FieldServicePro

Field Service Pro — Field Service Management for Contractors and Service Teams

Field Service Pro helps service businesses manage the full job workflow—from scheduling to estimates, work orders, invoicing, and payment collection. It’s designed for field teams who need to stay organized across the office and on-site work.

Key features:

• SMART DISPATCHING & SCHEDULING: Manage your team’s calendar with ease. Drag-and-drop scheduling ensures your technicians are always where they need to be.

• Estimates & Quoting: Create and send branded estimates using templates and (where available) AI-assisted suggestions.

• Work Orders & Job Updates: Track job status, notes, and photos throughout the visit.

• Invoicing: Generate invoices from completed jobs and send reminders via SMS or email.

• Payments: Collect customer payments against invoices using your business’s configured payment provider (availability depends on your setup).

• CRM & Customer Portal: Store customer history, job details, and communication in one place, with optional customer booking/portal tools.

• Messaging & Marketing Tools: Communicate and follow up using supported channels such as WhatsApp, SMS, and email (based on your configuration).

• E-SIGN & CONTRACTS: Get legal signatures on-site. Securely store contracts and agreements attached to every work order.

Common industries:

HVAC, plumbing, electrical, landscaping, roofing, cleaning services, appliance repair, pest control, and more.