From the first lead to the last warranty claim. Quotes, permits, install, dispatch, photos, fleet, payments and reviews — all in one system of record. Remodeling, windows and doors, HVAC, roofing, water treatment, pools, solar. Run every trade you sell from the same board.
"Most contractors run the sale in one tool, the install in another, and the service in a group text. Nobody owns the whole customer."
The strategic difference
FieldProjeX is the complete system of record for the customer and the job — lead, quote,
permit, install, service, warranty, payroll, money. Not a layer bolted onto a CRM, and not
another subscription next to the four you already have. We migrate your customers, jobs and
history in, and FieldProjeX becomes the record of truth on day one.
One more thing that matters if you sell more than one trade: it is the same
board whether the job is a bathroom, a condenser, a roof or an array. You do not run a
second system for the second trade, and you do not lose a feature by adding one.
Sale through service, one platform
From the first lead and the signed proposal to the permit, the install, the paid invoice and the Google review — FieldProjeX handles every step on one platform. The same set for every trade you sell: add a second trade and you add job types, not a second system.
Mission Control
When the truck arrives on-site, the job flips to In Progress automatically. No tap required. When the tech leaves, it's flagged for closeout. Your board stays current without anyone touching it.
Mobile-first
Techs work from their phone. Photos, forms, signatures, time tracking — all designed for one-handed use on a ladder, in an attic or in a crawlspace.
Fleet-aware
If you run company trucks, FieldProjeX tracks them. If you don't, skip this section.
Connect your fleet and every truck becomes a unit of work. Live GPS positions, geofenced auto clock-in when the truck rolls, auto clock-out when it returns home. Your techs never touch a timesheet.
Fleet features are optional and available as an add-on. The rest of the platform works without them.
Built for the work you actually do
Templates built for real work — installs, service calls, surveys and change orders alike. Pick one, assign it to a job type, and techs know exactly what to capture on every visit.
Techs can't mark a job complete until every required photo is captured.
No more billing disputes. No more AHJ rejections. The job isn't done until it's actually done.
Payments
The tech invoices on-site, the customer signs and pays on the phone. Customer not home? Email a pay link they can settle from anywhere. Every payment reconciles automatically, and the receipt files itself against the job and the customer.
Reviews
The moment a job closes paid in full, FieldProjeX asks for the review — then follows up at 3 and 7 days, during business hours only. You stop chasing reviews. They just show up.
Customer portal
Every "what's on my roof again?" call is a call your office didn't need to take.
The homeowner side of FieldProjeX, wearing your name. Your customers get a real account for the work you did on their home — equipment, documents, warranties, receipts, appointments and service history — under your brand, on your domain. It reads straight from FieldProjeX, so there is nothing to keep in sync.
Running in production today. Included on every plan, your own domain included, and we set it up with you.
Built into FieldProjeX at /reviews → Heatmap. Real Google Places data, rescanned monthly. Animation shows the climb to all #1 as reviews land in the weak zips; grid is illustrative.
Local rank grid · built in
Reputation agencies and rank-tracking tools charge contractors $300 to $2,000 a month to run this exact scan and “manage” your Google ranking. That map is built into FieldProjeX, and so is the tool that fixes the red zones. The map diagnoses. The platform treats.
Read this one: you own the north end of town at #1. Drive south and you vanish, where a competitor holds the top spot in nearly every red block. That’s real revenue walking to someone else, and now you can see exactly which blocks.
Plays well with others
FieldProjeX runs your business on its own. These connect the specialist tools worth keeping — design, accounting, payments. Connect via webhook, CSV, or native integration, or use Zapier to reach 6,000+ more apps.
On the way. Listed because they are planned, and labelled because a logo on a marketing page reads as a promise. Nothing below connects yet.
Pricing
No feature ladder. A two-truck shop and a sixty-person company run exactly the same software — the only thing that changes is how many people are on it and how much storage you need. Add a second trade and you add job types, not a bigger plan.
Pick by headcount, not by feature list. Outgrow a plan and you move up a size, never up a feature set — and adding a second or third trade costs you nothing but the seats to run it.
Owner-operators & small shops.
Up to 5 users · 100 GB storage
Every feature below, included.
Try it free for 7 daysThe typical 5–15 tech crew.
Up to 15 users · 500 GB storage
Every feature below, included.
Try it free for 7 days →Multiple crews and departments.
Up to 30 users · 1 TB storage
Every feature below, included.
Try it free for 7 daysA full company.
Up to 60 users · 2 TB storage
Every feature below, included.
Talk to usFour sizes. Identical feature set on all four — nothing on the list below is gated behind a bigger tier.
These are the pieces plenty of shops genuinely don't run, and the ones with an outside account behind them. A pack is never bundled into a bigger tier to force an upgrade — add or drop one any time from Billing.
Secure payments processed by Stripe. Cancel anytime from your billing settings.
Bring your whole crew onto FieldProjeX in under an hour. Setup wizard included. We walk you through it.
Start your 7-day free trial →No credit card required. Cancel anytime.