Keep every service, breakdown and installation on record.
Every visit tells you something about that heating system. Fieldify keeps the history, boiler details and previous work together, so you know what you are walking into.
A typical day with Fieldify
Make every visit easier to manage.
Services, breakdowns and installations all appear on the same schedule, with the boiler details and previous work kept against the property. Record parts, photos and job notes while you're there, set the next service reminder and raise the invoice when the work is finished.
Thursday 20 August
Good morning, Dean.
Ashworth Heating Services
- Driving
- 56 min
- Round trip
- 29.7 miles
- 8 min · 3.9 miles to the first one · leave by 07:521Consumer unit upgradeAire Street Studios08:00
- 5 min · 2.8 miles2Emergency light out in the corridorBeechcroft Surgery09:30
- 10 min · 4.3 miles3EICR, flat 2Northside Lettings10:45
- 8 min drive, only 5 min between the jobs4Cellar lighting circuitThe Crown and Anchor12:15
- 7 min · 4.5 miles5Outside lights, beer gardenThe Crown and Anchor14:00
- 9 min · 5.3 miles6Rewire, first floorBramley Dental Practice15:30
- 10 min · 4.6 miles back to where you started
- 08:30Annual boiler serviceTom HardacreIn progress
- 11:00Boiler breakdownBeechcroft SurgeryBooked
- 14:00Central heating power flushNadia RahmanBooked
- Fri21 AugThermostat upgradeCranmer Church Hall08:00
- Mon24 AugNew boiler installBeechcroft Surgery07:30to Wed 26 Aug
- Tue25 AugRadiator not heatingHillside Lettings13:00
- £1,200 overdue by 9 days.Invoice 41 · Northside Lettings · Priya MistryChase it
- Accepted. Book the work in.Quote 74 · Bramley Dental PracticeCreate the job
- Not signed off yet.Job 114 · Beechcroft SurgeryGet it signed
- Outstanding£1,062.60
- Overdue£112.70
- In this month£1,610.00
Thursday 20 August
Good morning, Dean.
Ashworth Heating Services
- Driving
- 56 min
- Round trip
- 29.7 miles
- 8 min · 3.9 miles to the first one · leave by 07:521Consumer unit upgradeAire Street Studios08:00
- 5 min · 2.8 miles2Emergency light out in the corridorBeechcroft Surgery09:30
- 10 min · 4.3 miles3EICR, flat 2Northside Lettings10:45
- 8 min drive, only 5 min between the jobs4Cellar lighting circuitThe Crown and Anchor12:15
- 08:30Annual boiler serviceTom HardacreIn progress
- 11:00Boiler breakdownBeechcroft SurgeryBooked
- 14:00Central heating power flushNadia RahmanBooked
- £1,200 overdue by 9 days.Invoice 41 · Northside Lettings · Priya MistryChase it
- Accepted. Book the work in.Quote 74 · Bramley Dental PracticeCreate the job
- Not signed off yet.Job 114 · Beechcroft SurgeryGet it signed
Thursday 20 August
Good morning, Dean.
Ashworth Heating Services
- Driving
- 56 min
- Round trip
- 29.7 miles
- 8 min · 3.9 miles to the first one · leave by 07:521Consumer unit upgradeAire Street Studios08:00
- 5 min · 2.8 miles2Emergency light out in the corridorBeechcroft Surgery09:30
- 08:30Annual boiler serviceTom Hardacre
- 11:00Boiler breakdownBeechcroft Surgery
- £1,200 overdue by 9 days.Invoice 41
- Accepted. Book the work in.Quote 74
Built around your day
Keep every visit working towards the next.
Manage your service schedule.
Keep annual servicing, breakdowns and installation work on the same schedule, so you can see exactly what's coming up.
Know the property history.
See the boiler make, model and previous work as soon as the customer gets in touch, before you head back to the property.
Keep a proper work record.
Record notes, parts used, photos and videos against the job, giving you a useful history to refer back to on future visits.
Remember the next service.
Set the next service reminder before you close the job and Fieldify will let you know when it's coming due.
Annual servicing
Bring annual servicing work back each year.
Set the next service date while you're still on the job and Fieldify will remind you when it's approaching. Turn the reminder into a booked visit when the time comes, with the previous service history there to refer back to.
Reminders
Follow up at the right time and win repeat work.
- Annual boiler serviceTom HardacreOverdueBook jobMark doneDismiss
- Boiler breakdownBeechcroft SurgeryIn 2 daysevery twelve monthsBook jobDone & repeatMark doneDismiss
- Central heating power flushNadia RahmanIn 5 daysBook jobMark doneDismiss
- New boiler installHillside LettingsIn 11 daysevery six monthsBook jobDone & repeatMark doneDismiss
- Radiator not heatingGareth LoweIn 3 weeksBook jobMark doneDismiss
Reminders
Add reminder- Annual boiler serviceTom HardacreOverdue
- Boiler breakdownBeechcroft SurgeryIn 2 days
- Central heating power flushNadia RahmanIn 5 days
- New boiler installHillside LettingsIn 11 days
Reminders
- Annual boiler serviceTom HardacreOverdue
- Boiler breakdownBeechcroft SurgeryIn 2 days
- Central heating power flushNadia RahmanIn 5 days
- New boiler installHillside LettingsIn 11 days
Quote to invoice
Take an accepted quote straight through to invoicing.
Create a clear, itemised quote for a boiler or heating system installation and turn it into a job when the customer accepts. When the work is complete, raise the invoice from the same details, keeping the quote, job and invoice connected throughout.
Quotes
Send quotes and turn accepted ones into jobs.
Quotes
Send quotes and turn accepted ones into jobs.
Quotes
Send quotes, turn them into jobs.
- #34SentTom Hardacre£2,480.00Expires 19 Sept
- #33AcceptedBeechcroft Surgery£1,315.00Expires 17 Sept
- #32DraftNadia Rahman£640.00Expires 14 Sept
- #31SentHillside Lettings£3,120.00Expires 12 Sept
Appliance history
Know what’s installed before you go back.
Keep the boiler make and model, previous faults, parts used and access notes against the property. When a customer calls with another problem, you can check the history before you arrive and see exactly what work you've carried out there before.
Customers
Contacts, properties and billing details.
Customers
Contacts, properties and billing details.
Customers
Contacts, properties and billing.
Search customers…- Tom HardacreWatford · 029 127
- Beechcroft SurgeryWatford · 029 150
- Nadia RahmanWatford · 029 173
- Hillside LettingsWatford · 029 196
Set up for heating engineers
Start with checklists and pricing made for heating engineers.
Choose heating as your trade when you sign up and Fieldify starts you off with 4 useful checklists and 12 common items on your price list. Use them as they are or change, remove and add your own to suit the way you work.
Boiler installation
One of 4 to start from. Edit it, or write your own.
- Sizing and position confirmed
- System isolated and drained
- Boiler fitted and connected
- System flushed and inhibitor added
- Commissioned and settings recorded
- Commissioning checklist completed
- Warranty registered
- Controls demonstrated to the customer
Your price list
12 lines to start from. Add, rename or remove any.
- Boiler serviceeach
- Boiler installationeach
- Power flusheach
- Radiator supply and fiteach
- Thermostat supply and fiteach
The work is listed. The prices are yours to set.
Defaults, not rules. Every checklist and price line can be edited, renamed, removed or added to, whenever you like.
Get started
Less admin. More getting things done.
Start your 14-day free trial today. No card required to start.