FieldServicePortal · for contractors
Run the whole trade.
Win. Do. Invoice.
Field Service Portal is the system a contracting business actually runs on: quotes that become jobs, jobs on a live schedule board, crews delivering with photos, forms and signatures on their phones, and invoices out the same day the work is done.
Free plan, no card. Part of the Planning Portal platform, so it never boxes you in.
Built to be your system, not another portal
Most contractors run their business out of a phone, a whiteboard and someone's memory. Field Service Portal replaces that with one record per job, from first call to money in the bank.
Quote fast, quote right
Templates and your own rate card price the job in minutes. The quote becomes the job on acceptance; nothing gets re-typed.
A schedule board, not a whiteboard
Crew and subbies across the week with capacity, travel time between jobs and a map. Drag work on, and let the optimiser place the backlog when it piles up.
Field evidence that stands up
Photos, safety forms, test sheets and signatures captured on the job, with mandatory items gating completion. When there is a dispute, you have the record.
Invoice from the carpark
Completed work rolls straight into a GST-correct invoice with time and materials attached. Push it to Xero, QuickBooks or MYOB automatically.
Your subbies, plugged in
Dispatch overflow to your own subcontractors exactly like the big contractors dispatch to you: rates agreed up front, evidence syncing back.
Compliance without the folder
Licences, insurances and SWMS live against the business and the job. Verified-identity completion stamps keep every record defensible.
iOS · Android · Web
Native apps that work where the work is
Field Service Portal ships as native iOS and Android apps alongside the full web portal: one account, the same jobs, live everywhere. And because your crew works in basements, plant rooms and paddocks, the apps are built offline-first.
- ✓Your day caches on the phone: jobs, documents and asset notes are there with zero bars
- ✓Completions, status changes, photos, forms and time entries queue on the device when coverage drops
- ✓Sync replays automatically and idempotently the moment you are back online: nothing doubles up, nothing is lost
- ✓Camera, GPS asset capture, barcode scanning, signatures, biometric unlock and push, all native
- ✓The office keeps the full web portal: scheduling board, quoting, invoicing and reporting on the big screen
No coverage, no problem
Part of the Planning Portal platform
When clients dispatch you work, you are already there
Field Service Portal is the contractor's seat in a bigger network. Facility managers, builders and head contractors on Planning Portal dispatch work across company lines: and it lands natively in your account, alongside your own jobs.
- ✓Dispatched jobs carry the client's scope, SLA and required documents; your completion and evidence sync back automatically
- ✓Your standard rate card, service regions and depots tell every client's scheduler where you work and what you charge
- ✓Receiving client work is free; it never counts against your plan
- ✓One diary: client-dispatched and direct work on the same schedule board
One board, both books
Bring the business. The network follows.
Start with your own jobs on the free plan. The first time a client dispatches you work through the network, you will already be at home.