FieldOptimiz

Your home service business, running itself.

Leads answered.

One connected system answers customers, organizes jobs, coordinates teams, tracks money and moves routine work forward.

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New request capturedLIVE

Air conditioning · Northside

Office queueNow
New request capturedAir conditioning · Northside · Office queue
01 / 05
One connected operation

Not more software.
A working system.

Every part of FieldOptimiz is designed around the same customer, job and business context. The result feels connected because it is.

01Run operations

The whole day, visible at once.

Scheduling, dispatch, route planning and the field workspace share one live picture. When the day changes, the office and crews move together.

Live scheduling
Dispatch control
Route planning
Field workspace
AppointmentsDemo schedule
No coolingUrgent
Maria Ruiz
8:30 AM · North service area
Water heaterConfirmed
Kevin Lee
9:30 AM · North service area
Panel inspectionEn route
Jordan Smith
10:30 AM · North service area
Garage doorConfirmed
Maria Ruiz
11:30 AM · North service area
MR
KL
JS
MR
KL
Dispatch change ready
Review the updated route before sending
2 min
02Keep every conversation

Turn customer communication into organized work.

Calls, messages, customer details and job history stay connected, so the team can act without rebuilding context.

Customer records
Unified inbox
Business phone and SMS
Estimates
David Miller9:24

Tomorrow at 10:30 works.

Sarah Chen10:24

Thanks for the update...

Olivia Davis11:24

Thanks for the update...

Tom Wilson12:24

Thanks for the update...

David Miller
AC repair · Job #1842
The upstairs unit stopped cooling. Can someone come tomorrow?
We have a 10:30–12:00 arrival window available.
Tomorrow at 10:30 works.
Appointment created · Maria assigned
Type a message…
03Automate the repeatable

Design how the business should respond.

Connect triggers, decisions and actions across the operation. Your team remains in control while routine handoffs keep moving.

Workflow builder
Follow-up sequences
Operational alerts
AI assistance
Completed job follow-up

Active workflow · Demo data

ON
WhenJob completed
ThenSend invoice
Wait1 day
ThenRequest review
Workflow path readyEvery action remains visible and reviewable.
04Know the business

See work, money and decisions together.

Operational and financial views use the same source of truth, helping owners understand what needs attention without rebuilding reports.

Invoices and payments
Expenses and inventory
Team visibility
Business reporting
Revenue and completed work
Sample workspace · Last 7 days
VIEW 01
Estimates
Awaiting follow-up
VIEW 02
Jobs
Completed and open
VIEW 03
Invoices
Paid and outstanding
VIEW 04
Capacity
Schedule coverage
The operating loop

Work enters once.
Context keeps moving.

FieldOptimiz connects the stages of a home service business, rather than asking your team to carry information between disconnected tools.

01

Request

A call, message, form or booking enters one customer record.

02

Plan

The schedule considers urgency, capacity, skills and location.

03

Deliver

The field team receives the job context and captures the outcome.

04

Complete

The estimate, invoice, payment and service record stay connected.

05

Improve

The system surfaces attention, patterns and the next action.

Built for home services

Your trade changes.
The operating logic stays connected.

FieldOptimiz starts with customers, properties, jobs, crews, routes and service history—not generic project management.

Explore all 27 industries

HVAC

Heating, ventilation and cooling

Plumbing

Pipes, drains and water systems

Electricians

Wiring, panels and electrical repairs

Garage Door Service

Garage door installation, repair and openers

Locksmith

Mobile locksmith, locks and access hardware

Junk Removal

Hauling, cleanouts and disposal

Appliance Repair

Washer, dryer, fridge and more

Air Duct Cleaning

Air duct cleaning and indoor air quality services

Alarm & Security

Security systems and monitoring

Chimney Service

Chimney sweeping, inspections and repairs

Construction

General construction and remodeling

Handyman

General repairs and maintenance

Explore the workspace

See the operation from every angle.

Switch views inside this sample workspace. The data is fictional; the workflow and interface language reflect FieldOptimiz.

FFieldOptimiz
A
Main Dashboard
Good morning, Alex
+ New
OverviewOperationsFinancialsTeamCommunications
Needs attention
Unassigned today2
Unread inbox8
Estimate follow-up4
Today’s scheduleTuesday
8:00No coolingMariaEN ROUTE
9:30Water heaterKevinCONFIRMED
11:00Panel repairJordanASSIGNED
LIVE DISPATCH VIEW
Staff online
Maria RuizON JOB
Kevin LeeAVAILABLE
The intelligence layer

Your business has a brain now.

Agents, workflows and business intelligence watch the same connected operation. They help surface what matters, recommend the next move and carry out the repeatable work—with your team in control.

Business intelligence
Monitoring
Notice

Unassigned work and follow-ups need attention.

Understand

Operational context shapes the recommendation.

Act

Approved workflows move the next step forward.

Report

Owners keep a clear record of every outcome.

Ask FieldOptimiz

“What needs my attention before tomorrow?”

Connected where it matters

Keep the tools you trust. Lose the double work.

Connect the business capabilities around FieldOptimiz while keeping one operational source of truth.

Explore connections
01
Accounting
Invoices and reconciliation
02
Integrated payments
Cards and bank payments
03
Calendars
Availability and booking
04
Business communications
Phone, SMS and messaging
05
Marketing
Campaigns and reviews
06
Maps and lead sources
Routes and new demand
Plans that grow with you

Start free. Add power
when the work demands it.

Compare every plan

Free

Quote, invoice and get paid.

Free
  • Highlights
  • Up to 10 appointments a day
  • Unlimited Estimates & invoices
  • Take payments at 2.49%

Core

Everything a field service business runs on.

$99/month
  • All Of Free Plan, and:
  • Unlimited appointments
  • Unlimited users
  • Includes 1 Local Phone Numbers
Most popular

Pro

Automate the busywork and grow.

$199/month
  • Includes 3 phone numbers
  • includes 1,500 call minutes
  • includes 750 text messages
  • includes 1,600 video participants per video room

Scale

Run several businesses with a real call center.

$399/month
  • Unlimited Users
  • Unlimited Companies
  • Includes 5 phone numbers
  • Includes 3,000 call minutes

Agency

Manage, brand and resell businesses for clients.

$499/month
  • Unlimited client businesses
  • API Access
  • Custom feature access
  • Agency dashboard & client businesses
Quick answers

Questions owners ask us first.

Still unsure whether it fits your trade? Ask the guide in the hero, or talk to us directly.

Book a demoContact the team

Start today

Build a business that gets smarter as it works.

Give every team one connected way to serve customers, run the field and grow—free to start, no card required.

Book a demo
Free plan availableBuilt only for home servicesSet up in days, not months