FIELD SERV AI PIPELINE DASHBOARD
Keep every job moving, from lead to close. Track your entire workflow, automate the follow-up grind, and stay in control—whether you're in the office or out in the field.
The Visibility You Need to Grow
Lead-to-job tracking built for how field teams actually work.
Whether it's a new estimate request, a proposal awaiting approval, or a job ready for invoicing, FieldServ AI's Pipeline gives you a real-time view of everything happening across your business.
Jobs Dashboard: Know What’s Next, Always
No more guessing games. Get a clear, visual snapshot of where every job stands—what’s done, what’s pending, and what needs your attention.
See all leads, jobs, and quotes at a glance.
Reference past communications and job history.
Centralize everything—no more bouncing between tools.
Your Top Questions, Answered
Find answers to common questions about FieldServ AI and how it can transform your business operations.
Yes—trigger-based automation moves jobs when quotes are sent, accepted, or invoices paid.
They show up in your pipeline instantly, pre-filled with customer and job info.
Yep. Full access on any device. Drag and drop jobs, edit details, send quotes—wherever you are.
Yes—you’ll see job flow by tech, lead source, stage velocity, and more.
You set the rules (like “send reminder if no reply in 2 days”)—we handle the rest.
Absolutely. Upload anything directly to the job card, including annotated photos.
Yes—pipeline updates sync with your team calendar and dispatch board in real time.
Nope. Use multiple pipelines for different services or departments if you want.
Yes, everything is included. You’ll get full access to the Pipeline and every other feature.
Still have questions?
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Start seeing every opportunity clearly. Close more of them, faster.
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✓ All Automation Features Included