Project Management for Field Service
Project management for field service: one project, every visit, billed as you go.
Turn an accepted estimate into a project with phases, child jobs and a Gantt. Change orders go to an approver, billing runs on deposits, milestones and retainage, and budget vs actual is on the same page. Set up to the way you run installs and multi-visit work, live within a day.
Projects · P-1002 Rooftop units 1-3LiveBayview Property Mgmt · 5 phases
4 records
Phase
Dates
Status
Survey and permit
Permit approved
Mon 3 - Wed 5
Crane lift and set units
Job 2/5
Thu 6 - Fri 7
Duct and electrical tie-in
Depends on phase 2
Mon 10 - Tue 11
Start-up and inspection
Inspection booked
Wed 12
The plan moved, not just one job.
Later phases follow, and you can undo it.
Command Center
Watching
Task
What it checked
Action
Moved 3 phases by two days
One click to Undo. The child jobs moved on the schedule too.
Estimate to project
The accepted estimate becomes the project.
No re-keying. The estimate's lines, prices and customer carry into the project, split into the phases you use, each one a job your crews can be scheduled on.
One click from estimate to project
Phases as real jobs
Start from a template
Gantt with dependencies
Drag one phase. The rest of the plan follows.
Phases are linked, so a delay moves everything that depends on it, and the child jobs move on the schedule with them. Changed your mind? Undo puts it all back.
Dependencies between phases
Drag, then Undo
On the schedule, not beside it
Change orders
Change orders, approved before they are billed.
Add a change order to the project with its lines and price. Over the threshold you set, for example $5,000, it waits for an approver before it changes the budget or the billing.
A threshold you choose
Customer sign-off
Budget updates itself
Progress billing and job costing
Deposit, milestones, retainage, and the margin as you go.
Bill the project the way your contracts are written, and see what it has cost against what it was sold for while there is still time to act.
Deposit and milestone invoices
Retainage held and released
Budget vs actual
Permits and inspections
In the field
Technicians know which project they are on.
On the technician app, a child job shows the project it belongs to and where it sits in the plan, for example Part of project P-1002, job 2 of 5.
Project context on the phone
Photos and forms roll up
Built for multi-visit trades
Plain English
Describe the change. It goes live.
2 fields added
Permit number and inspection date on roofing projects
Added to the close-out checklist
A project can't close without them
Live on every open project
Past projects unchanged
Live in
Built your way
Projects, built around how you run installs.
The whole project module out of the box, then set up to your phases, approvals and billing terms.
Estimate to project
Gantt with dependencies
Child jobs on the schedule
Change order approvals
Progress billing
Budget vs actual
Permits and inspections
Templates
Project context in the field
See it built around how your team already works.
Get DemoPlatform
Everything you need, in one platform
A complete field service suite, explore what's included.
Estimates & Quotes
Contracts & Invoices
Dispatching & Scheduling
Subcontractor Management
Approval Workflows
Mobile App
Want it running on your jobs? We set it up around them.
Get DemoQuestions
Straight answers.
What is field service project management software?
Field service project management software runs work that takes more than one visit: installs, replacements and multi-phase jobs. In Fieldproxy a project holds its phases as child jobs on the schedule, a Gantt with dependencies, change orders, a billing schedule and budget vs actual, all set up to how your business runs.
Can I bill a deposit, milestones and retainage?
Yes. Each project has a billing schedule: a deposit, invoices as milestones are reached, and a retainage percentage held back on each invoice and released at the end. The amount held is always visible on the project.
Do change orders need approval?
You choose. Set a threshold, for example $5,000, and any change order above it waits for an approver before it changes the project value or the billing. Customers can approve and sign change orders by link, the same way as an estimate.
What happens to the schedule when a phase slips?
Phases are linked by dependencies. Drag a phase on the Gantt and the phases that depend on it move too, along with their jobs on the schedule. One click undoes the move.
Can I turn an estimate into a project?
Yes. An accepted estimate becomes a project in one click, with its lines, prices and customer carried over, so the budget and billing schedule start from what was sold.
Which trades use projects?
Any trade with multi-visit work: roofing, electrical, HVAC installs and replacements, fence, painting and facilities contractors. Projects sit in the same system as service calls and maintenance, so one schedule covers all of it.
See your projects run on it.
Bring one real project. We set it up with your phases, approvals and billing terms, 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.