GuardenerAI for field services is a CRM set up for businesses that send people out to do the work: installation, repair, maintenance and inspection crews. It keeps customers, site contacts and work orders in one place, with field task types and outcomes, booking links for site visits, and invoicing beside the customer. It is for small and medium-sized service businesses that have outgrown a whiteboard and a spreadsheet.
The job is booked on the phone, scheduled on a whiteboard, done on site, and billed weeks later from memory. GuardenerAI puts the customer, the work order and the invoice in one system, so every job is tracked from the first call to the money.
Each job gets a Work Order with its customer, site contact, service type, status, priority, scheduled date, technician, service address and quoted amount. The whole office sees the same list.
Field tasks carry types like site visit, repair and inspection, and the Urgent dispatch view lists every open high or urgent task in one place, so the next call is obvious.
When a technician closes a task as completed on site, parts ordered or follow-up required, the outcome is on the record. An action plan lays down the return visit so nothing waits on memory.
Invoice the customer company or person you did the work for and, once accounting is switched on, see what is still owed without opening another app. On the Max plan, send a Stripe card payment link with the invoice.
Start from the Field Services starter template in Settings, then adjust anything. Everything a template adds stays editable.
One record per job. Service Type covers installation, repair, maintenance, inspection and emergency; Status runs from Scheduled to Completed.
The template adds field task types and outcomes, plus the Open field work and Urgent dispatch views.
The customer on a work order is a company, and the site contact is a person, so history builds up on both.
Raised to the customer once the work is done, with a Stripe card payment link on the Max plan once accounting is switched on.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Your data lives in its own isolated, encrypted space with an audit trail, and access follows the roles you give each person. Office staff and technicians see the same jobs, under the same rules.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for home services, construction and contractors and property management. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
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