FieldRevOS

Services

Start with the biggest gap. We connect the rest.

Tell us where opportunities are getting lost — missed calls, slow response, weak request capture, inconsistent estimate follow-up — and we'll fix that first.

01 — Start — Fix the biggest gap

The digital front door and the customer handoff costing you the most work today: an outdated website, weak request capture, missed calls, or a confusing way to book service.

02 — Connect — One customer journey

Calls, texts, forms, chat, scheduling, CRM and customer records working as one flow, so a request never sits in an inbox and nobody re-types the same information twice.

01

Booking & Scheduling Systems

What it replaces

Phone-tag scheduling, paper appointment books, and reminders that depend on someone remembering to send them.

What it becomes

Customers book themselves online, calendars stay in sync, and confirmations and reminders go out automatically by text or email.

What's included

  • Real-time calendar sync
  • Automated SMS & email reminders
  • Text confirmations and booking updates
  • Online rescheduling
  • No-show tracking
02

CRM & Customer Systems

What it replaces

Customer history scattered across texts, a spreadsheet, and memory — where only one person knows the full story.

What it becomes

One customer record your whole team can see: every job, every conversation, every follow-up.

What's included

  • Full customer & job history
  • Shared team access
  • Conversation logging
  • Follow-up tracking
03

Review & Reputation Automation

What it replaces

Reviews that only happen when a customer is angry enough to leave one, and a rating that doesn't reflect your actual work.

What it becomes

Happy customers get a review request automatically after every job. Unhappy ones get flagged to you privately first.

What's included

  • Automatic SMS & Google review requests
  • Private flagging of unhappy customers
  • Reputation monitoring
  • Review response workflow
06

Payments & Invoicing

What it replaces

Paper quotes, invoices sent days late, checks in the mail, and the same numbers typed into three different tools.

What it becomes

A quote becomes an invoice becomes a payment — online, trackable, and without double entry.

What's included

  • Quote-to-invoice flow
  • Online card payments
  • Deposit collection
  • Payment status tracking
05

AI Search Visibility

What it replaces

Relying only on traditional Google search rankings while AI assistants increasingly answer 'who's a good [trade] near me' directly.

What it becomes

A business structured and described online so AI tools recommend it directly, in addition to normal SEO.

What's included

  • Structured business information
  • Consistent listings across platforms
  • Content written to be clearly understood by AI systems
  • Ongoing monitoring of AI-generated answers

03 — Optimize — Less for your team to chase

Estimate follow-up, appointment reminders, missed-call text-back, review requests and repeat-customer outreach, handled automatically. AI where it helps, people where they matter — with permission-based messaging and opt-out support where promotional texting applies.

04

AI Front Desk

What it replaces

Missed calls after hours, voicemail that never gets returned, and leads that call the next company on the list.

What it becomes

Every call answered, day or night. The AI books the job, texts you the details, and sends a missed-call text-back before you've finished the one you're on.

What's included

  • 24/7 AI phone answering
  • Books jobs directly into your calendar
  • Instant text summaries of every call
  • Missed-call text-back
  • Website chat included
08

Voice-to-Task Capture

What it replaces

Technicians jotting notes on paper, texting themselves reminders, or simply forgetting to log job details.

What it becomes

A voice note or voicemail automatically becomes a job note, a follow-up task, or an updated customer record — no typing required.

What's included

  • Voice transcription
  • Automatic task creation
  • CRM updates from voice input
  • No app-switching required for the technician in the field

Connections

Built to connect with the tools you already use.

We can build and connect these capabilities into your system — matched to what your business actually runs on.

CRM integration (HubSpot, Salesforce, Jobber, ServiceTitan, or custom)
Payment processing (Stripe, Square)
Scheduling & reservation systems (Calendly-style booking, calendar sync)
AI phone agent & virtual front desk (phone first, web chat included)
Text messaging & SMS follow-up connected to forms, scheduling, CRM, and customer records
Review & reputation management automation
AI search visibility & structured data for AI assistants
Voice-to-task capture & field transcription
Multi-location dashboard reporting

Tell us where it's breaking down.

We'll show you where opportunities are being lost and what's worth fixing first.