From First Call to Five-Star Review
See how a lead becomes a scheduled job, a job becomes a paid invoice, and every step in between happens inside one connected platform.
The FieldGauge Workflow
One job. One record. Every step.
Here's what happens between the first phone call and the paid invoice — without ever switching apps.
Capture the Lead
Every call, web form, and chat lands in your CRM automatically, so no lead sits in an inbox untouched.
Qualify & Estimate
Build a quote from your pricebook in minutes and send it out for e-signature before the customer hangs up.
Schedule & Dispatch
Drag the job onto the calendar, assign the right tech or crew, and let dispatching handle the rest.
Work the Job
Your tech pulls up the job on their phone — checklist, notes, photos, and history — all on-site.
Invoice & Get Paid
Convert the completed job into an invoice instantly and accept payment on-site or online.
Follow Up Automatically
Review requests and maintenance reminders go out on their own, turning one job into the next one.
AI Core Watches Everything
Behind every step, AI Core flags stale leads, aging estimates, and at-risk customers before you lose them.
You don't have to watch every job. AI Core does.
AI Core reads the estimates, notes, and schedules your team is already creating, and flags what needs attention before it costs you the account.
Stale Leads
Flags leads with no activity in days so nothing goes cold silently.
Aging Estimates
Surfaces quotes sitting unsigned too long, before the customer moves on.
At-Risk Customers
Flags dormant accounts and recurring complaints before you lose the relationship.
Follow-Up Reminders
Nudges the team on maintenance visits and repeat-business opportunities.
Review Requests
Automatically asks happy customers for a review right after the job closes.
Overdue Invoices
Flags late payments so collections never falls through the cracks.
Crew Utilization
Shows who's overbooked and who has room on the schedule this week.
Weekly Brief
A summary of what needs your attention, delivered every Monday.
It Gets Better Over Time
The longer you run on FieldGauge, the smoother it runs.
Week 1
Leads, jobs, and invoices flow through one system. No more sticky notes or spreadsheets.
Month 3
AI Core is flagging stale leads and aging estimates before they slip away.
Month 6+
Follow-ups run themselves, reviews come in automatically, and the whole team works off the same record.
One Platform
Every module, connected to the same record.
See it running on your own jobs
Ready to see the whole job in one place?
Get a walkthrough of FieldGauge with your own workflow — leads, scheduling, estimates, and billing, all connected from day one.