Multi-company Field Service
Field service software for multiple companies and sister brands, in one account.
If you run two or more companies or brands, you should not need two systems, two logins and a spreadsheet to add them up. In Fieldproxy each company or brand is set up in the same account with what must stay separate: its branding, its document numbering, its price book and its accounting. Technicians who work for more than one company sit on one schedule, permissions decide who sees which company, and owners get one view across all of them. Set up around your structure and live within a day.
Group view · this monthLiveThree companies · one schedule
4 records
Company
Jobs and revenue
Books
Harbour Mechanical
Service and maintenance
212 jobs · own price book
Harbour Installs
Installs and projects
18 jobs · own numbering
Coolroom Pro
Refrigeration
64 jobs · shared techs
Tech: Luis M.
Works for all three
31 jobs this month
Separate where it must be, together where it helps.
Each company's books stay its own. The schedule and the view are shared.
Command Center
Watching
Task
What it checked
Action
Group report ready
One table, one row per company, with shared labour shown per company.
In buyers' own words
One owner, several companies, and nothing that adds them up.
Lines from our own sales calls with field service companies, lightly trimmed. Names and identifying details are left out.
“It's one company, two sisters. So how do those two brands align into one CRM?”
Arborist running two sister brands
In Fieldproxy: each brand is a company or business unit in the same account, set by job type, sharing one customer list where you want it shared.“Give me the data separately, to generate a revenue separately for that particular part of the company.”
Arborist running two sister brands
In Fieldproxy: every job carries its company from its job type, so revenue, jobs and reports split by company without anyone tagging them.“It just all goes over to QuickBooks as revenue.”
Electrical and HVAC contractor with several divisions
In Fieldproxy: invoices sync carrying their company or division, mapped during setup to how your accountant splits it, such as a class, location or tracking category.“They're different files. And within those files, there's intercompany transactions that are being made.”
Commercial HVAC group with sister companies
In Fieldproxy: where each company keeps its own accounting file, each company's invoices and bills are set up to go to that company's file. We map and test this with your accountant before go-live.“The other three companies... it's using the same technicians.”
Commercial HVAC group with sister companies
In Fieldproxy: a technician can work jobs for several companies from one app and one calendar, and each job's labour stays with the company that billed it.“We have separate divisions... 6 different divisions.”
Electrical and HVAC contractor
In Fieldproxy: divisions inside one company are business units on the job type; separate legal companies are set up as companies. You can mix both.
Decide this first
A brand inside one company, or a separate company?
The answer is legal, not technical, and it decides the setup. Ask your accountant before you choose software.
Brands or divisions in one legal company
Separate legal companies
Kept separate
What each company keeps its own.
Each item below is set up per company during setup, from your real documents, not chosen from a fixed menu.
Branding
Numbering
Price books
Accounting
Shared
What the companies share, and the view across them.
The reason to run them in one account: one team, one schedule and one place to look.
Shared technicians
One schedule
Shared customers, where you want them
A combined view
One setup of your process
Unlimited users
Permissions
Who sees which company is a setting, not a second account.
Role-based access decides what each person sees and can change.
Staff limited to their company
Owners and finance see all
Technicians see the job, not the books
Customers see their own
Plain English
Describe the change. It goes live.
Split by company
From each job's company
Group total added
Same table, last row
Saved as a report
Rerun any time
Live in
Built your way
Several companies in one account, set up around how you are structured.
What must stay separate stays separate. What helps to share is shared.
Companies and brands
Business units by job type
Branding per company
Numbering per company
Price book per company
Accounting per company
Shared technicians
Combined view
Permissions
See it built around how your team already works.
Get DemoOne account
For every company and brand
Per company
Branding, numbering, price book, books
One schedule
For technicians you share
Platform
Everything you need, in one platform
A complete field service suite, explore what's included.
Invoices & Payments
Estimates & Quotes
Reporting & Dashboards
CRM & Customer Portal
Dispatching & Scheduling
Approval Workflows
Want it running on your jobs? We set it up around them.
Get DemoIntegrations
Plays nicely with the tools you already use
QuickBooks Online, Desktop and Enterprise
Two-way sync, mapped per company during setup.
Xero
Invoices, customers and payments, mapped per company.
Sage
Two-way sync including bills, mapped per company.
Stripe
Payment links and Tap to Pay on each company's invoices.
Open API and Zapier
Group reporting or other systems fed from one account.
MCP server
Ask Claude, ChatGPT or Copilot for any company's numbers.
AI agents
The AI agents across your companies
They follow the same permissions as your staff, so a company manager's agent sees only that company.
Command Center
Answers 'revenue by company this quarter' or 'jobs shared technicians did for each company' from live data, and saves the answer as a report.
Scheduler Agent
Emails each company's manager their own numbers, and the owner the group view, on the day you choose.
Watcher Agent
Flags a job whose company does not match its job type or price book before it is invoiced under the wrong name.
See it built around how your team already works.
Get DemoWorked example
How three sister companies run in one Fieldproxy account
An owner runs a service company, an installs company that bills projects, and a refrigeration company. Two of them share technicians, and each keeps its own books. Here is a job that crosses them.
- 1
Companies are set up from real documents
Each company's logo, invoice layout, numbering, price book and accounting file are set up from a month of its real invoices. Business units inside a company, such as residential and commercial, are added on job types.
- 2
A customer buys from two companies
Harbour Point has a maintenance agreement with the service company and asks for a cold room repair. The repair is booked as a refrigeration company job on the same customer record.
- 3
A shared technician does the work
Luis works for both companies. The repair appears on his one calendar, marked for the refrigeration company, with that company's price book and checklist.
- 4
The invoice comes from the right company
The invoice carries the refrigeration company's name, logo and next invoice number, and syncs to that company's accounting file. The service company's books never see it.
- 5
The owner sees the group
The owner asks the Command Center for revenue and margin by company this month, with shared technicians' hours split by the company they worked for.
Each company's paperwork and books stay its own, the shared technician has one calendar, and the owner sees all three companies in one place.
Names and figures in this example are demo data.
What you can change, and how
Companies and business units
Which entities are separate companies and which are units inside one.
Documents
Branding, layout and numbering per company for quotes, invoices, job reports and messages.
Price books
Items, labour rates and markups per company.
Accounting mapping
Each company to its own file, or to a class, location or tracking category.
Permissions
Which roles see which company, and which see the group.
How it connects to the rest of Fieldproxy
Two business units, one invoice for many sites
Business units, sites and consolidated invoices, step by step.
Invoices from each company, with payment links.
Per company and group numbers, asked for in plain English.
Two-way sync with Online, Desktop and Enterprise.
When this is not the right fit
- If your two brands are really one business with one price list and one set of books, a business unit on the job type is enough. Do not set up separate companies you do not need.
- Intercompany charges, such as one company invoicing another for a shared technician's time, are an accounting decision. We set up what your accountant specifies and test it before go-live.
- If the companies share nothing at all, no technicians, customers or owners, separate accounts may be simpler.
Questions
Straight answers.
Is there field service software for multiple companies in one account?
Yes. In Fieldproxy several companies or brands run in one account. Each is set up with its own branding, document numbering, price book and accounting, technicians can be shared on one schedule, and permissions decide who sees which company.
What is the difference between a business unit and a separate company?
A business unit is a section of one legal company, such as a brand or a division, sharing one tax registration and one set of books. A separate company issues its own invoices with its own name, tax number and numbering. Fieldproxy handles both, but your accountant should confirm which you are before setup.
Can sister companies share technicians?
Yes. A technician works jobs for several companies from one app and one calendar, and each job's labour stays with the company that billed it.
Can each company have its own QuickBooks file?
Each company's invoices, payments and bills are mapped to its own accounting file during setup, and tested before go-live. If you keep one set of books, each company or division maps to a class, location or tracking category instead.
Can staff at one company be kept out of the other's customers?
Yes. Role-based access can limit each person to their own company's jobs, customers and invoices, while owners and finance see everything.
Can a customer who buys from two of our companies have one record?
Yes, if you want it that way. The customer has one record with each company's jobs and invoices on it, and each invoice still comes from the company that did the work.
Can one account have different branding for each company?
Yes. Logo, colours and company details on quotes, invoices, job reports and the customer portal are set up per company.
Can each company have its own price book?
Yes. Items, labour rates and markups are set up per company, so a technician working for two companies sees the right prices on each job.
How is a shared technician's time split?
Each job belongs to one company, so the technician's hours on that job count toward that company in job costing and reports.
Run every company from one account.
Tell us how your companies are structured and send one month of invoices from each. We set up the companies, numbering, price books and accounting mapping, and test them against that month, live within a day.
Also works from ChatGPT, Claude and Copilot in Teams
Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.