fieldnoteSERVICE OPERATIONS
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SERVICE OPERATIONS, CONNECTED

From the first call
to finished work.

Fieldnote brings customer requests, quotations, schedules, field notes, invoices and payment records into one clear workspace.

Create a workspace Explore packages

For service teams that need a reliable handoff from office to field.

01 / SERVICE INTAKE02 / DELIVERY03 / FINANCIAL CLOSE

THE PRODUCT / BUILT AROUND THE WORK

Fewer handoff gaps.
More useful context.

Keep the information behind a service job close to the work itself—from the original request to the final balance.

01

A shared service history

Customer and site records

Keep contact details, service locations and related work together instead of hunting across disconnected files.
02

Intake to action

Tickets that hand off cleanly

Triage incoming requests with priorities, assignments, comments and protected attachments.
03

Prepare · share · follow up

Quotations customers can review

Create quotations from your catalogue, produce PDFs and let customers review or respond through a secure link.
04

Office to technician

Jobs and mobile field work

Schedule work and let assigned technicians record labour, parts, expenses, photos and customer sign-off. An internet connection is required.
05

Keep balances visible

Invoices and payment records

Issue invoices and credit notes, allocate recorded payments and review statements and outstanding balances.
06

See what your role allows

Reports and workflow automation

Use permission-scoped reports and configured notifications to keep the team informed without exposing restricted areas.

A PRACTICAL SERVICE CYCLE

One job. A clearer path
from request to record.

Fieldnote keeps each stage visible to the people who need it, with permissions and package access applied to the workspace.

  1. 01

    Capture the request

    Keep the customer, service location and issue together in a shared ticket queue.

    CUSTOMERS · TICKETS
  2. 02

    Quote with context

    Build clear quotations from your catalogue and share a customer review link.

    CATALOGUE · QUOTES
  3. 03

    Schedule and do the work

    Assign jobs, then record labour, parts, expenses, photos and customer sign-off from the field workspace.

    JOBS · FIELD WORK
  4. 04

    Close the financial loop

    Issue invoices, record and allocate payments, then review outstanding work and reports.

    INVOICES · PAYMENTS

PACKAGES / CURRENT PUBLISHED PLANS

Choose a package
that fits the team.

Packages are configured by the Fieldnote administrator. Compare the published price, seat range, trial and included modules below.

PACKAGE / 01 PUBLISHED

Essentials

For owner-led teams managing customers, requests, quotes, jobs and billing in one workspace.

R 75,00 / seat / month

Recurring · 1–5 seats

7-day trial
INCLUDED MODULES
  • Customer records
  • Products and services catalogue
  • Service requests
  • Quotations and customer approvals
  • Jobs and mobile field work
  • Invoicing
  • Payments and statements
  • Operations dashboard
  • Team notifications
Create workspace

Select your package under Subscription & Billing after setup.

PACKAGE / 02 PUBLISHED

Team

For growing crews that need the full service workflow plus business reporting.

R 125,00 / seat / month

Recurring · 1–15 seats

7-day trial
INCLUDED MODULES
  • Customer records
  • Products and services catalogue
  • Service requests
  • Quotations and customer approvals
  • Jobs and mobile field work
  • Invoicing
  • Payments and statements
  • Operations dashboard
  • Business reports
  • Team notifications
Create workspace

Select your package under Subscription & Billing after setup.

PACKAGE / 03 PUBLISHED

Operations

For larger or busier teams that want reporting and configured workflow automation.

R 199,00 / seat / month

Recurring · 2+ seats

7-day trial
INCLUDED MODULES
  • Customer records
  • Products and services catalogue
  • Service requests
  • Quotations and customer approvals
  • Jobs and mobile field work
  • Invoicing
  • Payments and statements
  • Operations dashboard
  • Business reports
  • Workflow automation
  • Team notifications
Create workspace

Select your package under Subscription & Billing after setup.

Prices are displayed per seat in the configured billing interval. Confirm applicable taxes and payment terms before subscribing.

ACCESS / CLEAR BY DESIGN

Your team sees
what it should.

Fieldnote uses organisation membership and role permissions, then applies the package’s enabled modules. Server-side checks protect workspace actions and records; navigation visibility is only a convenience.

Explore Fieldnote
01

Organisation-scoped workspacesCustomer and operational records are associated with the selected organisation.

02

Role permissionsSeparate access for day-to-day operations, finance and field work.

03

Package entitlementsEnabled modules follow the active subscription package.

04

Protected workflow actionsThe API checks permissions; hiding a control is not the security boundary.

BEFORE YOU START

Good to know.

What’s included today—and what isn’t.

How are packages and prices decided?

The package list comes from Fieldnote’s active plan catalogue. The displayed amount is the recurring price per seat in the interval shown; each package also lists its seat range, trial (if configured) and enabled modules. If no package is listed, no plan is currently published. Applicable taxes and payment terms should be confirmed before purchase.

How do I get started?

Create an owner workspace through registration. Subscription & Billing shows currently active packages. Business-profile editing and staff invitations/acceptance are still under development, so confirm onboarding requirements before moving live operations into Fieldnote.

Can technicians use Fieldnote on a phone?

Yes. The field workspace is designed for mobile browsers and supports assigned work, work logs, parts, expenses, photos, customer sign-off and job cards. It currently requires an internet connection; offline mode is not available.

Can my customers pay an invoice online?

This version supports staff recording and allocating payments against invoices. Customer-facing online invoice payment is not available. PayFast is integrated for Fieldnote subscription checkout, which still requires production account configuration before launch.

Can I invite my staff?

Role and permission controls are implemented, but self-service team invitations and acceptance are still in development. Do not assume a staff-invitation workflow is available yet.

How is access managed?

Workspace membership and role permissions are checked by the service API. Package entitlements further limit which areas are available, so hiding a menu item is not the only access control.

FIELDNOTE / SERVICE OPERATIONS

Keep the work moving.

Start with a workspace, then review the packages available to your organisation.

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