Fieldwork
UnclaimedStreamline field service operations, manage customer relationships, and automate payments for mobile workforces.
Visit WebsiteTL;DR - Fieldwork
- Comprehensive FSM for mobile workforces, especially pest control.
- Automates scheduling, CRM, invoicing, and payment collection.
- Provides real-time data access and reporting for operational efficiency.
Pricing: Paid only
Best for: Enterprises & pros
4.6/5 across review platforms
Pros & Cons
Pros
- Reduces administrative burden and paperwork.
- Improves communication and efficiency across the team.
- Accelerates payment collection with automated reminders and online options.
- Offers specialized features like chemical reporting for specific industries.
- Provides comprehensive reporting and dashboards for business insights.
Cons
- Pricing is per field user, which may increase costs for larger field teams.
- Advanced features like API access and multi-office support are only available on higher-tier plans.
- The primary focus is on field service, so businesses without mobile workforces may find some features less relevant.
Ratings Across the Web
4.6(27 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
CRM & Customer PortalCalendar & Scheduling with drag-and-drop functionalityAutomated Payment Reminders & Credit Card ProcessingWork Order Management with Estimates and InvoicingChemical Reporting (e.g., NY PRL, California standards)Custom Forms for regulatory or internal needsQuickBooks Online IntegrationGoogle Mapping & Routing Optimization
Pricing Plans
Free TrialStartup
$59/Month
- Office User Free
- Phone/Chat Support
- CRM
- Calendar
- Invoicing
- Mobile Apps
- Customer Portal
- Reporting
- Work Order Photos
- Reminders
- Quickbooks Integration
- Custom Forms
Business
$79/Month
- Office User Free
- Phone/Chat Support
- CRM
- Calendar
- Invoicing
- Mobile Apps
- Customer Portal
- Reporting
- Work Order Photos
- Reminders
- Quickbooks Integration
- Custom Forms
- Google Mapping
- Routing Optimization
- Device Management
Pro
$99/Month
- Office User Free
- Phone/Chat Support
- CRM
- Calendar
- Invoicing
- Mobile Apps
- Customer Portal
- Reporting
- Work Order Photos
- Reminders
- Quickbooks Integration
- Custom Forms
- Google Mapping
- Routing Optimization
- Device Management
- Contracts & Agreements
- Technician Tracking
- Multi-Office
- Zapier Integration
- API Access
What is Fieldwork?
Fieldwork is a comprehensive Field Service Management (FSM) software designed for businesses with mobile workforces, particularly excelling in pest control, lawn care, pool service, and general field services. It centralizes critical business operations, allowing owners, administrative staff, and technicians to access data and manage tasks from anywhere via PC, tablet, or smartphone.
The platform automates routine administrative tasks, enabling businesses to focus on client relationships and growth. Key functionalities include a robust CRM for customer profiles, scheduling, appointment reminders, and invoicing. It also simplifies payment collection through mobile apps, customer portals, and automated reminders, aiming to reduce costs, improve efficiency, and accelerate payment cycles. Fieldwork is highly customizable, integrating with existing workflows and offering features like chemical reporting for specialized industries.
Fieldwork is built to be client-friendly, offering a branded customer portal for 24/7 access to invoices, contracts, and work history. It provides intuitive dashboards for insights into operations, growth, revenue, and employee performance, helping businesses make data-driven decisions. The software supports various file formats for attachments and offers integrations with QuickBooks Online and Zapier for enhanced accounting and workflow automation.
Reviews
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Fieldwork FAQ
How does Fieldwork specifically support pest control businesses with regulatory compliance?
Fieldwork includes dedicated Chemical Reporting features that allow technicians to easily record chemical usage in the field. It generates detailed chemical use reports compliant with specific regulations, such as those for New York (PRL) and California, directly from the collected data.
Can customers pay their invoices directly through a portal, and does Fieldwork manage payment reminders?
Yes, Fieldwork provides a customer portal where clients can review their work history, invoices, and make payments online for maximum convenience. The system also automatically sends out email reminders to customers based on a pre-set schedule to help ensure timely payments.
What kind of customization is available for forms that technicians use in the field?
Fieldwork offers Custom Forms functionality that allows businesses to convert existing PDF forms, such as state or regulatory documents or internal checklists, into fillable web and mobile forms. These forms can be pre-filled and are stored centrally for easy access and management.
How does Fieldwork help manage and track marketing campaign effectiveness?
Fieldwork provides tools to create and manage marketing campaigns, including email campaigns that can be focused on specific customer segments. It allows businesses to track the profitability of each campaign, helping to identify which strategies yield the highest return on investment.
Is there a way to integrate Fieldwork with existing accounting software, and what data is synchronized?
Fieldwork integrates seamlessly with QuickBooks Online. This synchronization allows for the reflection of data such as equipment wear and tear, product usage, and other financial details directly into budgets and tax forms, simplifying accounting processes and deduction claims.
How does Fieldwork handle negative customer feedback to prevent it from appearing as public online reviews?
Fieldwork has a feature that automatically requests online reviews after a job is completed. Crucially, it is designed to filter negative feedback by sending it privately to the business first, allowing them to resolve issues directly with the client before a potentially negative review is posted publicly online.
Source: fieldworkhq.com