Industries
Field service software built for the trades
Every trade closes a job differently. FieldCX lets you set the closeout checks for each job type, keeps the equipment your trade cares about on the customer record, and costs every job from what was actually used. Pick your trade.
Five trades
HVAC software
Repair today, replacement next season. Good, Better and Best on every estimate, callbacks tied to the install, and capacity on the board for peak season.
- Units kept as customer equipment
- Callbacks linked to their warranty
- Equipment and labor costed to the job
Electrical contractor software
Service calls and multi-day panel, generator and EV jobs. Permits and readings on the visit, partial invoices, and every breaker reconciled to the invoice.
- In daily production at an electrical contractor
- Contractor tax when materials are used
- Commission on true gross profit
Plumbing software
Urgent calls booked from one CSR queue, repair, replace or upgrade on one estimate, and payment collected before the van leaves.
- Missed calls flagged for a call back
- Property damage reports with signature
- Cash tracked until it is deposited
Landscaping software
Crews, trailers and materials by the yard. Helpers' hours and materials used costed to each job, and photos on every visit.
- Crews and equipment on one board
- Materials planned against used
- Irrigation details on the visit
Marine service software
Engine and vessel history on the customer record, parts and stores built in, and warranty work tracked at the dock, the marina or the yard.
- Engine hours and fluids on each visit
- Special-order parts tied to the job
- Parts and labor warranty periods
Coming from Aptora TOM?
What to look for when you replace Total Office Manager, and how to bring every year of your history with you, at a price you can work out yourself.
- Fixed-price migration packages
- Books reconciled to TOM's own reports
- A free Data Health Check first
In every trade
The same system from the call to the bank deposit
Whatever the trade, FieldCX runs call intake, dispatch, the technician app, closeout, job costing, inventory and a full ledger on one set of records. Each stage hands a complete record to the next.
- Closeout checklists you set per job type
- Good, Better and Best on every estimate
- Commission on what the job actually made
- Desktop for the office, iOS and Android for the field
- Before and after photos of the panelTech
- Permit number recordedTech
- Good, Better and Best presentedEstimate
- Customer signatureCustomer
- Payment collected or invoice sentPayment
Bring one job. We'll show you what it should have earned.
Leave your number and a FieldCX specialist will call to set up your free revenue-leak review. Or reach the sales team directly.