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For any field service team

Service Business Management Software

FSMFlow is service business management software for teams that send people to customer locations: electricians, plumbers, appliance repair, pest control and more. Take the request, send a quotation, schedule the right technician, complete the job and collect payment from one system.

  • Smart scheduling
  • Quotes and payments
  • Technician app

Illustrative product visual · sample data

Challenges we solve

How service business management software fixes everyday scheduling headaches

Most service teams run on calls, whiteboards and spreadsheets. Service management software like FSMFlow replaces them with one connected flow.

  • The problem

    Requests arrive by call and message, and some get lost

    With FSMFlow

    Create a job from every request with the customer, address, issue and priority, so nothing depends on memory.

    Job management software
  • The problem

    Scheduling by phone causes double bookings and idle gaps

    With FSMFlow

    Service scheduling software that shows every technician’s day, lets you assign by skill and area, and makes reassigning easy.

    Technician scheduling software
  • The problem

    Customers wait too long for a quotation

    With FSMFlow

    Create a quotation in minutes, get approval, and convert it into a job and an invoice.

    Quotation software
  • The problem

    Technicians arrive without the job details

    With FSMFlow

    The address, issue, customer history, checklist and sign-off are on the technician’s phone before they leave.

    Field service app
  • The problem

    Repeat customers and past jobs are hard to trace

    With FSMFlow

    Keep customer details, locations, equipment and service history in one record that the whole team can open.

    Customer management software
  • The problem

    Pending payments and daily performance are unclear

    With FSMFlow

    Reports show jobs, revenue, technician productivity and pending payments at a glance.

    Reporting software
Service workflow

A service scheduling workflow, from first call to final payment

The same flow works for electricians, plumbers, repair teams and pest control.

  1. Request

    Log the call with customer and issue.

  2. Quotation

    Send an estimate for approval.

  3. Schedule

    Pick a slot and a technician.

  4. Dispatch

    The job reaches the technician’s phone.

  5. Service

    Checklist, parts and photos.

  6. Invoice

    Bill from the completed job.

  7. Payment

    Track what is paid and what is due.

  8. Follow-up

    Next service reminder and review.

Repeat customers and reminders start the loop again

Modules for service teams

The FSMFlow modules a service team runs on

Pick the field service software modules you need today and add the rest as the business grows. They all share one customer and job record.

  • Work Orders

    Jobs for every trade

    Create, assign and track jobs with checklists, parts and service reports.

    • Job cards
    • Checklists
    • Service report
  • Employee Management

    Technician schedules and workload

    Profiles, skills and daily workload, so the right person gets the right job.

    • Skills
    • Schedule
    • Workload
  • Quotation & Invoicing

    Quotations, invoices and payments

    Estimates that turn into jobs and invoices, with payments tracked.

    • Estimate
    • Invoice
    • Payments
  • Field Service App

    The technician’s phone app

    Job details, customer history, checklists, photos and sign-off on site.

    • Job details
    • Photos
    • Sign-off
  • Asset Management

    Customer records and service history

    Customers, sites, equipment, warranty and past visits in one place.

    • Customers
    • Equipment
    • History
  • Reporting

    Reports on jobs, revenue and dues

    Daily and monthly numbers without building spreadsheets.

    • Jobs
    • Revenue
    • Pending payments
Also on FSMFlow

FSMFlow also runs HVAC and AC service teams

If you also run AC installation or annual maintenance contract (AMC) work, the same platform handles it.

HVAC field service software
FAQ

Frequently asked questions

Straight answers about running a field service team on FSMFlow.

  • Any team that sends people to customer locations: electricians, plumbers, appliance and electronics repair, pest control, and more. Job types, checklists and quotations adapt to your trade.

  • Create a job, choose a technician by skill, area and workload, and set the time. Everyone sees the schedule, the technician gets the job on a phone, and you can reassign when plans change.

  • Yes. Create a quotation, get approval, convert it into a job and an invoice, and track which payments are received and which are pending.

  • No. FSMFlow is one field service management software platform. HVAC, CCTV, solar, construction and other service businesses use the same modules with workflows that suit their trade.

Schedule, quote and collect from one system

Book a demo and see a request become a scheduled job, a quotation, an invoice and a payment record in FSMFlow.

A short walkthrough made for field service teams.