Field Service
Dispatch, service plans and invoices for trades that go to the customer.
For HVAC, plumbing, electrical, cleaning and other service companies: a dispatch board, a phone app for your technicians, recurring maintenance plans that book and bill themselves, and estimates and invoices customers pay online.
See it
The real product, not a mockup.
These are screens from Merchant365 Field Service with sample data. Pick a screen to see it.
Everything included
What Field Service does for you.
1Dispatch
- Service tickets from the first call to the paid invoice
- Dispatch board: drag calls onto technicians and times
- Urgent calls stand out; unscheduled calls wait in a list
- Time and materials or flat-rate pricing, with a trip charge
- Service history by address, so the tech knows what was done last time
2Recurring service plans
- Maintenance agreements for any repeat visit: monthly up to once a year
- The service call is created two weeks ahead and the customer gets a heads-up
- A plan fee billed monthly, quarterly or yearly, invoiced with a pay-online link
- A flat price per visit, or covered by the plan fee
- Pause, resume or end a plan; missed dates never fire all at once
- See active plans, visits due in 30 days and plan fees per year
3In the field
- My day for technicians: on my way, start, finish
- The customer gets an email when the tech is on the way
- Parts used come out of your stockroom and onto the bill
- Customer signs on the screen
- Technicians see their own calls only, without prices
4Estimates and money
- Estimates the customer signs online, from your own cost catalog
- Invoices emailed from the call; customers pay by card with your Stripe or Square
- Reminders for overdue invoices and a morning summary email
- QuickBooks Online or Xero sync for invoices and payments
- Job costing when a repair turns into a bigger project
5Your office
- Lead pipeline with follow-ups and a website request form
- Equipment checked out with hour meters and service reminders
- Time Clock for crew hours and schedules (add-on)
- Roles for office, field and technician logins
- Works on any phone, tablet or computer
Pricing
One price per location. No surprises.
Priced per location: each location gets its own back office, 2 employee logins and 2 computers. Cancel anytime.
Field Service
The full Construction module plus the Service pack: dispatch, technician app, service plans, estimates and invoices.
- Construction + Service pack
- Recurring service plans, with fees billed automatically
- Dispatch board and technician “My day”
- Estimates signed online, invoices paid by card
- Service history by address
- No contract; cancel any time
Add only what you need
Questions
Field Service questions, answered.
What is field service software?
It runs the work of a trade company that goes to customers: taking the call, scheduling a technician, sending them out with the job details, billing on the spot, and keeping a history of every visit to each address.
Does it handle recurring maintenance plans?
Yes. Set up a plan for a customer, like a tune-up twice a year with a yearly plan fee. The service call is created two weeks before each visit, the customer gets a heads-up email, and the plan fee is invoiced each cycle with a link to pay online. Pause, resume or end a plan any time.
Can my technicians use it on their phones?
Yes. Technicians see their own day, tap on my way, start and finish, add parts from your stockroom, and have the customer sign on the screen. They see their own calls only, and no prices unless you allow it.
Do customers book their own appointments online?
No. Your office schedules the call, and the customer is told when the technician is on the way. We left self-booking out on purpose, so you stay in control of the schedule.
Can I send estimates and take payment on the spot?
Yes. Estimates are signed online, invoices can be emailed from the job, and customers pay by card using your own Stripe or Square account.
How much does it cost?
Field Service is the Construction module plus the Service pack, one price per location a month, with no contract. Add Time Clock, Inventory or Accounting only if you need them. See the pricing section on this page for the current price.
Is it only for HVAC and plumbing?
It fits any trade that visits customers: HVAC, plumbing, electrical, roofing repair, cleaning, pest control, landscaping and appliance repair.
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See Field Service on your business.
Choose your plan and check out in a couple of minutes, or ask for a live walk-through first.