Features

Every screen ties back to the job.

FieldHero is one system for the whole trade: client to estimate to job to invoice to paid. Here is the real product.

01

Estimates & interactive quotes

Build the quote from your catalog, give the customer real options, and let them approve it online — no PDF chase, no phone tag.

  • Customer-selectable options and tiers
  • Digital approval on a branded public link
  • Save any estimate as a reusable template
FieldHero interactive estimate showing selectable service options and an approve button
02

Scheduling & dispatch

The whole week on one board. Drag to reschedule, resize to change duration, and see conflicts before your crew does.

  • Day, week, and month views with tech lanes
  • Conflict detection built in
  • Dispatch map with geocoded properties
FieldHero schedule week view with visits assigned across technicians
03

Invoices & payments

Invoice straight from the completed job. Take a card on-site, send a pay link, or record cash and check — the balance is always current.

  • Stripe Connect card payments and pay links
  • Cash, check, and partial payments
  • Recurring invoices, tips, and refunds
FieldHero invoice detail with line items, balance due, and payment panel
Reports

Know what sells and what it cost you

Sales, A/R aging, profitability, tech performance, tips, tax. Every report filters by date and exports to CSV.

FieldHero sales report with totals by item and a date filter
In the field

In the truck, not just the office

The same job your dispatcher built shows up on the tech’s phone. One tap moves the visit from en route to arrived to done — and the customer gets the text and email automatically.

FieldHero job Work tab on a phone showing the current visit and one-tap en route, arrived, and completed status buttons

And everything else you need on day one

Clients & catalog
  • Client book

    One record per client — contacts, properties, tags, full activity trail.

  • Service catalog

    Starter pack for your trade or build your own, with prices ready to reuse.

  • Jobs & visits

    Every job owns its visits, line items, techs, and checklists.

  • Checklists

    Reusable templates per trade, checked off in the field.

Field & customer
  • En route → arrived → done

    One tap fires customer SMS and email with a live ETA.

  • Customer portal

    Magic-link login for properties, estimates, invoices, and history.

  • Request service

    Customers submit requests with photos; staff convert in one click.

  • True offline field mode

    Coming soon

    Installable PWA with outbox writes and delta-sync.

Control & scale
  • Team & roles

    Owner, admin, dispatcher, tech — nav and data both gate on role.

  • Job costing

    Labor, materials, and other costs per job, with margin per visit.

  • Service-area mapping

    Route planning and one-tap Open in Maps for techs.

  • Multi-tenant isolation

    Tenant scope enforced in the database, proven by pgTAP tests.

Ready to run the loop?