Every Tool Your Service Business Needs. One Platform.
From the first customer call to the final payment, FieldOptimiz handles the entire lifecycle of a service job. No more juggling five apps and hoping data syncs correctly.
Scheduling, dispatch, CRM, invoicing, payments, messaging, AI, and integrations. All sharing the same data, all working together.
Automation-First
Every product is built with automation at its core. Trigger workflows, auto-generate invoices, send reminders -- your business runs itself.
Every Channel, One Thread
Communicate with customers on the channels they prefer. Two-way SMS, WhatsApp, email, live chat, and calls are woven into every product.
One Platform, Zero Gaps
No duct-taping five different tools together. Scheduling, dispatch, invoicing, payments, and CRM share the same data layer.
AI That Actually Helps
An AI receptionist that answers and books, smart scheduling, and message parsing. Not buzzwords -- features your team uses daily.
Scheduling & Operations
One operational cockpit for the entire job day. Book the appointment, drag it onto the schedule, dispatch the right technician, watch the route unfold live, and capture every detail on site — nothing falls through the cracks.
Explore the Scheduling & Operations solution- No lost job details
- Office and field stay in sync
- A clear view of every open job
- Faster scheduling
- Fewer missed appointments
- No double-bookings
- Faster response times
- Better resource allocation
- Fewer missed jobs
- Lower fuel costs
- More jobs per day
- Customers know when to expect you
- Eliminate paperwork
- Consistent quality on every job
- Better documentation
Sales & Estimates
From first inquiry to signed approval. Capture every lead with automatic source attribution, send branded estimates with e-signatures in minutes, quote from a standardized price book, and let customers book themselves online.
Explore the Sales & Estimates solution- No lead falls through
- Know your best lead sources
- Faster follow-up
- Less admin work
- Improve customer satisfaction
- Never lose customer info
- Close more deals
- Get deposits up front
- Look more professional
- Consistent pricing
- Faster estimates
- Protected margins
- Book jobs while you sleep
- Fewer phone interruptions
- Better customer experience
- More bookings with less effort
- Feedback before it becomes a bad review
- A professional public presence
Finance & Payments
The full money cycle in one place. Invoices generate automatically when work completes, payments land through built-in processing, parts used on the job get billed, payroll and commissions settle weekly, and every number reconciles to your books.
Explore the Finance & Payments solution- Get paid faster
- Fewer overdue invoices
- Less admin work
- Paid before the tech drives away
- No separate processor account
- Every dollar accounted for
- True job profitability
- No lost receipts
- Cleaner books
- Fewer stockouts
- Every part gets billed
- Lower inventory costs
- Accurate pay every week
- No payroll spreadsheets
- Technicians trust the numbers
- No double-entry
- Accurate books
- Save accountant fees
Communications
Every conversation — calls, texts, WhatsApp, email, live chat — in one shared thread, backed by a real phone system and an AI receptionist that answers, books, and captures details around the clock.
Explore the Communications solution- No scattered messages
- Anyone can pick up a conversation
- Full history on every customer
- A real phone system without hardware
- Fewer missed calls
- Every call on record
- Look more professional
- Messages that actually deliver
- Personal stays personal
- Quote more jobs per day
- Fewer wasted truck rolls
- Faster answers for customers
Growth & Engagement
Turn finished jobs into the next ones. Automated review requests build your reputation, targeted SMS and email campaigns bring customers back, and event-driven automations keep every follow-up on time — without anyone remembering to send it.
Explore the Growth & Engagement solution- More repeat business
- Fill slow weeks
- Set it and forget it
- More reviews on autopilot
- Catch problems privately first
- Win more customers
- Professional online presence
- Get found by customers
- Convert more leads
Workforce & Teams
One system for employees, subcontractors, and vendors. Granular roles and permissions, a mobile portal technicians actually use, geofenced time tracking, and partner companies with their own branding and settlement exports.
Explore the Workforce & Teams solution- Higher technician productivity
- Better job matching
- Reduced turnover
- Technicians stay connected
- Faster job completion
- Better customer experience
- Scale without hiring
- Partners stay accountable
- Settlements without spreadsheets
- Accurate payroll every time
- Verified job-site time
- Simpler compliance
- Better security
- Role-appropriate access
- Compliance ready
- Scalable growth
- Centralized control
- Location-level insights
- Faster franchisee launch
- Better compliance
- Network visibility
AI & Analytics
AI that answers the phone, books the job, and handles the busywork — paired with reporting that turns every job, invoice, and technician hour into a number you can act on.
Explore the AI & Analytics solution- Zero missed calls
- Booked jobs after hours
- Lower front-desk load
- Less manual data entry
- Smarter decisions
- Faster response times
- Hours back every week
- Consistent customer experience
- Never forget follow-ups
- Make better decisions
- Identify top performers
- Spot problems early
How It All Connects
Unlike patchwork solutions, every FieldOptimiz product shares the same data layer. When a job is scheduled, dispatch sees it instantly. When a job completes, the invoice generates automatically. When a customer texts, the CRM updates in real-time.
Lead Comes In
Via phone, text, WhatsApp, online booking, or Google. AI parses the message and creates a job automatically.
Job Gets Done
Smart dispatch assigns the right tech. GPS routing optimizes the drive. Mobile app gives the tech everything they need.
Money Hits Your Account
Invoice auto-generates on completion. Payment link sent via text. Customer pays in one tap. Your books sync automatically.
Stop Juggling Apps. Start Running Your Business.
One platform replaces your scheduling app, invoicing tool, CRM, payment processor, and communication stack.
Start free. No credit card. Full access to core features forever.