Keep Your Business Running with Less Manual Work
Free up time for what matters. Fieldified automates follow-ups, payments, and client updates so work gets done with less effort—and with fewer mistakes.
Automate the routine: confirmations, follow-ups, payments, and business reports—so you can focus on delivering great service.
Prep Clients for Visits and Prevent No-Shows
Automatically send confirmations and pre-visit reminders so customers have appointment details and show up prepared.
Show Clients You Care After Every Job
Send automatic thank-you messages and feedback requests to boost satisfaction and capture reviews without manual effort.
Never Leave Money on the Table
Automated quote follow-ups increase quote-to-job conversion—send reminders at custom intervals after the customer views a quote.
Get Paid on Time—Every Time
Set up automatic invoice reminders and payment nudges so clients pay promptly and your cash flow stays healthy.
One-Click Invoicing When Jobs Finish
Convert completed jobs to invoices instantly and send them automatically—no manual data entry required.
Automatically Charge Saved Cards
Collect recurring payments automatically by charging cards on file after job completion for reliable revenue on repeat work.
Get Key Business Insights Delivered
Schedule automated reports for revenue, repeat customers, and quote performance—so you see what matters without pulling data manually.
Custom Rules to Automate Your Workflow
Create rules that tag contacts, archive stale quotes, or trigger follow-ups based on events—tailor automations to how you run your business.
Automatic Quote Drafts for Every Request
Use AI to draft quotes from requests and templates—get a head start with suggested line items and pricing so quotes are ready faster.
Instant Alerts for High-Value Quotes
Flag and get notified about big-ticket potential jobs so your team can follow up personally and increase close rates.
Auto-assign Tasks & Follow-Ups
When automations detect a change—like an approved quote—create tasks and assign follow-ups to the right team member automatically.
Auto-Archive and Clean-Up
Set rules to archive old leads and stale quotes automatically so your dashboard only shows what’s actionable.
Why Manual Repetition Slows Down Growth
Small, repetitive tasks add up—sapping time, introducing errors, and letting opportunities slip away. Fieldified automates the predictable parts of your workflow so your team can focus on high-value work.
✅ Challenge 1: Too Much Time Spent on Routine Admin
❌ Manual confirmations, follow-ups, and invoice reminders eat into billable hours—stopping your team from doing the work that grows the business.
- Automated Workflows
- Create rules to auto-send confirmations, reminders, follow-ups, and invoices so your team focuses on field work, not admin.
✅ Challenge 2: Missed Revenue from Unpaid or Unapproved Jobs
❌ Quotes go cold, invoices get ignored, and recurring work slips when follow-ups are manual or inconsistent.
- Auto Follow-Ups & Payment Reminders
- Automatically nudge customers to approve quotes or pay invoices—so fewer opportunities slip through the cracks.
✅ Challenge 3: Inconsistent Customer Experience
❌ When messages and follow-ups depend on people, customers get mixed experiences—hurting retention and reputation.
- Consistent, Personal Automations
- Use templates and auto-personalization to keep communications timely and on-brand every time.
✅ Challenge 4: No Time to Analyze What Works
❌ Without automated reports and alerts, businesses fly blind—missing insights about high-value quotes, repeat customers, and revenue leaks.
- Scheduled Reports & Alerts
- Deliver key metrics and alerts automatically so you can act on insights without manual reporting.
What Fieldified Customers Say
" Automations cut our admin time by half. We now focus on jobs instead of chasing quotes and payments. "
Nikhil
Owner, QuickFix Services
" Automatic invoice reminders and cards-on-file payments dramatically improved our cash flow. "
Sana
Manager, GreenHome Care
" Scheduled reports give me the weekly snapshot I need without logging into multiple tools. "
Rajat
Director, PrimeTrade Contractors
Automate Repetitive Tasks and Reclaim Your Time
Build custom automations, reduce admin, and improve cash flow—so your team spends less time on routine work and more time on revenue-generating jobs.