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FieldCommerce
Explore FieldCommerce by capability

Features that help small trade shops run tighter, faster, and with less admin

Browse the workflows behind the product: customer portal, QuickBooks sync, invoicing, scheduling, recurring contracts, owner insights, and the operational tools that keep work moving.

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Customer experience

Portal, request intake, and communication touchpoints that reduce back-and-forth.

Financial control

Billing, recurring contracts, and QuickBooks alignment that reduce duplicate work.

Owner visibility

Scheduling, operational insight, and AI summaries that help you make faster calls.

Feature Library

Start with the workflows that matter most day to day

Explore how FieldCommerce handles scheduling, billing, customer communication, recurring work, and the back-office detail that keeps the whole business running.

Customer Experience

Tools grouped by the part of the business they help you run better.

Customer ExperienceWave 1

Customer Portal

Give customers one place for quotes, invoices, appointments, requests, and account history.

  • Quotes and invoices in one place
  • Appointments and requests without office callbacks
  • A cleaner experience for both customers and staff
Card paymentsEmail notificationsSMS notifications
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Finance & Back Office

Tools grouped by the part of the business they help you run better.

Finance & Back OfficeWave 1

QuickBooks Sync

Keep company details, clients, invoices, and expenses aligned with QuickBooks Online.

  • Cleaner invoicing handoff to accounting
  • Less duplicate entry for office staff
  • A more reliable connection between ops and accounting
QuickBooks OnlineInvoicesExpenses
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AI & Operations

Tools grouped by the part of the business they help you run better.

AI & OperationsWave 1

AI Briefings and Insights

Answer the 7am questions about today, overdue invoices, revenue, and follow-ups before the day starts.

  • Operational AI instead of vague AI hype
  • Clear answers to the owner's morning questions
  • Actionable insight instead of another dashboard to check
Revenue reportingQuote follow-upInvoice review
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Finance & Cash Flow

Tools grouped by the part of the business they help you run better.

Finance & Cash FlowWave 2

Invoicing and Payments

Create invoices from completed jobs, collect payments, and reduce chasing.

  • Get invoices out with less admin
  • Collect payments without extra tools
  • Tie billing more closely to the job record
Card paymentsQuickBooks OnlineCustomer portal
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Revenue Operations

Tools grouped by the part of the business they help you run better.

Revenue OperationsWave 2

Recurring Contracts

Organize recurring work, contract cadence, and billing with a cleaner system than ad hoc reminders.

  • Cleaner recurring-service operations
  • Less manual contract tracking
  • Built for maintenance-driven and repeat-service businesses
SchedulingInvoicingQuickBooks Online
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Dispatch & Scheduling

Tools grouped by the part of the business they help you run better.

Dispatch & SchedulingWave 2

Scheduling and Routing

Plan the day on a clear calendar, move jobs quickly, and keep routing more organized.

  • Drag-and-drop scheduling your team can actually use
  • Mapping built into the schedule
  • Routing that stays practical and easy to trust
Calendar schedulingMappingJob details
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Lead Intake

Tools grouped by the part of the business they help you run better.

Lead IntakeWave 2

Request Forms and Customer Self-Service

Capture service requests in a more organized format and turn intake into action with less manual cleanup.

  • Cleaner intake before the office responds
  • A simpler self-service starting point for customers
  • Better handoff from request to quote or schedule
Customer portalQuote workflowCommunication
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Back Office

Tools grouped by the part of the business they help you run better.

Back OfficeWave 2

Inventory, Equipment, and Expenses

Keep operational records cleaner for equipment, parts, and expenses that impact the real cost of work.

  • Back-office depth that many competitors hide
  • Cleaner job-cost visibility
  • More control over margin and operating costs
ExpensesReportingQuickBooks Online
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