Capture the request.
Record the customer, site and work requested. Give the enquiry a home before it gets buried in calls and messages.
How a job runs / 01 → 06
One job. One clear line.
All the way to paid.
The first enquiry shouldn’t disappear in a text thread. The final invoice shouldn’t wait until Sunday. Here’s how FieldNari connects everything in between.
Start your first jobOne job. The next step.
Catch the call. Keep the opportunity.
A call, a form or a referral becomes a lead in your pipeline. The details stay in one place, ready for the next step.
- Keep enquiries in one list
- See where each lead came from
- Move opportunities through your pipeline
f.Hot water swapSample job
New enquiry
A new job starts here.
CUSTOMERM. Callaghan
SOURCEPhone call
RECEIVEDToday · 7:42 AM
JOBHot water replacement
New lead → Ready to quote
Illustrative workflow · sample customer and amounts
One job. The next step.
Get the yes while you’re still there.
Build your estimate from a service template. Add the line items and options, then take the signature on site.
- Reuse your standard service pricing
- Offer clear line items and options
- Capture a signature on the phone
f.Hot water swapSample job
ESTIMATE #1042Approved
Hot water replacement
Parts & materials$840.00
Installation labour$400.00
TOTAL$1,240.00
Estimate acceptedSigned on site by M. Callaghan
Illustrative workflow · sample customer and amounts
One job. The next step.
Right crew. Right place. Ready to go.
Put the job on the calendar, assign the crew or subcontractor, and keep the address, scope and parts with it.
- Day, week and crew views
- Assign your team or a subcontractor
- Plan the parts that need to be on the truck
f.Hot water swapSample job
Your day, connected
Tuesday, 8 September
08:00
Hot water swapCallaghan residence
11:30
Backflow testOak Street
14:00
Site measureNew enquiry
Crew assigned · Parts ready
Illustrative workflow · sample customer and amounts
One job. The next step.
Do the work. Keep the record.
Before-and-after photos, parts and hours stay with the job. No searching through a camera roll or a separate timesheet.
- Attach photos to the right job
- Log time against the work
- Keep a record of the parts used
f.Hot water swapSample job
On the job
Every detail, accounted for.
03:30HOURS LOGGED
6Job photos
2Parts recorded
Photos, labour and parts attached to this job
Illustrative workflow · sample customer and amounts
One job. The next step.
Finished the work? Send the invoice.
Carry the approved estimate into the invoice. Include the extra parts and hours, then send it before you leave.
- Carry approved line items forward
- Account for additional work
- Send the customer an invoice link
f.Hot water swapSample job
INVOICE #1042Sent
Ready for payment.
AMOUNT DUE$1,240.00
Invoice link sentReady for the customer to pay
Illustrative workflow · sample customer and amounts
One job. The next step.
Close the loop. Get paid.
Your customer pays by card or bank transfer from the invoice link. See what came in and what is still unpaid.
- Card and bank payment options
- A payment link for the customer
- Revenue and unpaid invoice reporting
PLUMBING / #7Q4K2Paid
Hot water swap
Callaghan residence
Lead in
Signed
Working
04
Paid
PAYMENT RECEIVED$1,240.00
MC
6 photos 3.5 hours Parts logged
Payment recorded. Job complete.
Illustrative workflow · sample customer and amounts
The thread that holds it together
One customer.
One job record.
Nothing left behind.
Your estimate, schedule, photos, time and invoice belong to the same job. Each step picks up where the last one left off.
Explore the tools behind the workflowFrom enquiry to invoice
Know what happens next.
A job changes as the work moves forward. Keep the scope, customer and supporting records connected at every stage.
Put the scope in writing.
Build an estimate with line items and totals. Keep the customer’s decision with the job so the agreed work is easy to find.
Make room for the job.
Add the visit to your schedule and make sure the person doing the work has the site details they need.
Keep the record current.
Call the customer, send an arrival message, add site photos and log labor time from the job details.
Review the finished work.
Check the job’s photos, hours and notes before preparing the final paperwork. Leave a useful record for the next visit.
Bring the paperwork together.
Prepare the invoice, review the amount due and share it with the customer. Track payment separately from the job’s work status.
See how the pieces fit together.
Explore the product
The details that matter
A clearer picture.
Practical answers before you bring your next job into FieldNari.
Are these the job stages in FieldNari?
Yes: Lead, Quoted, Scheduled, Active, Complete and Invoiced. A job can also be cancelled. Payment status is separate from the job stage.
What should I capture on site?
Keep the job description, photos, labor time and relevant notes together. This makes the invoice review and future customer visits easier.
Can I work without signal?
Previously loaded information remains readable offline. Creating or changing records requires a connection.
More time for what matters
Clock out of
the paperwork.
Run your trade business with less
admin and more freedom.
