Field Service Management

Run every job from first call to paid invoice.

Scheduling, dispatch, technician workflows, estimates, payments, and customer history—connected in one system built for modern service businesses.

See Field Service in Action → Explore the workflow

HVACPlumbingElectricalHome Services

LLaunch365 Field Service

Live operations

8 AM10 AM12 PM2 PM4 PM

JMJake M.HVAC

8:00–10:00AC no-coolCary · Diagnostic

11:30–1:00MaintenanceApex · Membership

2:00–4:00EstimateRaleigh · Replacement

RSRiley S.Plumbing

8:30–10:30Water heaterDurham · Repair

12:00–2:00Leak detectionCary · Urgent

ATAlex T.Electrical

9:00–11:00Panel inspectionGarner · Service

1:30–3:30EV chargerRaleigh · Install

✦

Nexus found the best openingJake is 12 minutes away and qualified for the urgent AC repair.

↗

Route optimized32 minutes saved today

✓

Invoice paid$675 collected on site

01Book

→

02Dispatch

→

03Complete

→

04Invoice

→

05Grow

One connected operation

Every job, every technician, and every dollar—visible.

Replace disconnected calendars, paper forms, and payment tools with a field-service workflow your office and technicians can use together.

Scheduling & dispatch

Put the right job on the right technician.

See the whole day in one visual dispatch board and make changes without losing track of customers, skills, routes, or open capacity.

Live dispatch boardEvery job, technician, and open slot in real time.
Skill and location matchingFind the qualified technician closest to the work.
Day-of flexibilityReassign jobs quickly when plans change.
Automatic customer updatesConfirmations and on-the-way texts stay on schedule.

Dispatch Board

Oct 2–8

8101224

Jake M.

AC Repair8:00 · Cary

Tune-up11:30 · Apex

Estimate2:00 · Raleigh

Riley S.

Water Heater8:30 · Durham

Leak Detection12:00 · Cary

Alex T.

Panel Check9:00 · Garner

EV Charger1:30 · Raleigh

Technician mobile app

Give technicians the full job before they arrive.

Put customer history, equipment, job details, forms, estimates, and payments in every technician’s pocket.

Complete customer historyPrior work, equipment, notes, and conversations.
Field notes and photosDocument the job while the details are fresh.
Digital forms and signaturesKeep work orders organized and searchable.
On-the-way updatesKeep customers informed without calling the office.

9:41● ● ●

‹Job #1048•••

12 min8.4 mi

Megan EllisAC no-cool · Priority

Member

Arrival8:00–10:00 AM

EquipmentTrane XV20i · 2019

Last visitMaintenance · May 14

✓

Customer notifiedOn-the-way message sent

Estimates & price book

Build estimates that are easy to understand—and approve.

Create consistent, professional options from your price book while the technician is still with the customer.

Flat-rate price bookServices, parts, labor, and margins stay consistent.
Good, better, best optionsGive customers clear choices for their budget.
Digital approvalsSign on site or approve from a secure text link.
Automated follow-upNexus keeps unsigned estimates from going cold.

Estimate #2048Draft

Ryan ColeSystem replacement · 2216 Oakview Dr

Essential$2,890Standard efficiency · 1-year labor warranty

Most popularPreferred$4,310High efficiency · 5-year labor warranty

Premium$6,740Variable speed · 10-year labor warranty

Preferred option$4,310.30

Invoicing & payments

Get paid before the truck leaves.

Turn completed work into a clear invoice and let customers pay on site or from their phone.

Tap, card, and text-to-payMake it easy to pay wherever the customer is.
Instant receiptsSend confirmation as soon as payment clears.
Payment remindersAutomatically follow up on balances still open.
Accounting-ready recordsKeep invoices, payments, and customer history connected.

✓

Payment complete$675.00Invoice #4812 · Visa •••• 4182

AC diagnostic$129.00

Capacitor replacement$496.00

Tax$50.00

Thanks, Megan!Your receipt has been texted.

CRM & reporting

Know the customer—and the business—without asking.

Connect every job, conversation, payment, and piece of equipment to one customer record, then see performance across the company.

Complete customer recordsJobs, equipment, memberships, invoices, and messages.
Revenue and job reportingTrack booked work, close rates, collections, and productivity.
Needs-attention viewsSurface unassigned jobs, unsold estimates, and open balances.
Team performanceSee where technicians and dispatchers are winning.

Customer 360

Megan EllisCustomer since 2022 · Comfort Plan member

$4,820 lifetime value

Customer timeline

✓Invoice paidToday · $675.00

↗Technician dispatchedToday · Jake M.

☎Inbound callToday · AI summary saved

▣Maintenance completedMay 14 · Job #922

Open jobs1

Equipment3

Invoices12

Avg. ticket$402

Frequently asked questions

Switch with confidence.

Launch365 connects the office, the field, and the customer in one workflow.

Does Launch365 replace our scheduling and dispatch software?+

Launch365 Field Service is designed to manage scheduling, dispatch, technician workflows, estimates, invoices, payments, and customer records together. Our team can map your current process during a demo.

Can we match jobs by technician skill and location?+

Yes. Dispatchers can view availability, qualifications, territory, and proximity when assigning or reassigning work.

Can technicians build estimates from a price book?+

Yes. Technicians can build consistent estimates from approved services and parts, present multiple options, and collect a signature in the field or through a digital approval link.

Can customers pay from their phones?+

Yes. Launch365 supports digital payment workflows that can be sent with an invoice or payment link, along with automatic receipts and follow-up reminders.

Will our customer and job history stay connected?+

Yes. Customer records connect conversations, equipment, past jobs, estimates, invoices, payments, notes, and membership details in one timeline.

Is it built for more than HVAC?+

Yes. The workflows are designed for HVAC, plumbing, electrical, and other appointment- and dispatch-driven service businesses.

Launch365 Field Service

Run your field service business in one connected system.

Give the office, technicians, and customers one smooth experience from booking through payment.

Schedule a Field Service Demo →Call (919) 758-8420

See the full Launch365 ecosystem at a glance.

Move faster with messaging, AI, SEO, CRM, and automation in one stack.

Deploy AI across lead response, qualification, booking, and support.

Switch without downtime, rebuilds, or retraining pain.

See where Launch365 wins, where competitors narrow the gap, and what each stack really costs.

Choose the plan that fits your growth stage.

Run every job from first call to paid invoice.

Arrive informed and ready to work.

Every job, every technician, and every dollar—visible.

Put the right job on the right technician.

Give technicians the full job before they arrive.

Build estimates that are easy to understand—and approve.

Get paid before the truck leaves.

Know the customer—and the business—without asking.

Switch with confidence.

Run your field service business in one connected system.

Run every job from first call to paid invoice.

Arrive informed and ready to work.

Every job, every technician, and every dollar—visible.

Put the right job on the right technician.

Give technicians the full job before they arrive.

Build estimates that are easy to understand—and approve.

Get paid before the truck leaves.

Know the customer—and the business—without asking.

Switch with confidence.

Run your field service business in one connected system.

Wait — before you go.Get your first month free.

Wait — before you go.
Get your first month free.