What is FieldFlow Pro?

An all-in-one field service management platform for scheduling, dispatching, CRM, and invoicing to streamline your service business operations.

Getting started

Learn the complete office-to-field workflow.

Use the tutorial in order for your first setup, search the FAQs when something does not make sense, and send direct feedback while CenterDispatch is in Early Access.

Early Access promise

We want honest feedback from real service businesses. Reporting a rough edge will never affect your account. Do not send passwords, full payment-card numbers, or private provider credentials.

First-day tutorial

Seven steps from setup to payment

Owners should complete steps 1–4 before asking a technician to test Field Mode.

Set up the company

Owner

Open Business Settings. Add the business name, email, service ZIP, radius, trades, specialties, branding, and any tax rates you actually collect.

Add and connect technicians

Owner or dispatcher

Create the technician profile, enter the correct email, and send the Team invitation. The technician must accept it before assigned work can appear in Field Mode.

Add a customer

Office

Create a customer with accurate phone, email, and service address. From the customer record you can book service, add a follow-up, copy the portal link, and review their history.

Book and assign a job

Office or dispatcher

Choose the customer, date and time, trade, required skills, technician, equipment, price, and notes. Only connected and qualified technicians can be assigned.

Run the visit in Field Mode

Technician

Clock in, open today’s assigned job, get directions, mark en route and arrived, review history, take photos, add notes, build or send an estimate, collect a signature, and complete the visit.

Approve, invoice, and collect

Office and customer

Send estimates for online approval. Finalize the invoice, send the customer a payment link when payments are connected, or record cash, check, ACH, or a card taken outside the app.

Review what needs attention

Owner or dispatcher

Use the dashboard, schedule, reports, follow-ups, and accounting handoff to catch unassigned jobs, overdue invoices, pending approvals, timecard issues, and customer requests.

Frequently asked questions

Find the answer before work stops

How does the 30-day trial work?+

The Early Access trial includes the Team plan for 30 days: up to 5 field technicians plus up to 10 office, dispatcher, or owner users. No credit card is required and there is no automatic charge. After day 30, the workspace enters a 7-day read-only period before access expires. Each company receives one trial.

Is CenterDispatch still in beta?+

CenterDispatch is in Early Access. The core workflow is available for real use, while we continue refining usability and connected-service behavior from customer feedback. Report anything confusing or broken using the feedback form on this page.

Why can’t I assign a job to a technician?+

The technician needs an active profile, matching trade or skills when the job requires them, and a connected Field login. Open Team, verify the email, send or resend the invitation, and have the technician accept it. Then assign the job.

Why does the technician see no jobs?+

First confirm the job is assigned to that exact technician profile and scheduled for the day being viewed. Then confirm Team shows “Login linked,” not “Invitation pending” or “No login linked.” The technician must sign in with the same email used on the invitation.

Can a technician create and send an estimate at the job?+

Yes. Open the assigned job in Field Mode and use the estimate workflow. The technician can build options from the price book, save the estimate, and send the approval link to a customer with an email address. If email is unavailable, the approval link can be copied and shared.

How do I know a record saved?+

Successful saves close the form or modal and display a confirmation banner. If delivery or a connected follow-up action fails after the record saves, CenterDispatch keeps the record and shows a specific warning so the office knows what still needs attention.

Can I book service from a customer record?+

Yes. Open Customers, select the customer, and choose Book service. Their information is carried into the job form so it does not need to be entered again.

Why does the calendar show dates before today?+

Month-style schedule views show the complete calendar period and highlight today. Day and rolling views intentionally focus on the selected date range. Use Previous, Today, and Next to move through time.

How are appointment reminders sent?+

When a customer has a valid email, CenterDispatch can send booking and reminder emails. SMS depends on the company phone/SMS connection and customer phone data. The app reports when a message could not be sent instead of claiming delivery.

Can customers approve estimates without an account?+

Yes. The secure customer approval link lets the customer review options and approve or decline without joining the staff workspace.

Can I record payments taken outside CenterDispatch?+

Yes. Record cash, check, ACH, card by phone, or another external payment method against the invoice. Do not enter or store full card numbers in CenterDispatch.

Do Stripe, QuickBooks, phone/SMS, or DocuSign cost extra?+

Those are separate provider services. Their processing fees, subscriptions, number rental, carrier usage, compliance charges, or account terms are not included in the CenterDispatch software price.

Will office users consume technician seats?+

No. Solo, Team, and Pro have separate field-technician limits of 1, 5, and 15. Each includes up to 10 office, dispatcher, or owner users.

Does Field Mode work on a phone?+

Yes. It is designed for mobile use. Location sharing requires browser permission, and weak connectivity may delay fresh data. Reopen or refresh after connectivity returns before relying on a recent assignment or status.

How should I report a bug?+

Choose “Something is broken,” include the page and exact action you took, what you expected, and what happened. Do not include passwords, full card numbers, or customer secrets.

Help shape the beta

Tell us what slowed you down, what you expected to happen, or what would make CenterDispatch more useful. Specific workflow feedback is more valuable than a general rating.

Feedback is tied to your company so we can understand the affected workflow.

Never include passwords, card numbers, or private integration credentials.

Feedback comes from verified users