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Field Service · Case Study

Fieldly.
From quote to close.

Job scheduling, technician dispatch, quote-to-invoice, and photo job docs, built for plumbing, HVAC, and electrical teams.

iOS & AndroidField Service2025

Dispatch Board

9:41

Today’s Jobs

4 total

14 Oak Street

HVAC

En Route

82 Birch Avenue

Plumbing

In Progress

3 Elm Road

Electrical

Scheduled

55 Pine Close

HVAC

Scheduled
+ New Job

Role

App Design & Development

platform

iOS & Android

timeline

4 weeks

category

Field Service

The problem

Contractors shouldn't need six apps to run one job.

Most field-service teams in plumbing, HVAC, and electrical work are held together by a patchwork of tools: a scheduling spreadsheet, a group chat for dispatch, a separate quote template, and a folder of phone photos that may or may not make it back to the office.

The result is missed jobs, lost quotes, and no paper trail when a client disputes the work. Fieldly replaces all of that with a single, focused tool, built specifically for the trades, not adapted from a generic CRM.

Everything from the first quote to the final invoice lives in one place, accessible on-site from a phone, even offline.

Key screens

Four screens that run the whole job.

Features

Everything the job needs.

Job Scheduling

Plan and assign jobs to the right tech at the right time, every time.

Technician Dispatch

Real-time status updates and location tracking from the field.

Quote-to-Invoice

Generate quotes, get sign-off, and convert to invoice in one tap.

Photo Documentation

Before/after photos and technician notes attached to every job record.

Team Management

Manage your roster, skills, and availability from a single dashboard.

Offline Mode

Works in basements and dead zones. Syncs automatically when back online.

Design approach

A visual system built for this problem, not a template.

Every concept ships with its own small design system, colour, type, and interaction choices made for that product’s context, not inherited from a shared kit.

Colour palette

Safety Amber

Primary actions & wordmark

#FFB300

Navy Charcoal

Base ink & dark surfaces

#14213A

Status Green

En route / done

#1F9D55

Typeface · Barlow

Fieldly

From quote to close.

Aa

Regular

Aa

Semibold

Aa

Bold

Aa

Extrabold

Job SchedulingField Service

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