Fieldly
Customers
Keep contact details, addresses, and connected customer history close to the work.
Fieldly features
Everything you need to run the work.
Fieldly brings the core of a field-service business into one clear, mobile-friendly workspace.
Fieldly
Quotes
Build professional estimates with line items, customer information, photos, quote numbers, approval tracking, change requests, and the ability to duplicate a quote when similar work comes up again.
Fieldly
Jobs
Turn approved work into a job and keep the customer context, job details, and next steps together.
Fieldly
Invoices
Create and track customer invoices with the details people expect: line items, payment terms, balances, and payment activity.
Fieldly
Payments
Give eligible customers an online payment option from an invoice. Payments are securely powered by Stripe, while Fieldly keeps the business workflow connected.
Fieldly
Financial dashboard
Understand paid revenue, outstanding invoices, open quotes, customers, and recent financial activity in your Fieldly business dashboard. This view is separate from your Stripe account.
Fieldly
Photos & workflow
Attach photos where they matter to the job and customer record. Keep the path from quote to approved work to invoice easy to follow.