Field service management
From first call to final payment, in one place.
Fylder runs the day for service businesses: requests, quotes, projects, scheduling, inventory and invoices, synced with QuickBooks and without the spreadsheets.
A 30-minute walkthrough on your own jobs. Set-up and training included.
One pipeline from client to cash
Each step carries its details into the next, so nothing gets typed twice.
- 1
Request
Capture work from calls, forms and email, and book an assessment visit.
- 2
Quote
Build a quote from your catalog and get it approved.
- 3
Project
Approval starts the project, with its quote, visits and tasks linked together.
- 4
Visits
Schedule the work, assign your crew and log materials used on site.
- 5
Invoice
Bill the whole project on one final invoice, record the payment and close it out.
Everything the office needs
Pipeline at a glance
Every request, quote, project, visit and invoice shows where it sits, with one button for the next step.
Schedule
Month, week and day views with an unscheduled lane, filtered by team member.
Clients
Every request, quote, job, invoice and payment for a client on one page, with mobile, home and business numbers.
Quotes & invoices
Line items from your catalog with tax and totals worked out, and each project billed on one final invoice.
Catalog
One list of services and materials with SKUs, sell price, cost and margin on every line.
Inventory
Track wire and materials by the roll, foot or each. Crews log usage from their phones; low stock gets flagged.
Projects
Boards with tasks, assignees and due dates in table or kanban view, plus a My work list for everyone.
QuickBooks Online
Two-way sync of clients, items, invoices and payments, so the books stay current without double entry.
Organization
Nested departments and a directory of employees, subcontractors and office staff, with role-based access.
On the way: marketing tools, an AI receptionist, a sales pipeline board, reports, expenses and timesheets.
Simple pricing
Billed monthly. Set-up, data import and training are included with every plan.
Core
For solo operators
$200/mo
- ✓1 user
- ✓Clients, requests, quotes, jobs, invoices
- ✓Schedule and pipeline
- ✓Catalog with SKUs
- ✓CSV and Excel import and export
- ✓Online card payments
Connect
For small crews
$400/mo
- ✓Up to 5 users
- ✓Everything in Core
- ✓Team scheduling and roles
- ✓Projects and task boards
- ✓Inventory and on-site material logging
- ✓QuickBooks Online sync
Grow
For growing companies
$600/mo
- ✓Up to 15 users
- ✓Everything in Connect
- ✓Organization: departments and people directory
- ✓Insights
Ready to get your evenings back?
Book a demo and we'll set Fylder up with you the same week.