Fieldkeeper runs the whole day for pressure washing, window cleaning, roofing and other home service crews: lead follow-up, quotes customers sign on their phone, scheduling and dispatch, service plans, invoices and a crew app.
From the first phone call to the paid invoice, the office, the sales reps and the crews work from the same customer record.
Every lead lands on one board, from the first call to the booked job. Nothing sits forgotten in a notebook or an inbox.
Build a quote from your own price list in a minute, on site or from the office. The customer picks an option and signs on their phone.
See every truck and every estimator on one day board. Booking an estimate shows the times that add the least driving.
Sell plans where every visit has its own services: a house wash in spring, windows in summer, gutters in the fall.
When a job is marked done, the invoice is one click away. You always know who has paid and who hasn't.
Big buttons, one next step at a time. Techs see their own jobs for the day and nothing they don't need, like prices.
We listened to owners describe the parts of their day the software got in the way of, and built those parts first.
Edit a member's visits or price and they approve it with a signature. No cancelling, no new sign-up.
A permission, not a filter. Reps can't wander into each other's customers.
Homes and commercial properties get their own wording, and a message can say what's on this visit.
Estimates are booked near the rest of the day, so reps spend their time with customers, not on the road.
The app keeps the crew on track: photos before the work, sign-off before the invoice.
Pipeline, quotes, dispatch, plans, invoices and the crew app share one customer record.
No long setup project. You tell us about your company, we bring your customers over with you, and your team signs in.
Tell us about your company: your trade, how many trucks you run and how to reach you.
We bring over your customers, your price list and your plans from spreadsheets or your current software's exports.
Invite the office, your sales reps and your crews. Each person sees what their role needs.
One plan for your company with everything in it. Talk to us and we'll go through it when we set up your account.
Home service companies with crews and trucks: pressure washing and exterior cleaning, window cleaning, roofing, landscaping, pool service, HVAC, plumbing and similar trades. It is built for owner-run companies, from one truck to more than ten.
No. Each sales rep sees only their own leads and quotes. It is a permission that comes with the role, so it holds on every screen and in search. You and your office staff see everything.
Yes. You edit the plan visit by visit, and the customer approves the change from a link with a signature. Their plan, visits and history carry on.
Email works from the start. Texting is being connected and turns on as soon as it is ready. Messages have a home version and a commercial version, and can list the services on that visit.
Yes. Export your customers, jobs and price list as spreadsheet files and we import them with you, checking for duplicates before anything is saved.
Yes. The crew app is made for phones, with big buttons for use in the field. The office screens work on a phone too.
Simple monthly pricing for your company. Talk to us and we'll go through it when we set up your account.
We are opening accounts a few companies at a time. Create your account and we'll email you as soon as yours is ready.
Yes. Every company's data is kept apart, and every request is checked on our servers before anything is shown.
Create your account and we'll set it up with you.