PLATFORM

Every Function Your Field
Service Business Needs.

Seven integrated modules and a built-in provider network that replace your fragmented toolset with a single operational command center.

Work Order Lifecycle

From creation to completion, every work order is tracked with full audit trails, custom fields, and configurable approval chains. Define unlimited job types with unique rate structures, automation rules, and authorization requirements.

Create work orders with custom fields and job types
Track status in real time across your entire operation
Configurable approval workflows per job type
Complete audit trail for compliance and reporting
fielddirect.io/work-orders
Work Orders247 total
AllActivePendingCompleted
WO #
Customer
Type
Status
Assigned To
Amount
WO-4821
Metro Electric Inc.
Install
In Progress
J. Martinez
$1,240
WO-4820
Summit HVAC Group
Break/Fix
Dispatched
R. Thompson
$680
WO-4819
Apex Telecom
PM
Completed
S. Williams
$920
WO-4818
DataCore Solutions
Install
Pending Approval
$2,100
WO-4817
Cascade IT Services
Survey
In Progress
A. Chen
$450
WO-4816
Valley Networks
Break/Fix
Completed
M. Davis
$775

Scheduling & Dispatch

Dispatch jobs using the model that fits each job type. Send for quote, accept/reject, or conditional acceptance. Set auto-assignment rules based on contractor priority, proximity, or authorization.

Dispatch for quote — contractors submit pricing
Accept/reject with flat rate dispatch
Conditional acceptance with review and approval
Auto-assignment by priority, skill, or geography
fielddirect.io/dispatch
Dispatch Queue
WO-4821 · Metro Electric
9:00 AM
Dispatched
WO-4820 · Summit HVAC
10:30 AM
Accepted
WO-4819 · Apex Telecom
1:00 PM
Pending
WO-4822 · DataCore
2:30 PM
Quoting
WO-4823 · NexGen IT
4:00 PM
Dispatched
Coverage MapNashville Metro
WO-4821
WO-4820
WO-4819
WO-4822
WO-4823

Contractor & Workforce

Build and manage a hybrid workforce: internal technicians, preferred contractors, and on-demand providers from the ProDesk network. Search by skill and geography, set authorization levels and priorities, and handle 1099 compliance — all within one system.

Hybrid model: internal techs + preferred contractors + network providers
Search the ProDesk network by skill set and service area
Individual authorization and priority levels
Tax compliance and 1099 filing built in
fielddirect.io/contractors
Connected Providers
Search by skill, location...
+ Add Provider
JM
James Martinez
Nashville, TN
HVACElectrical
4.9
142 jobs
Active
High
SW
Sarah Williams
Memphis, TN
IT NetworkCabling
4.8
98 jobs
Active
High
RT
Robert Thompson
Knoxville, TN
PlumbingHVAC
4.7
67 jobs
Active
Medium
AC
Angela Chen
Chattanooga, TN
ElectricalSolar
4.9
215 jobs
Active
High
MD
Michael Davis
Nashville, TN
IT NetworkSecurity
4.5
53 jobs
Pending

Customer Management

A native CRM built for field service operations. Track customer accounts, service history, open jobs, and communications without switching to a separate tool.

Customer accounts with full service history
Open job tracking per customer
Notes, contacts, and communication logs
Customer-level performance reporting
fielddirect.io/customers
Customers
Metro Electric Inc.
24 work orders
Summit HVAC Group
18 work orders
Apex Telecom
31 work orders
DataCore Solutions
12 work orders
Cascade IT Services
8 work orders
Valley Networks
45 work orders
Metro Electric Inc.
Nashville, TN · Active since Jan 2024
Active
24
Total WOs
3
Active
$18.4K
Revenue
Recent Activity
📤
WO-4821 dispatched
2 hours ago
📄
Invoice #1042 generated
Yesterday
WO-4815 completed
3 days ago
👤
New contact added
1 week ago

Invoicing & Payouts

Generate invoices directly from completed work orders. Approve contractor payouts with full cost visibility. Every dollar is traceable from job creation to payment.

Invoice generation from work orders
Contractor payout approval workflow
Cost tracking from dispatch to payment
Rate override capabilities per contractor
fielddirect.io/invoicing
Payout Approvals
Pending (3)Approved (12)Paid (84)
WO #
Contractor
Customer
Service
Payout
Charge
Status
Action
WO-4821
J. Martinez
Metro Electric
Install
$680
$1,240
Pending
Approve
WO-4820
R. Thompson
Summit HVAC
Break/Fix
$420
$680
Pending
Approve
WO-4819
S. Williams
Apex Telecom
PM
$560
$920
Approved
WO-4817
A. Chen
Cascade IT
Survey
$280
$450
Approved
WO-4816
M. Davis
Valley Networks
Break/Fix
$475
$775
Paid
Showing 5 of 99 payouts
Pending Total: $1,100Margin: $820

Reporting & Analytics

Real-time dashboards and configurable reports that connect operational activity to financial outcomes. Track contractor performance, SLA compliance, and revenue trends.

Real-time operational dashboards
Contractor performance scorecards
SLA compliance tracking
Revenue and profitability reporting
fielddirect.io/analytics
Performance Dashboard
7D30D90DYTD
Revenue
$184.2K
+8.3% vs prev period
Work Orders
247
+12% vs prev period
Avg. Margin
38.4%
+2.1% vs prev period
SLA Rate
96.2%
-0.3% vs prev period
Monthly Revenue
Oct
Nov
Dec
Jan
Feb
Top Contractors
1
A. Chen
42 WOs
99% on-time
98
2
J. Martinez
38 WOs
97% on-time
96
3
S. Williams
31 WOs
96% on-time
94

Ready to Run Your Field
Operations from One Platform?

See how FieldDirect can replace your fragmented toolset with a unified command center for your entire operation.