Getting started
Set up your company and run your first job through FieldOps.
Set up your companyCreate your account, pick your trade, and finish your company settings so everything else has the right defaults.Add your first customerAdd a customer with contact details, address, and notes — the record every job, quote, and invoice hangs off.Create your first jobCreate a job, set its price, schedule it, and assign a tech — in FieldOps the job is where the money starts.
Quotes, invoices & payments
How money moves: quote → invoice → payment, with 0% platform fee.
How money moves: quote → invoice → paymentThe FieldOps money flow in one page: quotes and invoices are created from jobs, and payments attach to invoices.Connect Stripe and get paid onlineConnect your own Stripe account so customers can pay invoices by card — FieldOps takes a 0% platform fee.Require a deposit on quotesAsk for a percentage or fixed deposit — the customer pays it by card the moment they approve your quote.Collect payment in the fieldRecord a cash, check, or card payment right from the job page — assigned techs can do it too.
Scheduling
The dispatch calendar, multi-visit jobs, and recurring work.
Use the dispatch calendarDrag-and-drop scheduling across Week, Day, Month, and per-technician Dispatch views, with an unscheduled tray.Multi-visit jobsPut several scheduled visits on one job — each with its own date, time, and assigned tech — for multi-day work.Recurring jobsSet a job to repeat weekly, monthly, quarterly, or yearly — FieldOps keeps the calendar filled about two months ahead.
Team
Invite teammates, control what each role sees, track hours.
Customers & booking
Import your customer list, share the client hub, take online bookings.
Import from Jobber or Housecall ProBring your customers and jobs over by CSV — with a dry run before anything is written and one-click undo after.Share the client hub with a customerOne private link where a customer sees their quotes, invoices, and upcoming visits — and can pay or request work. No login.Set up your online booking pageA public estimate-request page customers use to pick services, add photos, and request work — shareable or embeddable on your site.
Settings & automation
Checklists, reminders, follow-ups, and review requests.
Can't find what you need?
Write to us at the contact page — a real person answers. Or see everything in action with a free trial.