Know your numbers, grow your business
Stay informed and in control with real-time insights. Fieldified gives you the financial, operations, and team metrics you need to run your business confidently and hit your goals.
Turn raw data into clear decisions—track revenue, jobs, cash flow, and team performance from one dashboard.
Big-Picture Dashboard
See pipeline, daily appointments, and action items in one place so nothing slips through the cracks and you can act fast.
Key Business Health Metrics
Monitor revenue, leads, booked jobs, payments, and more at a glance—spot trends and make data-driven choices to grow.
Full Cashflow Visibility
Track incoming payments, outstanding invoices, and forecasted cash flows so you can plan payroll, inventory, and expansion confidently.
Job & Quote Performance
See quote-to-win rates, average quote value, and which services convert best to optimize pricing and sales focus.
Per-Job Profitability
Automatically calculate job margins using labor, materials, and overhead so you know which jobs drive true profit.
Team Productivity & Utilization
Measure jobs completed, billable hours, on-time performance, and technician efficiency to improve scheduling and coaching.
Customer & Lifetime Value Insights
Identify high-value customers, retention rates, and repeat business opportunities to invest in the relationships that pay off.
Automated Scheduled Reports
Get the reports you need — daily, weekly, or monthly — delivered to your inbox so you always have fresh numbers without the busywork.
Custom Filters & Segmentation
Slice data by service type, team, region, or date range to uncover trends and make targeted operational decisions.
Aging Receivables & Cash Alerts
Track overdue invoices and get alerts for at-risk cash so you can follow up quickly and protect your cash flow.
Integrations for Accurate Books
Sync invoices and payments with your accounting software to eliminate double entry and speed up month-end close.
Actionable Recommendations
Fieldified highlights opportunities—like services to promote or pricing gaps—so your next move is clear and focused on growth.
Why most businesses don’t actually know their numbers
Scattered tools, manual spreadsheets, and delayed reporting lead to bad timing and bad decisions. Fieldified centralizes metrics and delivers insights when they matter.
✅ Challenge 1: Decisions Based on Guesswork
❌ Without clear, timely data you’re forced to make pricing, hiring, and scheduling choices on hunches—not facts.
- Real-Time Financial Dashboards
- See revenue, margins, and outstanding invoices at a glance so you can make confident, data-driven decisions.
✅ Challenge 2: Hidden Costs and Poor Job Profitability
❌ Missing material costs, labor time, and untracked expenses hide true job profitability—leading to underpriced work and shrinking margins.
- Per-Job Cost Tracking
- Automatically capture labor, materials, and overhead per job so you know exactly which jobs are profitable and which need price adjustments.
✅ Challenge 3: Manual Reporting Takes Too Long
❌ Pulling reports across systems eats time and creates stale insights—by the time you act, the opportunity has passed.
- Scheduled Reports & Alerts
- Get your key reports delivered automatically—revenue trends, aging receivables, and top-performing services—so you always act on fresh data.
✅ Challenge 4: No Visibility Into Team Performance
❌ Without clear productivity and conversion metrics it’s hard to coach staff, reward top performers, or identify training needs.
- Team & Performance Reports
- Track jobs completed, on-time rates, quote conversion, and technician productivity to drive better coaching and fair rewards.
What Fieldified Customers Say
" Having a single dashboard changed everything. We spot dips in revenue the same day and act before it becomes a problem. "
Karan
Owner, BrightFix Services
" Per-job profitability showed us which services to phase out and which to promote—our margins improved quickly. "
Sneha
Operations Manager, GreenScape Lawn Care
" Scheduled financial reports save me hours. I get the numbers I need without pulling spreadsheets every week. "
Rakesh
Owner, RapidPlumb
Stop Guessing. Start Growing.
Get the right metrics delivered when you need them—so you can make smarter decisions, protect margins, and scale with confidence.