Consult, install, support — all in one
Lighting, audio, heating, access and blinds tied into one system — Field 2 Service quotes the design, takes a deposit on the job, gets the install on the board, and keeps a record of exactly what's in every home (Essentials and up) for the day a support call lands.
✓ No card required · ✓ Invoiced by bank transfer
Sound like your projects?
Smart home is a design that grows, an install that has to be right, and a system you'll be supporting for years.
Scope that grows mid-job
'Can you add the blinds and a video doorbell too?' A job that started as lighting balloons into five systems, and without a proper quote the extras never make it onto the invoice.
No map of what's in the house
Six months on, the customer calls about the hub that dropped off the network. With no record of the kit, the settings or where it's mounted, you're rebuilding the whole picture from memory.
Support calls with nowhere to go
Every 'it's stopped working' lands as a text to your personal phone, gets forgotten, and there's no clean way to book it, bill it or track whether it was actually fixed.
Quote the whole system and take a deposit on the job
Build the quote from your price book (Essentials and up) — hubs, switches, speakers, sensors and labour — so every system on the design is costed and nothing walks off the invoice. The customer accepts online (Essentials and up), and a deposit is taken on the job before you order the kit.
- Price book for smart-home kit and labour
- Quotes accepted online, with expiry tracking
- Deposit on the job before you order the hardware
The fit on the board, the crew on the right job
Drop the install onto the dispatch board (Professional and up) and assign whoever's free, with double-booking checks so two jobs never clash. Where the work needs an electrical or working-at-height ticket, the certification check (Essentials and up) stops you sending someone who doesn't hold it.
- Drag-and-drop board with double-booking checks
- Certification checks on jobs that need the ticket
- Field view on any phone — address, access notes, kit list
A record of exactly what's in each home
Every device and system you fit goes on the asset register (Essentials and up) — make, model, serial and warranty — tied to the customer and the exact site address, with a service history that builds up over every visit. Walk into a support call already knowing what's there.
- Asset record per device: make, model, serial, warranty
- Tied to the customer and the exact site address
- Service history built up visit by visit
Every support call caught, tracked and closed
Route every 'it's not working' into the tickets pipeline (Essentials and up) instead of your text messages. It runs from new to resolved, the urgent ones raise an alert, and when a call needs a site visit you convert the ticket straight into a job or a quote.
- Tickets/helpdesk pipeline from new to resolved
- Urgent-priority alerts so the outage doesn't wait
- Convert a ticket into a job or a quote in one click
Card-link invoices and a portal that does the chasing
On completion the invoice goes out with a card link (Essentials and up; connect your own Stripe or PayPal) and the customer pays there and then — VAT handled cleanly, or one tidy 'Price' if you're not VAT-registered. The portal (Essentials and up) lets them view the job, accept quotes and pay, and automatic reminders chase anyone who drags their feet.
- Card payment links via Stripe or PayPal
- Customer portal to view the job, accept quotes and pay
- VAT-smart invoicing and automatic overdue reminders
Built-ins smart home installers lean on
One system, one record, one invoice
Try Field 2 Service free for 14 days — quote a system, book the install, log the home's kit. No credit card required.
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