FieldDesk OS · Contractor operations software

Stop losing good jobs after the first call.

A practical operations board for HVAC, plumbing, and electrical shops with 3–15 trucks. Track missed calls, estimates, reviews, jobs, and follow-ups in one dependable place—then import a CSV or work it by hand.

Works standalone today · Manual entry and CSV imports · Official integrations only when authorized

No inflated claims

What you can expect from us.

01

Built for home-service offices

Run missed calls, open estimates, review requests, hiring tasks, and seasonal work from one straightforward office board.

02

Works standalone today

Add records by hand or import a CSV. That is the dependable fallback when your existing system does not have an approved connection.

03

Honest integration setup

Tell FieldDesk what system you use. It gives you a safe plan for official authorized connections, CSV imports, or manual work—without pretending every system syncs automatically.

The field office playbook

Handle the leaks that cost you real money.

FieldDesk gives your office practical words and repeatable timing for the work that usually slips between dispatches.

01 / RECOVER REVENUE

Follow every estimate without sounding desperate.

Use call, text, and email sequences for open quotes, missed calls, unsold service visits, and dormant customers. Your team knows what to send and when to stop.

Made to edit in minutes

Add your company name, service area, and offer. Then load the sequence into your existing system or send it manually.

02 / EARN REVIEWS

Ask at the right moment.

Technician handoffs, office follow-ups, and recovery replies help turn completed jobs into steady local proof.

03 / RUN THE YEAR

Stay ahead of busy season.

A seasonal calendar, hiring pack, and campaign prompts keep recruiting and customer outreach from becoming last-minute fire drills.

Two clear options

Run the office board. Add help when you need it.

FieldDesk is operations software first: build the daily board, add records manually, or import your current data. Hosted checkout remains the way to buy access and related delivery materials.

Hosted checkout

Choose the right FieldDesk option.

FieldDesk Monthly is available now. Each month brings new field-ready scripts, seasonal campaigns, and community Q&A recordings for independent HVAC, plumbing, and electrical owners.

Before you buy

Straight answers.

Will this work with ServiceTitan?

Yes. FieldDesk works alongside ServiceTitan. Use the scripts, checklists, and follow-up timing with the job and customer details already in your system. It does not claim a direct sync or automatic connection.

What about Housecall Pro?

Yes. FieldDesk works alongside Housecall Pro the same way: use the operating sequence, then keep the next action clear in the tool your team already uses. It does not claim a direct sync or automatic connection.

Can I use it with just my phone?

Yes. Start with the phone, email, and text tools you already have. FieldDesk gives you the scripts, follow-up timing, and checklists needed to keep the next action clear.

Does FieldDesk send messages or sync every system automatically?

No. FieldDesk gives you queues and ready-to-copy messages, but it does not send outreach unless a real sending connection exists. It also never claims an arbitrary field-service system is connected; use an official authorized setup when available, CSV import when exports are supported, or manual entry when neither is verified.

What if I get stuck?

Use the AI support agent trained on the FieldDesk product to locate the right template and get practical implementation guidance.

Fewer loose ends. More booked work.

Give your office a follow-up system today.

Open FieldDesk, put the next missed call or estimate on the board, and give your office a follow-up system that works even before any integration is connected.

Open FieldDesk