Fieldiz features
Fewer handoffs. A clearer workday.
Run leads, schedules, jobs, customers, invoices, payments, and reporting from one friendly workspace.
No card required · Free plan available · Built for U.S. service businesses
One record. Every next step.
Explore the platform
Start with the daily workflow.
Add automation, reporting, and integrations when the business is ready.
Lead management
Capture, assign, and follow up on every opportunity in one clean inbox.
Learn moreScheduling & dispatch
Build the day, assign the right technician, and adjust without losing context.
Learn moreJob management
Keep locations, notes, appointments, photos, expenses, and history together.
Learn moreCustomer portal
Give customers a secure place for visits, estimates, invoices, balances, and payments.
Learn moreRecurring service
Plan repeat visits, service agreements, reminders, renewals, and billing context.
Learn moreEstimates, invoices & payments
Move from approved work to a branded invoice and online payment.
Learn moreAutomations
Send the right message, update the right record, and see exactly what ran.
Learn moreMarketing reporting
Connect ad spend to selected conversions, booked work, and reported ROAS.
Learn more
Built around the people doing the work
Field service software features that keeps work moving
Keep lead sources, payments, communications, analytics, forms, and custom systems connected to the customers and jobs they support.
- Less duplicate entry between the office and field
- Clear ownership, status, and next action
- Useful history when a customer calls back
Start with the useful workflow
Start with today’s work. Add more when it helps.
Fieldiz gives each role a focused view while the full customer and job story stays connected behind the scenes.
- American English and U.S. field-service terminology throughout
- Light and dark modes across office and field workflows
- API-first records ready for web and future native apps
Good to know
Questions, answered clearly.
What does connected field service workflows keep connected?
It connects daily work across lead intake, scheduling, field delivery, customer communication, money, and reporting. The related customer, service location, job, owner, status, and activity remain available to authorized users instead of being split across disconnected tools.
Who is this connected field service workflows workflow built for?
It is designed for growing home-service companies in U.S. field-service companies. The company can start with practical defaults and then adjust its services, statuses, permissions, notifications, and workflow.
How long does setup take?
A company can start with its industry, company details, recommended services, default roles, and a focused intake workflow. Live provider connections require the relevant account approval and keys, and can be validated before launch.
What happens when an automation or provider action fails?
Authorized users can review activity, delivery, integration, and automation status. Logs distinguish queued, sent, delivered, skipped, failed, and retryable outcomes without exposing provider secrets.
Can each team member see only the work they need?
Yes. Company roles combine action permissions with assigned, team, or all-record scopes, so technicians, dispatchers, managers, and bookkeepers can receive different access.
See Fieldiz in your own workday
Ready to make the next action easier to see?
Start a 14-day Pro trial and test connected field service workflows with your own services and team. No credit card required.