FieldForge is a voice-powered platform built for field service businesses across 6 trades: HVAC, Plumbing, Electrical, Appliance Repair, Garage Door, and Pool & Spa. A tech records a voice note describing the job, and FieldForge automatically builds a professional invoice, sends it to the customer by text or email, and tracks payment. Everything happens in the FieldForge app on your phone.
Yes, Front Desk (beta) is an AI receptionist add-on that answers your line 24/7, quotes your service call fee, recognizes repeat customers, and books the job straight into your schedule. You keep your number and forward missed calls to it. $49/mo with 100 minutes included, currently invite-only. Learn more & request an invite.
Yes. In Settings → Thumbtack Leads, copy the URL shown and paste it into your own Thumbtack account (profile photo → Integrations → Manage webhooks → Create webhook, checking "Lead details" only). Every new Thumbtack lead then lands directly in your Dispatch board as a request to confirm, name, phone, and job details already filled in, and you get texted right away. No copy-paste, no waiting to check Thumbtack's app. Available on every plan.
Yes. In Settings → Angi Leads, copy the URL shown, then email it along with your Angi ID to Angi's integrations team at crmintegrations@angi.com and ask them to send your leads to it. Angi handles that connection on their end (it's their setup, so it isn't instant the way Thumbtack is). Once it's live, every Angi lead drops into your Dispatch board as a request to confirm, with the customer's name, phone, email and job details filled in, and you get texted right away. Available on every plan.
Yes. Open the job in the Command Center and add a change order for the extra work. The customer approves it online, and can sign, just like an estimate; then you merge it into the invoice with one tap and the total updates. You get a clean, approved record of the added scope, so there's no dispute about what was authorized. Available on Trio and up.
Yes, every company gets a free one-page website, built automatically from what's already in FieldForge: your company info, services from your price book, your reviews link and job photos, plus a Request Service button that drops bookings straight onto your Dispatch board. Open Settings → My Website, pick your web address, and hit Publish. It works in English and Spanish, and it's included on every plan. Bringing your own domain name is coming later.
Yes. On Trio and up, build an estimate template once (your intro, scope of work, equipment photos and terms) in Console → Settings → Estimate Templates. Templates can also carry your standard line items, labor hours and good/better/best tiers. Techs either apply one to a voice-created estimate in one tap, or skip the mic entirely: + New estimate, pick the template and customer, review, send. Either way the customer opens a full proposal page: scope, photos, options, and an Approve button. Templates never change estimates you already sent.
Yes. FieldForge handles both service calls and new installs. Just describe the job in your voice note, whether it's a repair, maintenance visit, or full equipment installation. The job type is captured automatically.
Go to usefieldforge.com/app, enter your cell number, confirm the code we text you, and fill in your company details. You're invoicing in about 2 minutes, no approval wait, no credit card.
Nothing to install: FieldForge runs in your phone's browser, and you can add it to your home screen in one tap. Your customers don't install anything either: they receive a text or email with the invoice and payment link.
Team messages and new job assignments can appear on your phone like any app notification, even when FieldForge is closed. In the app, tap the "Turn on notifications" card on the Home screen, or go to More → Notifications and tap Turn on. On iPhone, notifications only work from the installed app: add FieldForge to your Home Screen first (Share, then "Add to Home Screen") and open it from that icon; requires iOS 16.4 or newer. Android phones work right away. Use Send a test on the same screen to confirm delivery. Not seeing banners? Check that a Focus mode (Personal, Work, Sleep) isn't silencing them, and that notifications are allowed in your phone's Settings under FieldForge. Full walkthrough in the Tech Guide.
Yes. When a tech taps On my way, the customer gets a text with the tech's photo and a live tracking page: a map of where the tech is and an arrival countdown, like a rideshare app. Each link works for that single visit only, and location sharing ends automatically the moment the tech checks in on site. Works on every plan.
Yes. In the Command Center open Dispatch → Time off and mark a team member out for a date range: vacation, a sick day or a holiday. After that, if anyone tries to book that tech on one of those days, the board warns you before it books, with a one-tap override for when it truly has to happen. Who is off also shows right on the dispatch board, so you catch it at a glance. Works on every plan.
Yes, two ways. On site, the tech opens the job and taps Get signature to capture it on their phone. Or turn on Completion Signature in Settings and the customer can sign from their own phone right on the invoice link, handy when they were not there when you finished. Either way the signature is dated and shows on the invoice and the customer portal. Works on every plan.
About 2 minutes for the owner: verify your cell number, then enter your hourly rate, tax rate, company info, and optionally a payment link. Techs sign in just as fast. You add them by name and cell number, and they log in with a code we text them.
The signup form asks for: your company name, owner name, hourly labor rate (e.g. 95 for $95/hr), tax rate (e.g. 8.5 for 8.5%), company phone number and address, and your trade. That's it.
Open the Team screen and add each tech's name and cell number. They sign in at usefieldforge.com/app with a code we text them, no invite codes to pass around. You can also add an office Admin who runs reports and scheduling but doesn't record jobs.
FieldForge currently supports 6 trades: HVAC, Plumbing, Electrical, Appliance Repair, Garage Door, and Pool & Spa. You choose your trade during onboarding and get a pre-loaded parts price sheet with 100 common parts for that industry. Each trade's FieldForge is tuned to recognize the specific parts, job types, and terminology used in that field. More trades are planned, let us know which you'd like to see next.
Yes: FieldForge is fully bilingual. If a tech describes a job in Spanish, the FieldForge understands it, matches the parts correctly, and generates a professional invoice just like it would in English. No setup or settings change needed. A tech can even mix English and Spanish in the same voice note and it still works. This is especially useful for crews where not everyone is comfortable in English on the job site.
Payments & Reminders
Yes, on Solo Pro and up. When you text a customer a reminder, an on-my-way, or an invoice, their reply lands in a Messages inbox instead of disappearing. Conversations are threaded by customer and show up both on your phone and in the Command Center, with a notification the moment one arrives. You reply right from there, send and receive photos, and it all runs on your FieldForge number so your personal cell stays private. Owners and admins see every conversation; a tech sees the customers on their own jobs. If a customer texts STOP, every message to them stops automatically and they're marked opted out.
Yes, and you pick how in Settings → Card Processing Fees (mode + percent, up to 4%). Cash discount shows a lower cash or check price next to the card price on the invoice; a discount is legal in all 50 states, and the card still charges the full price. Surcharge adds the fee to card payments only, so cash and check pay the base, and it's disclosed on the invoice before the customer pays. Surcharging is regulated (you must disclose it, keep it near your true processing cost, and it's restricted in a few states like Connecticut and Massachusetts), so check your state's rules. This isn't legal advice. Requires card payments (Stripe) connected.
Yes. With autopay, a member saves a card once (from their customer portal, or a secure Stripe link you text or email them) and every renewal charges that card automatically, marks the invoice paid, and texts them a receipt. The card details go directly to Stripe; you never see the number. If a charge is declined, the renewal simply falls back to a normal invoice and you're notified. Requires card payments (Stripe) and a Trio or higher plan for memberships.
Yes. On Trio and up, open the job (in the mobile app or the Command Center) and add a payment schedule: 2 to 6 stages that add up to the balance (one-tap presets for 50/50, 50/25/25 or thirds). The customer's invoice link always shows the schedule and charges the next unpaid stage by card; if they hand you a check instead, anyone on the crew can tap "Mark paid" on that stage right from the job screen on their phone. When the last stage is paid the invoice marks itself Paid, exactly like a normal payment. If a deposit was collected at estimate approval, the schedule covers the remaining balance.
Yes. On Trio and up, open Customers → Email campaign in the Command Center. Describe the offer in one line and AI drafts the subject and message for you to edit, or write your own. Pick the audience: everyone with an email, members only, non-members only, a tag, or a smart segment like customers who haven't booked in six months. Each email is branded with your company name, personalized with the customer's first name, sends replies to your company inbox, and includes an unsubscribe link (unsubscribes are honored forever). You can see who opened and clicked. Send yourself a preview first; real sends are capped at one campaign per day to protect your sender reputation.
Yes, with drip sequences (Trio and up). Build a series of emails once, spacing each one days apart: a welcome the day someone becomes a customer, a check-in a week later, a tune-up reminder next season. Enroll a whole audience by hand, or turn on "automatically when I add a new customer" so every new contact starts the series on its own. FieldForge sends each step on schedule, personalizes and brands every email, and honors opt-outs, all without you touching it again.
Yes. On Trio and up, every job in the Command Center shows a Job profit card: revenue (pre-tax) minus materials minus labor, with the margin percent. Materials come from real receipts the crew snapped on the job when they exist, otherwise from your catalog's cost estimates; labor uses the "Tech Cost / hr" value you set once in Settings. Unpaid jobs show the number as projected. Company-wide profit and margins live in Insights.
Yes. In Settings → Card Payments, tap Connect card payments once to securely link your bank through Stripe, then every invoice shows a Pay by card button. Your customer taps it, pays by card, and the job is marked Paid automatically. The money is deposited straight to your own bank account via Stripe, and FieldForge charges a small 1% fee on card payments. You can turn the button on or off anytime in Settings, and you'll see your connection status there too.
Yes, on Solo Pro, Trio, Crew, and Fleet plans. FieldForge automatically sends a payment reminder to the customer via SMS or email (whichever delivery method you have set) for any invoice that hasn't been paid. You control the frequency (daily or weekly) and can turn it on or off in Settings. Reminders stop as soon as the invoice is paid, whether the customer pays by card or you tap Mark Paid.
Parts & Prices
Yes. Open Parts Book → Import price book in the Command Center and upload the CSV from Profit Rhino, ServiceTitan, Housecall Pro, or your own spreadsheet. You match the columns (task name, price, category, description, your cost) and it guesses most of them from your headers. Mark it as a flat-rate book and every task is tagged all-inclusive, so the voice AI bills the listed price without adding labor on top. Big purchased books: pick just the categories you actually work — the book is capped at 800 items because the voice AI reads all of it on every note. Duplicates by name are skipped, so re-importing is safe.
A Google Sheet created specifically for your company during onboarding, pre-loaded with 100 common parts for your trade. The FieldForge reads this sheet every time you submit a voice note and uses your prices to build the invoice.
You can view the parts list from the Mobile app and view/edit from Command Center. You are provided with a Google Sheets link at the end of onboarding. You can also find it in your Google Drive. You were granted editor access using the email address you provided during setup.
Yes. You can view/edit from Command Center or simply just add a new row to the Parts List tab in your Google Sheet. Include the part name, part number, unit price, and optionally a common alias. Changes take effect on your next voice note, no restart needed.
Yes. Edit the Unit Price from Command Center or Unit Price column directly in Google Sheets. The FieldForge uses your current prices every time, so changes are immediate.
An alternate name for a part that helps the FieldForge make the right match from your voice description. For example, if your sheet lists "Wax Ring" but a tech says "wax seal," the alias ensures the FieldForge picks the correct part. You can add multiple aliases per part.
The draft invoice appears on your screen before anything reaches the customer. If something looks off, you'll see a low-confidence warning (⚠️), and you can tap Edit to fix any line. Add a common alias for that part in your sheet to prevent it in the future.
Yes, just delete it from the Command Center or the row from your Google Sheet. The FieldForge only searches parts that are in the sheet.
Branding & Logo
Logo branding is available on all paid plans (Solo Pro and above). Open Settings → Invoice Logo and tap Upload logo, pick your logo image (PNG or JPG) right from your phone. That's it. Your logo appears on every invoice and estimate from that point on. To change it later, upload a new one or tap Remove.
PNG with a transparent background works best. It looks clean on the white invoice. Recommended size is around 300×100 pixels (wide and short). Avoid very large files, anything over 1MB may slow down PDF generation. Square logos also work fine.
Voice Notes & Invoices
If you want them to, yes. Photos the crew snaps on a job appear on the estimate approval page, the invoice and the customer's portal, so the diagnosis photo sells the repair and the after photo closes the loop. Receipts never show to customers. You can turn customer-facing photos off any time in Settings → Invoice delivery → Job photos on customer pages.
Yes. Record the job the same way, flip the toggle to Estimate, and tap Send Estimate. Your customer receives a price estimate (clearly marked "not a bill," no payment link) they can approve with one tap. The moment they approve, you are notified, tap Convert to Invoice and send it for payment. Estimates do not count against your monthly invoice limit.
Yes — on any estimate, open the web editor and add 2–3 options, each with a name, what's included, and a tax-included price. Your customer sees them side by side and picks one; the pick IS the approval, your deposit applies to the chosen price, and the final invoice carries the chosen package. The same one-price-versus-three technique ServiceTitan and Housecall Pro charge premium tiers for.
Yes. Turn on Estimate Deposits in Settings and pick the percentage (25–75%). When your customer approves an estimate online, they're asked to pay the deposit by card on the spot — the tech on the job is notified the moment it clears, and the final invoice automatically charges only the remaining balance. Requires card payments (Stripe) to be connected.
Yes. Open Customers → Import CSV (in the app or the Command Center) and upload any CSV export — there's no required layout. FieldForge matches your file's columns to Name, Phone, Email, Address, Contact and Notes automatically; you can adjust anything it guessed wrong, and duplicates are skipped. There's also a sample CSV to start from if you're building the list by hand.
Yes, anytime, and it's one tap. Open Settings → Your Data and tap Export all my data. You get a single ZIP with clean CSV files: every customer, every invoice, every estimate, all the line items, and your full price book. It opens in Excel, Google Sheets or Numbers, so you can take it anywhere. Your data is yours. There's no lock-in, and cancelling never deletes it.
Yes. In the Command Center, open Settings → Your Data → Import invoices & estimates and upload a CSV from Jobber, Housecall Pro, ServiceTitan or a spreadsheet. Match your columns once and your history lands as closed records you can search and report on. Imported invoices and estimates are historical only: they're never delivered, charged, or reminded, and duplicates are skipped by invoice number.
FieldForge follows up for you (Solo Pro and above). Turn on Estimate Follow-Ups in Settings and unanswered estimates get a friendly nudge with the approve link — after 2 days, and once more after a week (both configurable, never more than twice). Approved estimates stop automatically, and if you collect deposits, the nudge takes the customer straight to approve-and-pay.
Yes (Solo Pro and above). Turn on Appointment Reminders in Settings and the day before every scheduled visit, the customer gets a text with the time and your phone number — one reminder per booking, in your timezone, and cancelled visits never remind. Fewer no-shows, fewer wasted truck rolls.
Yes. Turn on Card Tips in Settings and customers paying by card get a one-tap tip option (10 / 15 / 20%) before checkout. The full tip goes to your company, and the tech on the job gets a heads-up when one lands.
Yes (Solo Pro and above). Turn on Automatic Late Fees in Settings, pick the percentage (up to 10%) and the cutoff (14–60 days). One fee per invoice, ever: the total updates, the customer is notified with the new amount, and old payment links are voided so they always pay the current total. Check your state's rules on late-fee limits.
Yes — every customer gets a permanent link (no login, no app) showing their open invoices with a pay button, estimates awaiting approval, upcoming visits with the assigned tech, and paid history. Share it from the customer's record in one tap, and it's offered automatically at the bottom of every invoice.
Yes (Crew and above) — and nobody counts anything. Parts on sent invoices come off the tech's truck automatically, you see every truck and the shop live with low-stock alerts, restock day is one tap ("fill to par"), and anything below its minimum turns into a draft purchase order for your supply house in one click. Received POs land back into stock.
Yes (Trio and above, since memberships ride on maintenance contracts). Set your Member Discount (5–20%) in Settings and any customer with an active contract automatically gets it as a line item on voice-created invoices and estimates — plus a MEMBER badge across your customer list and dispatch so the crew knows who gets priority.
Yes. FieldForge understands English and Spanish, no settings to change. A tech can say "Cambié el capacitor y limpié el condensador en casa de García, dos horas, su número es 404-555-8821" and get a perfect invoice. They can even mix both languages in the same note. Especially useful for bilingual crews or Spanish-speaking technicians.
Voice is the fast path, not the only path. From the Jobs screen tap + Invoice or + Estimate to create one by hand: pick or type the customer, add your line items and pricing in the editor, then send. It works the same on every plan and every trade. Started one you did not mean to? Discard the draft in a tap.
Include: the customer's name, their address or location, what parts you used, how long the job took, and the customer's phone number. Example: "Johnson on 123 Oak Street, replaced the capacitor and cleaned the coils, 2.5 hours, customer phone is 404-555-1234." The FieldForge handles the rest.
Very accurate for standard field descriptions. The app shows a confidence score on each draft. If confidence is below 80%, you'll see a warning to review the invoice before it goes out. Accuracy improves as you keep your parts sheet and aliases up to date.
Your hourly rate × the time mentioned in the voice note. For example, if your rate is $95/hr and the tech says "2.5 hours," labor = $237.50. Your hourly rate is set during onboarding and can be updated anytime.
Via SMS, email, or both. You pick the default in Settings → Invoice Delivery. By default, invoices are texted to the customer's phone from the voice note. Choose email or both to include an email copy. The customer doesn't need any app regardless of delivery method.
Yes. Open the Jobs list, find the invoice, and tap Resend Invoice. It re-sends the invoice and payment link to your customer by text or email. You can resend as many times as you need until it's paid.
Yes. FieldForge automatically captures equipment details (brand, model, and serial number) from your voice note for any trade: HVAC units, appliances, garage door openers, pool equipment, and more. They appear on the invoice, and you can keep a full Equipment list per customer in the app and search it by typing in the search box.
Voice notes recorded without internet are saved on your phone and send automatically when you reconnect, no action needed. This is useful on job sites with poor signal. Sending an invoice and editing a draft need an active connection, since they reach our servers immediately.
Yes. Open the Jobs list and start typing in the search box. It matches on customer name, address, phone, status, and notes. You can also search your Customers and Equipment the same way. All your job data is also in your Google Sheets jobs tab.
Yes. Open Purchase Orders from the home menu, pick a vendor (or add a new one), list the parts and quantities (prices are optional) and save. Tap Email vendor or Text vendor to send the PO straight to your supply house. Each PO gets its own number and tracks from Draft to Ordered to Received, and your vendors are saved so the next order is faster.
Team, Time & Pay
Yes, with five role levels: Owner, Admin, Dispatcher, Lead Tech and Tech. You assign roles in Team, and each person sees exactly what they should.
Yes. Techs clock in and out right from the home screen or the Timesheets screen, and can link the time to a scheduled job. You see everyone's week, edit or add entries, and approve hours with one tap, approved entries lock so payroll numbers can't drift. Overtime past 40 hours a week is flagged automatically.
You set a pay profile per tech, hourly rate, weekly salary, % of sales, % of job profit, a bonus per paid job, or any combination. FieldForge then does the math automatically: approved hours (with overtime at 1.5×), plus commissions on jobs paid in the period, calculated pre-tax. Profit share uses real job profit, revenue minus materials from receipts or your parts costs. Open Pay to see everyone's gross for the week, and download a payroll-ready CSV for Gusto or QuickBooks.
Yes. That's the point. Every tech has a My Pay screen showing what they've earned this week, this month, and on every job, commissions appear the moment a customer pays. Techs who can see their numbers sell more and stay longer.
Yes. When booking a job, set it to repeat weekly, every two weeks, or monthly, up to 26 visits land on the calendar at once. Each visit is independent (complete or cancel one without touching the rest), and "End series" cancels the remainder in one tap. Perfect for maintenance agreements and route work.
Yes. FieldForge gives you a personal booking link, put it on your website, Google Business profile, or text it to customers. They request a visit in about 30 seconds, you get an instant text, and the request appears on your Schedule where one tap assigns it to a tech and confirms it. Spam is filtered automatically.
Tap the bell on the home screen. The Activity feed shows everything as it happens, jobs recorded, estimates sent, invoices paid (and how), work booked, new customers, purchase orders, grouped by day, for owners and admins.
Yes. Set the company default once (say, Mon–Fri 8–5) and every tech follows it automatically, including new hires, with zero setup. Techs can set their own hours and days off, and owners or admins can override anyone's. When you book a job outside someone's hours, FieldForge warns you ("Friday is a day off") and lets you override for emergencies.
Timesheets and hourly pay are included on all paid plans, starting with Solo Pro ($19/mo). The full performance-pay engine (salary, % of sales, % of profit, spiffs, and the payroll export) is included on Trio ($29/mo) and up. For comparison, this is the feature ServiceTitan charges roughly $300 per tech per month for.
Yes. When booking (or on any existing booking), assign a lead tech and check off up to five more crew members. The visit shows on every crew member's schedule with a crew badge, everyone gets the assignment notification, and the dispatch board blocks the time on each tech's row so you don't double-book anyone. Any crew member can fill the job's checklist. It stays one booking, so the customer sees one visit and there's nothing to keep in sync.
Yes. Build a form once in Settings → Job Forms & Checklists (checkboxes, yes/no questions, short answers, note lines) and choose whether it appears on every visit or just maintenance visits. Matching visits grow a Checklist card on the tech's phone; they can save progress as they go. Mark the form required and the visit can't be marked Done until every item is answered. The office sees every answer on the booking in the Command Center. The whole feature has an on/off switch in Settings, and turning it off keeps your forms and past answers. Available on Trio and up.
Plans & Billing
FieldForge lets you know when you've reached your monthly invoice limit. You won't be able to send new invoices until the 1st of the next month (when counters reset) or until you upgrade. Open Settings → Plan & Billing to see your options and switch plans immediately.
Yes. Open Settings → Plan & Billing and tap Cancel subscription. Your plan stays active until the end of your billing period. After that, you automatically move to the Free plan (1 tech, 15 invoices/month). Your data is never deleted.
Yes. Upgrades apply immediately. You're charged the prorated difference. Downgrades are scheduled to apply at the end of your current billing period. Manage it all in Settings → Plan & Billing.
Share your referral code with another field service business owner. When they sign up and enter your code, you earn 1 free month, automatically applied to your next billing cycle. Get your code in Settings → Referral Code. There's no limit on how many referrals you can make.
Everything stays in your Google Sheet, jobs, invoices, customer info, everything. The data is yours and we don't remove it when you downgrade or cancel.
Billing is handled by Stripe, secure, monthly, and automatic. You receive a receipt after each charge. Manage your subscription entirely in the app under Settings → Plan & Billing, no separate portal needed.
FieldForge charges a 1% platform fee on each card payment collected. Stripe also charges their standard processing fee (typically 2.9% + 30¢ per transaction). Both fees are deducted automatically before the money is deposited into your bank. You never handle them manually. There is no monthly fee or setup cost to use card payments.
Stripe deposits funds on their standard payout schedule, typically 2 business days after a payment is made. Your payout timing is set in your Stripe account (created when you connect card payments in Settings). FieldForge never holds your money. It goes directly from Stripe to your bank.
No, card payments are available on all plans including the free Solo plan. Connect card payments once in Settings to link your bank through Stripe, and every invoice you send will include a Pay by card button for your customer.