Voice-to-Invoice.
Powered by AI.
Built for the Field.

Triage a new lead using its context, prepare an editable work order draft, and check the details before conversion. Nothing becomes a job without explicit human approval.

See margin visibility from quoted revenue versus actual costs, flag jobs at risk, and review the assumptions behind the numbers. It supports better decisions; it does not guarantee profit.

Persist equipment service events and maintenance due dates so your team can find what happened before and what is due next, without reconstructing the history at every visit.

Upload a blueprint, land plan, or survey and describe the development you want to build. PlanIQ returns a tailored concept direction, preliminary budget, materials plan, funding strategy, delivery roadmap, approvals, risks, and investor action plan — then lets you save the package and revisit it later.

Create, edit, duplicate, email, download as PDF, export to CSV, search, filter by status, and track paid or outstanding invoices from one place. Clients still get a simple public link and QR payment experience.

Your AI office manager responds to every incoming customer message in seconds — acknowledges the job, asks for a photo, mentions your name. Emergency keywords trigger Priority mode. All under 160 characters, SMS-ready.

Record a 60-second voice note at the job site. Whisper AI transcribes it and GPT-4o generates a complete, professional invoice — including labor, parts, and pricing. In 12 languages.

After completing a job, hit record and describe what you did. AI generates a complete post-job invoice with line items, tax, QR payment code, and a public client link — saved to your Invoice Manager automatically. Share via link, no app needed.

Get a shareable booking link. Customers pick a date and time on their own — no back-and-forth calls. You get an instant email alert and confirm with one click. Confirmation emails sent automatically.

Every invoice includes a scannable QR code. Clients point their phone at it and pay instantly via Stripe — no app required, no login needed. Zero friction for your customers, instant cash for you.

Get an AI price estimate inline inside any proposal form — it auto-reads your service description and trade type, then offers three price buttons (Min / Suggested / Max) to fill the total instantly. Or run Smart Pricing first and convert the result into a full proposal with one click.

Send any proposal to your client with one click — they get a branded review page to Accept, Request Adjustments, or Decline. No login required. You receive an instant email with their exact decision and any notes, and a decision badge appears on the proposal.

See all your jobs for the day in one place. Drag and drop to reorder your stops, then open a multi-stop turn-by-turn route in Google Maps — saving you fuel, time, and stress on every single day.

Upload a CSV with your client list, a PDF, or an image — AI reads every row and generates a complete, branded invoice or proposal for each client automatically. Your company name is pulled from Brand Settings. No copy-paste, no manual entry.

Generate secure ft_live_ API keys directly from your dashboard. Use them to trigger invoice and proposal creation from your own systems, integrations, or scripts — with the same AI engine powering everything under the hood.

Add and manage field technicians from one hub. View a live leaderboard ranking techs by revenue and jobs completed. Drill into any individual's performance, track trends over time, and export team analytics — all from a single dashboard.

Create performance challenges — Revenue Sprint, Job Count, Customer Rating, 5-Star Reviews, and more. A live podium leaderboard drives healthy competition. Winners automatically receive a branded gift card prize. Gift cards can also be created, redeemed, voided, and tracked with platform fee control.

Set up all your payout methods in a single secure page: bank account (ACH routing & account numbers), PayPal, Venmo, CashApp, Zelle, wire transfer, cryptocurrency wallet, and check by mail. Mask sensitive fields, mark your preferred method, and save everything with one click.

Clock in the moment you arrive on site, clock out when the job is done. Every session captures the job description, client name, notes, and break minutes. A weekly bar chart shows Mon–Sun at a glance, overtime turns amber when you hit 40 hours, and a live dashboard widget glows orange while you're on the clock. Your full session log is always one tap away.

After every job, send your client a branded review request email in one click — no login or app required. They rate you 1–5 stars, pick an NPS score from 0–10, and leave a comment. Back in your dashboard, see your average rating, full NPS breakdown (Promoters / Passives / Detractors), rating distribution chart, response rate, and every individual review. Clients who leave 4+ stars are prompted to share on Google too.

Describe a manufacturing job by voice or fill out the form and AI generates a complete Manufacturing Invoice, Proposal, or Contract — with Purchase Order numbers, SKU codes, Incoterms, delivery schedules, payment milestones, IP ownership clauses (for private-label or white-label), cost-plus pricing, and force majeure. Every document gets a public client link and can be sent for digital signature.

Refer field service companies to FieldTech and earn 40% of their monthly subscription every single month they remain subscribed — no cap, no expiry. Your personal referral link is generated instantly. A live leaderboard ranks all partners by commissions earned. Track your referred accounts, payout history, and pending commissions from a dedicated partner dashboard.

Use supported CRM integration options to bring leads into your workflow. GoHighLevel Marketplace OAuth is an optional connection path, not a preconfigured integration: it requires Marketplace app credentials before it can be enabled.

Draft and send legally-structured service contracts in seconds — AI pre-fills scope, payment terms, and liability clauses from your job details. Clients sign on their device with no login required. The contract auto-releases payment when both parties mark the job complete.

See your full fleet on a live map with technician positions updating every few minutes. View route history, job assignments by location, and daily drive totals. Dispatch techs smarter and cut dead mileage — all without a separate GPS subscription.

See exactly how much profit each job type generates after labor, materials, and overhead. AI highlights your highest-margin services and suggests where to focus for maximum revenue growth — no spreadsheet required.

One click to request an introduction to the right tax provider for your business — TurboTax, H&R Block, Keeper Tax, Bench, Collective, QuickBooks Live, and 14 more. Fill in your details and we'll make the warm introduction. Providers pay FieldTech $10 per referral.