Build guide
Field Services OS
Customers, sites, quotes, scheduled jobs, crews and recurring visits linked together - quotes get chased, jobs get invoiced and repeat work never drops.
For: Cleaners, landscapers, pest control, HVAC, plumbers, electricians, handymen and contractors
- Linked databases
- 6
- Connections
- 6
- Automatic calculations
- 12
- Ready-made views
- 12
What it saves you
- Quotes not answered within 7 days land in a follow-up list
- Completed jobs not yet invoiced are listed at the end of each day
- Recurring service visits calculate their next due date
- Revenue per customer and site rolls up from job history
How the parts work together
- Quote: Add customer and site → Create a quote and mark it Sent → Chase everything in "Chase these"
- Do the job: Schedule a job with site and crew → Record hours, materials and notes on site → Mark Complete
- Bill & rebook: Invoice everything in "To invoice" → Update Last visit on the service plan → Book from "Due soon"
Databases inside
Customers
Homeowners, landlords and businesses with total job value rolled up from their sites and jobs.
7 fields · 2 calculated automatically · linked to Sites, Quotes, Jobs, Recurring Services
Views: All customers
Sites
Service addresses with access notes and equipment on site. Each site keeps its own job history.
5 fields · 1 calculated automatically · linked to Customers, Jobs
Views: All sites
Quotes
Estimates sent to customers with value and status. Unanswered quotes older than a week flag for follow-up.
6 fields · 1 calculated automatically · linked to Customers
Views: Quote board, Chase these
Jobs
Scheduled work with site, crew, time on site and materials. Completed-but-not-invoiced jobs are listed so nothing goes unbilled.
15 fields · 3 calculated automatically · linked to Customers, Sites, Crew
Views: Schedule, Today, To invoice, By status
Crew
Technicians and helpers with certifications. Jobs assigned and hours roll up for scheduling and pay.
7 fields · 3 calculated automatically · linked to Jobs
Views: Team, Certs expiring
Recurring Services
Contracts and repeat visits with an interval. The next due date is calculated from the last visit so renewals are never missed.
8 fields · 2 calculated automatically · linked to Customers
Views: Due soon, All plans
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Field Services OS →