Field Wizard

One form. One job. One place it all ends up.

Filling the form in is the part every tool gets right. What decides whether the software was worth buying is what happens in the ninety seconds after a technician hits submit.

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Deep stacks of paper files bristling with index tabs, filling an office desk
The filing cabinet is not a database. Every one of these was filled in correctly by someone who then had nowhere useful to put it.
01 — In the field

Build the form once. Get structured data back, not a flat PDF.

Every answer is stored as a typed value against a field you named — a number that can be summed, a dropdown that can be filtered, a photo attached to the question it answers. The branded PDF is generated from that data, so the document your customer receives and the record you can query are the same submission, not two things that have to be kept in step.

It works with no signal. Forms open, fill and queue offline, then sync when the phone finds a connection — nothing sits in a browser tab waiting to be lost.

Or send us the one you use today

Photograph the form on your clipboard, or send a scan, a PDF or a spreadsheet. We build it and put it in your account within 48 hours — the deadline is on the request, so you can see it and so can we. You review it before anyone fills it in, and you can tell us what to change.

The Maintenance Work Order starter — customer lookup, GPS stamp, photos, parts and two signatures. Drawn from the template itself, so it shows the fields that form actually has.

02 — The second it's submitted

It reaches the right person without anyone forwarding anything.

The job is assigned to an individual or a crew — your choice, set at setup and changeable later — and appears on their mobile hub with the address, the schedule and the form already attached. Assignment suggestions are scored on distance, skills and current load, and every suggestion shows its reasoning, so a dispatcher can overrule it with confidence instead of guessing.

Today's work
Cooling tower PM — Northside Plaza Today · 8:00 AM
Assigned to you
No-cool call — 214 Ridgeway Today · 11:30 AM
Crew: East 2
Quarterly inspection — Unit 4B Tomorrow · 9:00 AM
Assigned to you

Today's dispatched work, as a technician sees it.

03 — From here, it's your call

Stay in one place. Or send it everywhere.

The same structured submission can finish its life inside Field Wizard or leave for the systems your office already runs on. Most teams do both, and nothing here forces the choice up front.

Stay in Field Wizard

The job finishes itself

  • The invoice builds from the completed job — parts used, hours recorded, price book applied — instead of someone re-typing it on Friday.
  • Safety and compliance paperwork is already filed, with the approval trail attached, when an audit asks for it.
  • The client portal shows your customer the status, the documents and the invoice, without an account for them to manage.
How invoicing works →
Push it out

Your data, reachable

  • A versioned REST API covers the same records the app uses — submissions, clients, jobs, custom tables.
  • HMAC-signed webhooks push events out as they happen, rather than making something poll for them.
  • Send it to QuickBooks, a BI tool, or thousands of applications through Zapier — and export everything, at any time, including after a subscription ends.
Learn more →

Every module, if you want the details

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

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30 days free · no card · cancel yourself any time. No seat minimum.

Would rather ask a person first? Email us — a human answers.