Everything You Need to Run Your Business
From the first client call to the final invoice, CorePlx Field handles it all — so you can focus on what you do best.
Know Every Client Inside and Out
Keep a complete record of every client, property, and interaction. See job history at a glance, track notes and preferences, and never lose a detail.
- Complete client profiles with multiple properties
- Full service history and communication log
- Custom fields and tags for segmentation
- Import existing clients from CSV or spreadsheet
Fill Your Calendar Without the Chaos
Drag-and-drop scheduling with built-in route optimization. See your entire team's availability at a glance and assign jobs in seconds.
- Drag-and-drop calendar with day, week, and month views
- Route optimization to reduce drive time
- Recurring job scheduling for maintenance contracts
- Automatic appointment reminders via SMS and email
Get Paid Faster with Professional Invoices
Create beautiful quotes in minutes, convert to invoices with one click, and let clients pay online. No more chasing payments.
- Professional quote and invoice templates
- One-click quote to invoice conversion
- Online payments via credit card and ACH
- Automated payment reminders and late fees
Your Business in Your Pocket
Give your team everything they need in the field. View schedules, navigate to jobs, log time, capture photos, and collect signatures — even without internet.
- Works offline with automatic sync
- Photo and signature capture on-site
- One-tap clock in/out and time tracking
- Built-in navigation to job sites
Let Clients Book 24/7
Embed a booking widget on your website and let clients schedule service anytime. Reduce phone calls and fill your calendar on autopilot.
- Customizable booking page matching your brand
- Automatic availability based on team schedules
- Service selection with pricing
- Instant confirmation emails to clients
Put Your Follow-Ups on Autopilot
Set up automated workflows that save hours every week. Send appointment reminders, follow-up emails, review requests, and more — without lifting a finger.
- Appointment reminder SMS and emails
- Automatic review requests after job completion
- Follow-up sequences for unapproved quotes
- Win-back campaigns for inactive clients
Keep Your Crew Organized
Manage timesheets, track expenses, assign tasks, and set permissions. Know exactly what your team is working on and how they're performing.
- Digital timesheets with GPS verification
- Expense tracking and receipt capture
- Role-based permissions and access control
- Performance metrics and productivity reports
Make Smarter Decisions with Data
Track revenue, job costs, team performance, and more with real-time dashboards. Know exactly where your business stands at any moment.
- Revenue and profitability dashboards
- Job costing and margin analysis
- Team utilization and performance tracking
- Exportable reports for accounting
Give Clients Self-Service Access
Let clients approve quotes, pay invoices, request service, and view their history online. Fewer phone calls, happier clients.
- Online quote approval and e-signatures
- Invoice viewing and online payment
- Service request submission
- Complete job and payment history
Ready to See It in Action?
Start your free 14-day trial and discover how CorePlx Field can transform your business.