Simple pricing that grows with you
One plan per account. It covers every business you run, and your team is always included — no per-seat surprises.
Free
Quote, invoice and get paid.
- Highlights
- Up to 10 appointments a day
- Unlimited Estimates & invoices
- Take payments at 2.49%
- Commission rules & payroll reports
- expenses
- 1 service area, up to 3 external companies
- Appointments/day
- 10
- History
- 30 days
- API access
- none
Core
Everything a field service business runs on.
- All Of Free Plan, and:
- Unlimited appointments
- Unlimited users
- Includes 1 Local Phone Numbers
- Incudes 500 Call Minutes
- Includes 250 Text Messages
- Includes 400 Video Participant Minutes
- Up to 10 Participants per video room
- Incudes 5000 campaign Emails
- Includes 50 GB File Storage
- Call Center, Dialer & SMS
- Unified inbox + SMS, Messanger, Whatsapp, Team
- Engage - Forms, Bookings, Surveys & Reviews
- Tasks & Boards
- Service Areas
- Analytics and Workflows
- Custom fields
- Appointments/day
- Unlimited
- History
- 30 days
- API access
- none
Pro
Automate the busywork and grow.
- Includes 3 phone numbers
- includes 1,500 call minutes
- includes 750 text messages
- includes 1,600 video participants per video room
- Uo to 25 participants per video room
- includes 12.000 campaign emails
- includes 100 GB file storage
- includes 1 instance for whatsapp bot
- Optimiz Route (smart dispatch + map)
- Custom reports, saved views & dashboards
- Digital Signange ( 3 screens )
- Timesheets
- Basic API access
- Priority Support
- Appointments/day
- Unlimited
- History
- 365 days
- API access
- basic
Scale
Run several businesses with a real call center.
- Unlimited Users
- Unlimited Companies
- Includes 5 phone numbers
- Includes 3,000 call minutes
- Includes 2,000 text messages
- Includes 4,000 video participant-minutes
- Includes 30,000 Campaign emails
- Includes 200 GB file storage
- Live Control Center
- Security Center
- Smar Schedule Travel aware booking suggestions
- extenral emplyee and subcontractors
- operation reports
- Appointments/day
- Unlimited
- History
- Unlimited
- API access
- advanced
Agency
Manage, brand and resell businesses for clients.
- Unlimited client businesses
- API Access
- Custom feature access
- Agency dashboard & client businesses
- Prospecting & snapshots
- White label & reselling
- Agency billing & team permissions
- Partners & SaaS education
- Appointments/day
- Unlimited
- History
- Unlimited
- API access
- advanced
Compare every plan
| Feature | Free | Core | Pro | Scale | Agency |
|---|---|---|---|---|---|
| Businesses included | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Team members | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Appointments | 10 / day | Unlimited | Unlimited | Unlimited | Unlimited |
| External companies | 3 | Unlimited | Unlimited | Unlimited | Unlimited |
| Service areas | 1 | Unlimited | Unlimited | Unlimited | Unlimited |
| Report exports / month | 5 | Unlimited | Unlimited | Unlimited | Unlimited |
| API access | — | — | Basic | Advanced | Advanced |
| History retention | 30 days | 30 days | 365 days | Unlimited | Unlimited |
| Field service core | |||||
| Appointments & schedule | |||||
| Contacts & customers | |||||
| Estimates | |||||
| Invoices | |||||
| Catalog / price book | |||||
| Take payments | |||||
| Commission rules | |||||
| Dispatch board | |||||
| Leads pipeline | |||||
| External company employees | |||||
| Communication | |||||
| Unified inbox & team chat | |||||
| Business phone & SMS | |||||
| WhatsApp Bot | |||||
| Call recording, monitoring & masking | |||||
| Operations | |||||
| Tasks | |||||
| Notes | |||||
| Expenses | |||||
| Inventory | |||||
| Custom fields | |||||
| Role permissions | |||||
| Integrations | |||||
| Automation & AI | |||||
| Workflow automations | |||||
| Optimiz Route — smart dispatch | |||||
| Live map view | |||||
| AI Suite & Ask AI | |||||
| Growth & reporting | |||||
| Engage — reviews, bookings, forms | |||||
| Dashboard reports | |||||
| Payroll reports | |||||
| Custom reports & saved views | |||||
| Custom dashboards | |||||
| Reporting across all businesses | |||||
| Money & support | |||||
| Optimiz Pay payouts | |||||
| Payroll runs | |||||
| Extended audit log | |||||
| Priority support queue | |||||
| Agency | |||||
| Agency dashboard & client businesses | |||||
| Prospecting | |||||
| Workspace snapshots | |||||
| White label branding | |||||
| Reselling | |||||
| Agency billing | |||||
| Agency team & permissions | |||||
Add-ons & services
Optional extras you can turn on from your account at any time.
Basic Setup
One-time
Basic software setup only: sales pipeline, email + SMS campaigns, reputation management, automations and triggers, opt-in forms, a bonus funnel template, scheduler and domain integration. Includes custom values, optional lead form and calendar connections, company information entry, communications setup assistance, and white-labeling your web app. Wraps up with a 1:1 one-hour onboarding overview call.
- Sales pipeline + email/SMS campaigns
- Reputation management + automations
- Opt-in forms + funnel template
- Scheduler + domain integration
- Communications setup help
- 1:1 onboarding call
Premium Setup
One-time
Optional account service available from your FieldOptimiz account.
Advanced Account Setup
One-time
Five one-hour consulting sessions within a month of purchase with FieldOptimiz experts. Includes a dedicated agency growth advisor, done-with-you build-out of a fully functioning client or business location, software training, best-practices coaching, recorded calls, personalized process documentation, a snapshot of the built account, and guided migration assistance.
- 5 one-hour consulting sessions
- Dedicated growth advisor
- Done-with-you account build-out
- Software training & best practices
- Recorded calls + documentation
- Snapshot + migration assistance
Affiliate Portal
Monthly
Track referrals, commissions and payouts, and add the Affiliate Portal to your sidebar.
Priority Support
Monthly
Skip the line and accelerate your requests to the front. Enjoy faster 24/7 chat support and faster 24/7 ticket response times. Want to save $600 a year? Get two months free with the annual plan.
- Faster 24/7 chat support
- Faster 24/7 ticket response
- Skip-the-line priority queue
- Annual plan: 2 months free
White Label Mobile App — Done-For-You
Monthly
Interested in offering a mobile app to your clients but unsure about the technical setup? Our experienced team does it all for your agency and your clients. Available on Apple and Android — simple, clean, user-friendly, fully branded with your business information, hours, location, appointment scheduling and live chat.
- Monthly Updates
- Custom Branded Mobile App
- Android App
- iOS App
Usage billed on top of your plan
You only pay for what you actually use — no bundles you don't need.
- Card processing
- 2.49% per card payment
- Local phone numbers
- $3 per month
- Toll-free phone numbers
- $5 per month
- Local calls
- $0.035 per minute inbound; $0.035 per minute outbound
- Outbound SMS
- $0.03 per message
- Outbound WhatsApp
- $0.03 per message
- AI voice
- $0.12 per minute
- Extra businesses
- $15 per month
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