ONE PLATFORM. EVERY SERVICE LINE.
Run your entire service business from one organized operating system.
FieldOS connects CRM, scheduling, dispatch, routing, estimates, invoices, payments, communications, automations, reporting, and technician workflows without forcing every industry into the same rigid process.
Multi-platform companiesIsolated company databasesPHP 7.4 compatible
Today at Blue Ridge Mechanical
MONDAY OPERATIONS
Good morning, Alex
Live dispatch
8:00Water heater replacementPlumbingOn site
9:30Heat pump diagnosticHVACEn route
11:00Annual maintenanceHVACScheduled
Stop stitching together software that cannot see the whole customer.
One customer record follows every call, text, appointment, estimate, job, asset, invoice, payment, and review across all enabled specialties.
01
CRM & communications
Unified customer timelines, two-way SMS and email, consent tracking, follow-up tasks, and automated review campaigns.
02
Schedule, dispatch & routing
Assign the right team, manage configurable dispatch workflows, recalculate ETAs, and notify customers automatically.
03
Estimates to payment
Build options, collect approvals and signatures, invoice accurately, accept payments, and track disputes and payouts.
04
Configured to your company
Add related specialties, service lines, workflows, forms, fields, terminology, templates, and permissions without a code fork.
DESIGNED FOR COMPLEX SERVICE COMPANIES
Plumbing and HVAC belong together when your business operates them together.
FieldOS treats related specialties as enabled platforms inside one company. Customers, employees, schedules, financials, and reports stay connected while each service line keeps its own workflows and requirements.
Explore industriesBlue Ridge MechanicalOne company database
Explore the included two-specialty example company.
After running the installer, sign in to Blue Ridge Mechanical with the included administrator account and explore HVAC and Plumbing inside one company portal.
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