Say goodbye hassle and hello to time

Let us set the scene. You’re a business owner with over 10 employees. Business is going great but you’re struggling to keep up with demand.

You lose hours in the day making sure your business is running smoothly because of mundane but necessary admin tasks. Most evenings you’re reconciling invoices and losing sleep over tasks you haven’t had time to complete.

You want to grow your business, but you can’t afford another admin staff. You’re scratching your head thinking if only there was a system to get you back some time… your most valuable resource.

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fieldd CRM

Monitor and manage service jobs

View a real-time overview of your entire fieldd operation. Never miss a thing, with 24/7 access to your clients, staff and jobs from your fieldd CRM.

Field Service Social Distancing

CRM features to reduce admin costs, and maximize efficiency:

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Service Designer

Design the perfect scheduling website and improve the customer experience when booking your services via our easy to use drag and drop designer.

Quality Control Photos

Upload and review job site photos for quality assurance and insurance purposes. As a result, reduce liability issues, train staff and increase overall job quality. 

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Leads & Quotes

Send quotes and automatically add them to your lead board. Manage potential customers then drag and drop them into different stages as you move them along your sales funnel.

Staff Communications

Chat and manage your staff on one platform by sending direct push notifications to one, or all of your employees directly to their staff mobile app.

Checklists & Job Ratings

Establish quality control protocols and maintain compliance with pre and post job checklists specific to each service, and let your clients rate the service via SMS.

Accounting Sync

Go paperless with every fieldd invoice, cash and card transaction. Automatically synced to your Xero or QuickBooks accounting platform or integrate your own accounting system. 

Analytics & Reporting

View live sale summary reports and insights into staff performance as well as review cancelled jobs, then output the results via PDF.

Discounts & Vouchers

Gain referrals and repeat customers by rewarding your clients with custom discount and promotional codes which can be used online or in app for set value or % off your services.

Inventory Management

Add categories and products that are sold when your clients are booking online, or up-sold in the mobile point of sale app by your field staff. Items which are sold are updated automatically in your CRM. 

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Just focus on growing your business

fieldd is designed to grow with your company. Get started in 5 minutes and discover an easy to use, fully customizable booking system for companies big and small.

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Enterprise Solution

Ideal for all field based industries, we are the solution for any complex schedule and dispatch scenario.

Streamline operations and grow your business with fieldd’s enterprise scheduling software.