FieldOptimiz
Workforce & Teams · External Companies

Bring subcontractors and vendors into the system without giving them the keys

A subcontractor crew or a specialty vendor gets their own branded workspace, their own visibility into just the jobs assigned to them, and a settlement export that matches what they're actually owed — all inside your platform, not a separate spreadsheet.

  • Partner companies operate under their own branding
  • Flexible split models for house-supplied or independent parts
  • Clean settlement exports instead of manual reconciliation
Partner network
WM
Wallace Mechanical · Subcontractor
3 jobs this week · own branding
Active
CE
Coastal Electric · Referral partner
House-supplied parts split
Active
RP
Redline Plumbing Supply · Vendor
Purchase orders only
Vendor
NR
North Ridge Crew · Subcontractor
Settlement pending review
Review

Every partner, scoped to exactly what they should see

Partners
Subs, vendors, referrals
Visibility
Only their own work
Payout
Clean settlement exports
The problem

Your extended workforce runs on texts, spreadsheets and trust

A subcontractor crew takes the overflow work, but they're not in your scheduling system. Their invoice arrives two weeks later, on their own letterhead, with numbers you have to double-check by hand.

No shared visibility
The subcontractor doesn't see the schedule, so jobs get relayed by phone and details get lost in translation.
Miscommunication turns into missed appointments
Settlements are guesswork
Figuring out what a partner is owed means matching their invoice against your own job records line by line.
Hours lost every payout cycle
Access is all-or-nothing
Giving a subcontractor full system access exposes your other customers, pricing and revenue — giving them nothing means they're stuck outside the workflow.
Security risk or operational friction, pick one
Partner workspace

External companies work inside your system, under their own name

Onboard a subcontractor or vendor as an external company, assign them jobs directly, and let them operate under their own branding on customer-facing documents where it makes sense — without seeing anything outside their scope.

  • Each partner sees only the jobs assigned to them
  • Their crew can use the same technician app, scoped to their work
  • Branding on estimates and job sheets can follow the partner or your company
Job assignment
In-house crew
Wallace Mechanical
Coastal Electric
Job: Duct install, Ridgeview
One record, one owner
Money out

Split models and settlement exports that match reality

Configure how each partner is paid — flat fee per job, percentage split, or house-supplied parts versus their own materials — and generate a settlement export that reflects exactly what was done, without a manual reconciliation.

  • Different split models for different partner types
  • House-supplied parts tracked separately from partner-supplied
  • Settlement exports ready to hand off or pay directly
Settlement · Wallace Mechanical, week of the 9th
Draft
Duct install · Ridgeview (70% split)$980.00
Coil clean · Harper (flat fee)$150.00
Parts, house-supplied (deducted)−$210.00
Owed to partner$920.00
Approved on site
Included

What you get out of the box

Partner onboarding
Add subcontractors and vendors as external companies with their own profile.
Per-company branding
Let partners operate under their own name on the documents that need it.
Scoped access
Partners see only the jobs and details you assign them.
Split configuration
Flat fee, percentage or supplier-based split models per partner.
Shared job assignment
Assign work to external crews from the same dispatch board.
Settlement exports
Generate accurate payout records instead of reconciling by hand.
Mobile access for partners
Partner crews use the same field app, scoped to their work.
Access controls
Revoke or adjust a partner's access the moment the relationship changes.
How it works

Live in an afternoon, not a quarter

Step 1

Add the partner

Create an external company profile for the subcontractor or vendor, with their own branding if needed.

Step 2

Set the split

Choose how they're paid — flat, percentage, or based on who supplied the parts.

Step 3

Assign the work

Send jobs to the partner from the same dispatch board used for your own crews.

Step 4

Settle up

Export a settlement that reflects exactly what was completed, ready to pay.

Who it is for

Built for the people doing the work

Owners scaling with subs
Grow capacity without hiring, while keeping every job visible and accounted for.
Office and accounting staff
Stop reconciling partner invoices by hand against your own job records.
Subcontractor crews
Get a clear day's work and a settlement that matches it, without chasing the office.
Pricing

Included in your FieldOptimiz plan

External company access is part of the workforce features on your plan; partner seats are counted like any other field user.

Free
Free
No monthly fee

Quote, invoice and get paid.

Start free
Core
$99
/month

Everything a field service business runs on.

Choose Core
Most popular
Pro
$199
/month

Automate the busywork and grow.

Choose Pro
Scale
$399
/month

Run several businesses with a real call center.

Choose Scale
Agency
$499
/month

Manage, brand and resell businesses for clients.

Choose Agency
FAQ

Questions teams ask first

Run your extended workforce like it's part of the team

Give subcontractors and vendors just enough access to get the job done, and get settlements that add up the first time.