Every job keeps its whole story, from the first call to the last signature
An appointment in FieldOptimiz is not a block on a calendar. It carries the customer, the address history, the quoted work, the parts, the photos the tech took and the invoice it turns into — so nobody has to reconstruct what happened from memory.
- One record follows the job from booked to paid
- Office and field read the same live status
- Completion can fire the invoice, the follow-up and the review request
The day's work with its real state, not colour-coded guesses
The job details live in five places and none of them agree
The call taker knows one thing, the whiteboard says another, the tech has a text with the gate code. When the customer calls back, whoever answers starts from zero.
Everything about the visit hangs off the job
Open an appointment and the customer, equipment, prior visits, quoted line items, assigned techs, parts used and on-site photos are already there. Add a note in the field and the office sees it before the tech reaches the truck.
- Customer and property history load with the job
- Photos, notes and completed forms attach as work happens
- Parts pulled on site show up on the invoice automatically
Stages that match how your shop actually works
Build the stages you already use out loud — needs scheduling, awaiting parts, ready to invoice — and every job sits in exactly one of them. The board is the answer to "where does this stand" for the whole team.
- Custom stages per workflow, not a fixed vendor pipeline
- Jobs move by drag, by field action or by automation
- Anything stuck too long surfaces instead of hiding
What you get out of the box
Live in an afternoon, not a quarter
Capture the job
A call, a web booking or an accepted estimate creates the appointment with the customer already attached.
Put it on the board
Drop it into a window, assign the tech and the crew sees it on their device immediately.
Work it in the field
The tech updates status, adds photos and parts, and gets the signature without paper.
Close the loop
Completion raises the invoice, sends the receipt and schedules the follow-up on its own.
Built for the people doing the work
Part of the same platform, not a bolt-on
Appointments shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Job management is part of the platform, not a per-feature add-on. Pick a plan for the size of your team and the limits you need.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyStop rebuilding the story of every job
Give the office and the field one record that already knows the customer, the history and what happens next.