Field service operations platform
Run quotes, crews, and cash in one place
FieldMint combines CRM, proposals, a customer portal, drag-and-drop scheduling, jobs, crews, contracts, purchase orders, and billing—built for teams that work from trucks and job sites, not conference rooms. Each company gets its own catalogs, roles, and portal branding so the product fits how you operate.
Proposals
Sent & tracked
Optional scopes & PDF
Schedule
Week at a glance
Unscheduled → crew
Portal
Pay & message
Deposits & balance
Billing
Invoice-ready
Stripe subscription
Illustrative tiles—your live metrics and statuses appear inside the product.
Designed for operations-led teams
Replace disconnected calendars, inbox threads, and one-off spreadsheets with a single system your sales, dispatch, and field staff can trust.
Straightforward team pricing
One plan with core modules included: $79.99/mo month-to-month (5 seats included), or $49.99/mo effective rate your first year on annual billing, then $79.99/mo equivalent. Extra seats ship in blocks of five with volume pricing per block. In-app checkout follows your live Stripe configuration.
Open full pricing & checkout →Book a 30-minute session
Pick a time that works for you—we'll walk through FieldMint and answer your questions.
Opens a window on this page—no need to leave the site.
Depth your clients can see before they log in
Explore the customer portal, dispatch board, crew tools, and payments—then scroll for the full capability map and security overview.
Branded hub for proposals, pay, and messages
Give customers one secure link to review line items, toggle optional scopes, approve with a signature when you require it, download the PDF, and pay deposits or balances—without another login.
- Tabbed hub: proposals, invoices, services, requests, and messaging
- Optional line items with live totals and clear status badges
- Sign & approve or decline, plus payment history in one place
Your company
Welcome, Customer name
123 Service Rd, City, ST
Two-way Messages in the same portal—customers reply without another app.
Stylized previews—in production, your branding and live data appear in the app.
Everything your field operation needs—in one product
FieldMint replaces the patchwork of calendars, spreadsheets, and disconnected tools. Below is a concise map of what teams use every week; your marketing or success team can share this page as the single source of truth for scope.
Customers & relationships
One profile for the account, the property, and everyone you talk to.
- Customer & contact recordsConfigurable customer types, parent/child accounts, and portal rules per segment
- Locations & service addressesMultiple sites per customer with defaults
- Communications & notesCall logs, subjects, and internal notes
- Branded customer portalMagic-link access—no extra password for your client
Sales & documents
From first quote to signed scope—without leaving the workspace.
- Proposal builderSections, line items, discounts, and deposit rules
- Optional line itemsCustomers include or exclude scopes before approving
- Send, resend & versionsEmail with branding; revisions when scope changes
- Contracts & purchase ordersStructured documents tied to customers and jobs
Operations & field
Plan the week, put crews on the right work, and see status in real time.
- Jobs & schedulingStatuses, divisions, and proposal-to-job flows
- Dispatch boardWeek/month views, filters, and unscheduled work
- Crews & assignmentsLeads, members, skills, grid and map views
- Field app & timeCrew-focused workflows and time on the job
Billing & payments
Collect money when the work is real—not when spreadsheets say so.
- Portal payments (Stripe)Deposits and balances from the customer hub
- Ready to bill & invoicingTurn completed work into invoices
- Org subscription (Stripe)SaaS billing for your FieldMint seats
- Reports & insightsOperational visibility as you scale
Platform & trust
Enterprise-minded foundations without enterprise bloat on day one.
- Multi-tenant by designOrg-scoped data—branches, service lines, holidays, and settings don’t mix across companies
- Role-based accessAdmins, ops, account managers, foremen, office staff
- Modular rolloutEnable proposals, contracts, reports, and more when ready
- Email & automationsOutbound mail and server-side workflows
Per company
A serious workspace—not a shared demo tenant
Every subscribing organization gets its own configuration layer: catalogs, terminology, and rules that reflect your operation, while the same product powers dispatch, field work, and payments for everyone.
Customer types you define
Name the segments that match your trade—HOA, municipal, commercial, homeowner, or anything else. Control parent accounts, portal signatures, default deposits, and proposal follow-up timing per type.
Branches & service lines
Your offices and the services you sell are yours to configure. Crews, skills, and job divisions align with how your company actually dispatches—not a one-size-fits-all list.
Templates, kits & price lists
Reusable service templates, material kits, and pricing live under your organization so estimates stay consistent and on-brand.
Branding on the portal
Customers see your company name and visual identity in the hub where they approve, pay, and message—separate from every other tenant on the platform.
Roles for your roster
Admins, ops, account managers, foremen, and office staff each get permissions that match responsibility. Membership is scoped to your workspace only.
Modules when you’re ready
Enable contracts, purchase orders, deeper reporting, and more as you grow. Your subscription stays one product—no re-platforming to unlock the next stage.
Company calendar & billing context
Holidays and operating rhythms are configured per organization. Customer payments flow through Stripe in a way that respects your org’s setup.
Hard walls between companies
Data access is enforced in the database: customers, jobs, proposals, and financial records never leak across tenants. You operate in a dedicated slice of the product.
Under the hood, row-level security and organization membership keep each tenant's data distinct—so "multi-tenant" isn't marketing language, it's how the app is built.
How teams run on FieldMint
A straight line from quote to cash—so sales, operations, and finance share the same reality.
- 01
Quote & send
Build proposals with clear sections and optional add-ons. Email a branded message with a secure portal link—customers review without another login.
- 02
Approve & pay
Clients sign when your process requires it, toggle optional scopes, and pay deposits or balances online. Payment history stays visible in the portal.
- 03
Schedule & dispatch
Move work from an unscheduled list onto crew calendars. Filter by branch or service, see capacity at a glance, and adjust when weather or priorities shift.
- 04
Execute in the field
Crews see the jobs that matter. Update status, capture details, and keep office and field aligned—without chasing texts and screenshots.
- 05
Bill & learn
Turn completed work into invoices, sync subscription billing for your org, and use reports to refine pricing and utilization over time.
Why teams switch from “good enough” tools
Generic project software wasn't built for recurring routes, weather days, or deposit-backed proposals. FieldMint matches how service businesses actually operate.
One workspace
Fewer handoffs
Sales sees schedule context; dispatch sees proposal status—without exports.
Customer clarity
Portal + email
Clients approve, pay, and message in one branded hub.
Your org only
Scoped data
Multi-tenant architecture: your customer types, branches, and records stay separate from every other tenant.
Serious payments
Stripe-native
Subscriptions and customer checkout use the stack finance already trusts.
Built for on-site service
HVAC, cleaning, facilities, landscaping, property care, and any trade where the job happens at the customer's location—not only behind a desk.
A partner for operators, not another empty CRM
FieldMint is opinionated where it matters: proposals tie to jobs, jobs tie to crews, and billing ties to completed work. Turn on advanced modules when your process is ready—without re-platforming later.
- Proposal → schedule → field → invoice in one thread
- Contracts and POs when procurement needs them
- Subscription billing that matches how you sell FieldMint internally
- Reporting when you’re ready to optimize utilization
“We needed one system for the schedule and the crew—not five tabs and a whiteboard. FieldMint lines up with how we actually dispatch and get paid.”
— Operations lead, regional service company
Built for production operations
Share this section with IT or finance reviewers who ask how data and money move—clear boundaries, no jargon walls.
Organization-scoped data
FieldMint is built multi-tenant: your customers, jobs, and financial context stay tied to your workspace—not mixed with other companies.
Payments through Stripe
Card payments for your customers run through Stripe Checkout. Platform subscription billing uses the same mature stack—sensitive card data stays with Stripe.
Modern cloud foundation
The product is powered by Supabase (Postgres, auth, and Edge Functions) so you benefit from encryption in transit, backups, and a path to scale.
Specific compliance certifications (e.g. SOC 2) depend on your deployment and contract. We're happy to answer security questionnaires during evaluation—use Book a call to reach the team.
Questions clients ask
Answers your marketing and sales team can forward as-is. For bespoke security or legal review, use Book a call.
- Which industries does FieldMint support?
- Any business that dispatches people to job sites: HVAC, plumbing, electrical, cleaning, landscaping, property maintenance, and similar trades. If you run crews, routes, and recurring visits, the workflow fits.
- How does customer-facing email work?
- Outbound mail (for example proposal sends) uses a configured email provider integration so messages arrive from your brand. Your team sets up the integration during onboarding; we can walk through it on a call.
- Can customers pay without calling the office?
- Yes. The customer portal supports paying deposits and balances through Stripe Checkout when your organization has connected Stripe. Customers see payment history and remaining balance in the same hub.
- Do we have to use every module on day one?
- No. Modules can be enabled gradually—proposals first, then contracts, purchase orders, or reports—so you match how your team adopts software.
- How does pricing work?
- FieldMint is sold as a team subscription with included seats and straightforward add-ons. See the in-app pricing page for current plans, or book a call for volume or annual options.
- What happens in the 14-day trial?
- Your team can explore the product flow, invite users, and validate scheduling and proposals against real scenarios. Subscribe when you are ready; there is no credit card required to start exploring.
- Is our data isolated from other companies?
- Yes. The application is multi-tenant: each organization’s records are scoped in the database with access controlled by membership and roles.
- Do we share dropdowns and terminology with other FieldMint customers?
- No. Customer types, branches, service lines, holidays, skills, and similar catalogs belong to your workspace. You name segments the way your trade talks—HOA, municipal, commercial, or anything else—and those choices don’t appear for other tenants.
- Can we get help migrating from spreadsheets or another tool?
- Book a session to discuss import formats, customer structure, and a sensible cutover. We focus on practical steps—not a forced big-bang migration.
Ready to show your team a serious upgrade?
Start a trial, walk the product with leadership, or book a guided session—whichever fits how your company buys software.
14-day trial in the app · Explore before you subscribe · Card only when you choose a plan