Interactive prototype · Demo workspace: Summit Field Services

The operating system for field service companies.

One multi-tenant platform that replaces a dozen disconnected tools — from the first lead to the final invoice. Sales, scheduling, field work, inventory, finance, and reporting, unified.

13Business modules
1 platformReplaces 6+ tools
Multi-tenantWhite-label ready
Web · Mobile · CloudOffice & field
app.fieldbase.com/dashboard
Built for every trade HVAC Plumbing Electrical Cleaning Pest & Lawn
Why Fieldbase

Stop running your business across six apps.

Most field-service companies juggle a scheduling tool, a spreadsheet, an accounting app, a CRM, a phone line, and paper work orders. Fieldbase brings all of it into one connected system.

Today · disconnected

Standalone scheduler
Spreadsheets & paper
Separate accounting app
Disconnected CRM
Sticky-note dispatch

With Fieldbase · unified

DashboardCRMDispatch Field OpsCustomersInventory InvoicesPaymentsMarketing PortalReportingAdmin
The platform

Everything it takes to run the operation

Thirteen modules, one connected data model. A lead becomes a job becomes an invoice becomes a report — without re-entering anything.

Sales & growth

Win more work

Capture every lead, move deals through a visual pipeline, send estimates that convert, and track which campaigns actually pay off.

  • Drag-and-drop sales pipeline & lead scoring
  • Estimates & quotes that turn into jobs in one click
  • Marketing campaigns with cost-per-lead & ROI
  • Website inquiries flow straight into the CRM
CRM · Sales pipeline
Qualified
Willowbrook HOA
Heat-pump · $8.9k
Sandpiper
Contract · $6.2k
Quoted
Trellis Offices
Panel · $12.4k
Won
Ellis Res.
AC · $5.4k
Operations

Dispatch the whole day at a glance

A real-time board with a lane for every technician. Drag unassigned jobs onto the right tech, balance routes, and see status update live from the field.

  • Drag-and-drop dispatch with skill & capacity checks
  • Calendar, route planning & recurring services
  • Live job status: scheduled → en route → done
Scheduling · Dispatch board
MRMarcus
DKDanny
ABAisha
JRJose
Field operations

Paperless work orders in the field

Technicians run the whole job from their phone — parts, photos, GPS check-in, and a customer signature — then convert it to an invoice on the spot.

  • Mobile work orders with checklists & line items
  • Before/after photos & digital signature capture
  • GPS check-in & real-time completion
CURRENT JOB · 09:12
AC compressor swap
Delgado Residence
Arrived · GPS
4 photos uploaded
Signature
Complete job
Work order · WO-4821
Signature captured
Total · ready to invoice
$1,270.50
Finance

Get paid faster, see every number

Turn completed jobs into branded invoices, accept online payments, track expenses, and watch profit & AR aging in real time.

  • One-click work-order → invoice → online payment
  • Expenses, P&L and gross-margin tracking
  • AR aging & collections that chase themselves
Finance · Invoice
INVOICE
INV-2098
Due Jul 31
Heat-pump system ×12$6,480
Installation labor$2,610
Total due$9,883.75
Pay online
Back office

Run the whole business from one place

Customers, teams, inventory, and reporting all connect to the same data — so the executive dashboard and every report is always live.

  • Customer profiles, locations, contracts & history
  • Employees, teams & role-based permissions
  • Inventory, warehouses, purchase orders & suppliers
  • Executive dashboard & reports across every area
Executive dashboard
Revenue · July
$486k
First-time fix
84%
Jobs completed
312
Net margin
23%
Revenue trend
Customer experience

A branded front door for your customers

Every company gets a self-service portal and a public marketing website — booking, payments, and documents included.

Customer portal

Customers view appointments, pay invoices online, request service, and download documents — all under your brand.

Open the portal →
Public website

A fast, SEO-ready marketing site with online booking and lead forms — managed from inside the platform, no developer needed.

Open the website →
Multi-tenant architecture

One platform. Many companies. Fully isolated.

Fieldbase is built for scale from day one. Every company runs under its own branding, users, permissions, and data — while sharing the same secure cloud infrastructure. Perfect for franchises, holding groups, or offering it white-label.

Isolated data per company
Per-tenant branding & domains
Role-based security & audit logs
Subscription tiers & billing
One system, everywhere

Office, field, and cloud — in sync

Dispatchers work on the web, technicians work on mobile, customers self-serve online, and everything lives in a secure multi-tenant cloud.

Web app

Full back-office for dispatch, sales, finance & admin.

Mobile field app

Work orders, photos, signatures & GPS for technicians.

Customer web

Portal & public website with booking and payments.

Secure cloud

Multi-tenant infrastructure, backups & audit trail.

Interactive prototype

Explore all 13 modules yourself

This is a fully clickable HTML prototype populated with realistic data for the demo company Summit Field Services. Open any module.

Design foundation

Built on a real design system

A confident, enterprise-premium identity — one set of tokens drives every screen, so the whole product feels like one thing.

Color
Primary#2F5BEA
Accent#FF6A3D
Ink#0B1220
Success#16B981
Typography
Dispatch the day.
Hanken Grotesk keeps dense UI readable, while Bricolage Grotesque gives headlines character.
$486,200 · WO-4821 · 84.2%

See the whole platform in action

Jump into the executive dashboard and click through the entire operation.