✕
Marketing automation.
We send transactional SMS and email — appointment confirmations, reminders, follow-ups. We do not send marketing campaigns. Use Klaviyo or your CRM.
FORM 0002 · capabilities · spec sheetFieldOps Pro · v8.48 sections · ~6 min read
The whole platform,
broken down.
One spec sheet across eight sections — what's in the platform, what each part does, and the line-item checklist. Skim or read top-to-bottom; both work.
01
Dispatch
The whole shop on one screen.
Tech columns, time rows, drag-to-assign, route-aware sort, conflict alerts. The screen the dispatcher actually has open all day.
Drag-to-assign with conflict alerts
✓
Auto-sort by route + slot fit
✓
Capacity caps per tech / per skill tag
✓
3-month look-ahead with maintenance recurrence
✓
Kiosk view for warehouse / counter staff
✓
02
Mobile · field tech
Built for the truck, not the desk.
iOS + Android. Customer + equipment history, photo annotations, voice notes, parts request, signature, tap-to-pay. Offline-first with a real sync engine — works in basements and crawlspaces.
Offline-first with deterministic sync
✓
Voice notes auto-transcribed into ticket
✓
Tap-to-pay reader, no second app
✓
Customer signature on-device
✓
Equipment history pinned to address
✓
03
Customer comms
SMS that books, reschedules, and pays.
Inbound SMS handled by the assistant — reschedules, photo intake, status checks, basic FAQ. Escalates to dispatcher only when judgement is required.
Inbound SMS auto-resolved at 94%
✓
Assistant always shows real available slots
✓
Photo intake from customer SMS
✓
Pay-by-text invoice link, ACH or card
✓
Two-way translation: ES, EN, VI, ZH
✓
04
Estimates · invoices
Quote at the truck. Bill before you leave.
Build an estimate in 90 seconds with line-item presets per service code. Customer approves on-screen, you bill the same record, payments post to the GL.
Service code library with presets
✓
E-signature on estimate + invoice
✓
Card / ACH / check / split tender
✓
Customer portal — pay later in 1 click
✓
Surcharge + finance-charge rules
✓
05
Inventory · parts
Trucks know what they have.
Multi-warehouse + per-truck stock. Auto-deduct on use, auto-reorder at par, mark used parts to the customer record. Cycle-count from the mobile app.
Per-truck stock with auto-deduct
✓
Multi-warehouse + transfer in app
✓
Reorder at par with vendor PO
✓
Cycle count from mobile, no clipboard
✓
Serialized equipment tracking
✓
06
Reporting · books
Reports that match the bank statement.
Revenue, AR aging, tech utilization, top customers, job-cost margin. Sync to QuickBooks Online, Sage Intacct, or NetSuite without a hand-keyed re-entry.
QBO + Sage Intacct + NetSuite sync
✓
Job-cost margin per ticket
✓
AR aging with one-click collections
✓
Tech utilization vs. paid hours
✓
Owner email digest, weekly
✓
07
Memberships
Recurring revenue, automatically.
Tune-up clubs, maintenance plans, gold-tier programs. Auto-bill, auto-schedule the recurring visit, auto-flag the customer when their plan is about to lapse.
Plan templates · monthly / annual billing
✓
Auto-schedule recurring visits
✓
Renewal reminders to customer + dispatcher
✓
Plan revenue rolled up in reports
✓
Member-only pricing tier
✓
08
Open API
Glue it to whatever you already use.
REST + webhooks. Documented schemas, generated TypeScript + Python clients, sandbox environment with real-shaped data. The API is the same one the FieldOps mobile app uses.
REST + JSON, OpenAPI 3.1 spec
✓
Webhooks · 80+ event types
✓
Sandbox with real-shaped fixtures
✓
Generated TS + Python clients
✓
Audit log on every API call
✓
⚠ Annex A · what FieldOps Pro is NOT
Three things on every other field-service homepage. Not on ours.
✕
A full CRM.
We have customer + equipment + ticket history. Not a sales pipeline, not opportunity scoring, not territory management. If you need that, integrate HubSpot — we have a real connector.
✕
Accounting.
We post payments to the ledger and sync to QBO, Sage, or NetSuite. We don't do tax filings, fixed-asset depreciation, or financial reporting. Your CPA stays employed.
Form 0002 · file under: spec sheets
See it on your
real shop.
A 30-minute demo against your dispatch board, your AR queue, your truck count. No slide deck.
