Every feature, explained

Capture the customer's signature that the job is complete: in person on the tech's phone, or online from the customer's own phone right on the invoice link. One Settings switch turns the online sign-off on. The signature shows on the invoice and the customer portal, so you keep clean, dated proof the work was approved.

Property managers, chains and repeat commercial accounts rarely live at one address. Give a customer as many labeled locations as they have (Building A, the warehouse, unit 4), then pick which one when you book a visit, write an estimate or log a unit. Equipment, jobs and history all know which location they belong to, so you can filter a customer's job history by site. Locations can be shared across customers, so a management company and its tenant accounts point at the same building.

Your customers, invoices, estimates, line items and price book are yours. Any owner can download the whole account as a single ZIP of clean CSV files, ready for Excel or Google Sheets, in one tap from Settings. No lock-in, and cancelling never deletes a thing.

Switching from another platform? Bring your past invoices and estimates with you. Upload a CSV from Jobber, Housecall Pro, ServiceTitan or a spreadsheet, match the columns once, and your history lands as closed records you can search and report on. Imported records are historical only: never sent, charged, or reminded, and duplicates are skipped by invoice number.

The job photos your crew snaps show up on the estimate approval page, the invoice and the customer’s portal. The cracked heat exchanger photo does the selling for you, and the after shot heads off disputes. Receipts stay private, and one Settings switch turns customer photos off entirely.

When a customer approves an estimate online, they're asked to pay a deposit by card on the spot (you pick 25–75%). The tech on the job gets a heads-up when it lands, and the final invoice automatically charges only the balance.

Quotes that go quiet get a polite nudge automatically — first after a couple of days, an optional second one later, in your own words. One thread, never spammy, stops the moment they approve or you convert the estimate.

Customers can request a visit from your website; requests land in Dispatch where you confirm them onto a tech's day with ranked recommendations for who fits best.

Paste one URL into your own Thumbtack account and new leads land straight in Dispatch as a request to confirm, name/phone/job details already filled in. No partner approval, no copy-paste, and you get texted the moment a lead comes in: Thumbtack ranks pros partly by how fast they respond.

Your Angi leads drop into the same Dispatch board, with the customer's email included (Angi sends it, Thumbtack doesn't), and you get texted right away. Angi connects it on their end: you send us the webhook URL from Settings and email it with your Angi ID to their team, then leads flow in automatically.

Every company gets a one-page website built automatically from data already in FieldForge: your services from the price book, reviews link, job photos and a Request Service button wired straight to your Dispatch board. Pick your web address in Settings, hit Publish, done. English y Español included.

Build a proposal template once (your intro, scope of work, equipment photos, terms) for each big job you quote: system replacement, water heater, panel upgrade. Templates can carry your standard line items, labor hours and good/better/best tiers too, so a tech can tap + New estimate, pick the template and a customer, and send a fully priced proposal in under a minute, no voice note needed. The customer opens a page that reads like your best salesman wrote it, with the approve button right there.

Prefer to type? Create an invoice or estimate by hand from the Jobs screen: add the line items, pricing and customer in the editor, then send. Voice is the fast path, not the only path, and it works the same on every plan and every trade. Started one by mistake? Discard a draft in a tap.

The evening before a scheduled visit, the customer gets a text reminder with the time and your phone number — in your words if you want. One per booking, never for cancelled or done visits. Cuts no-shows.

Two-man water heater swap? Assign a lead tech plus up to five crew members to the same visit. It shows on everyone's schedule with a crew badge, all of them get the assignment notification, the dispatch board counts it against each tech's capacity, and any crew member can fill the job checklist. One booking, no duplicates to keep in sync.

Build a tune-up, install QA, or safety checklist once in Settings and every matching visit grows a Checklist card on the tech’s phone: checkboxes, yes/no questions, short answers. Mark it required and the visit can’t be marked Done until every item is answered; the office sees every answer on the booking.

Define your own workflow stages a job moves through, like Needs parts, Awaiting approval, Ready, In progress, Complete. Set a job's stage from the field or the office, and drag jobs between your stages on a Dispatch board. Mark a stage "requires checklist" and a job cannot enter it until its visit checklist is done. It runs alongside the schedule status, it does not replace it.

The voice pipeline understands both languages natively — a tech can describe the job in Spanish and the customer still gets a clean English invoice priced from your book.

Split a big install into payment stages right from the job screen on the phone, or in the Command Center (50% to start, the rest at rough-in and completion, or any split you like). The customer's pay link always charges the next stage, checks and cash are one tap to record, and the invoice marks itself Paid when the last stage lands. Works alongside estimate deposits.

Stop eating the ~3% card processing fee, the way you choose. Turn on a cash discount and the invoice shows a lower cash or check price beside the card price (a discount is legal in every state), or add a surcharge that applies only when the customer pays by card. Either way it is disclosed on the invoice before they pay, and the customer can always choose the fee-free way. You pick the mode and the percent in Settings.

On big-ticket invoices, let the customer pay straight from their bank account. A bank transfer carries no card fee, so it becomes the fee-free option: the invoice offers Pay by card or Pay by bank. You set the minimum invoice size in Settings, the money lands in your own Stripe account, and the invoice marks itself Paid on its own once the transfer clears (a few business days).

Before paying, the customer is offered a one-tap 10 / 15 / 20% tip. The full tip goes to you, and the tech on the job gets a heads-up when one lands.

Invoices past your cutoff (14–60 days) get a one-time fee (up to 10%) added automatically: the total updates, the customer is notified with the new amount, and stale payment links are voided so they always pay the current total.

Unpaid invoices remind the customer automatically (daily or weekly, your choice) until they pay, and you get a daily owner report of everything outstanding so nothing quietly ages out.

Every invoice and estimate is also a live web page: the customer sees a clean, branded invoice with the pay button; you can edit any draft in a mobile-friendly editor before it goes out — line items, prices, customer details.

You already text customers a lot: reminders, on-my-way, invoices, review asks. Now their reply doesn't vanish. It lands in a Messages inbox, threaded by customer, on your phone and in the Command Center, with a push the moment it arrives. Reply right there, send and receive photos, and it all runs on your FieldForge number, so your personal cell stays private. If a customer texts STOP, every message to them stops automatically and they show as opted out.

Reach your whole customer base from the Command Center. Describe the offer in a line and AI drafts the subject and message for you to edit. Send to everyone, members, non-members, or a smart segment like customers who haven’t booked in six months, and see who opened and clicked. Every email is branded, personalized with their first name, sends replies to your inbox, and carries a working unsubscribe link. Preview it to yourself first; the one-per-day cap protects your sender reputation.

Set up a series of emails once and let them send themselves, spaced days apart: a welcome the day someone becomes a customer, a check-in a week later, a tune-up reminder next season. Enroll an audience by hand, or turn on "automatically when I add a new customer" and every new contact starts the series on its own. Opt-outs, branding and reply-to are handled for you.

Customers with an active contract are members: voice-created invoices and estimates automatically include their discount (5–25%, your call) as a visible line item, and they're badged MEMBER across the customer list and dispatch so the crew gives them priority.

Members save a card once, from their portal or a secure link you text them, and every renewal charges itself, marks itself Paid, and texts them a receipt. The card lives with Stripe (you never see the number); a decline just falls back to a normal invoice with you notified.

Manage the roster with five role levels (owner, admin, dispatcher, lead tech and field tech) so each person gets exactly the access they should: dispatchers run the board and billing without touching payroll or settings, leads run the schedule, and techs see only their own work. Invite techs with a code, message the whole team in one tap, and get a birthday banner so nobody's cake gets forgotten.

Mark a tech out for vacation, a sick day or a holiday, and the dispatch board warns you before you book them on those days (with a one-tap override if it really has to happen). Who is off shows right on the board, so you stop scheduling someone who is not there before it turns into a missed appointment. Each tech also sees their own time off on their phone.

Every job in the Command Center shows a profit card: revenue minus materials minus labor, with the margin percent. Materials use real receipt totals when the crew snapped them (catalog cost estimates otherwise), labor uses your cost per hour, and unpaid jobs show it as projected. Know which jobs make money before you quote the next one like it.

Every job, payment, schedule change and settings edit shows in a live activity feed — plus a permanent, unchangeable audit trail (who did what, when) for the moments you need receipts.

Passwordless sign-in by text or email code, optional two-factor authentication with any authenticator app (backup codes included), and role-based access so techs see their work and owners see everything.