fieldiz: Field Service CRM

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About this app

Fieldiz is field service management software and CRM built to make everyday work easier for home-service companies.

Keep leads, customers, scheduling, dispatch, jobs, estimates, invoices, expenses, communication, and team activity connected in one calm workspace. The office can see what needs attention while technicians get the customer and job details they need in the field.

Turn leads into scheduled work

• Keep incoming leads organized with a clear owner, source, status, and service request.
• Follow each opportunity from first contact to scheduled job and completed work.
• Give dispatchers a shared calendar with practical arrival windows instead of disconnected chats.
• See assigned jobs on a map and open directions with service-location context.

Give technicians a focused mobile workspace

• See today's appointments and upcoming assigned work.
• Open jobs with human-readable job numbers, customer details, phone numbers, addresses, notes, and service history.
• Call, text, or email a customer from the job.
• Update appointment and job status so the office always knows what is happening.
• Add internal notes, complete checklists, track time, and attach job photos.
• Keep useful schedule and job information available during intermittent connectivity.

Connect work to money

• Review estimates, invoices, payment status, and expenses without losing the job context.
• Keep services, quantities, tax, totals, and customer-facing documents organized.
• See whether an invoice is awaiting payment, partially paid, or paid.

Fieldiz is designed for garage door, locksmith, HVAC, plumbing, electrical, appliance repair, roofing, cleaning, landscaping, pest control, and other field-service businesses.

Use light, dark, or system appearance. Role-based access keeps each team member focused on the records they are allowed to see.

A Fieldiz Company account is required. Company owners and office teams can configure services, roles, permissions, billing, automations, reports, online booking, and integrations in the Fieldiz web application.

What’s new

Initial Fieldiz release for field service teams. Manage leads, schedules, assigned jobs, customers, maps, estimates, invoices, expenses, notifications, job notes, photos, timers, checklists, and appointment updates from the field.