Installs, retrofits and multi-day projects

Field Service Project Management Software

Field Ascend gives contractors a real projects module inside their field service management software: a numbered project record, a Gantt chart with phases and dependencies, child work orders technicians run through the mobile app, progress billing, change orders, safety documents and a closeout package. One record from site survey to sign-off.

The plan and the calendar stay connected. Scheduled visits from the dispatch board show inside the Gantt bars, so the office sees planned versus actually scheduled at a glance.

Screenshot: project Gantt chart
(Plan tab, phases + dependencies + milestones)
  • Gantt chart with drag to move, resize and link tasks
  • Child work orders scheduled on the dispatch board
  • Progress billing and change order tracking
  • Commissioning certificates and closeout package

One project record instead of a folder, a spreadsheet and a whiteboard

Most contractors run projects across three tools that never agree with each other. In Field Ascend a project is its own numbered record with tabs for Overview, Plan, Jobs, Money, Documents, Safety and Handover. Everything the office and the GC ask about lives in one place.

Quote it, then convert

Win the work through quoting software, then create the project straight from the accepted quote. The quote, its value and any later change orders stay attached to the project record.

Work orders your techs already know

Child jobs behave like any other Field Ascend work order: assigned on the dispatch board, worked through the mobile app, completed with photos, signatures and time entries. No separate project app for the field crew to learn.

Money that adds up

Contract value, approved change orders, budget lines and actual costs from labor, materials and purchase orders sit on the Money tab, next to the progress billing schedule.

A field service project management platform with a real Gantt chart

The Plan tab is a working Gantt, not a picture of one. Drag a bar to move a task, drag its edge to change duration, drag between bars to create finish-to-start, start-to-start and other dependency links. Critical path, float and overdue tasks are calculated server-side against your working calendar, so two people looking at the same project see the same answer.

Screenshot: Gantt with critical path highlighted
+ baseline bars under the plan

Phases, milestones, baselines

Group tasks into phases with automatic rollups. Mark key dates as milestones. Take a baseline before work starts and the original plan stays visible under the live bars, so slippage is obvious rather than arguable.

Zoom between day, week, month and quarter views. Undo and redo work as you would expect. There is a working-days-only option per task, and weekends show shaded on the day view.

Dispatch software for multi-day projects

A task can be linked to a real work order. Booked visits from scheduling and dispatch render inside that task's bar, one color per technician. Drag the bar to a new week and Field Ascend offers to shift the booked visits by the same number of days, or leave the calendar alone. Visits that fall outside the planned window get flagged.

One honest limit: the Gantt lives in the office portal. Technicians see their work orders and visits in the app, not the Gantt itself.

Screenshot: work order task bars with technician visit segments inside them

Tasks that check themselves off

Progress chasing is the hidden cost of most project tools. Field Ascend watches the records a task is linked to and updates the plan on its own.

Work order completed → task complete
PO received → procurement task done
Quote accepted → change order approved
Certificate issued → commissioning done
Document uploaded → deliverable checked

Checklists for the office

Equipment ordered, equipment delivered, rental booked, rental returned: the action items your coordinators track on paper become checklist rows on the plan, visible next to the site work they unblock. Anything not linked to a record is still one click to check off manually.

Plan templates

Save a standard plan once, in Project Settings, and apply it to new projects dated from the project start. A five-phase HVAC install with 20 tasks takes seconds to set up instead of an afternoon.

Progress billing, change orders and a budget that means something

Projects fail on money more often than on schedule. The Money tab keeps the commercial side attached to the work.

Billing schedule

Set up stages: deposit on order, second stage at rough-in, balance at substantial completion. Each stage raises a normal invoice through invoicing when it falls due, and the tracker shows what has been billed against the contract value.

Change orders as quotes

Extra work is quoted, sent and accepted like any other quote, flagged as a change order on the project. Approved change orders roll into the revised contract value, so "what are we actually owed" has a single answer.

Budget versus actual

Budget lines per cost type sit against actual labor from time entries, materials and supplier costs from purchase orders. Margin drift shows up during the project, not in the books three months later.

Safety file and closeout package, built as you go

The Safety tab holds the site-specific information your crew needs: nearest hospital, emergency contacts, site hazards and the job safety analysis covering the work. The Handover tab assembles what the client gets at the end.

What goes in the package

  • Commissioning certificates completed by the technician on site
  • O&M documents uploaded to the project (stored on S3, direct upload)
  • Order acknowledgment and project plan PDFs, generated from your own templates
  • Punch list status and sign-off evidence

Document PDFs are template-driven. If your order acknowledgment needs your logo, your wording and a billing tracker table, you build that once in the template editor.

Screenshot: Handover tab with certificates + documents listed

Construction project management and field service software in one

GCs and facility owners ask for the schedule in their format. Send it without rebuilding it.

MS Project XML

Export the full plan, with phases, durations, links and progress, as MS Project XML that opens in Microsoft Project and compatible tools. Export only: Field Ascend does not import MS Project files back in.

The task list also exports to an Excel workbook or plain CSV for estimators who live in spreadsheets, and milestones export as an .ics file that drops into Outlook or Google Calendar.

Printable PDF Gantt

Print the Gantt from a proper dialog: A3 or A4 paper, portrait or landscape, whole plan or a chosen date range. The PDF opens in a new tab as its own preview, laid out for the paper size rather than a screen-dump of the browser.

Who this field service project management software fits

Built for contractors whose "projects" are installs, retrofits and planned programs running alongside service calls and preventive maintenance. HVAC installs, electrical build-outs, fire and security systems, mechanical packages on construction sites. If your projects are two technicians for three weeks rather than two hundred people for three years, this is sized for you. The module is switched on per company in Project Settings, so service-only shops never see it.

Independent reviews

Public review volume is still early, so the figures sit in crawlable HTML and should be refreshed when the profiles change.

Aggregate rating used in schema: 4.6/5 from 10 third-party reviews across G2, Capterra, and Trustpilot. Last checked: August 2, 2026.

Current ratings by source: Capterra 5.0/5 (1 review), G2 4.9/5 (5 reviews), Trustpilot 4.0/5 (4 reviews). Last checked: August 2, 2026.

Project management FAQs

Is this a replacement for MS Project?

For field service contractors, yes. The Plan tab gives you phases, dependencies, milestones, baselines and critical path, and exports MS Project XML for GCs who ask for it. Export only; it does not import MS Project files.

Do technicians have to update the plan?

No. Tasks linked to work orders, POs, quotes or certificates update themselves when the linked record changes. The technician completes the job in the app; the plan moves on its own.

Can we bill a project in stages?

Yes. The Money tab holds a billing schedule with named stages, raised as normal invoices when due. Approved change orders roll into the contract value.

Does the Gantt replace the dispatch board?

No. The Gantt holds the plan; dispatch holds the calendar. Visits show inside plan bars, and moving a bar offers to move the booked visits with it.

Can we turn an existing work order into a project?

Yes. Open the job and choose Make Project: a project is created around it and the job becomes its first child, keeping its number, documents and labor history.

What does it cost?

Projects are part of the standard Field Ascend subscription, from $13 per user per month, billed in USD. See pricing for current plans and the free trial.

Run the next install as one project record

Plan it on the Gantt, dispatch it from the board, bill it in stages and hand over a complete closeout package. Try it on your next quoted job.

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