How It Works
Following field service management best practices, FieldServicely keeps your flooring business on point. Three simple steps, and you're set to manage jobs, stay updated, and deliver precision every time.
Step 1: Set Up Your Business Profile and Upload Client Data
Start by adding your business info and assigning roles to your team. Upload client details—contacts, job histories, preferences, and project needs. Everything stays neat, organized, and ready when you need it.
Step 2: Assign Jobs and Track Progress in Real-Time
Match tasks to the right people, schedule smartly, and watch progress unfold in real-time. Track key steps—subfloor prep, material acclimation—while GPS confirms teams are where they should be. Updates roll in live, notifying clients.
Step 3: Generate Invoices and Reports Effortlessly
Quickly pull together accurate invoices using tracked hours and materials. Create reports on costs, budgets, and client feedback—all safely stored for easy access. Professional invoices, happy clients, job done.
Watch our quick setup guide