Built by Metorial, the integration platform for agentic AI.
Provider Summary
create and manage jobs
schedule and assign staff
manage clients and contacts
track materials and invoicing
record job payments
send emails and SMS
manage forms and checklists
generate templated documents
search jobs and records
manage customer assets
Manage field service operations for small businesses. Create, update, and track jobs with scheduling, staff allocation, and status tracking. Manage clients (companies) and contacts with full CRUD operations. Assign staff to jobs, schedule work periods, and manage allocation windows. Track materials, create invoices, record payments, and manage tax rates. Handle customer assets with configurable asset types. Create and manage custom forms, checklists, and form responses. Add notes and file attachments to jobs. Send emails and SMS messages on behalf of the account. Generate templated documents such as quotes and invoices. Manage inbox messages and convert them to jobs. Search across jobs, clients, and other objects. Add custom fields to standard objects. Subscribe to webhooks for object-level field changes and business-level events like job creation and completion.
This integration is licensed under the FSL-1.1.
Built with ❤️ by Metorial