FieldOptimiz
Growth & Engagement · Marketing Campaigns

Fill the slow weeks before they show up on the calendar

Marketing Campaigns is the outbound side of your customer list — segmented email and SMS blasts, seasonal reminders, and win-back sequences that go out on a schedule instead of whenever someone remembers to send them.

  • Segment by service, last visit or equipment age
  • Send from the same number and address customers already know
  • See opens, clicks and replies without leaving the platform
Spring tune-up campaign
Sent
1,240
Opened
612
Clicked booking link
188
Sent
Opened
Clicked booking link
Booked a visit

One list, one send, tracked end to end

Channels
Email and SMS together
Targeting
Built from real job data
Timing
Scheduled or seasonal
The problem

The customer list only gets used to answer inbound calls

You have thousands of past customers and no way to reach them at once. So the phone rings when it rings, and slow months stay slow.

No one remembers to send it
The spring tune-up reminder, the filter replacement nudge, the six-month check-in — they live in someone's head until they don't get sent at all.
Recurring revenue that never gets asked for
Blasting everyone wastes the list
A commercial promo goes to residential customers, a furnace offer goes to someone who just replaced theirs. People tune it out or unsubscribe.
Lower response, more opt-outs
No visibility into what worked
An email goes out and nobody knows if it was opened, if the link was clicked, or if it turned into a booked job.
The same guesswork every season
Targeting

Segments built from the jobs you've already done

Filter by service type, last visit date, equipment installed, property type or spend, and the list builds itself from your job history. A maintenance reminder only reaches customers who are actually due.

  • Segments update automatically as jobs complete
  • Exclude anyone contacted in the last 30 days to avoid overlap
  • Save a segment once and reuse it every season
Segment · Due for fall tune-up
HVAC customers, last visit 10+ months ago
312 contacts
Active
Excludes: contacted in last 30 days
auto-applied
Filter
Excludes: no active service plan
auto-applied
Filter

Built from job and customer records, not a static import

Automation

Seasonal and win-back campaigns that run themselves

Set a maintenance reminder to go out every spring, or a win-back text to fire when a customer passes 18 months of silence. Once it's built, it runs without anyone opening the campaign tool again.

  • Pre-built campaign types for common service triggers
  • Delivery and reply tracking on every send
  • Replies land in the shared inbox, tied to the customer
Win-back automation
No visit in 18 months
Property still active
Not opted out
Send win-back SMS + $25 offer
One record, one owner
Included

What you get out of the box

Email campaigns
Branded newsletters and promotions sent to a segment or the full list.
SMS campaigns
Text blasts for offers and reminders, sent from your business number.
Service reminders
Automatic maintenance nudges timed to the last completed visit.
Customer segments
Filter by service, spend, property type or recency to target the right people.
Delivery analytics
Sends, opens, clicks and replies tracked on every campaign.
Seasonal templates
Pre-built campaigns for slow-season pushes so you're not starting from a blank page.
Opt-out handling
Unsubscribes and compliance are handled automatically, not managed by hand.
Reply routing
Responses land in the unified inbox tied to the right customer record.
How it works

Live in an afternoon, not a quarter

Step 1

Pick or build a segment

Filter your customer base by service, date or property details.

Step 2

Choose email or SMS

Write the message once, pick the channel, or send both.

Step 3

Schedule or automate

Send now, schedule for later, or attach it to a recurring trigger.

Step 4

Track what happens

Watch opens, clicks and booked jobs roll in on the same screen.

Who it is for

Built for the people doing the work

Owners
Fill slow months with a list you already own instead of buying new leads.
Office managers
Set a campaign up once and stop relying on memory for seasonal reminders.
Multi-location teams
Run the same campaign across locations with local numbers and branding.
Pricing

Included in your FieldOptimiz plan

Campaign sending is part of the platform; send volume and channels scale with your plan, not with a separate marketing tool.

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

Stop leaving repeat business on the table

Turn your customer list into a working channel instead of a static database you only search when the phone rings.