FieldForge

Overview

Lead management, estimates, parts inventory, technician dispatch, invoicing and payment processing cover much of a service business’s day-to-day workflow. Technicians can describe a job in English or Spanish, and FieldForge drafts an invoice using the company’s price book, labor rate and tax rule. That can help turn field notes into a bill, though the output remains a draft.

Paid jobs can sync to QuickBooks Online or Xero, and approved hours can be exported to Gusto or QuickBooks for payroll. Thumbtack and Angi lead imports help connect those sources to the workflow. Account owners can export customers, invoices, estimates, line items and the price book as CSV files in a ZIP, a useful safeguard for keeping core records outside the service.

Key features

Dispatch and mobile work

The Dispatch board supports scheduling and dispatch across the service workflow. Route optimization is included only with Crew and Fleet, so Solo Pro and Trio buyers should not count on that feature. The installable mobile app queues voice notes recorded without signal and uploads them when coverage returns, which helps technicians continue capturing job details in dead zones.

Payments and privacy

Invoices include Stripe-powered card payments, with a 1% platform fee stated for card payments. Stripe handles card numbers and banking details, which FieldForge says it does not store. Voice recordings go to Groq for transcription and invoice parsing and are immediately discarded rather than retained as audio files. FieldForge says it uses HTTPS/TLS, access controls and regular security reviews, with optional two-factor authentication.

The support team typically responds within one business day. The iPhone app requires iOS 15.0 or later.

Pricing

Solo suits an operator with modest billing volume and no need for branding; the 15-invoice cap makes it a poor fit for a busier month. Solo Pro removes the invoice limit for one technician, while Trio adds two seats for a modest step up. Crew and Fleet increase capacity to seven and 15 technicians respectively, and are the only plans with route optimization. Front Desk is an invite-only beta rather than a general team tier, and its included 100 minutes are followed by a 45¢/min charge.

There is no free trial. Card payments carry the stated 1% platform fee, so teams should account for it alongside the monthly subscription.

Platforms

FieldForge is available on iOS and the web. Its iPhone app requires iOS 15.0 or later.

Who it's for

HVAC, plumbing, electrical, appliance repair, garage door, and pool and spa businesses can use FieldForge to connect dispatch with estimates, invoices and payments. Solo operators can start on the free plan, while small teams can choose a seat count with unlimited invoices. Businesses that need route optimization must step up to Crew or Fleet.

Pros and cons

• Pros: English- and Spanish-language voice descriptions become draft invoices using the company’s own pricing rules, reducing the gap between completed work and billing.
• Pros: Unlimited invoicing starts with the one-technician Solo Pro plan, with clear paid tiers for three, seven and 15 technicians.
• Pros: Offline voice-note queuing and CSV exports support field work during coverage gaps and preserve key records.
• Cons: The free plan stops at 15 invoices per month and removes logo or branding, limiting its usefulness for established operators.
• Cons: Route optimization is restricted to the two most expensive team plans, leaving smaller teams without it.
• Cons: Card payments add a 1% platform fee, and Front Desk adds a per-minute charge after its included allowance.

Alternatives

For Garage Door Software, compare the category options if you want to survey tools aimed at that trade.

Pillar is worth considering for a garage door business prioritizing a broader free tier: its First person plan includes every feature, unlimited customers, at least 25 GB storage and 100 jobs, estimates and invoices per month, and it supports Android as well as iOS and web.

EyeOnTask may suit buyers seeking a paid service-management option with a free trial and Android or API access; its Imperative plan is 712.00 USD per month and includes billing, quotations, scheduling, recurring jobs, time tracking and dispatching.

Fieseros is another option to compare.

Brivium is worth a look for buyers willing to pay annually: its Solo plan is 19.99 USD per month, billed annually as $239.88/year, for one user and includes customers, jobs, requests, quotes, invoices, scheduling and Stripe card payments.

Torsion may appeal to teams looking for AI phone answering: its Starter plan is 49.00 USD per month for one to two technicians and includes 100 calls per month, job management, customer CRM, a basic pricebook and SMS notifications.

UpForce Garage Door Software is a garage-door-focused alternative for teams that want a 30-day no-charge period; its Field Lite plan is 49.00 USD per month for up to three users, but omits leads, QuickBooks sync and advanced automation.

Home Service Pro is a paid-with-trial alternative whose Starter plan is 65.00 USD per month for one user, with scheduling, dispatch, CRM, invoicing, a mobile app and route optimization.

Servgrow is another option to compare.

Verdict

FieldForge is a good fit for small trade-service teams that want to turn technician job descriptions into invoice drafts and keep billing, dispatch and payments together. Its free plan offers a low-risk starting point, and Solo Pro is a straightforward step up when 15 invoices a month is no longer enough. Look elsewhere if route optimization is essential but a seven-technician plan is too large, or if the card-processing fee undermines the economics of taking payments through the platform.