CRM and customer timeline
Leads, opportunities, contacts, locations, tasks, notes, attribution, and complete activity history.
Every stage of the service lifecycle, connected.
FieldOS combines customer acquisition, office operations, field execution, financials, and retention in one extensible platform.
Scheduling and capacity
Day, week, month, timeline, team, branch, platform, service-line, and resource views.
Dispatch and routing
Configurable eligibility, status workflows, route stops, ETA updates, customer tracking, and delay alerts.
Communications
Two-way SMS and email, templates, consent, delivery events, quiet hours, assignments, and shared inbox.
Jobs and technician mobile
Assignments, forms, checklists, photos, signatures, time, asset history, parts, and status progression.
Estimates, invoices, payments
Options, approvals, taxes, fees, financing, deposits, refunds, disputes, and payout visibility.
Automation
Trigger-condition-action workflows for messages, tasks, status updates, routing, reviews, and webhooks.
Universal customization
Platforms, service lines, terminology, custom fields, forms, workflows, templates, number sequences, and overrides.