Jobs across many sites, in HubSpot

Many sites and many technicians, with one ticket per job.

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TYPICAL JOBS
  • Electrical system check, North siteMaintenance
  • Automatic door stuck, entranceRepair
  • Corridor lamp replacementMaintenance
  • Leak in second-floor restroomRepair

THE PROBLEM

Where facility teams lose time

Requests from too many channels

Requests arrive by email, chat and form. In HubSpot they become tickets.

Who does what, and where

The back office assigns the job to a technician and sees it in the calendar.

Each center sees only its jobs

A dedicated role limits each center's view to its own jobs.

Fieldup writes it back to the ticket.

From customer request to completed job

Fieldup is built on HubSpot. Every piece of field data stays there, ready for your dashboards, workflows and third-party tools.

Step 1 of 6

Request

A customer request comes in by email, chat or form.

WHEREYour inbox or website
See it in the product
ILLUSTRATION
A new field service request arrives
Step 2 of 6

HubSpot ticket

The request becomes a ticket in HubSpot. From the ticket you create the job, without leaving the CRM.

WHEREHubSpot
See it in the product
ILLUSTRATION
A HubSpot ticket with a linked field service job
Step 3 of 6

Assignment

The back office picks the technician and the time. The job appears in the technician's app.

WHEREFieldup back office
See it in the product
SCHEDULE
Technicians assigned to scheduled jobs
Step 4 of 6

On site

The technician opens the job on their phone and updates its status.

WHERETechnician app
See it in the product
TECHNICIAN APP
A technician views a job on a mobile phone
Step 5 of 6

Job report

The technician fills in the job report. Spare parts and costs are added to the job.

WHERETechnician app and back office
See it in the product
COST SUMMARY
A job cost summary with labor, parts and travel
Step 6 of 6

Ticket updated

The job report and costs show up on the ticket, in HubSpot. Nothing is typed twice.

WHEREHubSpot
See it in the product
JOBS
Completed jobs and reports linked to HubSpot tickets
Request
Step 1 of 6

Request

A customer request comes in by email, chat or form.

WHEREYour inbox or website
See it in the product
ILLUSTRATION
A new field service request arrives
HubSpot ticket
Step 2 of 6

HubSpot ticket

The request becomes a ticket in HubSpot. From the ticket you create the job, without leaving the CRM.

WHEREHubSpot
See it in the product
ILLUSTRATION
A HubSpot ticket with a linked field service job
Assignment
Step 3 of 6

Assignment

The back office picks the technician and the time. The job appears in the technician's app.

WHEREFieldup back office
See it in the product
SCHEDULE
Technicians assigned to scheduled jobs
On site
Step 4 of 6

On site

The technician opens the job on their phone and updates its status.

WHERETechnician app
See it in the product
TECHNICIAN APP
A technician views a job on a mobile phone
Job report
Step 5 of 6

Job report

The technician fills in the job report. Spare parts and costs are added to the job.

WHERETechnician app and back office
See it in the product
COST SUMMARY
A job cost summary with labor, parts and travel
Ticket updated
Step 6 of 6

Ticket updated

The job report and costs show up on the ticket, in HubSpot. Nothing is typed twice.

WHEREHubSpot
See it in the product
JOBS
Completed jobs and reports linked to HubSpot tickets
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What facility teams use

Who works where, and when

The schedule shows jobs across every site and technician.

SCHEDULE
Technician job schedule

The job arrives on the technician's phone

The ticket carries the site address, access notes and attachments into the technician app.

TECHNICIAN APP
Fieldup technician app on a phone

Report and costs in one place

Parts and job costs are logged on the ticket: labor, transport, travel, taxes.

JOB REPORT AND PARTS
Job report and cost summary

One ticket for every facility job

From the first request to the technician report, every job stays in HubSpot.

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30-minute demo · No commitment

What you need

  • A HubSpot View-Only seat for every Fieldup user (Starter tier or above)
  • The Appointment object, or a custom object in your portal
  • A HubSpot form for the job report

Fieldup setup and licenses

Do my technicians need a HubSpot license?

Yes. Every Fieldup user needs a HubSpot View-Only seat. View-Only seats are available from the Starter tier.

Which HubSpot object are jobs mapped to?

To the Appointment object, or to a custom object in your portal. Fieldup remaps the fields during onboarding.

How does onboarding work?

It is guided, in five steps: HubSpot object, job report form, field mapping, default values, and completion.

Ready to see Fieldup at work?

30 minutes on the product, with examples from your trade.

WHAT HAPPENS NEXT
  1. 01You send your contact details
  2. 02We contact you to arrange the demo
  3. 03We choose examples for your industry
  4. 04We walk through a job in Fieldup
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