What is Fieldwork?
Fieldwork is a versatile field service management software designed for residential and commercial service businesses. It provides tools to streamline operations, reduce paperwork, and enhance team coordination across various industries including pest control, lawn care, pool service, and general field services. The platform enables business owners, administrative staff, and technicians to access critical data 24/7 from PCs, tablets, or smartphones.
The software automates administrative tasks such as scheduling appointments, sending reminders, drafting invoices, and processing payments. It includes a CRM system for building customer profiles and a branded customer portal for clients to access invoices, contracts, and work history. Fieldwork integrates with existing workflows and offers features like calendar management, task tracking, reporting, and offline access for field teams.
Features
- CRM & Branded Customer Portal: Provides customers with 24/7 online access to invoices, contracts, and work history
- Mobile Apps: Allows technicians to work from smartphones or tablets with offline access capability
- Scheduling & Calendar: Visual scheduling system for managing appointments and work orders
- Invoicing & Payment Processing: Tracks invoices and enables payment processing through mobile app, phone, or customer portal
- Custom Forms & Integration: Adapts to existing workflows with customizable forms and integration options like QuickBooks and Zapier
Use Cases
- Managing pest control service operations and technician scheduling
- Streamlining lawn care and landscaping business administration
- Simplifying pool maintenance service management and client communication
- Coordinating field service teams across multiple locations
- Automating invoicing and payment processing for service businesses
FAQs
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Do office staff members count as users in the pricing plans?
No, office staff members are free and not considered full-time users. Only technicians dispatched to do service work are counted as users. -
What devices can Fieldwork be used on?
Fieldwork can be accessed from PCs, tablets, and smartphones, with mobile apps available for technicians in the field. -
Does Fieldwork offer integration with other software?
Yes, Fieldwork integrates with QuickBooks for accounting and Zapier for connecting with other applications, and offers API access for custom integrations. -
Can Fieldwork be used offline?
Yes, Fieldwork provides offline access for technicians in the field, allowing them to work without internet connectivity.
