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01
Scheduling and Dispatch
See the whole week at a glance, assign the right tech, and move jobs when plans change.
FieldPlx Features
From the First Call to the Final Payment
Every job follows the same path: a customer reaches out, you quote it, your crew does the work, and you get paid. FieldPlx connects every step, so nothing gets lost between the phone, the truck, and the bank.
Every Feature
Included
Included
Office and
Field
Field
Your Own
Payment Account
Payment Account
Simple to
Learn
Learn
LIMITED TIME OFFER
60 Days Free Trial!
No credit card required. Cancel anytime.
How a Job Moves Through FieldPlx
One Connected Workflow
Each step hands off to the next automatically. No re-typing customer details, no lost paperwork, no chasing invoices.
STEP 1
Request
A customer asks for work
STEP 2
Quote
You send a price
STEP 3
Job
Approved quote becomes a job
STEP 4
Schedule
Assign a tech and a time
STEP 5
Invoice
Bill when the work is done
STEP 6
Paid
Money lands in your account
Core Capabilities
The Tools Behind Each Step
Everything below is included for every customer. No tiers, no add-on fees to unlock the basics.
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02
Job Management
Track every job from scheduled to complete, with notes, visit times, and status in one place.
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03
Client Management
Keep contact details, properties, service history, and past jobs for every client.
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04
Quotes and Invoicing
Send professional quotes, turn approved work into invoices, and see what is still outstanding.
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05
Team and Roles
Give owners, dispatchers, office staff, and technicians the access each one needs.
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06
Mobile Field App
Techs see their jobs, client info, and directions on their phone and update work from the site.
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07
Insights and Reports
Track jobs, revenue, and outstanding balances to see how the business is really doing.
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08
Documents and Records
Keep job notes, photos, and service records attached to the work they belong to.
Also Included
The everyday details that keep the office running smoothly.
RequestsCapture new work requests in one inbox so no lead slips through.
Business DashboardCustomers, open jobs, and outstanding balance the moment you log in.
Quick CreateAdd a client, quote, job, or invoice from anywhere in two clicks.
NotificationsStay on top of new requests, job changes, and updates.
AdministrationManage your business settings, users, and permissions in one place.
Theme ControlAdjust how your workspace looks so it feels like your own.
Payments
Get Paid Directly. We Never Touch Your Money.
Connect your own payment gateway account to FieldPlx and let customers pay invoices online. Payments go from your customer straight to your account. FieldPlx never holds, delays, or pools your funds, and every charge is visible in your own payment provider's dashboard.
Your CustomerPays the invoice
Your GatewayYour own account
Your BankFunds land with you
- Set up your own payment gateway in FieldPlx settings
- No FieldPlx holding period, the money is never with us
- Track paid and outstanding invoices right inside FieldPlx
On the Roadmap
What We're Building Next
These are planned and not yet available. Customer feedback decides what comes first.
Planned
Social Media Tools
Simple tools to help you post and manage your business social accounts.
Payroll Tools
Broader payroll workflows built on your team's job and time data.
More Integrations
Connections to the other tools you already use, plus more automation.
See the Whole Workflow in Action
Book a demo and we'll walk one job from request to payment, using your kind of work as the example.