Features

All the field service management tools your team needs, in one app

Field Promax is one field service management system for the whole job: win the quote, schedule and dispatch the crew, run the work from the mobile app, then invoice, get paid and sync to QuickBooks or Xero. Tradies in Australia know it as job management software. Below are all 30 features, from GPS tracking and job costing to progress billing and safety forms, built for HVAC, plumbing, electrical and 24 other trades.

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Field service technicians working on a job site

Everything in one place

One platform. Every job, handled.

Scheduling & Dispatching

Assign jobs smartly. Match the best technician to each task, boosting efficiency and making customers happier.

Work Orders

Manage jobs easily with digital work orders. Keep track of progress, update job status, and save detailed records for every service call.

Mobile App

Run your business from anywhere. Use key features on your smartphone to keep operations smooth while on the go.

Tools & Integrations

Connect your field service data directly to QuickBooks & Xero. Make accounting & Payments easier with automatic updates to your records.

Invoicing & Payments

Get paid faster with built-in invoicing. Create professional bills on-site and take payments right away.

Estimates

Create quick, accurate quotes to win more jobs. Turn approved estimates into work orders with a single click.

Xero Integration

Connect over a secure Xero login: contacts, items and quotes sync in, new customers push back as Xero contacts, and a finished work order becomes a draft Xero invoice with the item codes already matched.

Google Review Management

Streamline your Google review process and collect valuable customer feedback without any manual effort.

Team Management

Help your team work better together. Assign tasks, check performance, and keep everyone talking to each other easily.

Time Card

See where your team is and what they're doing in real-time. Ensure correct pay and plan better routes to save time.

Manage Clients

Improve client relationships with a handy customer database. Quickly find service history, preferences, and contact details.

Equipment Tracking

Keep clear records of customer gear and assets. Log service history, track warranties, and plan regular check-ups to make equipment last longer.

GPS Tracking

Track your technicians in real-time, optimize routes, and improve accountability with our powerful GPS tracking system.

Website Design Services

Create a professional website for your field service business with customizable templates, lead capture forms, and SEO optimization.

Job Costing

Track labor, materials, and overhead costs in real-time. Make data-driven decisions and ensure every job is profitable.

Reports & Dashboard

See how your business is doing at a glance. Use easy-to-read reports to make smart choices and boost your service quality and profits.

Notifications

Email and text message notifications for your customers, technicians and office staff

Customer Support

Get help when you need it from our friendly support team. Reach out by email or phone to get the most out of your field service software.

User Roles & Permissions

Control access levels and customize permissions for different team members based on their roles and responsibilities.

Project Management

Run multi-phase jobs as one project: phases, linked work orders, scheduled against actual hours, purchase orders, subcontractors and expenses, with a live Costs & Profit tab that puts the worst phase first.

Progress Billing

Bill a long job in stages: AIA G702/G703 pay applications from a locked schedule of values, installment schedules, or per work order as each one closes, with retainage, change orders and QuickBooks posting.

Marketing

Turn more visitors into paying customers without leaving FieldPromax. Capture leads from web forms, send email broadcasts and drip campaigns, run referral programs, and grow with AI-powered audience segmentation.

Offline Mobile App

An offline field service app for dead zones. Pick the jobs to carry, edit them, log check-ins, mileage and signatures with no signal, and let the queue sync itself, with retries, conflict detection and nothing sent twice.

Task Management

Field task management on the same calendar as your jobs, with a Kanban board and backlog. No work order required, and your crew checks tasks off from the mobile app, even offline.

Fleet Management

Cloud-based fleet management software: live GPS tracking, tracker odometers, preventive maintenance schedules, fuel economy, cost per mile and driver safety scores in one place.

Job Safety Analysis

Digital JSA forms issued automatically when a job is scheduled, filled on site with photos, GPS, crew signatures and guest sign-off, with SIF flagging and a review workflow.

Custom Forms

Build your own checklists, inspections and sign-off sheets in a drag-and-drop designer, attach them to the work order, and fill them in the mobile app with photos and signatures.

Profit Analysis

See revenue, cost, profit and margin on every job, estimate and project: true loaded labor, material cost from the job or from vendor bills, subcontractors and expenses counted, and color-coded margins behind every number.

Purchasing & Vendor Bills

Purchase orders tied to the job, line-by-line receiving, vendor bills that draft themselves and get matched to the order, approval, QuickBooks posting and payments, all feeding job costing.

Subcontractor Management

Hand a visit to an outside crew without buying them a license. They log days, charges, photos and the customer signature from a private link; you approve the charges and raise the vendor bill.

FAQ

Field service software features: common questions

What features does Field Promax offer?

Field Promax covers the whole job in one platform: scheduling and dispatch, work orders, estimates, invoicing and payments, a mobile app with offline mode, GPS tracking, time cards, customer management and equipment tracking. It also includes job costing, profit analysis, project management, progress billing, purchasing, subcontractor management, custom forms, fleet management, reports and marketing tools.

What does field service management software do?

Field service management software organizes the work your team does at customer sites. It books the job, schedules and dispatches the right technician, gives them the job details on a mobile app, records the work with photos and signatures, then turns it into an invoice and collects payment. Everything stays in one system instead of whiteboards, spreadsheets and paper.

What are the three key elements of field service management?

Most teams break it into three parts: scheduling and dispatch (getting the right technician to the right job), work in the field (work orders, checklists, photos and signatures on a mobile app) and billing (estimates, invoices, payments and accounting sync). Field Promax connects all three, so a job moves from quote to payment without entering anything twice.

What is the difference between CRM and field service management software?

A CRM tracks customers and sales: contact details, quotes and follow-ups. Field service management software runs the work after the sale: scheduling, dispatch, work orders, invoicing and payments. Field Promax includes both, so each customer's history, quotes, jobs and payments sit in one record.

What features should field service management software have?

Look for scheduling and dispatch, digital work orders, estimates, invoicing and payments, a mobile app that works offline, customer history and QuickBooks or Xero sync. Growing teams also need GPS tracking, time cards, job costing and reports. Field Promax includes all of these in one platform.

Does the Field Promax mobile app work offline?

Yes. The Field Promax app runs on iOS and Android. In offline mode, technicians can open and edit work orders with no signal, log check-ins, mileage and signatures, and everything syncs automatically once they are back online.

Does Field Promax integrate with QuickBooks and Xero?

Yes. Field Promax syncs with QuickBooks Online, QuickBooks Desktop and Xero. With Xero, contacts, items and quotes come in, new customers go back as Xero contacts, and a finished work order becomes a draft Xero invoice with item codes already matched.

Can I see how much profit I make on each job?

Yes. Job costing tracks labor, materials and expenses as the job runs. Profit analysis shows revenue, cost, profit and margin on every work order, estimate and project, using loaded labor cost and counting vendor bills and expenses.

Can Field Promax handle large projects and progress billing?

Yes. Project management runs multi-phase jobs with linked work orders, purchase orders, subcontractors and expenses. Progress billing supports AIA G702/G703 pay applications, installment schedules and retainage, with posting to QuickBooks.

Is there a free plan, and how much does Field Promax cost?

There is no free plan, but you can try Field Promax free for 14 days after a short demo. Plans start at $99/month in the US and A$149/month in Australia for one user. No contract is required: pay month to month and cancel anytime, or save 20% with annual billing on Standard and Premium. See full pricing or book a free demo.

WHY FIELD PROMAX

Save More Time and Boost Productivity

Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.