From booking to follow-up
How Fieldbookly works.
Connect the booking, visit, invoice, and follow-up. Keep your office and field team working from the same details.
01 / 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.
- Set your services, availability, and service area.
- Share your booking link or embed the page on your website.
- Customers choose a service and submit their booking details.
02 / 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.
- Review the appointments on your calendar.
- Open a visit to check its time, customer, and location.
- On Team, assign a technician and review unassigned visits.
03 / 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.
- Open the job and review its details before the visit.
- Add notes and photos as the work progresses.
- Update the job status and keep the service history together.
04 / 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.
- Add the services, line items, and prices to your quote.
- Send the quote for your customer to review and approve.
- Convert the approved quote to an invoice when ready.
05 / 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.
- Connect your supported payment account.
- Send the customer their invoice and secure payment link.
- Review payment activity against the invoice.
06 / 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.
- Find a customer or create their contact record.
- Review the jobs and billing activity linked to them.
- Keep notes up to date for the next visit.
07 / 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.
- Enable customer appointment reminders in settings.
- Choose your available channels and reminder timing.
- Save the settings for upcoming appointments.
08 / 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.
- Open the reporting workspace.
- Choose the period you want to review.
- Use the available reports to compare business activity.
09 / 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.
- Configure your customer feedback follow-up.
- Invite customers to share their experience after the work.
- Review the feedback and follow up where needed.
10 / 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.
- Set up your referral program and its terms.
- Give customers their personal referral link.
- Track referral activity and eligible rewards in Fieldbookly.
Product walkthrough
See the work come together.
Start with your next booking.
Create your booking page, add your services, and make the workflow your own.