From first call to money in the bank — with a paper trail
FieldLane is one system for the whole job. Here's what that looks like, screen by screen.
Book it in seconds
A call comes in mid-job. One screen finds the customer by phone number — or creates them — and books the work order or saves the lead. Owner, dispatcher, or the tech in the truck: everyone can book.
- Find-or-create customers by phone
- Work order with appointment, or lead for later
- Job types pre-configured for your trade
See the day at a glance
List, swim-lane, or week view. Drag a job onto a tech. Changes appear live on every screen in the office — no refresh button.
- Drag-to-assign and reschedule
- Per-technician swim lanes
- Real-time updates across the whole office
Estimates that close — and hold up
Good/Better/Best options with photos. Your customer reviews on their own phone, picks add-ons, and signs. The approval becomes a permanent record: who, what, when, how much.
- Tiered options + optional add-on lines
- E-signature on the customer's phone — no app
- Approve-by-text for simple jobs
The compliance layer nobody else has
The federal 3-day right to cancel, consent-safe texting, incident records, and an immutable approval trail. It runs in the background until the day it saves you.
- Automatic right-to-cancel notices + cancellation form
- Per-contact texting consent, STOP/START handled
- Incident, safety, and code-violation records
Get paid without chasing
Invoice by text with a secure card/ACH link, record cash or check at the door, request deposits on big jobs. Receipts and overdue reminders send themselves — and every dollar of field cash has a custody trail.
- Text-to-pay (card + ACH)
- Deposits, discounts, flat tax — handled
- Cash handoff → deposit batch → bank reconciliation
What it replaces
The whiteboard, the carbon-copy invoice book, texting customers from your personal phone, the shoebox of cash receipts, and the signature you hope you can find if a dispute ever lands.
Be first in line
FieldLane is onboarding early-access crews as the field apps enter beta. Waitlist members get 3 months free and a direct say in what ships next.
Get early access