Fieldified

Introduction to Fieldified

Fieldified is a field service management platform designed for home and commercial service businesses. It consolidates core operational functions—including quoting, scheduling, invoicing, payment processing, client relationship management, and job tracking—into a single integrated system. The platform serves contractors, technicians, and small-to-midsize service companies across industries such as cleaning, landscaping, HVAC, plumbing, electrical, roofing, snow removal, and general contracting.

Fieldified supports both office-based administrators and field technicians via web and mobile interfaces. Its architecture enables real-time synchronization of job data, client information, and financial records, reducing manual entry and improving coordination between dispatch, field teams, and accounting.

Key Takeaways

• Unified platform for quoting, scheduling, invoicing, payments, and job management
• AI-powered receptionist that answers calls, captures service requests, and books appointments automatically
• Mobile-optimized interface for technicians to view jobs, update status, capture signatures, and upload photos
• Automated technician assignment based on skills, location, and availability
• Online payment processing with credit card, ACH, and automated payment reminders
• Marketing tools to improve online visibility, generate leads, and convert visitors into clients
• Financial reporting features to track revenue, expenses, profitability, and cash flow
• Industry-specific workflows tailored for over 15 service verticals including janitorial, pressure washing, tree care, and painting

How Fieldified Works

Fieldified operates as a centralized SaaS platform where service businesses configure their team, services, pricing, and customer communication preferences. When a lead arrives—via phone, website form, or directory listing—the AI receptionist logs the inquiry, creates a contact record, and optionally books an appointment. Sales staff or managers then generate professional quotes using preconfigured templates, which can be sent electronically and tracked for acceptance.

Once a quote is approved, the system schedules the job by assigning it to an available technician based on predefined criteria. Technicians access their daily schedule through the mobile app, receive navigation support, record job details (including notes, photos, and digital signatures), and mark tasks as complete. Back-office staff use the same platform to issue invoices, process payments, reconcile accounts, and analyze performance metrics such as job conversion rate, average invoice time, and technician utilization.

Core Benefits and Applications

Fieldified streamlines end-to-end field service operations by eliminating disconnected tools and manual handoffs. Service businesses use it to reduce administrative overhead, minimize missed opportunities, accelerate payment cycles, and maintain consistent client communication. Practical applications include automating call intake for HVAC companies during peak season, enabling lawn care providers to manage recurring service routes and subscription billing, supporting cleaning businesses in scaling client onboarding and contract renewals, and helping roofing contractors manage complex estimates with material cost tracking and photo documentation. The platform also supports compliance-related workflows such as electronic signature capture and audit-ready job histories.