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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Business Suite is an online platform designed for small service enterprises that have field teams, integrating various features to streamline business operations. It brings together customer management, sales funnels, online booking, estimates, invoicing, and PayPal payment integration. Business owners can easily schedule tasks and allocate crews, while field workers can access their daily work assignments via a mobile-optimized interface. Additionally, the platform facilitates tracking of expenses, receipts, and mileage, along with generating profit reports and tax-related exports. It also offers a variety of tools, such as customizable forms and landing pages, digital contracts, a shared inbox for communication via chat, text, and email, missed-call text responses, automation features, broadcast messaging, review and referral solicitation, and a dedicated customer portal. All subscription plans provide access to the same set of tools, although the capacity for crews and setup support differs depending on the selected plan. To utilize texting features, users must have a Twilio account, and any related usage fees will be charged by Twilio directly. This software caters specifically to local service providers, including those in the lawn care, landscaping, cleaning, and pressure-washing industries, ensuring they have all necessary resources at their fingertips to efficiently manage their operations. Moreover, the platform's user-friendly design makes it easy to adapt and grow with the evolving needs of small businesses.

Description

FIELDFOLIO is a versatile app designed for contractors, trade teams, and general contractors to document their job processes effectively. By selecting a specific trade and job type, users can access a photo checklist, capture images before, during, and after the job, add relevant notes and details, and monitor their progress throughout the project. The app allows for photo annotations to highlight any issues, while the checklist phases provide a timeline for job execution. Users can easily share reports and updates via text or email, print them out, or send them directly to a general contractor's inbox. Additionally, a finalized job report may include a payment link and a request for customer feedback. The Basic plan is available for free and does not require an account, while the Pro version enables users to save jobs and photos, create branded PDFs, and utilize an export pack along with customer links that function without an app. Plans tailored for crews facilitate teamwork, and general contractors benefit from a collaborative inbox for managing subcontractor reports. Moreover, users have the flexibility to tailor checklist items to better suit their individual workflows, enhancing the overall utility of the app for various job scenarios. With its comprehensive features, FIELDFOLIO helps streamline the documentation process and improve communication in the field.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

PayPal Yes 
Twilio Yes 

Integrations

PayPal No 
Twilio No 

Pricing Details

$80/month
Starter is $80/month for up to 2 crew members; Growth is $197/month for up to 5; Scale is $341/month for up to 15. All plans include the same tools; crew capacity and setup assistance vary by plan. Plans are billed monthly with no contract. The 3-day trial costs $8 and does not auto-renew. Texting uses your own Twilio number at Twilio’s rates. PayPal’s standard payment fees apply.
Free Trial Yes 
Free Version No 

Pricing Details

Free plan; paid plans
Basic is free. Pro is $19.99/month or $179.99/year. Crew is $49.99/month or $489.99/year for 20 seats; additional seats are $5/month. One-time trade packs are $9.99 for one trade or $49.99 for all trades. General-contractor inbox plans are $99.99/month and $299.99/month.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Beyond Wealth

Country

United States

Website

beyondyourwealth.com/suite/

Vendor Details

Company Name

FIELDFOLIO

Founded

2026

Country

United States

Website

fieldfolio.io

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Product Features

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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