The only platform you need to run your home service business.
Run every project from quote to invoice on a single record. Built for roofing, painting, solar, siding, and other project-based home service companies.
and other project-based home service companies.
Built around how home service work moves.
Three things every home service business fights: leads slipping through the cracks, follow-ups that never happen, and project information scattered across five different tools. FieldFlow handles all three in one place. The rest of the work flows from there.
Every lead in one place. Nothing slipping through.
Build the pipeline around how you sell, not the other way around. Every project carries its full history, from first call to final invoice, on a single record.
- Fully customizable pipeline stages.
- Quote, contract, deposit, and invoice on the same record.
- Build custom workflows and automations on top of any pipeline.
Automate any part of the work.
Build automations that fire on real events: a quote sent, a deposit landed, a permit filed, an install finished. Send messages, create tasks, update statuses, kick off the next step. Anything repeatable runs itself.
- Triggers on every meaningful event in the project lifecycle.
- SMS, email, internal tasks, or status changes. Your choice.
- See what fired, where it succeeded, and where work is stalling.
Every project on one record. Nothing left scattered.
Customer info, quotes, photos, work orders, signatures, invoices, and the full two-way SMS history all live on the project record. One screen, visible to anyone on the team.
- Two-way SMS with every customer, threaded to the project record.
- Quotes, work orders, signatures, photos, and invoices on the same screen.
- Activity timeline so the team sees who did what, and when.
All built in. Always included.
Send quotes, collect deposits, invoice the install. All from one record.
Week and day views across every crew and every location.
Build intake forms, inspection reports, and change orders without code.
Public booking links customers can finish in 60 seconds.
Native iOS and Android for crews on site.
Revenue, capacity, and pipeline by location or company-wide.
Assistants that read inbound leads and draft replies for you.
Owner, GM, sales, dispatch, crew. Each sees what they should.
Build lists and send bulk SMS or email to past customers, leads, and anyone you tag.
Automatic sales tax calculation by jurisdiction on every quote and invoice.
Tag projects and customers. Add custom fields wherever you need them.
Accept card and ACH payments in the field.
Automated review requests sent to every customer after install.
Full customer, lead, and referral records with history and notes.
Capture customer signatures on quotes and work orders right from the app.
Two-way sync with Outlook so the schedule stays consistent.
Runs one location. Runs fifty the same way.
Franchisor, multi-unit owner, or regional brand: FieldFlow keeps the data, the team, and the customer experience consistent across every location, with the roles and reporting to run a real organization.
Strict boundaries so one location can't see another's customers.
Permissions for franchisors, GMs, sales, dispatch, and crews.
Revenue, capacity, and pipeline by location, or company-wide.
Templates, forms, and customer comms shared across the network.
FieldFlow is built by a team with years of experience running home service businesses. We've sold the projects, hired the crews, and outgrown more spreadsheets than we can count. Now we're building the platform we always wanted.
Walk us through your operation. We'll show you ours.
A 30-minute call, a live walkthrough, and a real conversation about whether FieldFlow fits the way you run the business.