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01Lead to booked
Coming soon: the AI receptionist — hear a preview

You do the job. Fieldwell moves the next lead.

Connected leads arrive with the job details. Your approved response goes out. Follow-up stays visible. The customer chooses a quote, your team confirms the booking, and a clean job packet is ready for the software that runs the work.

See the full lead-to-booking flow
HVACPlumbingElectricalRoofingFencing
FIELDWELL FLOWLead to booked workAvailable now
Illustrative connected lead

A new no-heat request lands.

Customer details, job need, source, and urgency arrive together—ready for the office to review.

RMRosa M.HVAC · No heat · via Meta adEmergency
Phone
(210) 555-0147
Service area
San Antonio · 78245
Owner alert
Ready to review
Lead received
02First five minutes

A lead lands. The work starts moving.

Fieldwell handles the repeatable steps and leaves price, judgment, and customer commitments with your team.

01

Bring the request into one queue

Connected Meta, Google, hosted-form, and manually entered leads arrive with source, contact details, and job need.

Available now
02

Send the response you approved

Your configured email acknowledges the lead quickly. Delivery and the next follow-up stay visible to the office.

Available now
03

Step in where judgment matters

Your team reviews the opportunity, builds the quote, confirms the schedule, and decides what moves forward.

Human confirmed
03The customer's yes

One link. One clear path to booked.

The customer sees the scope, chooses an option, and selects a valid visit. Your team confirms the commitment before the packet moves on.

Illustrative CoolBreeze HVAC quote
  1. 01
    Choose an optionGood, Better, or Best—with scope and price together.
    Better · $6,400
  2. 02
    Pick a timeOnly availability saved in Fieldwell is offered.
    Friday · 11:00 AM
  3. 03
    Team confirmsThe booking and deposit state are recorded.
    Job packet ready
Fieldwell owns the path to booked.Dispatch and field work continue in your field-service software.
04Product truth

Know what works now—and where Fieldwell stops.

Every capability below is labeled as live, assisted setup, or outside Fieldwell. No invented benchmarks and no implied replacement for the system that runs your jobs.

Available now

Working now

  • Connected lead capture and owner alerts
  • Approved email response and scheduled follow-up
  • Three-option quotes, public acceptance, and deposits
  • Site-visit booking and universal won-job packet
Rolling out

We set it up with you

  • Two-way texting and a local business number
  • Missed-call text-back and phone recovery reporting
  • Direct Jobber connection after we verify your job fields
Your field software

Runs the job

  • Dispatch and technician operations
  • Job completion, invoicing, payroll, and memberships
  • The operational record after the booked-job handoff
LEADRESPONSEQUOTEBOOKEDFIELDWELLJOB PACKETDISPATCHFIELD WORKCOMPLETEYOUR FIELD-SERVICE SOFTWARE
Does Fieldwell replace Jobber, ServiceTitan, or Housecall Pro?+

No. Fieldwell owns the lead-to-booked revenue path and prepares the won-job handoff. Your field-service software remains the place for dispatch, technician operations, completion, invoicing, payroll, and memberships.

What needs assisted setup?+

Growth texting needs a local number, provider setup, and carrier approval. A direct Jobber connection is switched on only after we connect the account and verify the job fields. The universal job packet works without a direct connection.

What does the Free plan include?+

Free brings connected and manually entered leads into view, keeps their contact details, alerts the owner, and shows response-time visibility. Request access so we can confirm the right starting point.

Does this Flow use AI to make decisions?+

No. The Flow shown here uses configured rules, approved messages, known availability, and team confirmation. Future assistance may help draft or summarize, but it will not invent prices, valid booking times, or qualification decisions.

05Choose the control you need

Start with visibility. Add control as leads grow.

Self-serve signup is not promised here. Request access and we’ll confirm the right plan and any setup your workflow needs.

See the full feature and usage comparison
FREE
See every lead

Capture leads, keep contact details, alert the owner, and see response-time visibility.

$0Request access
Answer and quote.

Starter

$75/month

Respond to new leads quickly, follow up consistently, and send a professional three-option quote.

  • Every source in one queue
  • Approved email auto-response
  • Day-0/2/5 follow-up and flow editor
See the full plan 7 live
  • Available nowGood / Better / Best quotes
  • Available nowPrice book and universal job packet
  • Available nowGuided setup
  • Available nowMonthly value report
Run the revenue operation.

Pro

$300/month

Feed booked revenue back into marketing, qualify work consistently, protect margin, and use capacity more efficiently.

  • Everything in Growth
  • Pricing intelligence and revenue forecast
  • Schedule suggestions from saved rules
See the full plan 3 live
Setup or build path
  • Coming nextClosed-loop Meta and Google conversions
  • Coming nextQualification rules
  • Coming nextCapacity-aware booking

Your next lead needs a clear next step.

Put the approved response, follow-up, quote, booking, and won-job handoff in one path.