Customers & equipment
- Search customers and manage contacts, service locations, and access details.
- Track equipment with configurable asset fields and service history.
- Review customer activity, preferences, and follow-up tasks.
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FSOP.
Featured project / Field service operations
Coming soon
FSOP.
Your business.
Your field team.
One workspace.
The Field Service Operations Platform brings customers, scheduling, service work, and money into a connected web workspace and companion mobile app for small service businesses.
Web workspace and iOS / Android companion app · In development.
Project summary
From the first call
to the final invoice.
FSOP is being built for owner-operated service businesses and small teams. Connect customer and equipment records with scheduled jobs, service history, estimates, invoices, and follow-up work.
Each company has its own records, users, and configuration. Industry templates adapt the workspace to different trades, while the website and mobile app use the same company data and permissions.
Business tools
Keep the office
and the field connected.
Working workflows in the current development version.
Scheduling & dispatch
- Create jobs and assign technicians from a daily dispatch board.
- Reassign work with drag-and-drop controls and check time conflicts.
- Use configurable status lists and schedule linked return visits.
Service work & checklists
- Record diagnosis, resolution, service notes, and time entries.
- Submit structured checklists and require them before job completion.
- Record material usage against inventory in the web workspace.
Estimates & invoices
- Build estimates with pricebook items, custom lines, taxes, discounts, and terms.
- Record customer approval received by staff and create an invoice.
- Record partial or final cash and check payments and review outstanding balances.
Follow-up & maintenance
- Review open estimates, unpaid invoices, and maintenance in the Opportunity Center.
- Turn waitlist entries into scheduled jobs and create follow-up tasks.
- Book included service-plan visits and track remaining visits on completion.
Inventory & business pulse
- Manage stock, supplier details, and reasoned adjustments with movement history.
- Track expenses, cash collected, and outstanding balances.
- Maintain company settings and export company records to JSON.
Industry templates
Built for service.
Configured for your trade.
Fifteen industry templates share one platform. HVAC currently has the most detailed equipment and job configuration, and companies can select multiple industries.
Companion mobile app
Bring the workspace
to the job site.
The iOS and Android app brings Today, Schedule, Customers, Money, and More screens to the field. Permitted users can create customers, jobs, and estimates; update job progress; save service reports; run work timers; and submit checklists.
Call and map links connect technicians with service locations. Cached records support reviewing saved work, while notes and assigned job status changes can queue offline. Conflicts are surfaced during synchronization. Financial actions, timers, and checklist submissions require connectivity.
Coming soon
A working foundation.
More on the way.
FSOP currently runs as a local development product. Public hosting, native device testing, signed mobile builds, and app-store releases remain ahead. Connected card payments, customer portal approvals, email and SMS delivery, automated recurring work, and accounting integrations are planned.
Interested in FSOP?
Talk with Macke's Software about the project and the workflows your service business needs.