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Fielddio Free Business Assessment
Find where your service business is losing money
10 followers
Find where your service business is losing money
10 followers
Fielddio Decision Tools is a free 3–5 minute operational assessment for field service businesses. It estimates CRM ROI, identifies the three biggest bottlenecks affecting time, capacity, and revenue, and generates a Fielddio Operational Mastery Index with prioritized recommendations. No email is required to view results, and raw financial answers stay in your browser.
The no-email results view is a nice touch honestly. One thing that would help is letting users export the Operational Mastery Index as a PDF so they can share it with their team or bring it into a planning meeting without screenshotting everything. Would make the recommendations way easier to act on.
@layda147365 Thanks, İlayda — this is very helpful feedback. The complete assessment can already be saved as a PDF through the “Print or Save Assessment” button in the Recommended Next Actions section. Your comment shows that this option is not explicit or visible enough, so I’ll make the PDF wording and placement clearer. Thanks for pointing that out!
Really cool that you keep raw financial answers in the browser, that's a nice trust builder. One thing I'd love to see added is a way to download or export the results as a PDF or shareable link so I can send the Mastery Index to my ops manager without having to screenshot everything. Would make it way easier to actually act on the recommendations with my team.
@smet1510713 Thanks, İsmet! The complete assessment can already be saved as a PDF using the “Print or Save Assessment” button near the bottom of the results. No email is required, and the raw financial inputs remain in the browser. Your feedback makes it clear that I need to make this option easier to discover. I’m also considering a privacy-conscious sharing option that would not expose the underlying financial inputs.
The no-email-needed approach to view results is refreshing and actually respectful of user time. Keeping raw financial data in the browser also shows real thought about privacy, not just checkbox compliance.
@enay1976741 Thanks, Şenay Privacy was a core design consideration, especially because the assessment uses sensitive operational and financial inputs. The complete results remain available without an email, and raw financial answers are not included in the optional follow-up request.
Took the assessment in about four minutes and the bottleneck breakdown was surprisingly specific, not just generic advice. Liked that I didn't have to hand over my email just to see the results.
@emircan31074 Thanks, Emircan! I’m glad the bottleneck breakdown felt specific rather than generic. Keeping the results accessible without requiring an email was an important decision for me. Was there one recommendation that felt especially relevant to your situation?
Run it in under five minutes and got a pretty honest breakdown of where our dispatch process is bleeding time. The Mastery Index score was actually useful, not just generic fluff.
@sabanl23423 Thanks, Şaban I’m glad the assessment surfaced a meaningful issue in the dispatch process. That is exactly the kind of operational signal it was designed to identify. Did the recommended action give you a practical next step to test?
took this real quick and was honestly surprised it pinpointed our scheduling bottleneck without making me hand over my email first, kind of rare these days. the operational mastery index score was a nice touch too.
@gencalmasa49194 Thanks, Masal I’m glad it identified the scheduling bottleneck while keeping the results immediately accessible. Did the recommendation confirm something you already suspected, or did it reveal a less obvious issue?