Built for field service teams

One platform.
Your entire operation — now with AI answers.

WorkForceFSM brings scheduling, dispatching, invoicing, team management, and a built-in AI Assistant into a single tool your whole crew will actually use.

Everything in one place

Stop juggling five different apps. WorkForceFSM handles your entire operation end-to-end.

🤖

AI Assistant

Ask your field service data questions in plain English and get private, read-only snapshots from your own company records.

  • Answers from opportunities, jobs, customers, and invoices
  • Unpaid invoices and upcoming jobs at a glance
  • Pipeline and business snapshot prompts
  • Read-only answers; no record changes or deletions
📅

Job Scheduling

A visual calendar that makes it easy to plan, assign, and reschedule jobs across your entire team.

  • Drag-and-drop calendar
  • Employee workload view
  • Recurring job support
  • Real-time status tracking
👥

Customer CRM

Keep every customer, contact, address, and job history organized and instantly searchable.

  • Full customer profiles
  • Complete job history
  • Lead pipeline tracking
  • Quick search across all records
💰

Invoicing

Create professional invoices and collect payment — all without leaving WorkForceFSM.

  • Itemized line items
  • Email & SMS delivery
  • Shareable payment links
  • Tax rate configuration
👷

Team Management

Manage employees, track skills, and give your crew visibility into their own schedule.

  • Employee profiles & skills
  • Employee self-service portal
  • SMS & email job alerts
  • Workload balancing
🔧

Tool Tracking

Know exactly what equipment you own, where it is, and when it was last serviced.

  • Tool inventory database
  • Condition tracking
  • Assignment history
  • Notes & documentation
📊

Reports & Insights

Understand your business with revenue tracking, job analytics, and P&L reporting.

  • Monthly revenue dashboard
  • P&L breakdown
  • Job completion rates
  • Customer value metrics

Built for your trade

WorkForceFSM works for any business that sends workers to job sites.

🔧

HVAC

Seasonal scheduling, maintenance contracts, and equipment tracking

🚿

Plumbing

Emergency dispatch, parts billing, and recurring service agreements

Electrical

Permit tracking, crew dispatch, and detailed job documentation

🏠

Roofing

Large crew management, material tracking, and project billing

🌿

Landscaping

Weekly route scheduling, seasonal contracts, and crew management

🧹

Cleaning

Recurring appointments, client notes, and team scheduling

🐛

Pest Control

Treatment records, follow-up scheduling, and chemical tracking

🔨

General Contracting

Multi-trade project management, subcontractor tracking, invoicing

Try WorkForceFSM free for 14 days

No credit card required. Full access to every feature from day one.

Get Started →