FSMsync: Field Service Manager

Ki-Yote LLC

À propos de l'application

FSMsync is field service management software for trade businesses — HVAC, plumbing, electrical, and general contracting. Run your crew from anywhere: schedule jobs, send estimates and invoices, track time on site, and collect payments, all from one app.

JOBS & SCHEDULING
• Create and assign jobs to your technicians, or let them claim unassigned work
• One-tap "On my way" status sends your customer a text that the tech is en route
• Calendar and list views, with job statuses that match how field work actually flows

ESTIMATES
• Build estimates on site and email them for one-click customer approval
• AI-drafted estimate write-ups and line-item suggestions, grounded in your own price history
• Approved estimates automatically become scheduled jobs

INVOICES & PAYMENTS
• Completed jobs automatically draft invoices from the estimate's line items
• Take card payments in person with a Square reader, or send payment links
• Recurring invoices for maintenance contracts

TIME TRACKING
• Automatic work clock: time entries open and close as techs start and finish jobs
• Tracked-vs-scheduled hours on every job

CUSTOMER COMMUNICATION
• Appointment reminder texts the day before, automatically
• Customer records with full job, estimate, and invoice history

RUNS YOUR WHOLE BUSINESS
• QuickBooks Online auto-sync for customers, invoices, and payments
• Role-based access for admins, dispatchers, and technicians
• Works alongside the FSMsync web app for office staff

FSMsync requires an FSMsync account. New accounts include a free trial — visit fsmsync.com to learn more.

Nouveautés

Send estimates and invoices with a personal message — preview the exact email before it goes out, with the PDF attached automatically.
Safer refunds: confirm by typing the invoice number.
Clearer payment screens when your Square account isn't connected yet.
Bug fixes and improvements.