Manage Every Job from Start to Finish
From the first service call to the final invoice, FreshFSM gives you complete control over every job. Track one-off repairs, manage recurring maintenance schedules, and handle multi-visit projects all in one system.
How It Works
Create the Job
Create jobs from approved quotes or from scratch. Add descriptions, line items, instructions, and attach photos or documents.
Schedule & Assign
Schedule visits on your calendar and assign them to the right crew. For recurring jobs, set the frequency and let FreshFSM auto-generate visits on your schedule.
Track Progress
Monitor job status in real-time as your crew starts work, adds notes and photos, and completes each visit. Status updates sync instantly between field and office.
Complete & Invoice
When the work is done, convert the completed job to an invoice with one click. All line items and pricing carry over automatically.
Key Features
Job Creation & Details
Create jobs from approved quotes or from scratch with detailed descriptions, line items, and instructions. Attach files, photos, and documents to keep everything organized in one place.
- Create jobs from approved quotes or from scratch
- Add detailed descriptions, line items, and instructions
- Attach files, photos, and documents to any job
Recurring Jobs
Set up weekly, bi-weekly, monthly, or custom recurring schedules and let FreshFSM auto-generate visits. Assign a default crew to recurring work for consistency.
- Set up weekly, bi-weekly, monthly, or custom schedules
- Auto-generate visits based on your recurring pattern
- Assign a default crew that carries over to each visit
Visit Management
Break multi-day projects into individual visits, each independently scheduled, assigned, and tracked. Reschedule individual visits without affecting the rest of the series.
- Break multi-day projects into individual visits
- Track completion status for each visit independently
- Reschedule individual visits without affecting the series
Status Tracking
See job status at a glance: upcoming, today, late, or action required. Status updates automatically when your crew starts and finishes work, keeping your dashboard current without manual entry.
- See job status at a glance: upcoming, today, late, or action required
- Automatic status updates when crew starts and finishes work
- Filter jobs by status, type, client, or property
Line Items & Pricing
Add line items to every job with descriptions, quantities, and unit pricing. Adjust pricing per job or override line items on individual visits.
- Add line items with descriptions, quantities, and unit pricing
- Override line items on individual visits when needed
- Adjust pricing per job with discounts and tax rates
Job Notes & Photos
Your crew adds before-and-after photos from the field for quality assurance and documentation. Internal notes keep office and field teams aligned on every job detail.
- Crew adds before/after photos from the field
- Internal notes for office and field communication
- Photo documentation for quality assurance and disputes
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Learn moreFrequently Asked Questions
Ready to get started?
See how FreshFSM can help streamline your field service operations. Sign up today or book a demo to learn more.