Customer inbox
Every text and email in one customer conversation.
See the complete SMS and email conversation beside the customer, lead, job, estimate, and invoice it belongs to.
No card required · Free plan available · Built for U.S. service businesses
The complete conversation stays together.
No more searching across phones and inboxes
Give the team the conversation context it needs.
Fieldiz separates the customer inbox from the phone call log while keeping both connected to the same trusted customer and work records.
Two-way SMS
Send and receive customer texts with consent, opt-out, delivery status, and clear ownership.
Email history
Keep operational emails, replies, delivery outcomes, and related documents in the conversation.
Customer-centered threads
See the permitted conversation instead of isolated messages scattered across users.
Work context attached
Open the related lead, job, estimate, invoice, or appointment from the conversation.
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
Give the whole team one reliable conversation history.
Incoming replies and outgoing messages stay in order with delivery status, consent, opt-out, attachments, and the next action visible.
- Customer threads with inbound and outbound SMS and email
- Delivery, failure, opt-out, and retry states in activity history
- Role and user preferences without exposing unrelated conversations
Built for a clearer decision
Field service customer inbox that keeps work moving
Fieldiz turns field service customer inbox into clear actions for office teams, dispatchers, salespeople, and managers, without adding another dense system to manage.
See field service customer inbox 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
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
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.
Is the inbox the same as the phone screen?
No. Phone focuses on calls, the dialer, recordings, and call history. Inbox focuses on SMS and email conversations.
Can a reply connect to an existing lead?
Yes. Messages can stay attached to the matching customer, lead, job, appointment, estimate, or invoice.
Can every employee read every conversation?
No. Company permissions and record scope decide which conversations and actions each role can access.
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 customer inbox with your own services and team. No credit card required.