Field Ops Platform Concept

Stack

Real two-way syncs.

Direct integrations with the tools field-service teams already use. Each one is a real two-way sync with explicit conflict resolution rules, not a one-way export to a CSV that someone has to import.

  • Sync interval<60 sec for state changes
  • Conflict modeExplicit, last-writer-loses by default
  • BackfillHistorical jobs sync on connection
  • WebhooksEvery job state change

Accounting

QuickBooks Online. Xero. Sage Intacct.

Job completion fires an invoice draft in the accounting system, customer details syncing both ways. Payment received in QBO marks the FieldOps job as paid inside 60 seconds.

  • QuickBooks OnlineGA. Two-way customers, invoices, payments. 60s sync.
  • XeroGA. Same scope as QBO. Multi-currency supported.
  • Sage IntacctBeta. Two-way customers + invoices. Payments inbound only.
  • Generic CSVFor teams running NetSuite or custom — daily export.
Overhead view of a fleet of white service vans lined along a road

Fleet-aware

GPS, telematics, and the route layer agree on where each van is.

Direct integrations with Samsara, Geotab, and Verizon Connect. Tech location flows back from the vehicle telematics, not the phone — battery anxiety stops costing dispatch decisions. Auto-route accounts for vehicle class (a box truck doesn’t get the same routes a service van does).

Drive-time variance against estimate is currently at +/- 8 minutes for 90 percent of legs.

CRM

HubSpot. Salesforce. Pipedrive.

New customers in the CRM appear as accounts in FieldOps; new jobs appear as deals in the CRM with the appropriate pipeline stage. Two-way customer notes, attachments one-way (CRM → FieldOps).

HubSpot

GA, native

Free and paid HubSpot tiers both supported. Custom properties syncable, mapping config inside FieldOps.

Salesforce

Service Cloud, GA

Service Cloud only at this stage. Sales Cloud on the roadmap. Lightning UI required — Classic is unsupported.

Pipedrive

GA, native

Deals and contacts. The standard FieldOps pipeline maps to the default Pipedrive stages out of the box.

Payments + comms

Stripe, Square, Twilio, SendGrid.

Stripe and Square for cards, including tap-to-pay on the field app. Twilio default for SMS, with bring-your-own-account supported on annual plans. SendGrid for email. Native two-way SMS — replies from customers route to the dispatcher’s inbox.

  • StripeCards, tap-to-pay (iOS + Android), invoice links, refunds.
  • SquareCards, tap-to-pay, invoice links. Refunds inbound only.
  • CardConnectFor teams already on a CardConnect merchant account.
  • TwilioSMS + voice. Bring-your-own-account on annual plans.
  • SendGridTransactional email. Bring-your-own-account always supported.
All concepts