Project
Planned work that takes one day or spans several days.
How it works
From the first appointment to the final invoice. Keep it connected.
A simple workflow for small contractors and home service businesses: organize the visit, prepare the estimate, schedule approved work, and track the invoice and payment.
Less admin. More time for customers. More opportunity to grow revenue.
1
Start with the customer and appointment
Choose an existing customer or add a new one. Schedule an estimate visit or service call and prepare a confirmation to review and send by text or email. You can book an estimate visit before you know the final scope or price.
2
Prepare the estimate and schedule approved work
Add the scope and price when you are ready, then share the estimate for customer review and approval. After approval, contact the customer from the scheduling card and agree on a date. Service calls that do not need an estimate can go straight to scheduled work.
3
Complete the work and keep the details
Open the job or service visit, add notes and photos, and record what was done. Mark the work complete so it is ready for invoice review.
4
Send a clear invoice and record payment
Confirm the items, prices, and payment instructions, then share the invoice. Customers can review it and open a printable version. Record payments received outside FieldNexo and keep track of the remaining balance.
Customer communication
Keep customers informed from appointment to payment.
- Appointment confirmations
- Estimate review and approvals
- Invoices and paid receipts
- Call, text, and directions at any time
The kind of work
Four ways to schedule. One connected flow.
Service call
Repair, troubleshooting, or emergency work that needs a service visit.
Estimate visit
Meet the customer and prepare a price for work they are considering.
Recurring service
Repeat visits on a weekly, every-other-week, or monthly schedule.
User access
Give each person the access they need.
Four clear roles keep the owner in control while giving each team member the tools required for their work.
Owner access
- Whole business workspace
- Settings and user access
- Subscription, money, exports, and backups
Manager access
- Customers, estimates, jobs, and invoices
- Daily work and trusted field users
- Owner and subscription controls stay protected
Field user + customer contact
- Assigned work
- Customer call, text, and directions for the visit
- Notes, photos, and completion updates
Field user access
- Assigned work
- Notes, photos, and completion updates
- No customer directory, money, or business settings
In the office
It's the same workspace.
Sign in with the same email, choose the same business, and what was saved on the phone shows up on its own when there's a connection. No pairing code, no sync button.
Tools
Add tools as your business needs them.
Start with the essentials, then add suppliers, tasks, reports, and work checklists when they become useful.
Suppliers
Vendor and subcontractor contacts in one place.
Tasks
A separate list alongside jobs.
Reports
Simple all-time totals for reviewing your work.
Work checklists
Steps that copy themselves into every matching job.
Start using FieldNexo.
Create your owner account and start a 14-day free trial. No payment card required.