FieldDocs Field Service App

FieldDocs is field service management software built for contractors and service businesses that want a simpler way to run their day.

Schedule and dispatch jobs, manage customers, create estimates and invoices, collect payments, track job progress, and keep your team connected from the field to the office.

Built for HVAC, plumbing, electrical, handyman, landscaping, and other service businesses, FieldDocs keeps the entire job in one place, from the first customer request to the final payment.

Stay on top of what matters with a clear view of upcoming jobs, open estimates, unpaid invoices, customer activity, and work that needs your attention.

With FieldDocs, you can:

• Schedule and dispatch jobs
• Manage customers and job history
• Create and send estimates
• Create invoices and collect payments
• Track deposits and outstanding balances
• Assign jobs to technicians and crews
• Capture photos, notes, and signatures
• Manage tools and inventory
• Send customer updates and reminders
• Access your business from mobile or web

Less paperwork. Fewer disconnected tools. One place to manage your field service business.


YOUR BUSINESS LINK (CAPTURE LEADS 24/7)
Turn on Business Link in Office settings and get a public request page with your own short link. Customers submit jobs online; new requests show up under Pending requests on Home.

Share the same link everywhere you are found:
• Your website contact or “Request service” button
• Google Business Profile and other listings
• Email signatures, social bios, and text messages
• QR codes on trucks, yard signs, door hangers, or invoices (create a QR from the link in any free QR tool)

No extra inbox to monitor. Leads use the same workflow as requests you add yourself.

ONE TIMELINE FROM LEAD TO PAID
Every customer gets a clear history in one place. Estimates, appointments, invoices, payments, and notes stay connected so nothing falls through the cracks.

RUN THE JOB ONSITE
Open the job, confirm the appointment, capture details in the field, and keep work moving while you are at the property.

CUSTOMERS APPROVE AND PAY ONLINE
Share a branded client portal where customers can review estimates, approve work, view invoices, and pay online on their own time. Less back-and-forth, faster yeses.

GET PAID FASTER
Send professional invoices, collect card payments, and record when money comes in. Stay on top of balances and follow-ups so cash flow does not slip.

BUILT FOR REAL FIELD WORK
• Business Link public request page
• Estimates and invoices with your branding
• Client hub and activity timeline per customer
• Scheduling and calendar-friendly reminders
• Proof photos and job documentation
• Deposits, payment links, and payout setup (where available)
• Sync across devices when you sign in

WHO IT IS FOR
Plumbers, HVAC techs, electricians, landscapers, cleaners, remodelers, and any owner-operator or small crew that quotes work, schedules jobs, and invoices customers.

SUBSCRIPTIONS
FieldDocs offers a free Lite tier with monthly document limits. Optional Plus and Ultra subscriptions unlock higher limits and additional features. Payment is charged to your Apple ID account. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel in Settings → Apple ID → Subscriptions.

Privacy Policy: https://fielddocs.net/privacy
Terms of Use: https://fielddocs.net/terms