From first cut to final sign-off
Field 2 Service carries a carpentry job from a price-book (Essentials and up) quote and a job deposit, through a site visit and a fit-out checklist (Essentials and up), to a signed sheet and a staged invoice.
✓ No card required · ✓ Invoiced by bank transfer
Recognise the graft?
The making's the easy part — it's the paperwork that eats your evenings.
Quotes from scratch each time
Every wardrobe, staircase and shopfit gets priced from a blank page, so a fiddly quote sits half-done for a week while the customer goes cold.
Materials out of your pocket
You buy the oak and the ironmongery up front, then wait weeks for the whole lot on one invoice at the end. The cash-flow gap is all yours.
Snags found at handover
Without a checklist, a missing bit of beading or an unadjusted hinge only turns up when the customer's standing there — and there's no signed record it was put right.
Quote bespoke joinery without starting from zero
Build quotes from a price book of your labour rates and materials (Essentials and up), so a fitted wardrobe or a run of shelving is costed in minutes. Send it for online acceptance and take a deposit on the job up front, so the timber's paid for before you order it.
- Price book of labour and materials
- Customer accepts the quote online
- Job deposit up front to cover materials
Schedule the survey, the workshop and the fit
Book a measure-up visit, block out workshop days and pencil in the fit — all on one calendar so nothing clashes. Drag a fit day when timber's late, and the customer gets an automatic 'on my way' text (Essentials and up, via your own Twilio account) on the morning you arrive.
- Survey, workshop and fit-day on one calendar
- Drag-and-drop when a delivery slips
- 'On my way' text on fitting day
Work the fit-out off a proper checklist (Essentials and up)
Attach a checklist to each fit-out so every hinge, drawer runner and length of beading is ticked before you call it done. On site, the field view runs in any phone browser — no app to install — so the whole crew works to the same list.
- Job checklists for every fit-out
- Field view in any phone browser, nothing to install
- The whole crew works to one list
Sign-off and history in one place
Capture a signed completion sheet on site the moment the work's snag-free — the customer signs on the screen and you've a branded-PDF record it was accepted. It files against the customer alongside every past job, so a returning client's history is one click away.
- Signed completion sheet captured on site
- Filed against the customer with full job history
- Branded PDF proof the work was accepted
Invoice in stages, not just at the end
Bill a deposit, a stage on delivery and the balance on sign-off, so the money comes in as the work does. Invoices are VAT-smart with per-line rates — or one clean 'Price' if you're not VAT-registered — and a card payment link (Essentials and up; connect your own Stripe or PayPal) gets you paid without chasing.
- Deposit, stage and balance invoices
- VAT-smart per-line rates, or one clean 'Price'
- Card payment link via Stripe or PayPal
Built-ins carpenters lean on
Spend your evenings in the workshop, not on paperwork
Start with Field 2 Service — no card needed — and run every job from quote to signed sign-off.
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