🧰 FieldFlow

FieldFlow (AI-generated artwork)

REPLACES JOBBER for one price.

Run the office side of a small home-service business from one place. FieldFlow keeps your customers, turns quotes into scheduled jobs, shows the day's work on a dispatch board by tech, turns finished jobs into invoices, and generates the next visit from your recurring service plans — so the paperwork stops living in texts, spreadsheets, and memory.

Built for crews of 1–15 techs: plumbing, HVAC, cleaning, landscaping, and other home services.

$99 one-time. No subscription. Yours forever.

Buy Now — $99

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What it does

  • Customers, kept properly. Contact details, service address, notes, and the full history of that customer's jobs, quotes, and invoices on one page.
  • Quotes that become work. Line items and tax, a document number, print-friendly quote view. Approve a quote and convert it to a scheduled job in one step — the job carries the quote's total, no re-typing.
  • A day board your crew can run from. Each day's jobs by tech (and an unassigned column), with the dispatch flow on every job: scheduled → en route → in progress → done.
  • Invoices that come from the job. A finished job converts to an invoice carrying the quote's line items, or a single line for the job's amount. Record the payments you actually receive — cash, card, or check — and FieldFlow tracks the balance and flags what's overdue.
  • Recurring plans that schedule themselves. Weekly or monthly service plans generate their jobs automatically when you open your dashboard. Pause a plan any time; past jobs keep their history.
  • A dashboard that answers the morning questions. Today's jobs, overdue invoices, this month's recorded revenue, and what's coming up — counts of your own records only.
  • Your data leaves with you. CSV export of customers and invoices, and print-friendly quote and invoice views for customers who want paper.

Product facts

NEW Beta Web

  • Price: $99 one-time · Browser tool
  • Version: 1.0.0 · Released 2026-11-07
  • Verified platforms: Web
  • System requirements: Web — any modern browser
  • Privacy: Your business records — customers, jobs, quotes, invoices, payments — are stored on CertSight scoped to your account; no other account can see them. FieldFlow never processes your customers' payments.
  • Known limitations: One business per account in v1; no staff logins, customer portal, or messages to customers/techs yet. Invoice payments are records you enter, not processed payments. Recurring jobs generate when you open the dashboard or plans page.

What FieldFlow is — and is not

  • It is the office system for one small service business: customers, quotes, scheduling and dispatch, invoicing, and recurring plans, in your browser.
  • It is not a payment processor for your customers. FieldFlow never takes your customers' cards. Invoice payments are records you type in when money changes hands outside the app (cash, a card you ran elsewhere, a check) — bookkeeping, clearly labeled as such.
  • It is one business per account in v1. The buying account owns the business and all of its records. There are no staff logins in v1 — your techs work from the day board you show them, and there is no customer-facing portal yet.
  • It does not send messages. No texts or emails to customers or techs in v1, no GPS tracking, no route optimization. Quotes and invoices are print-friendly pages you can print or save as PDF yourself.
  • Your records stay yours. Every customer, job, quote, invoice, and payment record is scoped to the buying account; no other account can see them.