Explore the workspace

Fieldbookly features.

From the first booking to the next visit. Bring your schedule, job details, customers, and payments into one connected workspace.

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Online booking

Give every customer a place to book

Share your Fieldbookly booking link on your website, social profiles, or directly with a customer. Let them choose a service and an available time while you stay focused on the job in front of you.

See how it works

Fieldbookly customer booking page with example plumbing services — Customer-facing booking page with demonstration plumbing services. Website embedding is available on paid plans.

Scheduling & dispatch

See scheduled visits and work still to assign

Plan appointments with visit times, customer details, and assigned technicians in one place. On Team, use the unassigned filter to find visits that still need someone to handle them.

See how it works

Fieldbookly schedule with example plumbing appointments in a desktop week calendar and mobile daily agenda — Week calendar on desktop; daily agenda on mobile. Fictional appointments. Team scheduling and technician assignment require Team.

Job management

Keep the job details with the assigned technician

Keep the schedule, service address, customer, notes, and work details together. Your office and field team can return to the same job record, with access controlled by their permissions.

See how it works

Fieldbookly kitchen tap replacement job with schedule, customer details, and assigned technician Sam Taylor — Job detail screen with fictional customer and technician records. Checklists and job templates are available on Team.

Quotes & invoices

Make the next decision clear for your customer

Build an itemized quote, send it for approval, and carry the agreed work through to invoicing. On Solo Pro and Team, offer up to three quote options when a customer needs a choice.

See how it works

Fieldbookly customer-facing quote for an example plumbing service — Customer quote with demonstration service details and pricing, not a real customer transaction.

Online payments

Send the invoice with a way to pay

Give customers a secure payment link instead of another payment conversation. With Helcim connected on Solo Pro or Team, collect online payments and keep the invoice status in view.

See how it works

Fieldbookly invoice payment page with example line items, total due, tip options, and Helcim payment button — Example invoice payment page. No payment was processed. Payment methods depend on your connected account and region.

Customer records

Arrive with the customer history in hand

Keep contact details, service history, and notes in one customer record. Find the context you need for a returning customer without searching through separate messages and documents.

See how it works

Current Fieldbookly customer record showing example contact details, job totals, notes access, and an illustrative AI summary — Current customer workspace on desktop and mobile. Fictional contact details, service history, and illustrative summary scores.

Appointment reminders

Keep upcoming visits on the customer's radar

Choose your appointment reminder timing and delivery channels in account settings. Keep customers informed before the visit without remembering to send every reminder yourself.

See how it works

Fieldbookly notification settings with appointment reminder channels and timing — Appointment reminder settings. SMS availability depends on your plan and messaging configuration.

Reports & insights

Make time to see how the business is doing

Review revenue, bookings, and business activity without assembling a new spreadsheet each time. Use your reporting workspace to understand the period you are reviewing and plan what comes next.

See how it works

Fieldbookly reports workspace showing business activity and reporting controls — Reports workspace. Figures shown are illustrative, not promised business results.

Reviews & surveys

Keep listening after the work is finished

Use customer surveys and review requests to follow up after a visit. Give customers a place to share their experience and keep feedback available for your business to review.

See how it works

Fieldbookly customer feedback survey for an example completed service — Demonstration customer survey. No review was submitted.

Customer referrals

Give word of mouth somewhere to go

Make it easier for customers to recommend your business with a referral link they can share. Manage your program and keep referral activity connected to the customers who recommend you.

See how it works

Fieldbookly referral program with an example customer referral link — Demonstration referral program. Rewards depend on your program settings and eligibility rules.

Behind every visit

Keep the work and the numbers together.

Job costing

Included in Solo Pro and Team: track labor, materials, and direct expenses against job revenue.

Expense tracking

Included in Solo Pro and Team: record job expenses, attach receipts, and track approval and posting status.

Time tracking

Included in Solo Pro and Team: track time spent on the work and keep it connected to the job.

Team permissions

On Team, manage technician assignments and role-based access for your office and field team.

Compare plans and included features

Make room for your next job.

Start with your booking page. Build your workflow as your business grows.

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