Replace the patchwork. Run the business from one platform.
Run the office, field, financials, and operations in one platform — with Zaro working alongside your team.
One connected system for the whole service business
FieldGenius connects your customers, jobs, dispatch, technicians, estimates, invoices, payments, and projects — so the office and the field work from the same information, every time.
FieldGenius is field service management software for HVAC, plumbing, electrical, maintenance, and other service businesses.
Built for office teams and technicians
Dispatchers, owners, and field technicians all see the same job and customer context — no relaying, no lost notes.
Works across every field service trade
From HVAC and plumbing to landscaping, painting, facilities, and specialty service companies.
Zaro prepares. Your team decides.
Zaro, the FieldGenius AI assistant, prepares work and recommendations — your people stay in control of every decision.
Turn every opportunity into organized work
Capture leads, understand where they came from, keep follow-ups organized, and carry promising opportunities into customers, estimates, jobs, and revenue — without losing the history behind the conversation.
Maria Gonzalez
No heat in building
Pinecrest HOA
Common area lighting
ABC Manufacturing
Rooftop unit inspection
Greenfield Offices
Commercial rooftop replacement
Riverside Apartments
Water heater replacement
Northside Electric
Electrical panel upgrade
QuickFix Properties
AC replacement
Every call can become organized work.
Zaro Voice brings natural conversation into FieldGenius, helping service businesses capture customer needs, organize incoming demand, and carry the context into the office workflow.
Talk naturally. Zaro keeps up.
No phone-tree scripts. Just a conversation.
ABC Plumbing
(518) 555-1234
Zaro
Caller
Zaro
From the first conversation to the final invoice.
FieldGenius keeps customer context connected from the moment demand enters the business through the work, billing, and service history that follow.
Everything connects in FieldGenius
Each part of your business links to the next — so a job is never just a job. It carries its customer, location, equipment, history, estimate, and payment with it.
CRM & Lead Pipeline
Capture leads from every source and carry the context into customers, estimates, and jobs.
Customers
One record per customer — contact details, sites, service history, and open balances.
Jobs
Keep the customer, site, equipment, technician, notes, estimates, invoices, and history tied to the job.
Scheduling & Dispatch
Plan and assign work with technician capacity, status, and schedule conflicts in view.
Technician Workflows
Field technicians see the job, document work, and update status from one mobile view.
Estimates
Build estimates from job context and send them out for approval.
Invoices
Invoice from completed work with line items pulled from the job.
Payments
Track payments and open balances against the customer and completed work.
Projects
Group related jobs into a project for multi-phase work and larger installs.
Automation
Create internal tasks, notes, and notifications from operational activity.
Zaro Voice
Answer incoming calls naturally, capture service requests, and carry context into the pipeline.
Zaro
The AI assistant that prepares work for your office team and technicians.
Not just HVAC, plumbing, and electrical
FieldGenius serves the full range of field service companies — from a two-person shop to a growing team managing multiple crews and locations.
Why FieldGenius existsTwo views of the same truth
The office plans the work. The field does the work. FieldGenius makes sure they're always looking at the same job.
Plan, schedule, and bill with confidence
Dispatchers and owners see every job, technician, and customer in one place — and prepare work before a truck ever rolls.
Show up ready, document everything
Technicians arrive with full job context — equipment history, notes, photos — and document their work as they go.
Trustworthy by design
Your customer and job data lives in one secure, connected system.
Intelligent, not autonomous
Zaro prepares work. Your team makes the decisions that matter.
Built for the field
Designed for the realities of service work — on the road and on site.
Replace the patchwork. Run the business from one platform.
Start your free trial today. No payment method required.
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