Platform Features
Everything you need, nothing you don't
FieldTemporeplaces the spreadsheets, sticky notes, and disconnected tools you're juggling today. Here's what's inside, from everyday essentials to tools for growing teams.
Smart Scheduling
Your week at a glance, drag, drop, done.
A visual weekly calendar built for techs. Drag jobs between days, set recurring schedules, and see your whole crew's availability in one view. Conflicts are flagged automatically so you never double-book.
- Recurring job templates, weekly, biweekly, monthly, or custom
- Multi-day jobs that span several days, tracked day by day
- Time-slot based scheduling with start/end times
- Automatic conflict detection and overbooking alerts
- Route-optimized daily views per tech
Client Management (CRM)
Know every client inside and out.
A purpose-built CRM for techs and crews. Store contact info, property details, service history, and notes in one place. Quickly search, filter, and see who's active or inactive at a glance.
- Instant search across all clients and properties
- Multiple properties per client with individual notes
- Full service history, every job, estimate, and invoice
- Active/inactive status tracking to manage your roster
Online Booking
Let clients book 24/7, even while you sleep.
A branded booking page where clients can request services anytime. Booking requests land in your dashboard for review. Confirm with one click and both you and the client get notified automatically.
- Public booking page branded with your business name
- Automatic confirmation and reminder emails
- Clients choose preferred date and service type
- Admin approval workflow, you stay in control
Estimates & Invoicing
From quote to deposit to paid, on autopilot.
Create professional estimates on-site or from the office. Clients approve and e-sign online, pay a deposit by card, and the job books itself. When the job is done, invoicing and payment collection are automatic, so you get paid faster with far less chasing.
- Line-item estimates with service templates
- Clients e-sign online and pay a deposit by card to lock in the job
- One-click convert from estimate to scheduled job
- Automatic invoicing after job completion
- Save a card on file and auto-charge the balance when the job is done
- Overdue invoices chase themselves, automatic reminders with a Pay Now link
Live Dispatch & Route Optimization
See every tech on the map, and give them the fastest day.
A live dispatch map shows where every tech is while jobs are in progress. One tap builds the fastest route through each tech's day, drive-time optimized with turn-by-turn ETAs, so big days don't burn fuel and daylight.
- Live tech locations on the dispatch map during active jobs
- One-tap optimized routes with drive-time ETAs. No stop limit, even 13+ stop days
- Double-booking conflicts flagged the moment you schedule
- Crew assignments: put multiple techs on one job
Inventory Management
Track parts and supplies without another spreadsheet.
Keep an item catalog with SKUs, unit costs, and stock on hand, tied to the suppliers you buy from. When techs use parts on a job, the cost flows straight into job costing, so you see true profit per job, not just revenue.
- Item catalog with SKUs, units, and unit costs
- Supplier tracker, so reordering is one call instead of a hunt
- Parts used on a job flow into job costing automatically
- Stock levels and low-stock flags at a glance
- Look up real supplier products to fill in cost, SKU, and vendor for you
HVAC filter 20×25×1
FLT-2025
PVC coupling 3/4"
PVC-075C
Copper wire 12 AWG
WIR-12AWG
Condenser capacitor 45/5
CAP-4550
Door hinge, satin nickel
HNG-SN35
Supplier Catalog Lookup
Stop typing part numbers off a receipt.
Adding stock, a supplier, or a purchase order line? Type what the part is called, hit search, and pick it from real supplier listings. The unit cost, SKU, and vendor fill themselves in. It's the difference between adding an item in ten seconds and squinting at an invoice for two minutes.
- Search real products by name, right inside the Add Item form
- Cost, SKU, and supplier prefill from the listing you pick
- Works when adding items, suppliers, and purchase order lines
- You always set your own price. The lookup only fills in what you pay
Add Item
Name
Milwaukee Curved Claw Hammer, 20 oz
Home Depot
Estwing Rip Hammer, smooth face
Lowe's
Hyper Tough Wood Handle Claw Hammer
Walmart
Unit cost
$25.97
SKU
MLW-2097
Vendor
Home Depot
Pick a result and the cost, SKU, and supplier fill in automatically.
Crew Management
Assign work, track hours, manage your techs.
Add techs to your account and assign them to jobs. Each tech gets their own login with a role-based view, techs see their own schedule, admins and dispatchers see everything.
- Role-based access, owner, admin, dispatcher, worker
- Per-tech schedule views and job assignments
- Require techs to accept or decline the jobs they're assigned
- Clock in/out with breaks, offline-safe, billable hours ready for payroll
- Rate job quality 1 to 5 stars, feeding worker-performance reports
- iCal sync, techs subscribe from any calendar app
Reports & Analytics
Data-driven decisions for your business.
See how your business is performing with real-time dashboards. Track revenue, job volume, tech utilization, and client retention. Spot trends and make informed decisions about hiring, pricing, and growth.
- Monthly revenue and job volume trends
- Tech performance and utilization metrics
- Client retention and repeat booking rates
- Outstanding invoices and collection rates
AI Assistant (Beta)
Pro / Business / Enterprise
Say what needs doing. Review it. Keep moving.
Speak or type to create a job from a service template, assign a tech, and set per-job pay in one reviewed change. Update records, draft estimates and invoices, or continue a longer workflow between confirmations. Included on Starter, Pro, Business, and enabled Enterprise plans. Starter includes 500 credits and 30 voice minutes per month; account allowances reset on subscription renewal. Your plan features and permissions still apply.
- Voice and text requests in the same collapsible assistant
- Combine a template, client, crew assignment, and per-job pay
- Review and confirm each change before it is saved
- Your account and role permissions apply; no deletions or automatic card charges
- Files and photos stay in their usual upload screens
Review changes before saving
Here's the job to review.
Client
Alex Morgan
Property
Maple House
Service
Standard Clean
Date
Tomorrow, 9:00 AM
Assigned tech
Sarah M.
Per-job pay
$100.00
Your account permissions apply. Nothing is saved until you confirm.
Beyond the basics
Built for serious operations
The tools growing companies expect: field-ready mobile, communications, profitability, integrations, and enterprise-grade security, without stitching together five products.
Price book
Build a catalog of the services and materials you sell, with your cost and your price. Drop them into estimates, invoices, and jobs in one tap instead of retyping, and see your margin per line as you go.
Checklist templates
Save the steps a job actually takes once, then attach them to every job of that type. Crews get the same standard every visit, and nothing gets skipped because someone was in a hurry.
Change orders
Work grows mid-job. Record the extra scope, what it costs, and who approved it. The price updates with a paper trail, instead of someone quietly editing a number and hoping it's remembered.
Multiple businesses, one account
Run a painting company and an electrical company? Keep them under one login with their own branding, booking page, and reporting, without paying for two subscriptions or juggling two apps.
Automations
Chase unanswered estimates, text the next customer that you're on the way, win back customers who've gone quiet, flag low stock, and get one summary email a day. Every one is off until you switch it on.
Customer history & repeat jobs
Every job, estimate, invoice, and property for a customer on one page. Seen this job before? Reuse it. The whole thing comes back prefilled, so a repeat booking takes seconds.
Offline mobile mode
No signal, no problem. Crews start, complete, and clock in on jobs offline, and everything syncs the moment they're back online.
Native iOS & Android apps
Real mobile apps for the field: native camera capture, push alerts, and background GPS while a job's in progress.
Before & after photos
Set required before/after photo counts per job, then share the results with clients in a couple of taps.
Two-way SMS
Text clients from a dedicated business number: on-my-way texts, reminders, and replies in one inbox.
Push notifications
Push alerts for tomorrow's jobs and inbound client texts, straight to your crew's phones.
Job costing
Labor, materials, and expenses rolled up per job so you know your true margin.
CSV import
Switching from Jobber or spreadsheets? Import clients, properties, and jobs in minutes.
API & webhooks
A public REST API with scoped keys and signed webhooks for your own integrations.
Guided onboarding
Guided product tours, a getting-started checklist, and in-app tips. Your team's live in minutes.
Audit logs
Every sensitive action recorded, with a full history of who did what and when.
Two-factor auth
TOTP two-factor on every plan, with org-wide MFA enforcement when you need it.
SAML SSO & SCIM
Single sign-on via Okta, Entra ID, or Google, plus automatic user provisioning.
Roles & permissions
Owner, admin, dispatcher, worker, with per-role action permissions you control.
Integrations
Works with the tools you already use
Sync your books with QuickBooks, get paid online with Stripe, and subscribe to your schedule from Google Calendar, Apple Calendar, Outlook, or any iCal-compatible app.
QuickBooks
Sync invoices & revenue
Stripe
Online payments & invoicing
iCal / Calendar Sync
Google, Apple, Outlook & more
Every plan
Core tools on every plan
Scheduling, CRM, online booking, estimates, invoicing, and reporting ship on every plan, including Starter. SMS, QuickBooks, inventory, and job costing unlock on Pro; route optimization and audit logs unlock on Business. See the full breakdown on our pricing page.