Get the job
Quotes in a spreadsheet.
✓ Customer, quote and job in one place.
More →Field service management software
Jobs, team, hours and invoices. All in one place.
Free during beta. No card needed.
Your week with Field
Quotes in a spreadsheet.
✓ Customer, quote and job in one place.
More →Texting everyone the plan.
✓ Send the roster. Your team sees it on their phone.
More →Group chat chaos.
✓ Update the plan and publish a new roster. Tell people about urgent changes.
More →Ringing around for someone to cover.
✓ Post the work on Find staff and find someone.
More →Hours and photos everywhere.
✓ Clock in, add photos and notes. Works with patchy signal.
More →Chasing hours on Friday.
✓ Hours ready for payroll. Invoice straight from the job.
More →Not sure which jobs made money.
✓ See what each job made.
More →Set it up today. Free during beta.
CRM built in
Keep customer details alongside jobs, quotes and invoices.
For your team
Everything inside
Staff rostering your crew accepts
Dispatch board with route suggestions
Mobile clock in and clock out
Payroll preview and export
Every job in one thread
Customers, contacts and deals
Prepare quotes and convert to invoices
Your customer booking page
Team messages and announcements
Job profit, unpaid invoices and callbacks
Also included with your plan
Questions
A CRM keeps customer accounts, contacts and sales opportunities together. Field service management adds scheduling, jobs, hours and billing. Field includes both: manage deals on your sales pipeline board and keep the customer record alongside the work, quotes and invoices.
Yes. Run your own jobs, customers, quotes and invoices, then add people as your business grows. You do not need a crew to start. Field is free during beta. Sign up yourself, or contact us to talk through your setup.
Xanivar Field is free during beta and does not require a card to start. Paid prices are not published yet. We will publish them before anyone is asked to pay. See our pricing page.
Use Field in your phone browser or add it to your home screen. Check the workflows you need on your devices, including location permissions and connection changes.
Guided setup helps you add your business, people and first customer. The time depends on how much you are bringing across. Start yourself, or email hello@xanivar.com to discuss your business and arrange a conversation.
Supported records can be queued when a previously loaded Field app loses its connection. Pending records need to sync and be reviewed after reconnecting. Scheduling and some other actions still need a connection. How offline works.
Software that runs the work a team does away from the office. Scheduling people to jobs, tracking the hours they work, recording what happened on site, and billing the customer for it. Field does all four in one app.
Close enough that people use the two interchangeably. Job management usually describes the quote to job to invoice run for a single business. Field service management usually adds the workforce side: rostering, dispatch, and where people are. Field does both, which is why you will see it described either way.
Businesses doing work at customer locations, whether you work alone or manage a team. Trades, cleaning, security, landscaping, care, maintenance, pest control and equipment servicing. Set up the parts that fit your work.
Start with a real job: schedule it, share the instructions, record the hours and prepare the invoice. Check that your crew can use the workflow on their devices, including what happens when the connection drops. Compare the published pricing, exports and support options with what your business needs.
Look at where you are copying the same details or chasing changes. A swapped shift, missing clock-off or invoice assembled from messages can be a useful workflow to try in Field. Check the result before moving the rest of your records across.
Field is free during beta, with no card required. Account setup includes accepting the applicable terms. Paid prices and plan terms will be published before anyone is asked to pay. Current pricing information.
Free in beta. No card required. See our pricing page.
Yes, both. Your customer list imports from a CSV, with a preview before anything is written and a rollback if it goes wrong. Your price book imports from a spreadsheet the same way.
Use the available customer, time, payroll and invoice exports, and export available signed records from your personal work record. Check the formats and fields you need before relying on them. You can request account deletion from settings.
Yes. Safe work method statements (SWMS) with versions and sign off, incident and hazard reporting with photo evidence, and professional licences tracked with expiry dates. A job can require a certification before anyone can be assigned to it.
Clock-in and clock-off can include a location check when device permissions and location data are available. Continuous shift tracking is a separate configured feature. Location evidence has accuracy and permission limits; it is not an unconditional proof that someone was on site. The full answer, including what the law requires.
Yes. Set a site location and Field checks each clock-in against it. Inside the boundary is verified, just outside is flagged for you to review, and too far away is rejected. How the site check works.
Yes. Recurring job series, recurring visits and shift rotations all generate ahead. How recurring work is set up.
Yes. Labour and materials are costed against what you invoiced, per job. Job costing and profitability.
Customers can request work or choose an available time when confirmed slots are configured. They can also follow the job, accept a quote and open invoice links without an account. What customers can do themselves.
Yes, and a quote converts straight to an invoice. Quotes, invoices and getting paid.
Records export as CSV and JSON. Accounting connections are not available yet; do not plan on a direct sync or payroll-hours push today. How the accounting connections work.
A signed record of the shifts someone has done, which belongs to them and not the business. How work records work.
Set it up in your own time. Bring your team when you're ready.
Free during beta. No card needed.
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