Emergencies and planned jobs collide
An urgent fault lands between jobs already booked. The schedule shows each technician's day.
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
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
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
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
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
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
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
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
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
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
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
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
What HVAC teams use
Assign technicians in the calendar
The schedule shows each technician's day, urgent requests and planned work.
SCHEDULE
The job arrives on the technician's phone
The ticket's address, notes and attachments arrive in the technician's app.
TECHNICIAN APP
Record the job report, parts and costs
Parts and job costs are logged on the ticket: labor, transport, travel, taxes.
JOB REPORT AND PARTS