Take Command in the Field.
Scheduling, Invoicing, and Payments - On Autopilot.
FieldPilot™ is an all-in-one field service app for scheduling crews, texting customers, managing jobs, and getting paid quickly, even the next day
Discover smart solutions built for your industry.
About Us
Our AI copilot is designed to integrate seamlessly with your existing systems, to enhance every aspect of your business operations.
Simplify Your Day. Speed Up Your Pay.
Whether you’re a solo contractor or managing a team of techs, FieldPilot gives you control with a single app that replaces your clipboard, calendar, invoice pad, and payment terminal.
Manage Clients and Jobs On the Go with FieldPilot
Wherever your work takes you, FieldPilot keeps you connected. Our integrated mobile CRM allows you to manage client details, job history, and communications all in one place, so you never miss a beat, whether you’re on-site or on the go.
Get Paid Fast—On Your Terms
Whether your clients prefer to pay now or later, FieldPilot makes it easy. Send invoices via text or email and let them pay using cards, ACH, or digital wallets. With industry-low rates and next-day funding, your funds arrive quickly. No waiting, no chasing, no hassle.
Run Every Job from Your Phone. Get Paid Next-Day. — Powered by PayNation®
Your crew shouldn’t have to wait for you to catch up on paperwork, and you shouldn’t have to wait to get paid. FieldPilot puts scheduling, dispatch, estimates, invoicing, and payments all in one mobile dashboard — so every job runs smoothly, and every payment lands fast.
Why It Works:
• Next-day deposits. Keep your cash flow strong with next-day funding on every credit card or ACH payment — no waiting, no chasing.
• Smart payment options. Use Dual Pricing to show cash and card rates, or add compliant surcharging to cut costs. More payment flexibility for customers, more profit for you.
• All-in-one flow. From estimate to invoice to payment, everything happens in one place — no jumping between apps.
• Mobile command center. Schedule crews, text customers, track job history, and process payments — right from your phone or tablet.
Get Paid Faster. Operate Smarter. Empower Your Crew.
FieldPilot keeps your jobs moving, your customers happy, and your cash flowing.
Smart Scheduling That Works for You
Tired of juggling technician schedules and figuring out who’s available? FieldPilot Genie’s Smart Scheduling takes the guesswork out of dispatching.
Our system analyzes technician availability, location proximity, job duration, and crew size needed—then instantly suggests the best time slots. Whether you’re booking jobs manually or optimizing your day, Smart Scheduling helps you save time, reduce drive time, and avoid double-booking.
No spreadsheets. No headaches. Just smarter scheduling—built for field service businesses.
Why Fieldpilot
Get Started
All-in-One Tools for Managing Your Trade Business
FieldPilot simplifies your business—create invoices, schedule jobs, and manage client relationships. Our mobile CRM helps tradespeople stay organized and efficient, all from your phone.
Calendar & Scheduling
From solo operators to growing teams, FieldPilot makes it easy to organize your day, assign jobs, and keep every team member on track and on time.
Estimates & Quotes
Create and send clear, professional estimates quickly via text or email. FieldPilot helps you win jobs faster and keeps customers confident from the start.
Invoicing & Instant Payment
Send invoices easily and get paid quickly. Powered by PayNation®, FieldPilot offers next-day funding, low credit card rates, and various payment options, including cards and ACH, making payment collection fast and simple.
Reporting & Client Management
Stay on top of every job and dollar. FieldPilot provides real-time insights and an easy-to-use mobile CRM, so you can manage cash flow, track performance, and strengthen client relationships without missing a beat.
How it Works
From Job Done to Payment Received.
Step 1: Schedule Dispatch
Drag-and-drop scheduling for teams, with mobile job updates and SMS notifications.
Step 2: Send Estimates Quotes
Instantly generate and send branded quotes via email or text.
Step 3: Complete Jobs Get Paid
Send digital invoices and collect payment on-site via card, ACH, or wallet with next-day
funding, powered by PayNation®.
Step 4: Track Everything, Anywhere
See every customer, job, and dollar in one dashboard. No more switching apps.
- Upshift AI
Intelligent business co-pilot
Our Pricing
Simple, transparent pricing
Whether you’re just starting out or you’re looking to maximize your marketing efforts, we have a plan that fits.
Starter
$50
/ month
- Unlimited invoices and estimates
- Email & SMS invoicing
- Appointment scheduling
- Client history
- Accept tips
- Maps integration
- 1 user
Perfect for individuals or small businesses getting started.
Pro
$100
/ month
- Everything in Starter
- Time tracking
- Quickbooks integration
- Two way text messaging
- 3 users
Ideal for growing businesses and websites with moderate traffic.
Ultimate
$200
/ month
- Everything in Pro
- Priority support
- Custom phone number
- 8 users
Large businesses that require a comprehensive Software solution with full support.
Enterprise
$350
/ month
- Everything in Ultimate
- Dedicated onboarding support
- 9–15 users
Perfect for larger teams managing more jobs and users — up to 15 included.
- Safe and secure
Privacy-first AI
Our AI co-pilot is built on a foundation of trust and security. We prioritize your privacy, ensuring that all data processed through our system is handled with the utmost confidentiality and compliance with global data protection.
Regulatory Compliance Assurance
- Integrations
Extend your capabilities with seamless integrations
Feature overview
Run Your Business from the Palm of Your Hand
With FieldPilot, you can schedule jobs, send invoices, and manage every client interaction, all from your phone. It’s the all-in-one command center that keeps your day on track and your business moving forward.
One App. Total Control.
Features List:
- Calendar & Scheduling
- Estimates & Quotes
- Invoicing
- Instant Payments Powered by PayNation®
- Two-Way SMS Messaging
- Real-Time Reporting & Insights
- Time Tracking + QuickBooks Integration
- Branded Phone Line (Premium Tiers)
- Mobile CRM & Client Management
WHO IT’S FOR
If You Drive to the Customer, FieldPilot Drives the Cash.
Built for home service and trade businesses that work in the field:
- HVAC & Electrical
- Landscaping & Lawn Care
- Plumbing
- Roofing & General Contracting
- Cleaning & Maintenance Services
- Pest Control
- Pool & Spa Services
- And more...
Ready to Land Every Payment Faster?
Join our Early Access Program and enjoy 30 days of fee-free processing, plus VIP onboarding.
Testimonials
Don’t just take our word for it
Insights and updates
Read the latest articles from our blog.
FAQs
Who can benefit from using FieldPilot?
FieldPilot was born out of a desire to simplify trades businesses. Our mission is straightforward: to create the easiest, most efficient software for small trades companies.
Are there any transaction fees?
Can I change my plan later?
Absolutely! You can upgrade or downgrade your plan at any time through your account settings in the app.
Is customer support available?
Yes, we offer customer support for all users. You can reach us via email, phone, or live chat for any assistance you may need.
Can I send invoices and estimates via SMS?
Yes, FieldPilot enables you to quickly send invoices and estimates directly to your clients via SMS or email, making your business operations more efficient.