Replace overlap today
Starter keeps the email-first answer-and-quote workflow together.
- Lead capture and owner alerts
- Approved email response and follow-up
- Good / Better / Best quote and acceptance
- Deposit and universal FSM job packet
Fieldwell captures leads from connected sources, sends your approved email response, keeps follow-up on schedule, and gives you the quote tools to close the job — while you’re on a roof, under a sink, or halfway up a ladder.
For quote-based service businesses · HVAC · plumbing · electrical · roofing · fencing
Watch the lead-to-booking flowTwo deterministic workflows start when a connected lead lands: your approved reply goes out, and the response clock begins.
It records the submitted job details, applies your configured urgency rules, and sends your approved email reply before you’re off the ladder. You decide the quote and the next customer commitment.
Emergencies get a 5-minute clock. Everything else gets 30. It watches so you don’t.
A pack is a starting point, not a different product. Configure the quotes, urgency rules, and vocabulary around the work you sell.
Starter includes the branded three-option quote and public acceptance. Growth adds the FieldWell site-visit selection shown below, with availability and the operating schedule managed inside FieldWell.
Hi Marcus — three ways to handle this, from a straight repair to the full system.
Choose the day and time that suits — CoolBreeze comes to you.
FRI, AUG 14 — OPEN TIMES · CENTRAL
Thanks Marcus — Better is reserved, typically $5,900–$6,900.
Tier-coded options put the work, warranty, and quoted total on one clear card. Your price book supplies the scope; the customer chooses the fit.
THREE CLEAR OPTIONS · ONE CUSTOMER DECISIONHi Marcus — three ways to handle this, from a straight repair to the full system.
With Growth, an accepted quote can move into FieldWell's site-visit workflow. The customer chooses from availability managed directly in FieldWell, including its saved rules and blackouts.
AVAILABLE NOW · GROWTH SITE VISITSChoose the day and time that suits — CoolBreeze comes to you.
FRI, AUG 14 — OPEN TIMES · CENTRAL
The customer gets the visit card and next steps; the operator gets the booking details in FieldWell Schedule. Both sides stay on the same internal source of truth.
AVAILABLE NOW · FIELDWELL SCHEDULEThanks Marcus — Better is reserved, typically $5,900–$6,900.
The quote link you sent becomes their project HQ. From accepted quote to finished job, your customer follows along on one page — schedule, crew, project status, and the details you ask them to confirm.
Is the gate code still 4821 for tomorrow?
ConfirmAccepted quote to completed job, no new links to send.
The portal shows your business name and logo. Fieldwell stays in the background.
Every link expires 60 days after the job wraps.
Fieldwell doesn’t replace your field software — it feeds it. Every won job becomes a clean universal packet today. Native Jobber handoff is rolling out through controlled OAuth setup and customer mapping validation.
LEAD → RESPONSE → QUOTE → WON-JOB HANDOFF
The lead is in Fieldwell before they lock their phone — name, job, urgency, contact info. Nothing rots in an inbox.
Your approved email response goes out, then the configured Day-2 and Day-5 nudges stay on schedule.
You tap out the quote from your price book; they accept on their phone. You call, confirm, and take the deposit.
queue for captured leads and owner alerts
configured email response and follow-up days
Good / Better / Best quote options
universal won-job packet for the FSM
STARTER → GROWTH → PRO
The sequence stays practical: faster setup, recovered calls, clearer ROI, and smarter capacity. Each item carries the same status language used in pricing, so a preview never reads like a promise that already shipped.
Reach a test lead and first quote with a focused activation checklist.
Create and adjust quote options more comfortably from the truck.
See what sent, what failed, and what needs attention.
Tie captured leads, response time, quotes, and won revenue back to Starter.
Keep lead texting in the same timeline and business identity.
Requires number provisioning and carrier/A2P approval.Turn an unanswered call into a measurable second chance.
Founder-assisted phone setup and production validation are required.See missed calls, replies, booked jobs, and recovered revenue.
Available with the controlled phone rollout.Bring connected reputation activity and trends into one view.
The external provider connection is not customer-ready.Send booked and won outcomes back so campaigns optimize toward revenue.
Apply service-area, job-type, urgency, budget, and skill rules consistently.
Offer valid availability from shared FieldWell schedule and capacity rules.
Rank slots with drive time, crew skills, and dispatch constraints.
Protect price discipline and bring maintenance work back on schedule.
Consolidate the lead-to-won-job steps that Fieldwell actually handles. Keep your field-service system for dispatch, operations, and the work itself.
Starter keeps the email-first answer-and-quote workflow together.
Provider-dependent communication stays clearly inside a controlled rollout.
No fixed savings are implied; the right overlap depends on your current stack and workflow. Jobber, ServiceTitan, and Housecall Pro are property of their respective owners and are used for identification only. No affiliation or endorsement is implied. Fieldwell works in front of your FSM; it does not replace it.
Each paid tier doubles the last — $75, $150, $300 — and adds measurable controls for the next stage of the lead-to-booked journey.
Capture incoming leads and see how quickly your team responds.
Respond to new leads quickly, follow up consistently, and send a professional three-option quote.
Recover missed calls and slow replies, coordinate the team, and see which marketing produces booked revenue.
Feed booked revenue back into marketing, qualify work consistently, protect margin, and use capacity more efficiently.
Starter’s email-first core is available now: lead capture, owner alerts, your approved customer response, Day-0/2/5 email follow-up, editable cadences, Good / Better / Best quotes, public quote acceptance, deposits, the universal job packet, and core pipeline visibility. Automatic customer response applies to connected-source intake; manual leads do not trigger it. Available Growth and Pro items are called out separately in the pricing cards above.
Two-way SMS, local-number service, missed-call text-back, phone recovery analytics, and native Jobber handoff are in controlled Growth rollouts. They need provisioning, OAuth, carrier approval, customer-specific mapping, or final production validation. Review monitoring remains Coming next; scheduling and availability stay inside FieldWell.
Yes. Phone and text features require a local-number setup and production validation; business texting can also require carrier and A2P approval. That is why the Growth CTA starts a setup instead of implying that every provider-backed feature switches on instantly.
No. Fieldwell is the lead-to-booked-revenue layer in front of your field-service system. The universal job packet is available now for any FSM; native Jobber handoff is rolling out after OAuth setup and mapping validation.
Fieldwell’s current plans focus on deterministic lead response, quoting, booking, attribution, and operating controls. Paid AI automation is reserved for a future high-volume plan and is not included in Starter, Growth, or Pro.
Yes. Start Growth setup or book a Pro walkthrough and tell us which workflow matters most. We will confirm the requirements and fit before enabling any controlled-rollout feature; there are no promised release dates.
Fieldwell applies trade-specific urgency rules, response clocks, an approved follow-up cadence, and three-option quoting to the work between a captured lead and a won job. It is built to move the opportunity forward, not simply store a contact record.
Free captures leads, preserves their contact details, alerts the owner, and shows response-time visibility. Customer-facing response and follow-up automation begins with Starter.
No. Fieldwell can capture supported leads from Meta, Google, a hosted form, or manual entry and run the configured workflow. BoostWorks ad management is optional.
Put the approved response, follow-up, quote, and won-job handoff in one workflow.