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Free setup kit · checklist

How to set up field service software

Field service software is the job record: schedule, dispatch, quotes, invoices, and who is going where today. Stand that up with this month's work, not a five-year archive.

Updated (America/New_York). A checklist, not a price check and not a call result.

Quick answer

Pick one system the technician will open on the job, enter active customers and open jobs, put in the rates you already charge, and send the first real invoice from it before you import old history.

Checklist

  1. Step 1

    Name the system of record

    Scheduling, dispatch, quotes, invoices, and payments belong in one place. If a spreadsheet, a CRM, and a field app all hold the customer, pick the one the technician will open on the driveway. The field service category lists published prices or a quote-only label.

  2. Step 2

    Enter this month, not the archive

    Add active customers and open jobs first. Old invoices can wait. A full history move is how the first week disappears.

  3. Step 3

    Put your own rates in before you send a quote

    Use the prices you already charge. The job estimate calculator runs your labor, materials, and trip fee. It does not look up a vendor price book. The quote-time calculator is the same idea for hours: enter your own minutes.

  4. Step 4

    Give each person today's jobs

    Anyone who runs a call needs a login and a view of today's schedule. The office and the field should be looking at the same calendar before you add automations.

  5. Step 5

    Decide who collects

    The technician collects, the office invoices, or both. Card and ACH tools are a separate directory. Open payments when you are ready to connect one, and confirm the fee on the vendor's own page.

  6. Step 6

    Read plan math where we have copied it

    Shortlists on this site are filters over published prices, not quality ranks. Jobber's plan math is copied from Jobber's pricing page and dated there. Other vendors stay on their tool pages. List order is not for sale.

Pages to open with this

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FAQ

How do I set up field service software without losing a month?

Enter active customers and open jobs, your current rates, and the people who need today's schedule. Import old history after the first real invoice has gone out of the new system.

Do I need a separate CRM too?

Not in the same week, unless leads sit with no next step before a job exists. Use the CRM checklist to decide.

Does this page rank field service products?

No. The category page shows published prices or a quote-only label. Shortlists are sorted by lowest published price when they are published. Nothing here is a call result.

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