Everything FieldOps Suite Does for an Exterior Cleaning Company
Lead pipeline — every new lead tracked from first call to won, so nothing dies in a text thread
Quote builder — your services, your pricing, built once and reused on every job
AI satellite measuring — enter an address and the system automatically calculates the surface area of the roof, and identifies the driveway from several ai driven tools and determines the surface square footage. those values are then saved to the quote for immediate service pricing along with the client file for future quoting so you aren’t pulling that data on return visits. its all done for you making those repeat clients quotes lighting fast.
Linear footage measuring tools— fencing, gutters, wall projects, they can all be measured out for accurate quoting on the jobs that need it.
Manual measuring tools — used as a backup also some properties have excessive tree coverage that can cause issues for getting measurement values from the ai functions which the manual measurement tools can then be used to ensure you are getting the outlines you need to price your services accurately.
Address → house size — type an address, get the square footage from property records. That value is automatically applied to any of your services that get priced out by the square footage of the home like soft washing, pressure washing, chemical free rinsing, or complete exterior washing packages. Then you just pick which are needed and done.
Quote co-pilot — AI drafts the line items and wording, you approve and send to the client to start the automated flow or just give the in app ai assistant the instructions by speaking or typing and watch it do it all for you. it will create a new client, build a quote using the ai measuring and pricing tools, send it to the client, wait for the clients approval, and then send out available dates for the customer to choose from. all this happens after one voice or text prompt letting you spend more time on the job and not on the phone.
Customer approval page —Client received a text,/email with a quote link with the detailed estimate information that they review and then tap Approve on their phone and it's a booked job
Commercial quoting — multi-property accounts with per-address ai assisted pricing
Know exactly how booked you are.
Scheduling & calendar — drag to reschedule, the customer gets notified of schedule adjustments automatically
Route optimizer — the day's jobs or quotes in driving order, opened straight into Maps
Open capacity — see the holes in next week before they cost you money. compares your set scheduling rules with your current calendar jobs to keep you up to date on what you have open and what percentage is filled along with the value of those open days and what they would generate.
"On my way" tracking — the customer watches your truck approach, like a delivery from amazon.
Appointment reminders sent for you, so nobody forgets. Set your company’s personalized messages during onboarding and you keep the client posted while you worry about what’s in front of you.
CarPlay — your day, your next stop, and hands-free notes from the driver's seat. Field Techs and owners often use the drive time between jobs and quotes to check their systems, FieldOps built in CarPlay integration keeps your team safer by executing actions or fetching info while they keep both hands on the wheel.
Carry-over jobs — multi-day work stays one job instead of cluttering the calendar or falling behind and missing jobs.
Invoice on the spot. Get paid before you're home.
Invoice the moment the job is done — straight from the appointment, no re-typing
Take cards in the field — powered by Stripe, money lands in your account
Text a pay-by-link — they pay from their phone while you pack up
Automatic payment reminders on anything overdue
Money Moves — a daily, dollar-ranked list of exactly who to chase and what it's worth. Visual revenue is a motivator and when we see what each move will generate it helps the grind.
Payment history and per-invoice balances that always reconcile
Real profit, not a guess at tax time.
Revenue, owed, and profit from real invoices — not estimates
Expense tracking with AI receipt scanning — photograph a receipt, it fills itself in
Job costing — what each job actually made after materials and labour
Financial analytics & forecasting — real company data analyzed by the centralized learning system and displayed along side insights and suggestions giving the user a built in business advisor to help increase company growth. Get actual help, not just a fancy chart showing static data.
Drill into any number — every figure opens the records behind it so you can always track a transaction from start to finish along with seeing how values are calculated with real data,
The work you already did is your cheapest lead source.
Automatic review requests after the job, timed to when people actually reply
AI review replies drafted for you, so your rating keeps climbing
Follow-Up Desk — a daily call list of customers who've gone quiet, ranked by what they're worth and detailed call scripts and active log to track client interactions all throughout the app.
Care Plans — recurring service agreements that turn one-off jobs into predictable monthly revenue
Win-back campaigns built from your own job photos
From one truck to a crew, without changing software.
Time clock — clock in and out from the phone, at the job
Timesheets, breaks and time off in one place
Full payroll with pay stubs and CSV export for your accountant
Productivity & team scoreboard — who's closing, who's producing
Roles and permissions — the crew sees their jobs, not your books
Staffing projections — when the workload says it's time to hire
Software that knows your business, not just your data.
AI Assistant — ask it anything about your business, or tell it to do something. "What did we make last month?" "Send Dave's quote." It works by voice or text, on every screen
Account Brain — learns how your company actually operates from real jobs, quotes and payments
AI Daily Briefing — a morning rundown of today's jobs, weather, money owed and what to do first
Money Moves — the day's revenue actions, ranked by dollars
Hands-free in the truck — the assistant works through CarPlay while you drive
Knowledge Hub — your process, searchable, so a new hire can answer it themselves
Bring your customers with you. It takes an afternoon.
AI Smart Import — export from your current system, drop the file in, and the AI figures out the columns. No mapping spreadsheets
Bring clients, invoices and appointments — your history comes with you
Duplicate cleanup — merges the mess most exports create
7-day free trial at full Manage-level access
No contract — cancel any time, and your data is yours