The whole job, from first call to final payment.
Each step below is a workflow Field Pro runs today, and each one feeds the next — so customer and job details are entered once and travel with the work.
Capture the lead
Fast intake with assignment, accept/decline, and follow-up reminders.
Send the estimate
Branded, itemized estimates customers sign in person or from a link.
Schedule the work
Crew dates with notes, synced to Google Calendar if you connect it.
Run the job
Progress photos, permits, dump tickets, and material lists from the field.
Handle callbacks
Repairs and warranty work documented with photos and status updates.
Bill and collect
Invoices with recorded payments, reminders, and QuickBooks export.
Built for how trades actually work
- Everything runs from a phone — big buttons, dropdowns instead of typing, and forms that take about a minute.
- Roles match your team: office, sales, repair, and project managers each see what they need — nothing more.
- Customers never need an account. Estimates, invoices, and inspection reports open from a link and can be signed right there.
- Approved estimates flow into jobs, repairs, and invoices without re-typing customer or job details.
Made for more than one trade
Field Pro’s workflows — lead intake, signed estimates, inspections, crew scheduling, repairs, and invoices — are the backbone of almost any contracting business, from roofing and plumbing to electrical and beyond.
Walk through the workflowsTry it with your own jobs.
14 days, every Pro feature, no credit card required.