Field Service Management
Run the work after the call. Manage customers, work orders, scheduling, quotes, invoices, payments, files, and team activity.
- Work orders
- Customer CRM
- Scheduling
- Quotes and invoices
- Payments
- Team management
FSM + AI Dispatcher
Run every job from first call to final invoice.
Facilitize helps service businesses capture calls, create work orders, schedule jobs, send quotes, collect payments, and keep every customer organized, with Clara built in when you need AI call handling.
Built for service teams. Intake, dispatch, quote, invoice, collect, and follow up.
Capture
Calls and requests
Schedule
Jobs and technicians
Collect
Quotes, invoices, payments
Two systems. One workflow.
Capture the job. Then run the work.
Facilitize connects call handling and field service operations so customer details do not get lost between the phone, schedule, quote, and invoice.
Clara AI Dispatcher
Capture the work before it is lost. Clara answers calls, qualifies customers, books appointments, and creates work orders automatically.
- Answers missed calls
- Captures caller details
- Books jobs
- Creates work orders
- Works after hours
- Updates the dashboard
Product proof
See the work move through the system.
From customer intake to scheduled work and approved quotes, Facilitize keeps every job moving without jumping between disconnected tools.
Customer Intake
Capture requests from the form or by phone.
Let customers submit a branded service request online, or let Clara capture the same job details when they call.
app.facilitize.io/request-service
Work Orders
Move every job forward.
Track requests, statuses, customer details, next steps, comments, and job history in one place.
app.facilitize.io/work-orders
Scheduling
See the work before it slips.
View scheduled jobs, assign technicians, and keep your team organized by day or month.
app.facilitize.io/schedule
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Quotes
Turn work into approved quotes.
Create branded quotes with line items, service details, templates, and customer-ready formatting.
app.facilitize.io/quotes
End-to-end workflow
From first call to paid invoice.
Keep the customer, job, schedule, quote, invoice, payment, and team activity connected from start to finish.
01Capture
Request captured
Calls, forms, and customer details land in one organized workflow.
02Create
Work order created
The job record keeps the issue, address, customer, notes, photos, and next steps together.
03Schedule
Job scheduled
Assign the technician, set the appointment, and keep the customer updated.
04Approve
Quote approved
Send branded quotes and invoices without losing the work order history.
05Collect
Invoice paid
Collect payment and keep revenue, customer, and job history connected.
Clara AI Dispatcher
Clara handles the call. Facilitize runs the job.
When your team misses a call, Clara can answer, collect the details, book the appointment, and create the work order inside Facilitize.
Answers 24/7
Captures details
Books appointments
Creates work orders
Hear Clara
FSM features
Everything your shop needs to stay organized.
Start simple. Add more as your operation grows.
Work orders
Track every job from request to closeout with status, approvals, next steps, notes, and job history.
Customer CRM
Keep customer info, job history, notes, active work, contacts, and follow-ups in one searchable place.
Scheduling
Assign technicians, move jobs fast, and view work by day or month without losing dispatch visibility.
Quotes and invoices
Create professional quotes and invoices with line items, photos, taxes, templates, and approvals.
Online payments
Collect card and ACH payments through Stripe and keep payment status and payouts visible.
Recurring work
Set up repeat jobs and maintenance work so recurring revenue does not depend on manual follow-up.
Files and documents
Store job files, attachments, licenses, COIs, W-9s, photos, and customer documents with the related work.
Team management
Manage users, roles, team profiles, assigned work history, contact links, and operating visibility.
SMS and notifications
Send booking confirmations, tech-on-the-way messages, status updates, and daily digest emails.
Why Facilitize
Built for the way service businesses actually run.
Everything from the first call to the final invoice, connected in one system built for real service workflows.
Built around service work
Not a generic CRM with job fields bolted on. Facilitize is built for field teams from day one.
Service-first designAI voice built in
Clara and your FSM live together, so calls, jobs, and customer details stay connected automatically.
Built-in advantageSimple enough to start
Small teams can get running fast without a long setup, bloated onboarding, or heavy implementation.
Fast setupRoom to grow
Add scheduling, payments, recurring work, reporting, and AI as your operation expands.
Scales with you
Pricing
Start simple. Add AI when you are ready.
Start with core field service management, or choose a plan with Clara included for AI call handling.
Book a live demo
See how Facilitize would fit your workflow.
Book a short demo. We will walk through call capture, work orders, scheduling, quotes, invoices, payments, and setup path.
Product walkthrough, dashboard, work orders, CRM, scheduling, quotes, invoices, and payments.
Workflow mapping, how your current operation could move into Facilitize.
Clara options, AI call handling and in-app diagnostic support when your team needs leverage.
Demo agenda15 min
00:00Understand your current workflow.
03:00Walk the dashboard and work order flow.
07:00Review scheduling, quotes, invoices, and payments.
11:00Review Clara and AI options.
14:00Pick the right plan and setup path.
Pick a slot.
15 minutes. We will show the FSM workflow and AI options.
Prefer to talk first?
(913) 426-9101