes the move easy: import existing customers, contracts and jobs from Excel, and export reports back when you need them.
Many field service companies still run scheduling in Excel. FieldGenius makes the move easy: import existing customers, contracts and jobs from Excel, and export reports back when you need them.
Every week new tabs, colours and macros make the file unmanageable.
Who is working on which version? Everyone copies the latest 'right' file.
Excel isn't shared and isn't live; crews work with stale info.
Customers, contracts and jobs are imported via prepared templates.
We help structure your existing Excel and map it to FieldGenius fields.
When you still want a report in Excel, export it from FieldGenius.
Ready-to-fill Excel templates for customers, contracts and jobs.
Invalid rows are reported, valid rows are ingested.
Automatic export of reports to Excel or CSV.
No. We work with templates and help with mapping. We frequently see messy Excel files.
Yes. Reports and overviews can always be exported as Excel or CSV.
Yes. Many customers still use Excel for management or accounting reports. Export stays possible.