How it works

See WorkForceFSM in action

A step-by-step walkthrough of how WorkForceFSM helps you run your field service business from one place.

Try It Free — No Card Needed
1

Schedule jobs in seconds

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.

  • Visual drag-and-drop calendar
  • See all employees' schedules side by side
  • Reschedule by dragging jobs to a new slot
  • Color-coded by employee or status
📅 May 2026 + New Job
AC Tune-Up — Johnson Residence
9:00 AM · Mike D.
Scheduled
Leak Repair — 44 Oak St
11:30 AM · Sarah K.
In Progress
Panel Upgrade — Smith Office
2:00 PM · James T.
Pending
2

Dispatch your crew instantly

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.

  • Instant SMS and email notifications
  • Employee portal with their own schedule view
  • Job details, notes, and customer info on their device
  • Update job status from the field
📱 Mike's Jobs — Today
AC Tune-Up — Johnson Residence
123 Maple Ave · 9:00 AM
📋 Job Notes Customer reports unit running warm. Check refrigerant levels and clean filters. Gate code: 4821.
✅ Mark as Complete
3

Invoice the moment the job is done

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.

  • Labor, parts, and custom line items
  • Automatic tax calculation
  • Send by email or SMS in one click
  • Customer sees a clean branded invoice
Invoice #1042 Send Invoice
Labor (2 hrs)$180.00
Refrigerant R-410A$85.00
Filter replacement$24.00
Tax (8%)$23.12
Total$312.12
Amount Due$312.12
4

Track your business in real time

Your dashboard gives you a live view of revenue, open jobs, upcoming schedule, and outstanding invoices — all without opening a spreadsheet.

  • Daily, weekly, and monthly revenue view
  • P&L reports by period
  • Open invoice tracking
  • Job completion analytics
📊 Dashboard
This Month
$8,420
Open Jobs
12
Unpaid Invoices
3
Today's Jobs
5

The best demo is the real thing

Sign up in 2 minutes and explore every feature yourself — free for 14 days, no card required.