Changelog
Ask your AI assistant to look up a customer, check tomorrow's schedule or draft an estimate, and it works with your real Fieldset data. Sign in from Claude or ChatGPT, or make an API key for your own tools. It can't charge cards, mark jobs paid or delete anything. Pro plan and up, in Settings, API & AI.
Connect your Facebook Page and every lead from your Facebook and Instagram lead ads shows up in Pipeline as a new lead, with the last 90 days pulled in when you connect. Early access: email support@fieldsetapp.com and we'll turn it on for you.
At the end of a pay period, review everyone's hours and pay in Payroll, approve it in one step, and download a file ready to import into Gusto, or a simple spreadsheet for any other payroll tool. Fieldset works out the pay; your payroll provider still pays your crew. Pro plan and up.
Connect QuickBooks Online and every paid job goes over as an invoice with its payment, creating the customer if needed, so your bookkeeper stops retyping them. It's one way, Fieldset to QuickBooks. Every plan, in Settings, Getting paid, Payments.
On phones the map now runs edge to edge, with the filters floating on top of it, so you see more houses and less chrome.
Holidays show on your calendar so nobody books a job on the Fourth of July by accident. Turn it on in Settings, Features.
Add a fee of up to 3% when a customer pays an invoice online with a credit card. Debit cards, wallets and bank payments never pay it, and Fieldset caps or blocks it in states that limit card fees. Off until you turn it on in Settings, Payments.
If your teams have their own Google review links, customers now see the right team's link after they pay, instead of none.
Settings are grouped by what you're trying to do, each switch has a short Learn more, and there's a search box so you can find a setting in a couple of letters.
New accounts pick their trade at signup and Fieldset turns on the tools that trade uses. Don't knock doors? Hide the map in Settings, Features.
Customers book from your own booking page or a form on your website. By default they request a time and you confirm it from the Schedule queue, with arrival windows instead of exact times. Off until you turn it on in Settings, Online booking.
Customers can open their quotes in the customer portal, pick options, sign and approve without calling you. Off until you turn it on.
Track the units at each customer's place (filters, softeners, systems) and see every service visit logged against them, right from the job. Off until you turn it on in Settings, Business profile.
From a job, a tech recommends another service. The customer sees the price and approves it on the spot or later from a link, and it's added to the job and invoice. Off until you turn it on in Settings, Business profile.
Pick a flat or percentage fee and how many days after sending it kicks in, once or repeating up to a cap. Fieldset adds it to unpaid invoices, and you can waive it on any job. Off until you turn it on in Settings, Payments.
Your website request form and booking page suggest the address as the customer types, so you stop getting jobs with half an address.
When someone leaves, deactivate them in Settings, Team. Their jobs, pay and history stay, and you can bring them back with one tap.
Automatic quote and invoice follow-ups and recurring service plans used to need Pro. They're now part of Starter.
Customers can pay invoices straight from their bank, and you can keep a bank account on file like a card. Lower fees than cards on big jobs. Off until you turn it on in Settings, Payments.
Give a customer credit or take a prepayment on their saved card, then use it on their next jobs from the Pay panel. Off until you turn it on in Settings, Payments.
Set how long a job should take and see it next to how long it actually took. A new Reports tab shows time, labor and profit by job, so you can spot the ones that keep running over.
When the tech taps Stop on the job, the customer's saved card is charged for it. No chasing. You can switch it off for one customer, plan or job. Off until you turn it on in Settings, Payments.
Same app, new mark.
Fieldset nudges customers about quotes they haven't answered and invoices they haven't paid, and follows up for a review after they pay.
Customers get a confirmation as soon as a job is booked. Off until you turn it on.
Techs can attach photos they already took instead of only the camera, and invoices list everyone who worked the job.
Take a deposit on any job by cash, check, card or the saved card, then charge the balance when you're done. Estimate deposits keep the signature and the options the customer picked.
Fixed a sign-in loop some people hit, and the schedule now reconnects on its own instead of asking you to log in again.
Put consults and measure-ups on the schedule as meetings, so they block time without creating a paid job.
Upload photos, videos and documents to a customer's profile, and write notes with formatting, tables and a meeting template.
Refer another business and you both get a free month. Your code is in Settings.
Want something built? Email support@fieldsetapp.com. A lot of this list started that way.
Start this week
Plans start at $99/mo with no contract. Most crews have their schedule in before their next job.
14-day free trial. No credit card. Cancel anytime.