A step-by-step walkthrough of how WorkForceFSM helps you run your field service business from one place.
Try It Free — No Card NeededUnder two minutes to see exactly where the money is coming from and where it's going.
Watch the built-in AI assistant answer real questions about your own jobs, customers, opportunities, and invoices — no reports to build, no menus to dig through.
Track every opportunity through new lead, contacted, quoted, won, scheduled, complete, and paid — send quotes, create jobs, and never let a deal go cold.
A quick tour for owners who already know the basics — straight to scheduling, dispatch, and invoicing in under three minutes.
The full walkthrough — sign up a new company, add employees and customers, schedule jobs, and send your first invoice.
Open the calendar, click a date, and create a job. Assign it to any employee, add the customer, location, and notes — done in under 30 seconds.
Employees receive an SMS and email the moment a job is assigned. They log in to see their full schedule, job details, and any special instructions.
Create an itemized invoice directly from the job — add labor, parts, and materials. Send it by email or SMS and your customer gets a professional invoice link instantly.
Your dashboard gives you a live view of revenue, open jobs, upcoming schedule, and outstanding invoices — all without opening a spreadsheet.
Sign up in 2 minutes and explore every feature yourself — free for 14 days, no card required.