Still juggling texts, spreadsheets and paper invoices?
FieldFlow replaces the pile with one place your whole business lives. Everything about a client, a job or a dollar is a tap away.
Everything in one app
The tools a service business actually uses
Clients and properties
Keep contact details, service addresses and job history together for every customer.
Job tracking
Create jobs, set their status and see what is scheduled, in progress or finished.
Daily routes
See the day's stops in order so your crew heads out knowing exactly where to go.
Quotes clients can approve
Build a professional quote and let the customer approve it online without a phone call.
Invoices with online payment
Send an invoice and get paid by card through a secure payment page.
Income and expenses
Log expenses and income as you go so you always know where the business stands.
Mileage tracking
Record daily mileage for the road time that is easy to forget at tax season.
Roles and private workspaces
Owner and staff access, with every business kept in its own protected space.
How it works
From new client to finished job in five steps
Add the client
Save the customer, their contact details and the property in under a minute.
Create and send the quote
Build a professional quote and send it straight to your client.
Client approves and pays
Your client approves online and can pay by card. Taking payment up front is optional.
Schedule the job
Put the approved job on the calendar and on your crew's daily route.
Do the work and close the job
Finish the work, add photos if you like, and close out the job.
Built for teams
Give your crew what they need, and nothing more
Owners see the whole picture. Staff see their jobs and routes, while financial details stay hidden. Each business gets its own private workspace, so your data is never mixed with anyone else's.
- Owners control who sees financial data
- Staff get a clean view of their own jobs and routes
- Separate, private data for every business
Pricing
Simple pricing for the whole business
One price per business, not per user. Every plan starts with a 30-day free trial and no credit card.
Core
For solo operators and very small crews.
- 1 admin account and 2 staff accounts
- Admin and Staff roles
- 20 emails per day
- Unlimited clients, jobs, quotes and invoices
- Mileage and expense tracking
Pro
Most popularFor growing teams with an office or bookkeeper.
- Everything in Core
- 3 admin-level accounts and 10 staff accounts
- Office and Bookkeeper roles
- 100 emails per day
Enterprise
For larger crews that need room to grow.
- Everything in Pro
- Unlimited admin and staff accounts
- All roles
- 250 emails per day
- Priority support
Prices in USD. If a trial or subscription ends, your data stays safe, viewable and exportable.
FAQ
Questions, answered
Who is FieldFlow for?
Small service businesses of any trade: plumbing, HVAC, electrical, cleaning, landscaping and more. If you schedule jobs, send quotes and invoice clients, FieldFlow fits.
How does the free trial work?
You get 30 days with Pro-level features and no credit card required. Pick a plan when you are ready to keep going.
Do I pay per user?
No. Pricing is per business. Each plan includes a set number of admin and staff accounts: Core has 1 admin and 2 staff, Pro has 3 admin-level and 10 staff, and Enterprise is unlimited.
Does it work on my phone?
Yes. FieldFlow runs in your web browser on a phone, tablet or computer, so there is nothing to install and your crew sees the same up-to-date information.
How do my customers pay me?
Send an invoice and your client can pay by card on a secure payment page, through your own Square account. FieldFlow never stores card numbers.
Can clients approve quotes online?
Yes. Each quote has an approval link, so a customer can review and approve it without a phone call or a signature on paper.
What can my staff see?
Staff see their jobs, routes and the details they need to do the work. Prices, payments and other financial data stay hidden from them. Owners also choose whether staff can see client phone numbers and emails.
Is my business data private?
Yes. Every business has its own separate workspace, and one business can never see another's clients, jobs or financials. See our Privacy Policy for the details.
What happens if I cancel or my trial ends?
Your account becomes read-only. It never locks you out, and you can always view and export your data. If you cancel a paid plan, you keep access until the end of the period you paid for.
Can I scan receipts and track expenses?
Yes. Log expenses with photos of receipts, record mileage and track other income in every plan. A receipt is only read by AI when you choose to scan it.
Still have a question? Email support@idealixai.com.
Get your week under control, starting today
Try FieldFlow free for 30 days. Set up your first client and job in minutes.
Start your 30-day free trial