Facilitize is the field service system for customer records, work orders, scheduling, quotes, invoices, payments, files, and team activity. Use it with or without Clara AI call handling.
Facilitize is a fit when jobs, customers, schedules, quotes, payments, and follow-up are spread across too many places.
Facilitize is not for teams that are comfortable staying reactive, manual, or disconnected.
Every job needs more than a calendar slot. Facilitize keeps the customer, request, schedule, quote, invoice, payment, files, and history connected.
Track leads, customers, contact details, statuses, work order counts, and follow-ups without digging through notes or spreadsheets.
Open one profile to see contact details, communication preferences, SMS consent, and related job history.
Let customers review work, approve quotes, view invoices, and stay connected through a branded portal experience.
Facilitize keeps each step tied together, from the first request to the final payment and future job history.
Issue, address, urgency, photos, and consent are collected.
The job becomes the source of truth for the team.
Contact info, preferences, and history stay searchable.
Ownership is clear before the job reaches the field.
Appointments stay visible across the operation.
Line items and approvals stay tied to the work order.
Approved work moves into billing without losing context.
Notes, files, statuses, payments, and follow-up remain attached.
These are the core screens your team uses to capture, schedule, quote, and keep work moving.
Share a branded request form by link, QR code, or embed, or have Clara capture the same details from an inbound call.
Track status, customer details, location, comments, next steps, scheduled dates, approvals, and job history in one place.
Assign jobs, view the month, check workloads, and keep the dispatch calendar visible across your operation.
Create line-item quotes, reuse templates, convert approved work into invoices, and keep billing tied to the job.
Start with core field service management. Add more as your team and operation grow.
Track every job from request to closeout with status, approvals, next steps, and history.
Keep customer info, job history, notes, active work, contacts, and follow-ups searchable.
Assign technicians, schedule jobs, and keep dispatch visibility across the team.
Create professional quotes and invoices with line items, templates, taxes, and approvals.
Collect card and ACH payments through Stripe Connect and track payment status.
Store job attachments, photos, licenses, COIs, W-9s, agreements, and customer files.
Send confirmations, customer updates, internal alerts, and status notifications.
Set up repeat jobs and maintenance work so follow-up does not rely on memory.
Facilitize is built around real service work, not a complicated implementation project.
Technicians, office staff, and customer records stay aligned around the work order.
Start with what is live today and move into the system without overbuilding the setup.
Starter works as a core field service system. Clara becomes useful when missed calls, after-hours calls, or intake volume start costing jobs.
Manage customers, work orders, scheduling, quotes, invoices, payments, files, notifications, and job history in one system.
Clara can answer inbound calls, find or create customers, capture details, check appointment availability, and create work orders.
See AI DispatcherYes. Facilitize works as a core FSM platform. Clara is optional AI call handling.
Yes. Facilitize supports CSV customer import.
Yes. You can share a public request link for customer intake.
Yes. Work can be assigned and scheduled so ownership stays clear.
Yes. Facilitize supports Stripe Connect payments.
Yes. Facilitize supports recurring jobs and repeat service workflows.
Book a short demo. We will walk through customer intake, work orders, scheduling, quotes, invoices, payments, setup, and optional AI call handling.