Field-service payments

Professional documents. A shorter path to paid.

Create clear estimates and invoices, edit eligible drafts, collect online, and see customer views, decisions, and payment activity.

No card required · Free plan available · Built for U.S. service businesses

Invoice #1048 Live

Ready to send

$680 Invoice total
Paid Online by card
Spring replacement $480.00
Labor $160.00
Sales tax Calculated automatically

Built for the real workday

Keep pricing, approval, and payment connected to the work.

Give every teammate the context and next action they need without adding software clutter.

Clear invoices

Turn approved work into a readable invoice with sequential numbering.

Stripe Connect

Each company connects its own Stripe account and remains merchant of record.

Safe draft controls

Edit or delete an unsent draft while issued customer documents remain protected.

Customer activity

See sends, opens, views, decisions, and payment events in a readable timeline.

See Fieldiz in your workflow

Bring leads, jobs, customer communication, and payments into one calm workspace.

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Choose the right plan

Compare plans for solo operators, growing teams, and larger field-service companies.

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Explore every feature

See how Fieldiz connects the office, technicians, customers, and daily business decisions.

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A field technician reviewing an estimate and secure payment with a homeowner using field service invoicing software
Ready for the next job Clear work feels better for everyone.

Built around the people doing the work

Make the next action clear for every role.

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

Move from approved work to collected payment faster.

Use reusable services and parts, correct an unsent draft, send a branded document, and follow customer activity through approval and payment.

  • Multiple services, parts, quantities, discounts, tax, and editable unsent drafts
  • Public approval, signature, invoice, payment, and receipt pages
  • View counts and activity history for delivery, customer decisions, and payments

Built for a clearer decision

Field service invoicing software that keeps work moving

Fieldiz turns field service estimates, invoices, and payments into clear actions for owners, estimators, office staff, technicians, and bookkeepers, without adding another dense system to manage.

01

See field service estimates, invoices, and payments at a glance

See what changed, what needs attention, and who owns the next action in one focused view.

  • The important status is visible
  • The next owner is clear
02

Move work forward with fewer handoffs

Keep the customer, job, timing, conversation, and value connected as work moves forward. Your team spends less time copying details or rebuilding context from calls and group chats.

  • Less duplicate entry
  • One connected work history
03

Give each role the right view

Owners keep the wider picture while office and field users see the work that matters to them. Clear assignments and permissions make responsibility easier to understand.

  • Focused views for every role
  • Useful context travels with the work

Good to know

Questions, answered clearly.

Can I edit or delete an invoice before it is sent?

Yes. An authorized user can edit or delete an unpaid draft that has not been sent or shared. Issued documents remain protected.

Can I tell whether a customer opened an estimate or invoice?

Yes. Fieldiz records customer views and shows document delivery, view, decision, and payment activity when available.

Does Fieldiz store customer card details?

No. Payment details are handled by the connected secure payment service, while Fieldiz keeps the verified invoice and payment status.

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 field service estimates, invoices, and payments with your own services and team. No credit card required.

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