Fieldy

freemium

Fieldy is an all-in-one FSM software that automates scheduling, dispatching, invoicing, and field team tracking in real time. Try free — no credit card required.

Productivity

CRM Tools

Workflow Automation Tools

About

Fieldy is a comprehensive Field Service Management (FSM) software designed to digitize and automate the entire lifecycle of field operations for service businesses. It eliminates the chaos of disconnected tools by unifying scheduling, dispatch, job tracking, invoicing, CRM, and AMC (Annual Maintenance Contract) management into a single, centralized platform accessible from web and mobile devices. With Fieldy, business owners and managers gain real-time visibility into every job, field technician, and sales representative — removing the guesswork from daily operations. Smart scheduling and seamless team-customer communication reduce missed appointments, service delays, and lost renewals. Automated workflows free up administrative time, while integrated payment and invoicing tools accelerate cash flow. Fieldy serves a wide range of industries including HVAC, security systems, elevator/lift, pest control, plumbing, electrical, fire & safety, cleaning, solar panel services, and more. Setup requires no technical expertise or training — teams can onboard in minutes and customize workflows with tailored checklists, forms, and notifications. Key outcomes reported by Fieldy users include a 40% boost in productivity, 30% increase in revenue, 60% improvement in customer retention, and 100% real-time operational visibility. With over 65,000 jobs completed across its user base and a 95% customer satisfaction rate, Fieldy is built for growing field service businesses that want to scale efficiently.

Key Features

Real-Time Job & Team Tracking: Monitor every field technician and job status in real time from a centralized dashboard, eliminating guesswork and improving accountability.
Smart Scheduling & Dispatch: Automatically assign and schedule jobs to the right technicians based on availability, location, and skill set, reducing missed appointments and delays.
Invoicing & Payment Automation: Generate and send invoices automatically upon job completion, streamlining billing and accelerating cash collection.
AMC & Renewal Management: Track Annual Maintenance Contracts and service renewals to ensure no revenue opportunity is missed and customer relationships are maintained.
Customizable Workflows & Forms: Tailor job checklists, digital forms, and notifications to fit specific business operations across any field service industry.

Use Cases

An HVAC company uses Fieldy to automatically schedule technician visits, track job completion in real time, and send invoices immediately after service is rendered.
A pest control business manages recurring AMC contracts and service renewals through Fieldy, ensuring no customer renewal falls through the cracks.
A plumbing firm dispatches the nearest available technician to emergency calls using Fieldy's smart dispatch tools, reducing response times.
A cleaning service company onboards its field staff via the Fieldy mobile app, assigns jobs with custom checklists, and collects digital sign-offs from customers.
A multi-industry field service provider uses Fieldy's centralized dashboard to monitor all teams, track KPIs, and generate revenue reports across departments.

Pros

All-in-One Platform: Consolidates scheduling, dispatch, CRM, invoicing, and field tracking into a single tool, eliminating the need for multiple disconnected systems.
Fast, No-Code Onboarding: Requires no technical expertise or training — businesses can sign up and have their team operational within minutes.
Proven ROI: Users report a 40% productivity boost, 30% revenue increase, and 60% improvement in customer retention after adopting Fieldy.
Mobile-First for Field Teams: Native iOS and Android apps keep field technicians and sales reps connected and updated on the go.

Cons

Niche Focus: Primarily designed for field service industries; businesses outside these verticals may find features less relevant.
Pricing Not Transparent: Detailed pricing tiers and limits are not prominently displayed on the website, requiring users to book a demo or start a trial to understand costs.
Learning Curve for Complex Operations: Businesses with highly complex, multi-layered workflows may need time to fully configure and customize the platform to their needs.

Frequently Asked Questions

Fieldy is a field service management (FSM) software used to automate and manage scheduling, dispatch, invoicing, job tracking, CRM, and team communications for service businesses operating in the field.

Yes, Fieldy offers a free trial with no credit card required. You can sign up and start managing your field operations immediately.

Fieldy supports a wide range of field service industries including HVAC, pest control, plumbing, electrical, security systems, elevator/lift services, fire & safety, cleaning, solar panels, home appliances, and more.

Yes, Fieldy offers mobile apps for both iOS and Android, allowing field technicians and managers to access job details, updates, and communications on the go.

Fieldy is trusted by over 1,000 businesses and 5,000 field teams, with more than 65,000 jobs completed through the platform and a 95% customer satisfaction rate.