Features — FieldServo

Module 01

Dashboard Hub

A glance-readable overview of operations, finance and team health. Pin the metric scorecards that matter, watch the activity feed update live and triage system alerts inline.

Operations overview · Today

Live · 1.3s ago

Jobs today

128

+12.4% vs avg

Active cleaners

+3 vs Mon

Revenue MTD

$284,902

+18.2%

Cancellations

2.1%

-0.4 pts

Time	Activity	Crew	Status
14:22	Job #FS-8821 dispatched	Maria Reyes	En route
14:18	Invoice #INV-2042 paid	Stripe Connect	Paid
14:11	Quality audit failed	Devon Kim	Flagged
14:02	Lead converted	Sara Patel	Won
13:55	Recurring contract renewed	Acme Office Park	Auto

Metric scorecardsDrag-and-drop your KPIs onto the home screen

Streaming activity logWebSocket-driven, auto-grouped by hour

System notification bannersPriority alerts with one-click acknowledgement

Role-aware home screensOwners, dispatchers and crews see what they need

Module 02

Scheduling & Live Maps

Day/Week/Month calendar grids with crew filters, plus an embeddable live map showing every active GPS marker. The Booking Widget Builder ships as a configurable embed for your tenants.

Week view · Mar 11 – 17

42 jobs scheduled

Mon

Tue

Wed

Thu

Fri

Sat

Sun

9:00 · Deep clean

14:00 · HVAC

10:30 · Plumb

Today · 8 jobs

14:22 · HVAC

9:00 · Paint

11:00 · Lawn

15:00 · Office

Recurring x4

Off

Live GPS map · 37 active crews

Realtime

Day / Week / Month gridsFilter by crew, service line or region

Live GPS markers1-second refresh on technician location

Booking Widget BuilderDrag-drop checkout configurator with brand kit

Smart slot validationPrevents double-booking and over-allocation

Module 03

Jobs Tracking & CRM

Workflows for every job state, recurring contract boards, multi-point quality audits and a full client profile screen with lockbox codes. Manage your sales pipeline with a fully drag-and-drop Kanban.

Sales pipeline

$94,210 in flight

New leads 4

Riverside Cafe

Cleaning · weekly$280/wk

Hartman Resi

HVAC tune-up$420

Quoted 3

Acme Office Park

Janitorial$3.2k/mo

Greenline Apts

Landscape$1.8k/mo

Negotiating 2

Cedar & Vine

Paint & finish$12.4k

Won 5

Loft 22 Studio

Deep clean$640

Nordic Build

Site cleanup$2.1k

Job board · All workflows

3 paused · 2 unassigned

Job #	Customer	Service	Crew	Status
FS-8821	Acme Office Park	Deep clean	Maria R.	En route
FS-8820	Riverside Cafe	Weekly clean	Devon K.	In progress
FS-8819	Hartman Residence	HVAC tune-up	—	Unassigned
FS-8818	Cedar & Vine	Paint touch-up	Tomas L.	Paused
FS-8817	Loft 22 Studio	Deep clean	Sara P.	Closed
FS-8816	Greenline Apts	Landscape	Ben Q.	Cancelled

Workflow statesAll / Unassigned / Paused / Cancelled views

Recurring contractsLong-term boards with renewal forecasting

Quality auditsPhoto uploads, checklists, sign-off

Client profilesLockbox codes, notes, history, attachments

Kanban pipelineDrag-and-drop lead, quote, negotiate, won

Digital estimatesTemplated quotes with e-signature

Module 04

Payments, Attendance & Analytics

Geofenced time logs, multi-mode payouts, invoicing with on-chain transaction hashes and a full graphical analytics surface — Performance Matrix, Profit Reports, Job Costing, Customer Lifetime Value.

Invoices · March

94% collected

Invoice	Client	Amount	Txn hash	Status
INV-2042	Acme Office Park	$3,240.00	`0x8f3a…b21c`	Paid
INV-2041	Riverside Cafe	$280.00	`0x7d2e…11ff`	Paid
INV-2040	Hartman Residence	$420.00	—	Sent
INV-2039	Cedar & Vine	$6,200.00	`0x4b9c…ee01`	Paid
INV-2038	Loft 22 Studio	$640.00	—	Overdue

Geofenced clock-in/outAuto-detect arrival within 100m of job site

Multi-mode payoutsHourly, flat-rate, commission splits per crew

Performance MatrixPer-tech ratings, conversion & retention

Profit reportsPer-job, per-client, per-service-line P&L

Job costingMaterials, labour & overhead per ticket

Customer LTVCohort analytics with churn forecasting

Module 05

Marketing & System Settings

Build email and SMS campaigns, run referral programs, configure tax rows, manage granular roles and connect QuickBooks, Stripe Connect & Google Calendar through one settings panel.

Connected integrations

6 active

QuickBooks OnlineTwo-way sync · accounts, invoices, payments

Stripe ConnectPer-tenant payouts & split commissions

Google CalendarCrew availability and customer scheduling

Twilio SMSTwo-way ETA messaging & campaigns

Mailgun + SendGridDrop-in transactional & marketing email

Webhooks & Zapier200+ third-party tools out of the box

Email & SMS campaignsTemplate builder with delivery analytics

Referral programsCustom links with reward tracking

Tax configurationsVAT, compound, region-specific rules

Granular rolesPermission matrices with custom roles

Multi-language22 locales, translation labels editable

White-label themingBrand kit, custom domain, login screens

Every module your service business will ever need.