Field Service Management Software
Run Your Entire Field Service Business From One Platform
Stop juggling separate apps for dispatch, CRM, phone calls, estimates, and invoicing. Fieldz AI connects your office, field technicians, and finances into one powerful system.
One platform instead of five separate tools
Every subscription you replace means one less login, one less bill, and zero double-entry between systems.
Scheduling software
Standalone booking calendars
CRM software
Separate customer databases
Business phone system
VoIP subscriptions & extra SIMs
Invoicing & payment tools
Manual quoting & paper invoices
Automation & review tools
Reminder and follow-up add-ons
Jobs & Dispatch
Schedule and dispatch jobs in seconds
A drag-and-drop calendar built for dispatchers. See every technician's day, assign the right person, and keep customers informed automatically.
- Calendar, list, and timeline views for day and week planning
- Assign technicians with live availability at a glance
- Color-coded job statuses from estimate to paid
- Automatic SMS confirmations and reminders for every booking
Customer CRM
Every customer, with their full story
Complete service history, notes, addresses, and communications on one profile — so anyone who answers the phone knows exactly who's calling.
- Full job, invoice, call, and message history per customer
- Multiple service addresses under one customer record
- Notes and attachments your whole team can see
- Global search across customers, jobs, and invoices
Business Phone + SMS
A built-in phone system your customers recognize
Get dedicated business numbers, take calls in the browser or mobile app, and text customers from the same number they already know. No extra hardware.
- In-app dialer with call history, recordings, and voicemail
- Two-way SMS conversations tied to each customer
- Call masking keeps technicians' personal numbers private
- Smart routing: ring everyone, sequential, or round-robin with business hours
Estimates, Invoices & Payments
From estimate to paid — without the paperwork
Send professional estimates, collect e-signatures, convert to invoices in one click, and take card payments online or in the field.
- Branded estimates and invoices with line items and discounts
- E-signature approval right from the customer's phone
- Card payments powered by Stripe — online or on-site
- Deposits, partial payments, and automatic receipts built in
Financial Reporting
Know exactly what every job earns you
Real profit visibility: revenue, parts, technician commissions, processing fees, and tax — broken down per job, per tech, and per location.
- Job-level profitability with parts and commission costs
- Technician commission tracking with one-click settlements
- Tax collected tracked separately — never inflates revenue
- Export any report to CSV or PDF
Technician Mobile Portal
Your technicians' entire day, in their pocket
Techs see assigned jobs, navigate to the address, update statuses, attach photos, create estimates, and collect payments — all from their phone.
- Job list with statuses, addresses, and one-tap navigation
- Create estimates and collect card payments in the field
- Photos and notes sync to the office instantly
- Techs see their own earnings and commissions
Automations & Lead Capture
Follow-ups that happen without you
Put reminders, review requests, and lead intake on autopilot so no customer slips through the cracks — even on your busiest days.
- Appointment reminders and follow-ups sent automatically
- Review requests after completed jobs
- Embeddable lead forms that create jobs for you
- Trigger SMS or email on any job status change
Multi-Location & Enterprise
Every branch on one dashboard
Built for businesses running 2+ locations: consolidated reporting, location-level permissions, and dispatch that routes work to the right branch.
- Cross-location dashboard with per-branch filtering
- Route jobs and phone lines to the right location
- Branch managers only see their location's data
- One subscription and consolidated reporting for all branches
How it works
From first call to final payment
The whole job lifecycle runs through one system — nothing gets copied between apps, nothing gets lost.
Call or lead comes in
Incoming calls match to existing customers instantly; web lead forms create new ones for you.
Job created & dispatched
Book the job on the calendar and assign the right technician — they're notified by SMS and push.
Tech arrives on-site
One-tap navigation, full job details, and an on-site estimate the customer can approve with a signature.
Work gets done
Status updates, photos, and notes sync back to the office in real time.
Invoice & payment
Convert the estimate to an invoice and take a card payment on the spot or by text link.
Receipt & review request
The customer gets an automatic receipt, then a review request to grow your reputation.
Why Fieldz AI
Fieldz AI vs spreadsheets vs legacy software
Purpose-built for field service — with the phone system, payments, and profit tracking most tools bolt on later.
| Capability | Fieldz AI | Spreadsheets & paper | Legacy FSM software |
|---|---|---|---|
| Drag-and-drop scheduling & dispatch | |||
| Built-in business phone & two-way SMS | Paid add-on | ||
| Call masking for technicians | Rarely included | ||
| Technician mobile app with payments | Varies | ||
| Job-level profit & commission tracking | Manual formulas | Limited | |
| Online payments & e-signatures | Paid add-on | ||
| Multi-location dashboards | Enterprise tier only | ||
| Automated reminders & review requests | Varies |
256-bit TLS encryption
All data encrypted in transit
PCI-compliant payments
Card processing secured by Stripe
Carrier-grade telephony
Voice & SMS powered by Twilio
Role-based access
Granular permissions per team member
Pricing
Simple, transparent pricing
Start free for 7 days — no credit card required. Upgrade, downgrade, or cancel anytime.
Standard
Limited Time Offer- 2 users
- Unlimited technicians
- 500 SMS
- 500 minutes
- 2 dedicated lines
Pro
Limited Time Offer- 5 users
- Unlimited technicians
- 1,500 SMS
- 1,500 minutes
- 5 dedicated lines
Premium
Limited Time Offer- 10 users
- Unlimited technicians
- 3,500 SMS
- 3,500 minutes
- 8 dedicated lines
Running multiple locations?
Multi-location plans with consolidated dashboards, dispatch, and billing.
FAQ
Frequently asked questions
Yes — every plan starts with a 7-day free trial and no credit card is required. During the trial, phone number purchases, SMS, and voice calls are restricted until you pick a plan.
No. Phone numbers are provisioned inside Fieldz AI and calls work from your browser or the mobile app. Your team keeps their existing devices.
Yes. Technicians get their own mobile portal (iOS and Android) where they see assigned jobs, navigate to addresses, update statuses, attach photos, create estimates, and collect payments.
Payments run on Stripe. You can charge cards in person, send a secure payment link by text or email, or let customers pay from their invoice online. Deposits and partial payments are supported.
Yes. Multi-location plans give you a consolidated dashboard across branches, location-based permissions for managers, per-location phone lines, and unified reporting under one subscription.
Yes — reach out to our team after signing up and we'll help you migrate your customers, jobs, and history into Fieldz AI.
You pick the plan that fits your team and continue right where you left off. You can upgrade, downgrade, or cancel at any time from your dashboard.
All traffic is encrypted with 256-bit TLS, payments are processed by PCI-compliant Stripe (we never store card numbers), and role-based permissions control exactly what each team member can see.
Start running your business from one platform
Set up your account in minutes and see your first job on the calendar today.
No credit card required