Fixila Ops · Home & Field Services pack · Available now
Fixila Ops for Home & Field Services
For the home-service trades that run on trucks, dispatch and repeat customers — the companies that fix, install and maintain the things people live with every day.
Home & Field Services runs on the job. Every call becomes a work order that carries the customer, their address, the equipment on site and the full history of what you've done for them — from the first phone call to the signed invoice and the next maintenance visit. The workspace ties the office, the dispatch board and the tech in the field into one system, so nothing gets lost between the person who booked it and the person who drove out.
The core every business in this pack gets
- Customers, properties and full job history in one place — every visit, quote, invoice and photo linked to the address
- Scheduling and a dispatch board that shows who's where and what's next
- Work orders a tech fills out in the field — notes, photos, line items and a signature
- Quotes and estimates that turn into jobs and then invoices without re-typing anything
- Invoicing, card-on-file and online payment, with the customer paying from the portal
- A client portal to request service, approve quotes, see appointment and tech ETA, and pay
- On-my-way texts and appointment reminders that cut no-shows and callbacks to the office
- AI that turns a photo into a draft estimate and a dictated note into a clean service record
- The IT and security behind it all — your PCs, server, tablets and network monitored and protected by the same local team
Who it's for
Pick your kind of business to see how we serve it.
HVAC
For: Heating and cooling service, repair and installation companies
We run the whole HVAC operation in one place — the service calls, the maintenance-plan members, the install quotes and the equipment records on every furnace and condenser you touch. Your techs carry the customer's full history into the field, snap photos of the unit, and collect payment at the truck. Behind the scenes, the same local team keeps your office PCs, dispatch machine and techs' tablets monitored, patched and secure, so a ransomware email never takes the schedule down in July.
The challenges you know
Maintenance-plan members fall through the cracks — nobody generates the spring and fall visits until the customer calls upset.
A warranty callback comes in and no one can quickly see what the tech did, which part went in, or whether it's covered.
Slow season hits and the phone goes quiet because there's no easy way to reach past customers who are due.
What you get with Fixila Ops
- Service-agreement engine that auto-generates due maintenance visits, flags renewals and dunns failed cards
- Equipment records per address — make, model, serial, install date and every repair on that unit
- Flat-rate price book so every tech quotes the same repair the same way at the truck
- Warranty and callback records linked to the original job and the tech who did the work
- Photo-to-estimate AI — snap the rusted-out unit and get a draft replacement quote on site
- Auto review-request text the moment a job is marked complete, to keep the ratings coming
The rest of Fixila behind you
- Fixila Core — the RMM that monitors and secures the office PCs, the server and the techs' tablets
- Fixila SB — fully managed IT, phones and a managed network across the office and warehouse
- Fixila Guardian — endpoint, email and DNS security so ransomware never takes the business offline mid-season
- Fixila Studio — a website that ranks locally and seasonal marketing that keeps the phone ringing
Why Fixila is the right choice
- One company, one number. Software, computers, network, phones and security from a single local team — no finger-pointing between vendors when something breaks.
- Built for HVAC, not generic. Maintenance plans, flat-rate pricing and per-unit equipment records are already in the box, not bolted on.
- AI that does real work. Photograph the failing condenser for a draft estimate; dictate the service note and it writes itself.
- We run on it too. Fixila is itself a managed-IT and installation company — we live in this software every day.
- Grows with you. Start with scheduling and invoicing; add security, a website and device rentals for the crew without ever switching systems.
Plumbing
For: Plumbing service, repair and drain companies
From a backed-up main at midnight to a scheduled water-heater swap, every call becomes a work order with the property, the fixtures and the full history attached. Techs quote from a flat-rate book at the kitchen table, capture before-and-after photos, and take payment before they leave. The same team that runs your software also keeps your office machines, dispatch and techs' devices secure, so your business keeps moving even when a phishing email lands in the inbox.
The challenges you know
Emergency calls come in off-hours and get scribbled down, then lost before dispatch sees them.
Every tech quotes the same repair differently, so the price depends on who shows up.
There's no record of the last camera inspection or which shutoff is where when the customer calls back.
What you get with Fixila Ops
- Flat-rate price book so the toilet rebuild or water-heater swap is quoted the same every time
- Property and fixture records — shutoff locations, water-heater age, prior camera inspections, past repairs
- On-my-way ETA texts and reminders that cut no-shows for scheduled work
- Before-and-after photos attached to the job and visible to the customer in the portal
- AI service notes — dictate what you found and did; it writes the clean record and the invoice lines
- Card-on-file and portal payment so the emergency job is paid before the truck pulls away
The rest of Fixila behind you
- Fixila Core — the RMM that keeps the office PCs, server and techs' tablets patched and monitored
- Fixila SB — fully managed IT and a managed network for the office and shop
- Fixila Guardian — email and endpoint security so a scam invoice or ransomware never derails dispatch
- Fixila Studio — a fast local website and marketing so you own the emergency-plumber searches in town
Why Fixila is the right choice
- One local team for everything. Scheduling, invoicing, computers, network and security under one roof — one call when anything needs attention.
- Consistent pricing, every truck. The flat-rate book means the quote is the same whether it's your newest tech or your lead.
- AI that writes the paperwork. Dictate the diagnosis and the note and invoice draft themselves while you drive to the next call.
- Emergencies don't get lost. After-hours requests land as real work orders, not sticky notes.
- Grows with you. Add a second crew, phones, a website or crew tablets without re-platforming.
Electrical
For: Residential and light-commercial electrical contractors
Panel upgrades, troubleshooting, EV chargers and whole-home rewires all live as work orders tied to the property and its electrical history. Your electricians quote from a consistent price book, document code items with photos, and collect signatures and payment in the field. The same local company secures your office systems and the techs' devices, so a breach or a dead server never stalls your schedule or exposes customer records.
The challenges you know
Troubleshooting jobs blow past the estimate and there's no clean way to document and bill the extra time.
Permit and inspection details live in someone's truck or memory, not with the job.
Quotes for panel upgrades and EV chargers take too long to turn around and the lead goes cold.
What you get with Fixila Ops
- Work orders with time tracking so diagnostic and T&M labor is captured and billed cleanly
- Property electrical records — panel size, prior upgrades, circuits, inspection notes
- Flat-rate and estimate templates for common jobs like panels, EV chargers and fixture swaps
- Photo documentation of code items and finished work, attached to the job and the portal
- Photo-to-estimate AI for fast quotes on panels and service upgrades
- Signature capture and card payment on site, with the quote-to-invoice flow handled automatically
The rest of Fixila behind you
- Fixila Core — the RMM that monitors and secures office PCs, the server and field tablets
- Fixila SB — fully managed IT, phones and network for the office and shop
- Fixila Guardian — endpoint and email security that keeps customer data and your schedule safe
- Fixila Studio — a local-ranking website and marketing for high-value jobs like panel and EV work
Why Fixila is the right choice
- One company, one roof. Your software, computers, network and security come from the same local team you already trust.
- Built for the trade. Panels, circuits, permits and T&M billing are handled the way electricians actually work.
- AI that quotes fast. Photograph the panel and get a draft estimate before the lead cools off.
- Security-first. Customer addresses and payment data stay protected by a team that does security for a living.
- Grows with you. Add crews, EV-charger marketing or a full website whenever you're ready.
Handyman & general repair
For: Multi-trade handyman and small-repair businesses
The hardest part of handyman work is that every job is different — so we make it easy to quote, schedule and bill small varied jobs without drowning in admin. Each visit is a work order with photos, line items and a signature, and the customer's whole history of odd jobs stays in one place. The same local team keeps your laptop, phone and booking system secure, so you spend your time on the work, not on fighting software.
The challenges you know
Small jobs eat hours of unpaid admin — quoting, chasing payment, remembering what was done last time.
Customers call back for 'the guy who fixed my fence' and there's no record of what the job even was.
Punch-list jobs grow on site and there's no tidy way to add and bill the extra items.
What you get with Fixila Ops
- Fast quotes and work orders for varied small jobs, with a reusable library of common tasks
- Full customer history so repeat callers and their past jobs are one tap away
- Add-on line items on site so growing punch lists get captured and billed
- Before-and-after photos on every job, visible to the customer in the portal
- AI notes and estimates from a photo or a quick voice memo, so quoting isn't a chore
- Card-on-file and portal payment so small jobs get paid without chasing a check
The rest of Fixila behind you
- Fixila Core — keeps your work laptop and devices patched, backed up and monitored
- Fixila SB — fully managed IT and a secure setup as you add help and phones
- Fixila Studio — a clean website and local marketing so new customers find you first
- Fixila Local — in-home and remote tech help for you and for customers who ask about their devices
Why Fixila is the right choice
- Less admin, more billable hours. Quoting, scheduling and payment in one flow so paperwork stops eating your evenings.
- Every job on record. Repeat customers and past work are always a tap away, no digging through texts.
- AI built in. A photo or voice memo becomes a draft estimate and a clean job note.
- One local team. Software, devices and security from one company that answers the phone.
- Grows with you. Start solo; add a helper, a website and phones without changing systems.
Appliance repair
For: In-home appliance repair and service companies
Appliance repair lives or dies on parts and follow-through, so we tie every call to the appliance, its model and serial, and the part on order. Techs diagnose on site, quote from a flat-rate book, and the customer approves and pays from the portal. The same local team secures your dispatch system and devices, so the schedule and your customer list are never held hostage by an outage or a breach.
The challenges you know
A tech diagnoses the problem, orders the part, and then the return visit never gets scheduled cleanly.
Customers don't know whether the part arrived or when the tech is coming back.
Warranty callbacks come in and no one can tell what model it was or what part went in last time.
What you get with Fixila Ops
- Appliance records per address — brand, model, serial and full repair history
- Two-visit flow that links the diagnosis, the part on order and the scheduled return trip
- Flat-rate price book so diagnostics and common repairs are quoted consistently
- On-my-way texts and status updates so the customer knows the part arrived and the tech is coming
- Warranty and callback records tied to the original job, part and tech
- AI service notes and photo-based estimates so diagnosis-to-quote takes seconds
The rest of Fixila behind you
- Fixila Core — the RMM that secures and patches the office PCs and techs' devices
- Fixila SB — fully managed IT, phones and network for the office
- Fixila Guardian — email and endpoint security so your schedule and customer list stay safe
- Fixila Studio — a website and local marketing so you win the brand-name repair searches
Why Fixila is the right choice
- Parts and return visits, handled. The second trip is scheduled and tracked, not forgotten.
- Built for appliance work. Model, serial and repair history live with the appliance, not in a notebook.
- AI that quotes and documents. Snap the nameplate, dictate the fix, and the record writes itself.
- One local team. Software, devices, network and security from one company, one number.
- Grows with you. Add techs, trucks and marketing without ever switching platforms.
Locksmith
For: Residential, commercial and automotive locksmith companies
Whether it's a lockout at 2 a.m. or a commercial rekey, every job becomes a work order with the property, the hardware and the history attached. Dispatch sees the ETA, the tech quotes on site and takes payment before leaving, and sensitive details like key codes stay in a secure, access-controlled record. The same local team that runs your software also protects your systems and customer data — which matters when your whole business is built on trust.
The challenges you know
Emergency lockout calls come in off-hours and get lost between the answering service and dispatch.
Key codes, master-key systems and access details are scattered and not stored securely.
Commercial accounts want one point of contact and a clean history of every site and rekey.
What you get with Fixila Ops
- Work orders for lockouts, rekeys, installs and commercial jobs, with ETA texts to the customer
- Secure, access-controlled records for key codes, master-key systems and site access details
- Property and hardware history so commercial accounts see every door and every visit
- Flat-rate pricing so emergency and standard jobs are quoted consistently
- Signature and card payment on site, before the truck leaves
- AI notes that turn a dictated job into a clean record without typing in the dark
The rest of Fixila behind you
- Fixila Core — the RMM that keeps your systems and devices monitored and secure
- Fixila SB — fully managed IT and a secure network for the office and shop
- Fixila Guardian — endpoint, email and DNS security so sensitive key data stays protected
- Fixila Shield — security testing to prove the data you hold on customers' locks is truly locked down
Why Fixila is the right choice
- Trust is the product. Key codes and access details live in a secure, access-controlled record, protected by a security company.
- Emergencies don't get lost. After-hours lockouts become real work orders with a tracked ETA.
- Built for commercial accounts. Every site, door and rekey is on one clean history with one point of contact.
- AI that documents in the field. Dictate the job and the record writes itself, even at 2 a.m.
- Grows with you. Add techs, commercial contracts and marketing without switching systems.
Garage door
For: Garage door repair and installation companies
Spring breaks, opener swaps and full-door installs all live as work orders tied to the property and the door hardware on site. Techs quote from a flat-rate book, capture photos, and take payment at the truck, while the office sees the whole schedule on one dispatch board. The same local team keeps your systems and devices secure, so an outage or a scam email never costs you a day of installs.
The challenges you know
Install quotes take too long to get out and the customer books with whoever called back first.
No record of the door, opener model or spring size when the customer calls for a repair.
Seasonal spikes overwhelm the schedule and techs get double-booked or sent the wrong way across town.
What you get with Fixila Ops
- Flat-rate price book for springs, openers, rollers and full-door installs
- Door and opener records per property — model, spring size, install date, prior repairs
- Photo-to-estimate AI so install and replacement quotes go out same-day
- Dispatch board and route view so techs aren't double-booked or sent across town twice
- On-my-way texts and reminders that cut no-shows on scheduled installs
- Signature and card payment on site, with quote-to-invoice handled automatically
The rest of Fixila behind you
- Fixila Core — the RMM that monitors and secures office PCs and techs' tablets
- Fixila SB — fully managed IT, phones and network for the office and shop
- Fixila Guardian — email and endpoint security so your schedule stays up and your data stays safe
- Fixila Studio — a local website and marketing so you win the install and repair searches
Why Fixila is the right choice
- Quotes out the same day. Photograph the door for a draft estimate before the lead calls someone else.
- Built for the trade. Door, opener and spring details live with the property for the next repair.
- Smarter dispatch. One board and route view means no double-bookings during the busy swings.
- One local team. Software, devices, network and security from one company, one number.
- Grows with you. Add crews, install marketing and crew tablets whenever you're ready.
Fencing
For: Residential and commercial fence installation and repair companies
Fencing is a quote-heavy, material-heavy trade, so we make the estimate, the material list and the install schedule flow together from the first site visit. Every lead becomes a record with measurements, photos and the quote, and the customer approves and pays from the portal. The same local team secures your office and field devices, so your bids and customer list are never exposed or lost.
The challenges you know
Estimates take forever because measurements, materials and labor are figured out from scratch every time.
Deposits and progress payments on bigger fence jobs are hard to track and collect.
Jobs get scheduled around weather and material delivery, and it all lives in someone's head.
What you get with Fixila Ops
- Estimate templates with linear-foot and material math built in for quick, consistent bids
- Deposit and progress-payment collection so cash flows in before and during the job
- Site records with measurements, photos and the approved quote all in one place
- Scheduling that accounts for crew availability and material delivery windows
- Photo-to-estimate AI to turn a yard photo and dimensions into a draft quote
- Portal approval and payment so the homeowner signs off and pays without back-and-forth
The rest of Fixila behind you
- Fixila Core — the RMM that keeps office and field devices patched and secure
- Fixila SB — fully managed IT and a secure network for the office and yard
- Fixila Studio — a website and local marketing so your bids beat the competition to the inbox
- Fixila Go — rugged tablet rentals with Care built in for crews measuring and quoting in the field
Why Fixila is the right choice
- Faster, consistent bids. Linear-foot and material math is built in, so estimates go out quickly and priced right.
- Cash flow handled. Deposits and progress payments are collected and tracked, not chased.
- Built for material-heavy jobs. Measurements, materials and schedule live together on one record.
- One local team. Software, devices, network and security under one roof.
- Grows with you. Add crews, commercial contracts and marketing without changing systems.
Decks & outdoor
For: Deck, patio, pergola and outdoor-living builders
Outdoor-living projects are part sales, part build, so we carry the job from the design conversation and quote through the material list, the schedule and the final signed invoice. Each project is a record with photos, selections and progress payments, and the customer follows along and pays from the portal. The same local team secures your office and field devices, so your designs, bids and customer data stay protected.
The challenges you know
Selling the project takes multiple visits and quotes, and versions of the estimate get confusing.
Material-heavy jobs make it hard to price accurately and collect deposits before buying lumber.
Weather and material lead times scramble the schedule and there's no clean way to keep the customer informed.
What you get with Fixila Ops
- Estimate and proposal templates for decks, patios and pergolas with material math built in
- Deposit and progress-payment collection so you're not funding the lumber out of pocket
- Project records with photos, selections and the approved quote in one place
- Portal progress updates and photos so the customer sees the build and stays patient
- Photo-to-estimate AI to turn a backyard photo and dimensions into a draft proposal
- Scheduling that accounts for weather windows and material delivery
The rest of Fixila behind you
- Fixila Core — the RMM that keeps office and field devices patched and secure
- Fixila SB — fully managed IT and a secure network for the office
- Fixila Studio — a portfolio website and local marketing that sells the outdoor-living dream
- Fixila Go — tablet rentals with Care built in for showing designs and quoting in the backyard
Why Fixila is the right choice
- Sell and build in one place. The design conversation, quote, selections and build all live on one project record.
- Cash flow protected. Deposits and draws come in before you buy the lumber.
- Built for material-heavy builds. Accurate material math and progress billing come standard.
- AI that speeds the sale. A backyard photo becomes a draft proposal while the customer is still excited.
- Grows with you. Add crews, a portfolio site and marketing without switching platforms.
See Fixila Ops with your business in mind.
A 30-minute demo with your kind of work, then we set you up: self-serve, or done for you by a Fixila onboarding specialist.