Solutions

Start from the problem, not the feature list

Four outcomes most field service businesses are actually chasing — and exactly which parts of the product move each one.

By outcome

What are you trying to fix?

Invoices go out days after the work, then sit until someone remembers to chase them.

Generate the invoice from the job's real line items the moment it closes
Send it with a card or PayPal payment link, or take payment on the truck with Tap to Pay
Let automatic reminders chase what's overdue instead of doing it by hand
Add late fees automatically where you've agreed them

The evening shift: typing up quotes, rebuilding next week's schedule, re-keying the same details three times.

Describe what you want and confirm a draft — job, estimate, invoice, or customer message
Recurring jobs and invoices generate themselves on a cadence you set
Estimate line items carry through to the job and then to the invoice with no re-typing
Receipts scan into expenses from a photo

Revenue looks fine, but nobody can say which work is actually profitable until the accountant says so.

Job costing compares clocked labour, materials, and expenses against what you invoiced
A margin flag warns when a job drops below the threshold you set
Ask the assistant which jobs were most profitable, or how revenue compares to last month
Export any report to CSV, Excel, or PDF

Every new technician adds coordination work that lands on one person's desk.

Role-based permissions mean a technician sees their own work and nothing else
Custom roles let you delegate exactly what you're comfortable delegating
The customer portal answers 'when are you coming' and 'can I pay this' without a phone call
A public booking link turns enquiries into job requests directly

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