Field Service Suite

Pricebook Pro (versioned service catalog with margin analysis), Fleet Pro (vehicles, maintenance, inspections), Customer Portal (magic-link self-service), GPS & Routing (daily route plans per technician, and a map that shows technician positions once a location-sharing client exists — none is available yet), and Accounting Sync (invoices and payments to the accounting system connected under Admin › Integrations (QuickBooks, Xero, Sage, NetSuite and others Merge supports)). Each is a separate toggle in Settings, so you turn on only what you use.

Field Service records payments; it does not take them — there is no Pay button on an invoice or in the customer portal. You collect the money (in person, or with your own Stripe link or checkout) and record it against the invoice in any method — card, debit, ACH, cash, check, or financing. If you turn on Online Payments, card payments you take in your own Stripe account are recorded on the matching invoice automatically, as long as the payment carries the invoice id.

Yes. Field Service Suite has mobile-optimized web views for work orders, estimates, invoices, fleet, and service agreements, and fleet inspections can be completed on a phone. Photo/video attachments and the customer signature are captured on the work-order page. Note there is no offline mode — the mobile views require a connection.

Yes. With the Accounting Sync module on, your office sends invoices and payments to the accounting system connected under Admin › Integrations (QuickBooks, Xero, Sage, NetSuite and others Merge supports). Every invoice and payment sent is listed in Sync History with its status and the error when one failed, and a payment not yet in your books can be sent again from the invoice's Payment History.

Yes, once the agreement is Active. Once a day it creates a draft invoice for every billing period that comes due (monthly, quarterly, semi-annual, or annual), and, when auto-scheduling of visits is on, a work order for each visit that comes due. Visit work orders are created unassigned and the agreement's owner is told to dispatch them; draft invoices wait for someone to review and send them. An agreement that is several periods behind catches up one period per day.

The Ask AI field service agent can search and summarize work orders, customers, estimates, invoices, and pricebook items; recommend which technician to dispatch (ranked by workload and job-type experience); surface work-order cost, duration, and risk insights; suggest pricing from your active pricebook; and take write actions with confirmation, such as creating work orders and estimates, assigning technicians, generating invoices, emailing estimates and invoices to the customer, and recording payments. Write actions are open to managers and to people an admin gives the app's Contributor role. An administrator can turn off the Field Service assistant, and with it these AI features, per business.

AI Front Office is the customer-facing front desk: an AI receptionist that handles inbound chat, SMS, and voice, qualifies the request, and books the appointment. Field Service Suite is the operations system that runs the job once it's booked — work orders, dispatch, estimates, invoicing, and agreements. When a booking is approved in AI Front Office it hands the work off to Field Service Suite as a work order, which arrives unassigned on the Dispatch board for your office to assign a technician, and Field Service Suite reports lifecycle outcomes (dispatched, completed, invoiced, paid) back for attribution.