FieldOS

The SaaS functions as a extensive customer relationship management and operational workflow system tailored for trades such as roofing, painting, HVAC, pool installation, and exterior contracting, enabling seamless management of leads, estimates, jobs, teams, payments, and financing within a unified interface. Its main features include lead capture, quoting with detailed estimates, scheduling and dispatching crew members, streamlining payment collection through integrated links, and tracking project stages from initial contact to invoice, which collectively address challenges like disorganized project workflows, manual coordination, and communication gaps, making it ideal for small to medium-sized trade service providers seeking a free, easy-to-use solution to optimize their sales, project management, and payment processes.

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