FieldDocs Field Service App

Personalized setup, faster Home, polished estimates, and crew + web workflows in one release.

FieldDocs helps contractors and field service businesses run the full job cycle without juggling spreadsheets, texts, and paper.

See what needs your attention at a glance: open estimates, unpaid invoices, signatures to collect, and money still owed. Your home screen becomes a simple command center for the day.

YOUR BUSINESS LINK (CAPTURE LEADS 24/7) Turn on Business Link in Office settings and get a public request page with your own short link. Customers submit jobs online; new requests show up under Pending requests on Home.

Share the same link everywhere you are found: • Your website contact or “Request service” button
• Google Business Profile and other listings
• Email signatures, social bios, and text messages
• QR codes on trucks, yard signs, door hangers, or invoices (create a QR from the link in any free QR tool)

No extra inbox to monitor. Leads use the same workflow as requests you add yourself.

ONE TIMELINE FROM LEAD TO PAID Every customer gets a clear history in one place. Estimates, appointments, invoices, payments, and notes stay connected so nothing falls through the cracks.

RUN THE JOB ONSITE Open the job, confirm the appointment, capture details in the field, and keep work moving while you are at the property.

CUSTOMERS APPROVE AND PAY ONLINE Share a branded client portal where customers can review estimates, approve work, view invoices, and pay online on their own time. Less back-and-forth, faster yeses.

GET PAID FASTER Send professional invoices, collect card payments, and record when money comes in. Stay on top of balances and follow-ups so cash flow does not slip.

BUILT FOR REAL FIELD WORK • Business Link public request page
• Estimates and invoices with your branding
• Client hub and activity timeline per customer
• Scheduling and calendar-friendly reminders
• Proof photos and job documentation
• Deposits, payment links, and payout setup (where available)
• Sync across devices when you sign in

WHO IT IS FOR Plumbers, HVAC techs, electricians, landscapers, cleaners, remodelers, and any owner-operator or small crew that quotes work, schedules jobs, and invoices customers.

SUBSCRIPTIONS FieldDocs offers a free Lite tier with monthly document limits. Optional Plus and Ultra subscriptions unlock higher limits and additional features. Payment is charged to your Apple ID account. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel in Settings → Apple ID → Subscriptions.

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