Fieldsity

Fieldsity is a field service management platform for service businesses.

Getting Started

Add clients, manage properties and assets, import data, and organize contacts.

Managing Clients and Properties

Create jobs, schedule visits, track time, log work, and use the calendar.

Jobs and Visits

Create, send, and manage estimates with templates, deposits, and job conversion.

Estimates

Create invoices, collect payments, set up SityPay, process refunds, and manage tax rates.

Invoicing and Payments

Use the calendar, assign techs, optimize routes, and manage your team's schedule.

Scheduling and Dispatch

Build and manage your service and product catalog for consistent pricing.

Pricebooks

Turn on the features your team needs and connect the tools that power your business.

Add-ons and Integrations

Invite team members, assign roles, manage locations, and control access.

Team Management

Self-service portal where clients view estimates, pay invoices, and check appointments.

Client Portal

Track revenue, visit trends, and team performance with dashboards and reports.

Analytics and Reporting

Compare plans, upgrade, manage billing, and use the referral program.

Subscription and Billing

Update company and personal profiles, notifications, integrations, and security.

Settings and Configuration

Daily Hub, visit workflows, photos, search, notifications, and getting help on mobile.

Mobile App

Fix common issues with login, syncing, payments, calendar, and email delivery.

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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