FieldGauge runs a governed library of workflows behind every lead, job, and invoice — qualifying leads, optimizing routes, chasing overdue invoices. No canvas to learn, no automation to babysit.
Built in, not built by you
Automation platforms love to sell you a drag-and-drop builder and leave the hard part — designing, testing, and maintaining the workflow — entirely up to you. FieldGauge ships the automations already built: qualifying leads, optimizing dispatch routes, chasing overdue invoices, scheduling social posts.
Every one of them is versioned, risk-classified, and gated behind approval before it's allowed to touch a real job or invoice — and you can see exactly which ones are active on your account at any time.
Why it matters
Most field service teams don't have time to learn an automation tool, let alone maintain one. Here's how FieldGauge handles it differently.
A blank canvas with triggers and actions sounds powerful until you're the one debugging why a job never got dispatched. FieldGauge's workflows are pre-built and tested for field service, not a canvas you have to learn.
Every workflow carries a risk level. Higher-risk automations — like optimizing a whole day's dispatch routes — require approval before they run, so nothing touches a live job or invoice unchecked.
Most automation lives in someone's head, or in a tool nobody remembers configuring. FieldGauge shows you exactly which workflows are active on your account, right from your governance settings.
The right workflows run automatically based on your business type and plan — an HVAC shop and a landscaping crew don't need the same automations, and you shouldn't have to configure that yourself.
Under the hood
Every workflow is built from small, reusable, governed steps — a trigger, a series of actions and conditions, and an audit trail of exactly what happened.
A new lead, a completed job, an overdue invoice.
Every workflow starts with a real event in your business — a lead comes in, a job is marked complete, an invoice goes past due. The trigger is what kicks off the run; nothing happens on a guess or a timer you have to babysit.
Create records, generate estimates, assign technicians.
Each step is a small, reusable action bound to a real tool in FieldGauge — creating a lead record, generating a bill of materials, assigning the best available technician. Conditions branch the run: a $200 lead and a $5,000 lead don't need to be handled the same way.
Approval gates on anything that touches a live job.
Every step and every workflow carries a risk level. Anything classified as higher risk — like re-optimizing a full day's dispatch routes — pauses for approval instead of running unattended, so automation never outruns your comfort level.
A full audit trail of what ran, when, and what happened.
Every step logs its input, output, and status. If a run fails partway through, you can see exactly where and why — no guessing, no "it just didn't work" support tickets.
The library
Captures the lead, generates a bill of materials for high-value jobs, and assigns the right technician automatically.
Re-optimizes a crew's route as jobs are added — gated behind approval since it touches a live schedule.
Automatically follows up on invoices as they age past due, so collections never falls through the cracks.
Queues and publishes social posts on a schedule, without anyone remembering to hit "post."
Flags double-booked technicians and scheduling conflicts before they become a missed appointment.
Generates a clean summary of the completed job — what was done, what was used, what it cost.
FieldGauge's automations aren't a black box. Each one is versioned, categorized, and assigned a risk level — and the ones that matter most wait for a human to say yes.
Automation without the overhead
See the workflows already running for businesses like yours — qualifying leads, optimizing dispatch, chasing invoices — with full visibility into every run.
