The office screens and the technician app, in the order a new account uses them.
Field Ascend is cloud-based field service software that combines AI automation, scheduling, work order management, and a native mobile app into one platform. It replaces the patchwork of spreadsheets, shared calendars, and disconnected tools that most service businesses still rely on. Built for HVAC, plumbing, electrical, elevator, and 30+ trades - this is FSM software designed to handle real operational complexity, not just basic dispatching.
Start Your Free TrialUpdated October 10, 2026. Each name jumps to its card on this page.
Ask in plain English, then check the result before it goes anywhere.
Build a dashboard by asking for it: overdue invoices, jobs completed today, preventive maintenance due this week. Drag the tiles after. Each person can have a view that matches what they are allowed to open.
Drafts a quote from the request, the photos and the customer's history. Labor lines use your rate cards. Nothing is sent until someone checks the scope and the price. AI estimating is the same drafter.
Design a certificate template with help from a sample or a description. Inspection certificates and your own forms. The AI does not issue the certificate. A person does, and that step locks it.
Ask a question in plain English and get a PDF or a spreadsheet. You choose what is included. It does not email anyone until you send it.
Upload a customer's purchase order. The reader pulls the lines and matches them to a quote. You confirm before a work order is raised. A scanned PDF can be read as images.
In a closed beta. Wider access is coming. We are not describing what it does. Email info@field-ascend.com if you want to know more.
Auto-scheduling suggests a technician from skills, location, availability and how urgent the work order is. You confirm. It does not dispatch on its own.
Connect Claude and ask about work orders, customers, equipment and certificates. The connection is read-only and uses OAuth. It is not the assistant in the header, and it is not The Core.
Turns an equipment type and a service routine into a checksheet. You edit it before anyone uses it on a work order.
Upload a spreadsheet. It suggests whether the rows are customers, sites, equipment, work orders, inventory or tools. Nothing is saved until you accept the check.
Ask how to do something from the header. It reads your help and can help with setup. It is separate from the Claude connector and from The Core.
Start from a trade pack: checksheets, certificates, equipment types and work order categories. This is the content technicians fill in, not the PDF layout.
The planner is the board the office works from. The app shows the same visits to the technician.
Day, week and month. Drag a work order between technicians, stretch it for duration, and see who is already booked. Unscheduled work sits in a queue.
See work orders on a map and draw around the ones that should go to one technician.
Draw a patch, a radius, or a drive-time area. The planner can warn, or refuse, when a work order is given to someone outside it.
See who is traveling and who is on site, on the map, while the day is running.
A work order can carry a GPS pin and a what3words address, a 3-meter square, so the technician finds the mechanical room or the gate.
Who is on call, and which shift they are on. The planner can see it when the work order is assigned.
Approved time off blocks the planner. You cannot drop a work order on someone who is off.
Put one technician's work orders for the day into a running order. You still choose the order if you want to.
Visits can show on Google or Outlook, and the other way, so a calendar outside Field Ascend is not a second board you have to retype.
One calendar of the team: work orders, time off and non-job time. TV mode can put this, or the planner, on an office screen.
Block time that is not a work order: training, a parts run, the office. It sits on the planner, and the app can start one.
A second person on the work order who is not the assigned technician. Their time can be recorded on that visit.
The work order is the record. The customer, the site and the quote hang off it.
Create the work order, assign it, and follow it through to the invoice. Status, category and the visit live on the same record.
The work order list can open as a board. Archive hides a work order from the live lists without deleting it. History shows who changed what, including a visit that moved from one slot to another.
Tickable lines on a quote or a work order. This is the work to do, not the compliance list that blocks completion.
Start a work order from a preset: category, tasks, and the usual paperwork, instead of a blank record.
A project over many work orders, with stages on a Gantt. Variations and the commercial side sit on the project.
Put a response time on a work order and see it count down on the planner and in the customer portal.
Leads and a pipeline, in the same system as the work orders. A won lead can become a quote or a work order.
The customer record: sites, contacts, work orders, quotes and invoices. Several contacts, each with their own email. Notes and an account manager.
Every site under a customer, with its own address, contacts, equipment and work orders. The pin is the verified location, or it is cleared.
The customer logs in to see work orders, approve a quote, and raise a ticket. It is not the technician app.
Tickets from the portal, from email, or from a QR code on the wall. A public link can raise a ticket already tied to a site.
A report the customer can open from the portal, for an account review.
One customer's sites on a single map.
Areas and zones inside a site, so a work order can name the mechanical room rather than only the address.
A plan of the site with the equipment pinned on it. The same view can sit on a screen in a control room.
A quote can be a single price or a structured build. AI drafting sits in the AI section above.
Send a quote, the customer accepts it online, and chase emails go to the people you actually sent it to. The list can open as a kanban. A column shows whether an invoice has already been raised, including a consolidated one.
Sections, an estimator form, and a discount that prints on its own line in the footer. A completed estimator form can still be edited. Instruction notes and diagrams can print.
Equipment, the contract that maintains it, and the inventory and tools the visit uses.
A schedule on the asset, a due date, and a work order when the visit comes up. The Visits tab shows which visits still need booking. Checksheets can be built for the equipment type. Renewal quotes and a zip of the PDFs are on the contract.
The contract over the schedules: what is included, when it renews, and the invoice that follows.
Contract invoices waiting to be raised, so a due bill is a queue and not a memory.
Which schedules are late, due, or have no next visit.
The asset: make, model, serial, QR, and its history. A parent can hold children, one level, such as a motor under its pump. Children can go on work orders.
A defect on the asset, raised from a visit or by hand. You can quote it. Completing the task can close it.
Uptime and whether the work order was finished on the first visit, from the records you already keep.
Who has each tool, and when the inspection or calibration is due. Book several out, or back, in one go. An email can warn before a date passes.
Quantities by location, including the truck. Issue parts onto a work order. A tracked item can keep a serial number on every unit, and record which one was fitted. That is separate from prompting for a serial when a part becomes an installed asset.
Raise a purchase order against a supplier, link it to a work order, and receive the inventory. The committed cost stays on the work order.
A document library with versions and share links. It is a paid add-on. Work order photos and PDFs are stored whether or not Vault is on.
A code on the asset. Scan it and open the history, the open work orders and the documents.
A running log on a piece of equipment, kept apart from any one work order.
The paperwork the visit has to produce, and the checks the person has to finish.
Complete and issue locks the certificate and gives it a number. A pattern can build that number from the work order, a short code and the year. Leave the pattern blank and it stays a prefix plus a counter. A public page can verify the record.
Refrigerant added and recovered, per asset. Leak-check timing follows the charge. A work order can be blocked until the log is filled. This is the record of the gas, not the person's EPA card. That sits on training.
A JHA can follow the work order category or the equipment type on the job. It can be required before travel, before work, or before completion.
A talk with a short understanding check, slides or video, and a signature. Deliver it to each person, or to a crew from one device.
A scored inspection of a site, a truck, a piece of equipment or a person, from your own template. Failed answers raise actions. This is not the office audit log.
Near misses, injuries and damage. A form on the phone, a review in the office. Off until you switch it on. It is not an inspection, and it is not a vehicle check.
Compares where the technician was with the site, so a completion from the wrong place is visible to the office.
A check-in timer, an escalation, and a panic alert. SMS can be one of the ways the alert is sent, when texting is on.
The list a technician has to finish before the work order can be completed. Questions, a sketch, and a designed PDF. Each technician on the job can have their own.
Electrical test results on the asset, with the certificate the visit produces.
Files on the work order, the site and the customer: manuals, certificates, photos. Vault, above, is the separate library with versions and share links.
The invoice is raised from the work order. The accounts package stays the ledger.
Raise the invoice from the work order's locked labor, materials and mileage. Labor lines can use your own wording. The invoice shows who created it. Email it with or without the PDF. A work order sheet can print those same labor lines, so the sheet and the invoice match.
A pay link on the invoice. The customer pays by card. The payment is recorded against that invoice.
US sales tax per line, from the rate on the invoice. Flat-rate tax stays as it was for everyone else.
A credit with its own lines, against an invoice. It can post to the accounts package. The work order then shows invoiced, credited and net.
One place for QuickBooks, Xero and Zoho Books. Sage is on the same list. Invoices, credit notes and supplier bills post from Field Ascend. Sage 50 is a CSV export, not a live connection. The package stays the ledger.
Upload a supplier PDF. It reads the invoice, matches a purchase order, and can raise an expense on the work order. You review it before it is used.
Dashboards and saved reports, including job cost and what has been invoiced. A report can be emailed on a schedule. The AI report builder, above, answers a one-off question.
The path from quote to work order to invoice, on one picture, for that record.
Two things: spend on a company card, and an expense report the person wants back. A claim can be marked reimbursed, including from the payroll export.
An invoice that raises itself on a schedule. You set the interval and what it contains.
A statement of what the customer still owes, from the open invoices.
A limit per customer, or a company default. Over the limit, the customer can be placed on hold. A hold you tick yourself is not cleared when they pay. A new work order can warn, or be blocked, from a setting that starts as a warning.
A form by email or text: ready for the visit, a rating after the job, or a follow-up on a quote. Off until you switch it on. One level of follow-up questions. Texts use SMS credits.
Callout, travel and on-site prices on a price list. A person, a trade or a contract tier can have its own prices. Each list can bill exact minutes, 15 minutes, 30 minutes or whole hours. Try a line shows the price before a work order exists.
A quote, a work order or a purchase order in another currency, with the rate stored on that document.
Two apps. Technicians carry the work order. Office staff carry a lighter copy of the website. The mobile workforce page is the same technician app.
iOS and Android. The work order, the notes, the materials, the photos and the signature. Help, Language offers English or Español. The buttons change. The work order text stays in the language the office wrote.
A separate app for the office: work orders, the planner, quotes, invoices, maps and messages. Same login and the same permissions as the website. Inventory in this app is not live yet.
The work order is stored on the phone: details, photos, signatures and timesheets, then it syncs when there is a signal. Customers, creating work orders and quotes, inventory transfers and maps need a connection.
The same technician, in a browser: work orders, timesheets, expenses and documents. It is not the mobile app.
The home screen of the technician app: today's work orders, what is outstanding, and the next action.
The technician's own day and week. This is not the office planner.
The day's work orders on a map, and navigation to the site pin or the address.
The customer signs on the phone. The signature is stored on the work order.
Photos on the work order, taken in the app. They sync with the work order and can be marked up.
The phone tells the technician when a work order is assigned or a message arrives.
A message thread on the work order, and group chats. Announcement groups can require an acknowledgment. This is not email, and it is not SMS.
A technician with permission can raise a quote from the work order, on the phone.
Travel, on site and the return, logged on the phone against the work order. The office timesheet is the HR card below.
Start travel, arrive, and finish, from buttons. The times are written as they happen. Manual mode is still there for companies who type the times.
Pick a part off the truck onto the work order, from the phone, when the truck holds inventory.
Dictate the work-done note, or insert a phrase the office saved.
A prompt to log the journey home, or back to the office, so the return time is not missing.
The same people who appear on the planner. Pay is prepared here. It is not filed here.
Travel, on site and return, checked against the site. Overtime rules, a lock on an approved day, and an export. The GPS check is on the time, separate from the completion check under Compliance.
Prices the day from the hours, with overtime, travel rules and a rate by job title. A title can be retired instead of deleted. A pay change can start on a date. A one-off line can be added to the export. This prepares the file. It does not file payroll tax.
The person: documents, time off, training and cases. An admin can have HR without seeing pay, and work orders without seeing prices. Both of those start on until you untick them.
The certificate on the person, the evidence, and the expiry. A renewal queue. The matrix is the next card.
Who holds which credential, and who is missing one. A type can be taken off the grid without deleting the record. Hiding it does not change whether it is required.
A company ID badge with a QR a site can scan. The public page shows only the fields you choose. This is your badge, not a state license.
The vehicle record: documents, maintenance, and who it is assigned to.
A check before the day starts. Your own questions, photos, and a pass or a defect list, stored as a PDF. It is not an incident report.
Reporting lines for the company, on one chart.
The technician requests time off. A manager approves it. Deleting approved time off puts the days back. Who can delete is its own tick. The list of every request is on Time Off, and on the person's record.
Sick time and other absences, separate from PTO. A score flags a pattern of short absences.
A browser portal for people who are not technicians: time off, timesheets, documents, memos, and a read-only planner where you allow it.
A case, a development plan, and a review, on the same person record as the training and the time off.
An announcement that asks for an acknowledgment, and a list of who has and has not.
Email, text, subcontractors, and the controls around who can see what.
Templates for work order updates, quote chase and invoice reminders. A sent-mail log, sender names, and the option to send as yourself.
Send from Microsoft 365. A person can also connect their own mailbox, and the mail still goes if that mailbox refuses.
Texts from the work order, and automatic texts when travel starts. Credits and STOP handling. US texting is in beta: the carrier registration shows each step. A text from the office is a button on the work order.
Send a work order on a secure link. More than one subcontractor can be on the same job, each with a price. You can change the price, the date or the instructions while the order is live. They can log mileage, and you choose which trips land on the work order at your rate.
Your logo and colors on the pages a customer sees, and on the PDFs.
Deleted work orders, quotes, invoices, purchase orders, tickets and equipment can be restored. The delete is recorded.
Import customers, sites, equipment and work orders from a CSV, with a template and a check before anything is saved. Magic Importer, above, is the one that guesses what the sheet is.
Open the product as another user, to see what they see.
A second step at login for admin, technician, staff and customer access, where you turn it on.
A tick for what each admin can open. Work orders without prices, and HR without pay, are two of them. Both start on.
A setup walk-through for a new company: the details, the technicians, and the first templates.
Layouts for work orders, quotes, invoices, credits, purchase orders and statements. A block prints only if you place it on the template.
API keys and versioned REST endpoints. You poll for changes. Outbound webhooks are not offered. This is not the Claude connector.
Office only. Who changed a work order, including a visit that moved from one time to another. It is not in the technician app or the customer portal.
The same field service management platform adapts to 30+ trades. Custom statuses, job types, compliance checklists, and PDF templates mean your HVAC operation looks different from an electrical contractor's setup - but both run on the same system.
Explore industry-specific pages to see how Field Ascend handles the workflows, terminology, and compliance requirements for your trade.
Field service management software is a platform that helps service businesses schedule jobs, dispatch technicians, track work orders, and manage the end-to-end workflow from customer request through to invoicing. Good FSM software replaces spreadsheets, whiteboards, and disconnected apps with a single system that connects the office, the field, and the customer.
Field Ascend starts at £10 per user per month (approximately ~$13 USD at current exchange rates). That includes the full platform - scheduling, work orders, mobile app, invoicing, reports, and integrations. There are no setup fees and no annual contract. You can start with a free trial and scale up as your team grows. See the pricing page for live USD pricing.
Field service software worth comparing keeps scheduling, the work order and the invoice in one system. Look for work order management that ties directly into invoicing, a mobile app that keeps the work order on the phone, and integrations with your accounting system. For a broader platform view, see the field service software overview, or read the field service software buyer guide.
Yes. Field Ascend is fully cloud-based - nothing to install, no servers to manage. Your team accesses it from any web browser, and the mobile app works on iOS and Android. Data syncs in real-time across all devices. The work order is stored on the phone and syncs when a signal returns. Customers, creating work orders, inventory transfers and maps need a connection.
Yes. The Field Ascend mobile app is a native iOS and Android application built specifically for field technicians. It covers the full job workflow: dashboard visibility, planner views, map-based working, mobile quote access, messaging, travel tracking, on-site work logging, photos, signatures, materials, compliance checklists, and timesheets. On the work order, details, photos, signatures and timesheets stay on the phone in basements, tunnels and rural areas. Customers, creating work orders, inventory transfers and maps need a connection.
Yes. AI drafts a quote from the request and your prices, builds a dashboard or a report from a plain-English question, and reads a purchase order so the lines can be matched to a quote. A work order is raised only after someone confirms.
125 features, one field service management platform, from ~$13/user/month. Start a free trial - No long-term commitment. Set up takes minutes, not days.
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