FieldServicePortal

FieldServicePortal

Win. Do. Invoice.

The system a contracting business runs on: quotes that become jobs, a live schedule board, crews delivering with evidence on their phones, and money out the door the same day.

Start free

Web, iOS and Android. Offline-first in the field. Free plan, no card.

Quoting Schedule board Drag-and-drop dispatch Auto-dispatch rules SLA jeopardy Offline mobile apps Photo + signature evidence Materials catalogue Plant hire Crews Work bundles Subcontractor network Same-day invoicing Xero / QuickBooks / MYOB Quoting Schedule board Drag-and-drop dispatch Auto-dispatch rules SLA jeopardy Offline mobile apps Photo + signature evidence Materials catalogue Plant hire Crews Work bundles Subcontractor network Same-day invoicing Xero / QuickBooks / MYOB

One record from first call to money in the bank

No re-typing between apps. The quote becomes the job, the job lands on the board, the field evidence attaches itself, and the invoice builds from what actually happened.

1

Quote in minutes

Templates plus your own rate card and the 500-item materials and plant catalogue. Accepted quotes become jobs instantly.

2

Scheduled without touching it

Assign the resource and auto-dispatch rules place the job on the first day with capacity. Or drag it onto the board yourself.

3

Delivered with proof

Photos, forms, signatures and materials captured on the phone, offline if needed, synced safely when coverage returns.

4

Paid the same day

Completion rolls into a GST-correct invoice with time and materials attached, pushed straight to your accounting package.

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catalogue items priced and ready

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platforms: web, iOS, Android

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bars of signal needed in the field

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record from quote to payment

Part of the Planning Portal platform

When head contractors dispatch you work, you are already home

Clients on Planning Portal dispatch across company lines: their jobs land in your account beside your own, evidence syncs back automatically, and receiving client work is always free.

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Tonight's paperwork, done by knock-off