See the job before you drive to it
Rooms is a video walkthrough space tied to the customer and the appointment. Send a link, the customer walks their phone camera around the problem, and you scope, quote or troubleshoot without loading a truck for a look you didn't need.
- One tap for the customer to join, no app to install
- See the equipment, the damage or the access before rolling out
- The room attaches to the job record, not a lost video call link
A walkthrough that starts from a text, not a truck roll
Half of truck rolls are just for a look
A tech drives out, looks at the problem for ninety seconds, and either quotes it or realizes it needed a different part on the truck. That trip cost real time and fuel for information a phone camera could have shown.
One link, and the customer is looking at the same screen you are
No app store, no account, no download. The link goes out by text or from the job record, and the customer's browser camera joins the room directly. It works the same whether it's a homeowner's phone or a property manager's laptop.
- Sent as a text link from the customer's existing thread
- Opens in the browser — no app install required
- Works on the phone camera customers already have in hand
A walkthrough that becomes part of the record
The room lives on the customer and appointment, not a link buried in a text thread. What was seen and quoted during the call is right there next to the estimate, so the tech who shows up already knows exactly what to bring.
- Rooms attach to the customer and the appointment automatically
- Bring in an estimator or manager without a separate invite
- The estimate built from the walkthrough is right there on the job
What you get out of the box
Live in an afternoon, not a quarter
Send the room link
From the customer's conversation or the job record, send a one-tap video link.
Customer joins from their phone
No install — the link opens straight into the room from their browser.
Walk the job together
See the equipment or damage live, ask questions, and bring in another team member if needed.
Turn it into an estimate or a visit
Draft the quote or schedule the right tech with the right parts, informed by what you saw.
Built for the people doing the work
Part of the same platform, not a bolt-on
Rooms shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Video rooms are included in the platform plans as part of the communications toolset, with no separate video subscription to buy.
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 AgencyQuote it before you drive to it
Give customers a one-tap way to show you the job, and turn what you see into a scheduled visit or a sent estimate.