Job Management
End-to-end job lifecycle management for field teams — estimates, parts planning, mobile job sheets, proof-of-work and automated invoicing.
Book a DemoView Pricing Get Free Setup Advice
Overview
Fieldified Job Management streamlines the entire job lifecycle — from estimate and parts planning to on-site execution, proof-of-work and automated invoicing. Designed for mobile teams, it reduces admin, speeds turnaround and improves customer satisfaction.
🧾 Estimates & Quotes
Create professional on-site or remote estimates, capture approval, and convert quotes to jobs without duplicate data entry.
🚛 Parts & Inventory
Track parts used per job, reserve inventory, and flag low-stock so techs always arrive prepared and billing is accurate.
📋 Mobile Job Sheets
Technicians get task checklists, safety notes, and customer details on their phone — complete, capture photos, get signatures and close jobs from the field.
🕒 Time & Labor Tracking
Log technician hours, travel time and labour per job for payroll, costing and per-job profitability analysis.
📸 Proof-of-Work
Collect photos, signed approvals and notes on completion to reduce disputes and support warranty work.
⚡ Invoice on Completion
Generate invoices from completed jobs automatically, include parts and labour, and send payment links immediately.
Key Benefits
Reduce job completion time with clear on-site instructions and parts planning
Improve cash flow by invoicing immediately after job close
Eliminate disputes with photo proof and signed approvals
Accurately track job costs and labor for profitable pricing
Cut admin with one-click quote→job→invoice workflows
Keep mobile teams productive with offline job sheets and quick updates
See real-time job statuses and KPIs from a single dashboard
Integrate parts and accounting systems to close the loop on operations
How It Works
Create Estimate
Build an estimate on-site or in the office with line-item parts, labour rates and optional add-ons — send to the customer for approval.
Convert to Job
Once approved, convert the estimate to a scheduled job. Required parts are reserved and the job appears in the dispatcher’s calendar.
Tech Execution
Technicians receive job sheets, checklists, and parts lists on their mobile app. They log time, capture photos, and collect signatures on completion.
Parts & Adjustments
Track parts used and update the job in real time. If additional work is needed, create add-on quotes from the field.
Invoice & Collect
Generate invoices automatically with parts, labour and taxes included. Send payment links or charge saved cards to speed payment.
Analyze & Improve
Use job-level profitability, technician performance and parts usage reports to optimize pricing and inventory.
Manage jobs from estimate to invoice
Deliver faster, reduce disputes and get paid sooner with Fieldified Job Management.
30-minute personalised walkthrough
Use Cases
🔧 Emergency Repair Jobs
Create quick estimates over the phone, dispatch the nearest tech with required parts and invoice on completion for emergency callouts.
♻️ Preventive Maintenance
Plan recurring maintenance jobs with predefined checklists and parts lists to ensure consistent service and easy billing.
🏗️ Multi-step Projects
Manage multi-phase commercial or renovation jobs with milestones, parts staging and progress invoicing.
🧾 Warranty & Punch Lists
Log warranty visits with photo evidence and link them to original jobs to simplify follow-ups and avoid duplicate billing.
📦 Inventory-managed Installations
Reserve parts for scheduled installs, track usage per job and adjust inventory automatically when jobs close.
Integrations
QuickBooks
Stripe
Google Maps
Gmail
Zapier
Google Calendar
Need a custom integration?
We’re constantly expanding our integration catalog. Contact us to request a specific integration or automation.
Request an integration →Frequently Asked Questions
❓ Can I create an invoice directly from a closed job?
Yes. Fieldified can generate invoices from completed jobs automatically including labour, parts, taxes and discounts — ready to email or send a payment link.
📦 How does parts tracking work for field technicians?
You can reserve parts at estimate time, assign them to a job, and technicians mark items used on their mobile app. Inventory adjusts automatically when the job is closed.
📲 Do technicians need internet to use job sheets?
No. The mobile app supports offline job sheets. Entries, photos and signatures sync automatically when the device regains connectivity.
🔍 Can I track job profitability?
Absolutely. Fieldified reports per-job profitability by comparing billed amounts to parts, labour and overhead — helping you price jobs correctly.
🔁 Can I convert an estimate into multiple invoices (progress billing)?
Yes. For multi-phase projects you can issue progress invoices tied to milestones and track remaining balances until final completion.
Need more help?
Our team can assist with setup, templates and best practices for running profitable job workflows.
Contact SupportExperience the full power of Fieldified with a free trial – no credit card needed!
Test all our features before making a commitment. Ready to see our Field Service CRM in action?
Start Free Trial »