End to End Management of Field Service Businesses

With over twenty cumulative developer-years invested, FieldHub is a modern and feature-rich platform for businesses with field services, recurring revenue, and inventory management.

Customer Relationship Management (CRM)

Customer management is the core of any business, and to FieldHub®. From lead creation and management, contact management, marketing list creation and tracking, to proposal creation, and more.

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Proposal Creation and Management

In fast growth companies, creating and presenting high quality proposals to your prospects and customers ideally happens accurately and quickly. Customers expect immediate turn around, so your sales team needs to use their time efficiently.

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Customer Portal

Customers first use the portal when they are presented with a proposal. From that point on, they are able to view all of their proposals, work orders, invoices, and the credit card on file.

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Customer Work Order Management and Project Tracking

Proposals are converted to work orders and time and expenses are tracked to allow managers one-stop access to budgets and actuals for material and labor.

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Field Technician Mobile Application

The Field Tech Mobile App keeps everyone on the same page. One source for tracking labor hours, travel time, material installed, etc feeds payroll, job costing, and all details of the project.

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Flow Engine® Process Management

Managing the process is critical to the success of any field service company. FieldHub’s Flow Engine® takes integrated process management to a new level with flexible process definition and visual dashboards.

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Estimate AI ™

FieldHub's Deep Learning project estimation validation will show a recommended hour estimate based on a material least and past performance.

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Inventory Management

Track material from an estimate, to work order, material request, purchase order, receipt, through installation.

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Integrate with other products and services to make your business flow.

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Additional Functionality

Business Management

  • Business Management

  • Operational Dashboards for key metrics and workflows

  • Case Management

  • Site based activity tracking

  • Estimate AI ™

  • Site based activity tracking


  • General Ledger Accounting

  • Payroll Processing including Overtime Allocations

  • Accounts Payable

  • Accounts Receivable

  • Recurring Invoice Generation

  • Recurring Revenue Recognition

  • Progress Billing

  • AIA Format Billing

  • Commission Calculation and Processing

  • Automated Collection Processing (e.g., send link to invoice, follow up if invoice not opened, generate print invoice if email invoice not opened, etc.)


  • Material Request Process

  • Purchase Orders

  • Barcode generation and scanning for inventory movements

  • Inventory kitting

  • Serial Number Tracking

Mobile Field Services Application

  • Travel time, time-on-site, and break time tracking

  • Material installation tracking

  • Material request

  • Ad-hoc checklists for field team

  • Photo capture of work performed

  • Work order instructions and notification