FieldOptimiz
Workforce & Teams · Technician Mobile Portal

The whole job, in the technician's pocket

No more paper job sheets, no more calling the office for the customer's gate code. The technician app carries the day's schedule, the job history, the parts list and the payment terminal — everything needed to finish the job without a callback to dispatch.

  • Daily schedule with full job details and directions
  • Clock in and out with location captured automatically
  • Take payment, get a signature and close the job on site
My day · Marcus R.
8:00 · No heat · 214 Bellwood Ave
History and equipment loaded
Next
10:30 · Tune-up · Delaney residence
Maintenance plan customer
Scheduled
1:00 · Duct install · Ridgeview Units 3–5
Two-tech job, parts staged
Scheduled
Clocked in
7:52 AM · at 214 Bellwood Ave
On site

Everything the tech needs, without a call to the office

On the phone
Schedule, history, forms
On site
Photos, parts, signature
At close
Payment collected on the spot
The problem

The office knows more than the tech standing at the door

Job sheets get printed the night before and go stale by morning. A tech shows up without the equipment history, calls the office for a price, and drives back for a signature slip left behind.

Paper doesn't update
A printed route sheet can't reflect a same-day reschedule, so techs show up to cancelled jobs or miss the ones added after they left the shop.
Wasted trips and confused customers
Payment waits for the office
Without a way to charge a card in the field, invoices go out days later and payment takes even longer to arrive.
Cash sits uncollected
The office becomes the bottleneck
Every question about pricing, history or the next job routes through a dispatcher instead of being on the tech's screen already.
Dispatch spends the day answering, not coordinating
In the field

Everything needed to do the job, without calling in

The app shows the customer's history, the equipment on site, the quoted scope and any notes from the last visit before the tech even parks the truck. Directions, parts and forms are one tap away.

  • Job history and equipment details load automatically
  • Built-in navigation to the next stop
  • Offline mode keeps working in a basement or dead zone
Job · Furnace no heat
C
Customer
Bellwood residence · 3rd visit this year
E
Equipment
Furnace installed 2019, filter changed last visit
S
Scope
Diagnose no-heat call, inducer motor suspected
Close it out

Finish the job without leaving the driveway

Log parts used, capture the signature and take payment right there. The invoice reflects exactly what happened on site, and the office sees the job as closed the moment the tech taps done.

  • Parts logged on site carry onto the invoice automatically
  • Customer signs on the technician's screen
  • Card payment collected in the field, reconciled instantly
Job #4182 · closing out
Draft
Inducer motor assembly$312.00
Labour · 1.5 hrs$195.00
Paid on site$507.00
Approved on site
Included

What you get out of the box

Daily schedule
Every appointment with full job details, right on the phone.
Clock in and out
Time tracking built into the workday, tied to the job.
Navigation
Built-in directions from job to job without switching apps.
Add parts on site
Parts used log straight to the job and the invoice.
Customer signatures
Capture sign-off before leaving, on the technician's screen.
On-site payments
Collect card payment in the field and reconcile automatically.
Offline support
Keep working through basements, rural routes and dead zones.
Photos and forms
Attach photos and complete checklists as the job happens.
How it works

Live in an afternoon, not a quarter

Step 1

Tech logs in

The day's schedule loads with jobs already sorted by time and location.

Step 2

Clock in on arrival

Location is captured automatically so hours match where the work happened.

Step 3

Work the job

Add notes, photos, parts and forms as the visit happens, not from memory later.

Step 4

Close and collect

Get the signature, take payment and mark the job done before driving off.

Who it is for

Built for the people doing the work

Technicians
One app for the whole day instead of a printed sheet and three text threads.
Dispatchers
See real-time status without interrupting a tech mid-job to ask.
Owners
Faster payment collection and fewer disputes over what happened on site.
Pricing

Included in your FieldOptimiz plan

The technician app is included for every field user on the plan, with no separate download fee.

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

Put the whole job in every technician's hand

Give the field the same information the office has, and close the loop on site instead of at the end of the week.