Hosting Field
Field service your customers
can see
Jobs, dispatch, quotes, and one-click invoicing — plus the customer-facing layer competitors sell as an add-on, built in: online booking, one-tap appointment confirmation, live "where's my tech" tracking, and public reviews. And real financial visibility on every job — profitability, A/R aging, automated dunning.
Features
Everything you need to run the field
Jobs & Dispatch
A server-enforced status workflow (draft → scheduled → en route → on site → complete → invoiced), a per-technician dispatch board, skill-based tech matching, and job priority so urgent work jumps the queue.
02Quotes & Estimates
Build a quote from your price book, email the customer an approve/decline link — no app, no login — auto-follow-up when they go quiet, auto-expire stale prices, and convert an approved quote to a job in one click.
03Online Booking
A public "Request Service" page at /book/your-org captures work 24/7. Requests land in a dispatcher review queue — accept converts to a draft job in one click, matching or creating the customer and site.
04Tracking & Confirmation
Every appointment email links to a live "where's my tech" page. Customers confirm — or ask to reschedule — in one tap, and the dispatch board shows exactly which of tomorrow's jobs are confirmed.
05Public Reviews & Widget
Field collects a star rating after every job. Approve the ones you're proud of onto a branded public reviews page, and paste one snippet to show your rating on your own website.
06Invoicing & A/R
One click turns a finished job into a real, sendable Hosting Books invoice. A/R aging buckets every unpaid invoice into Current / 30 / 60 / 90+, and automated dunning chases past-due invoices for you.
07Profitability & Reports
Revenue minus true cost — parts, labor hours, and fuel — for every job, worst margin first. Plus a live ops dashboard, revenue trends, cycle-time analytics, and payroll-ready timesheet exports.
08Parts & Purchase Orders
Track on-hand stock per part with auto-decrement on job use and low-stock alerts. Raise a purchase order to your supplier in a tap, then receive it to put stock straight back on the shelf.
09Fleet & Equipment
Vehicles with service intervals, drive logs, fuel & EV charge tracking, and document expiry — plus a register of every unit you service, with warranty status and full per-unit job history.
The Customer-Facing Layer
The "customer portal" upsell, included
Most field-service platforms charge extra for the parts your customers actually touch — booking pages, tracking links, review tools. Field builds the whole layer in, on every plan: your customers book online, confirm with one tap, watch the tech's progress live, and leave the reviews that win you the next job.
Online booking
A public, login-free "Request Service" page captures after-hours work instead of losing it. Every request waits in a review queue — nothing hits the schedule until a dispatcher accepts it.
One-tap appointment confirmation
The tracking link and reminder email carry a Confirm button. The customer taps once, and your board shows Confirmed / Awaiting confirmation / Reschedule requested before the truck rolls.
Live "where's my tech" tracking
Every appointment and en-route email links to a live status page — Scheduled → On the way → On site → Complete — with no app to install and no login to remember.
Day-before reminders
An automated email ~24 hours before every appointment — the single most effective no-show prevention — sent exactly once per appointment, automatically.
Post-job star reviews
When the job completes, the same tracking link invites a 1–5 star rating and comment. See the org-wide average and every technician's score without lifting a finger.
Public reviews page & widget
Approve your best reviews onto a branded public page with AggregateRating structured data, and embed your stars on your own site with one copy-paste snippet. Nothing goes public until you approve it.
Job → Invoice → Paid
Know which jobs make money — and get paid for them
A busy schedule isn't the same as a profitable one. Field closes the loop from the finished job to the money in the bank: line items flow into a real Hosting Books invoice in one click, profitability shows what each job actually cost in parts, labor and fuel, A/R aging shows who owes you, and automated reminders chase the past-due invoices so you don't have to.
1. One-click invoice
A finished job becomes a real, sendable Hosting Books invoice in one click — line items, per-line sales tax and totals flow straight across, to the cent.
2. Job profitability
Revenue minus true cost — parts at your cost basis, labor from real clock-in/out hours, fuel from the drive — per job, sorted worst-margin first, with CSV export.
3. A/R aging
Every unpaid invoice aged into Current / 1–30 / 31–60 / 61–90 / 90+ buckets, with a collections worklist that links straight back to each job.
4. Automated dunning
Opt in and Field politely chases every past-due invoice on a milestone ladder — due date, +7, +14, +30 days — one email per milestone, stopping the moment it's paid.
How It Works
From first request to money in the bank
Book & quote
Work arrives through your public booking link or your own intake. Quote it from the price book and send an approve/decline link the customer answers online.
Dispatch
Schedule on the per-tech board. Skill matching surfaces the best-fit tech, priority flags triage the day, and confirmation status shows who's ready for tomorrow.
Work the job
The customer follows the live tracking link while the tech clocks in, checks off the checklist, snaps photos, and captures a sign-off signature on site.
Invoice & get paid
One click to a Books invoice. A/R aging and automated reminders chase the money, profitability shows what you actually made, and the review request goes out.
Run the field like your customers are watching
Start a 14-day free trial — publish your booking link, dispatch a job, send the invoice. No charge today.