Every remodel, quote to sign-off
A kitchen rip-out or a full-house refurb is a pipeline, not a single visit. Field 2 Service moves each project from quote and a job deposit through the build stages to a signed sign-off — with the client able to check in online (Essentials and up) instead of ringing for updates.
✓ No card required · ✓ Invoiced by bank transfer
Sound like your week?
Long projects live or die on sequence, sign-off and keeping the client calm — and all three eat your evenings.
Every client wants an update
Halfway through a six-week refurb, the phone never stops: how's it going, what's next, when's the kitchen in. Answering the same question ten times is time you're not on the tools.
Stages blur together
Demo, first-fix, plaster, second-fix, snag — skip a check on one phase and it comes back as an expensive callback weeks later. Held in your head, something always slips.
Deposits and stages drift
The deposit's late, the interim invoice never went out, the final's disputed because there's no signed sign-off. On a long job, loose billing is lost money.
Quote, job deposit, build, sign-off — one flow
Build the quote from your price book (Essentials and up), take a deposit on the job before the skip arrives, and turn the accepted quote straight into the project. Nothing gets re-typed between the quote the client approved and the job your crew works to.
- Quotes with online acceptance and expiry tracking
- Deposit on the job up front
- Accepted quote becomes the job — no re-keying
A checklist for every phase, signed on site (Essentials and up)
Give each phase its own checklist — demo, first-fix, plaster, snagging — and the crew ticks them off in the field view on any phone. Capture a signed completion sheet at the phases that need the client's name on them.
- Job checklists per phase, ticked in the field
- Field view in any phone browser — no app to install
- Signed completion sheets for phase and final sign-off
Let the client check in, not phone in
Every project client gets a private portal where they can see their quotes and invoices, approve the quote and pay online. The update calls drop off because the answer's already there, day or night.
- Private portal to view and accept quotes
- See jobs and invoices without a phone call
- Pay outstanding stages online from the portal
Watch the costs while the job's still open (Professional and up)
Log materials, labour and subcontractor costs against each project as they happen, so the margin's visible before the final invoice, not after. Reports bring revenue, job performance and VAT together at the end.
- Expense & job-cost tracking per project
- Revenue and job performance reports
- VAT summary and aged-debtors views
Deposit, stages, final — each one on time
Invoice each stage against the project with a card-payment link (Essentials and up; connect your own Stripe or PayPal), and let overdue reminders chase anything that slips. Account credit handles overpayments, and the aged-debtors view shows what's still out on every job.
- Staged invoices with card payment links
- Automatic overdue reminders
- Account credit and aged-debtors view
Built-ins renovators lean on
Give every renovation a clean run
Try Field 2 Service free for 14 days — quote a project, take a job deposit, run it to a signed sign-off. No credit card required.
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