Features

Everything you need to win work, run Jobs & grow

From the first Client inquiry to the final payment, FieldBench connects your office, Crews, Clients, and cash flow in one platform.

Built around the way work actually gets done

Explore the tools that help you fill the schedule, dispatch the right Crew, close more Quotes, stay connected in the field, and get paid faster.

Capture leads, send professional Quotes, present options, follow up, and turn opportunities into Jobs.

Schedule, dispatch, manage Service Areas, track Job status, and keep the office and field synchronized.

Keep Client history, communication, approvals, signatures, service records, and Job updates connected.

Move from Quote to invoice to payment with fewer manual steps and clearer payment options.

Use recurring Jobs, Service Agreements, follow-ups, and workflows to drive repeat business.

Use Job costing, margins, reporting, Pricebook data, and time tracking to understand performance.

A closer look at dispatch, Quotes, Clients, communications, payments, field work, team settings, and mobile.

Assign techs and Crews from a board, calendar, map, or list.

Dispatch board. Board, calendar, map, and list views with live Job status, assignment, and reschedule.
Crews and technicians. Assign a tech or a multi-person Crew, including multi-day work.
Arrival windows. Set a window on the Job or Appointment so the office and field share the same ETA.
Recurring Jobs. Maintenance visits and routes that generate on a schedule (Starter and up).
Online booking. Public booking pages with your real availability (Starter and up).
Calendar sync. Google Calendar and Outlook Calendar stay connected to the schedule.

Build a Quote, get it approved, and invoice the work.

Quotes from the Pricebook. Build a Quote in the office or from the truck using your Pricebook.
Good / better / best. Named options on a Quote so the Client can pick a package.
Send, sign, and approve. Send to the Client, require a signature, and mark approved or declined.
Change Orders. Mid-Job scope changes that send to the Client for approval.
Invoices and QuickBooks. Convert a Quote to an Invoice and keep Clients, invoices, and payments synchronized with QuickBooks Online.

Keep Clients, Properties, Equipment, and history in one place.

Clients and Contacts. Billing Clients, Contacts, tags, notes, and every Job tied to the record.
Properties. Service addresses with their own history, Equipment, and notes (gate codes, panel location).
Equipment. Units and serials on the Property so the next visit is not a guess.
Lead Capture. Embeddable forms that create Contacts and submissions automatically.
Opportunities. A pipeline to move Quotes through won and lost.
Client portal. Clients can view Quotes, Invoices, and payment history.

Text Clients, chat with the field, and log calls.

SMS inbox. Two-way texting on Conversations, shared by the office.
Team Chat. Dispatcher-to-field chat so the truck is not a group text (Starter and up).
On-my-way. Tell the Client the tech is en route from the Job.
Phone numbers and call logs. Company numbers, outbound/inbound logs, and recordings where enabled.
Workflows. Reminders, follow-ups, and review asks triggered by Job and Quote status (Pro).

Take payment with Stripe, tap to pay, or a card on file.

Stripe. Cards and deposits through your Stripe account.
Tap to Pay. Collect on a supported phone or Stripe reader in the field, where available.
Card on file. Charge a saved card for follow-up work and agreements.
Payment links. Send a pay link with the Invoice.
Service Agreements. Memberships, visits, and recurring billing (Pro).

Capture photos and forms, track time, and run reports.

Photos, files, and signatures. Before/after photos, attachments, and completion signatures on the Job.
Forms and checklists. Reusable checklists and inspection forms; advanced completion rules on Pro.
Time on the Job. Clock in and out, including optional location on the entry, and Job timesheets (Starter and up).
Inventory. Stock, locations, vendors, and purchase orders (Pro).
Job costing and reports. Margins on the Job and operational reports (Pro for advanced reporting).

Manage staff, roles, locations, and Service Areas.

Manage Jobs, Quotes, and payments from iOS and Android.

Jobs and schedule. Today’s Jobs, status, maps, photos, checklists, and signatures.
Quotes and Invoices. Build and send Quotes, convert to Invoice, and collect payment.
Tap to Pay and SMS. Collect on supported devices and reply to Client texts from the truck.
Team Chat and time clock. Stay aligned with dispatch and clock in on the Job.

Bring your Clients, invite your team, and dispatch your first Job today.

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