Field Pro Operations
Field Pro Operations — Run the jobs you already sold.
Sold jobs, crew scheduling, repairs, material lists, and profit — one app that replaces the spreadsheets, texts, and sticky notes running your jobs today.
Why teams choose it
Built for the way trade companies actually work.
Every sold job in one place
Contracts, photos, documents, notes for the office and crew, and material orders — organized per job, not buried in texts.
Scheduling that keeps crews in sync
A shared crew calendar with visibility controls and automatic reminders, so the right people always know where to be.
Repairs & warranties without the chaos
Track warranty and paid repairs end to end — outcomes like no-answer or re-visit flow back to the office automatically.
What you can do
Everything the module does, in one list.
- Sold jobs with contracts, photos, documents, and notes
- Scheduling with a shared crew calendar and visibility controls
- Repairs & warranty tracking with automatic customer status emails
- Material lists from templates — even read straight from a photo of your form
- Quick profit breakdowns with receipts, overhead, and dump costs
- Production page for jobs in progress with status, photos, and paid tracking
- Sales dashboards & reports
- Customer email automations: thank-you, job reminders, and referral emails
- Color-coded cards and schedule for crews and salespeople
How it works
A real week in Field Pro.
- 1
Log the sold job
Mike closes a $12,400 roof replacement — the job lands in Operations with the contract, photos, and notes for the office and the crew.
- 2
Build the material list
Materials are ordered from a saved template, and the office marks the list received in one tap when deliveries arrive.
- 3
Schedule the crew
The job goes on the shared calendar for Thursday. The crew sees the address, photos, and notes — nothing hides in a group text.
- 4
Close it out
Crews post production photos from the roof, the office tracks payment, and thank-you and review emails go out automatically.
Common questions
Frequently asked questions.
Does this replace our whiteboard and group texts?
That's the idea. Sold jobs, the crew schedule, repairs, and material lists live in one shared app, so nobody has to scroll through texts to find tomorrow's job.
Can we keep parts of a job private?
Yes. Schedule items have visibility controls, price visibility is role-based, and profit breakdowns can be marked private to the person who created them.
Does Field Pro work for trades other than roofing?
Yes. It's built for small trade companies — roofing, plumbing, electrical, HVAC, and similar crews — with intake templates that match how each trade sells.
Who uses it day to day?
Everyone in the field and the office: salespeople track their jobs, production crews get schedules and material lists, and the office runs repairs, payments, and reports.
Explore more
See what else Field Pro does.
Ready to try Field Pro Operations?
Start your free trial today — no setup fee, cancel anytime.
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