Everything the service day needs.
One workspace for the office, the truck and the homeowner. Here’s what each of them gets, and what’s still on the way.
“Live” means implemented in the pre-launch product. Subscriptions are not yet available. Native phone apps and features marked “Planned” are not released.
For the office
Plan the day, keep it moving when it changes, and send estimates and invoices without re-typing the job.
- Dispatch board. Technicians down the side and hours across the top, with an Unassigned row and drag-to-schedule.
- Live clocks. Driving and on-the-job timers, with jobs that run over flagged.
- Customers and jobs. One record per customer with addresses, history and notes.
- Good, Better, Best estimates. Colour-coded options, a customer review link, tax, and totals locked on acceptance.
- Invoices. Balances, partial payments, and payments you received outside FieldSummit (cash, check or card) recorded against the invoice.
- Price book for consistent line items across estimates.
For the technician
A home screen built for the truck. Fewer taps, bigger targets, and the tools a tech reaches for at the unit.
Jobs
Start, pause and finish. Today’s list, sorted by the board.
LiveWorkflows and forms
Step-by-step job templates and the forms your office requires.
LiveEquipment scanner
Read a data plate for the technician to check, and look for a matching manual.
LiveField tools
Ductwork, heat load and customer savings folders.
LivePhone apps
Native iPhone and Android apps for technicians. Not released yet.
PlannedFor the homeowner
A clear choice on any phone, with nothing to install and no surprises after they say yes.
- Side-by-side options with your recommended choice marked.
- Tax shown on every option, and the accepted price locked.
- A private review link for each estimate.
For the owner
Control over who sees what, and confidence that the books are safe.
Roles and permissions
Owner, admin, office and technician roles. Grant extra access, such as Dispatch for office staff, person by person.
LiveAudit trail
Estimate reviews and recorded payments are logged in an audit trail.
LiveFinancing
Customer financing is planned but is not available yet. Release timing and provider terms have not been announced.
Planned