HFSM
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Public Launch
The HFSM Platform
Run customers, properties, scheduling, dispatch, routing, field work, estimates, inspections, invoices, inventory, customer communication, marketing and business operations without building your company around a pile of disconnected apps.
One Platform
HFSM is being built around the idea that a field-service company should be able to run the core of its operation from its software plan instead of discovering that every meaningful workflow requires another product bolted onto the side.
Need something leaner?
Companies that do not need every workflow will also be able to talk with us about a smaller custom configuration built around their needs and budget.
View plans & pricing →See how the work connects
HFSM brings the work your office schedules, your technicians perform, and your customers see into one workflow. These illustrative screens show how the tools fit together. Explore the interactive tour to try the sample interface yourself.
01 · Office
Schedule jobs, assign your team, and organize stops with field and office visibility.
02 · Field
Record materials used on a job and keep truck and shop inventory in view.
03 · Customer
Keep job history, customer-visible documents, proposals, and invoices connected.
Illustrative interface previews with fictional data; actual HFSM screens and availability may vary by company configuration and enabled modules.
Customers & Properties
Keep the information your office and field teams need connected instead of scattering it across texts, paper notes and separate apps.
Maintain customer contact information, service history, notes, communications and the records your team needs before the next visit.
Track service locations independently from the customer so companies with multiple properties, commercial sites or managed locations stay organized.
Record equipment at the property, where it is located, what was serviced and the history associated with that equipment.
Bring jobs, estimates, invoices, inspections, communications and completed work together around the customer relationship.
Scheduling, Dispatch & Routing
HFSM connects scheduled work, field teams, routing and service timing so dispatchers are not piecing the day together from multiple systems.
Schedule service work, assign technicians and manage the work your team needs to complete from a central dispatch workflow.
Optimize route-heavy service days while respecting requested service days, preferred windows, locked stops and hard or soft scheduling constraints.
View jobs and field operations geographically so dispatch can understand where work is happening instead of working from a list alone.
Support location-aware field operations and customer on-the-way visibility without exposing unnecessary employee tracking details to customers.
Store mapped property information and field references that help technicians understand the physical site before and during service.
Sales & Estimates
HFSM is designed to help technicians identify work, present it clearly and move recommendations toward approved revenue.
Present multiple solutions instead of forcing every customer into a single quote. Build clear choices for necessary work, upgrades and better long-term options.
Standardize services, parts and pricing so estimates and invoices are built from a consistent company-controlled catalog.
Recommended work discovered during inspections can become normalized opportunities for follow-up rather than disappearing into technician notes.
Give customers clear information about recommended work and available options as part of the sales process.
Field Execution
The field workflow should document what was found, what was performed and what needs to happen next without creating more office cleanup.
Document work performed, job requirements and customer-visible service information from an organized work-order workflow.
Use structured inspections with repeatable sections, field responses and historical snapshots instead of generic free-form notes.
HFSM can provide inspection starters appropriate to enabled trade modules while keeping the inspection engine itself reusable across industries.
Keep field photos and supporting job media associated with the work instead of losing documentation in technicians’ camera rolls.
Preserve what was actually done at the time of service even when company configuration, service types or modules later change.
Billing & Business
HFSM connects operational work with billing and internal business management so the office can follow the financial side of the job.
Create professional invoices from the service workflow while keeping the customer, property and job context attached.
Support payment processing and payment-related workflows while keeping each service company’s customer payments isolated from HFSM’s own SaaS billing.
Track business income, expenses and operational financial information from inside the platform.
Organize tax-related operational records so important business information is easier to review when it is needed.
Track materials and inventory information alongside the price book and operational workflows that consume those items.
Customer Experience
Communication, documents and service visibility stay connected to the customer rather than becoming a collection of unrelated messages.
Give customers a dedicated place to access the information and service documents your company makes available to them.
Communicate from workflows tied to the company and customer record instead of relying only on personal technician phones.
Keep customer-facing communication associated with service activity so the team can understand the conversation around the job.
Support customer visibility when a technician is on the way without turning the customer experience into unrestricted employee tracking.
Marketing & Retention
HFSM does more than complete today’s job. Its marketing tools are designed to help companies follow up, create campaigns and surface future revenue.
Build campaigns from company data and service opportunities instead of constantly exporting customer lists into unrelated tools.
Create targeted groups for communication based on the customers and opportunities that matter to a campaign.
Build reusable marketing content so recurring seasonal and service campaigns are easier to launch consistently.
Support repeatable follow-up workflows while keeping company-level controls over what is enabled and delivered.
Surface recommended work and other actionable sales opportunities so valuable follow-up does not disappear after the field visit.
Support reputation and referral workflows alongside the customer history that produced the completed service.
Company Control
HFSM is multi-tenant from the foundation up, with isolated company data, roles, modules and configuration for different service businesses.
Support owners, administrators, dispatchers and technicians with access appropriate to how each person works.
Turn available modules on or off for the company so employees do not have to navigate tools the business does not use.
Add trade-specific workflows and starter content without rebuilding the core platform for every industry.
Each company operates in its own isolated workspace and tenant data environment rather than sharing operational records with another business.
Carry the service company’s own identity into customer-facing documents and workflows while HFSM remains the software platform underneath.
Configurable Platform
The platform catalog below is driven by HFSM's configured module system. Available modules can be entitled and enabled according to the company's plan and workflow.
Foundation
Customers, service locations, jobs, scheduling, estimates, invoices, products and services, service types, work orders, users and basic reporting.
Operations
Dispatch board, technician coordination and advanced field operations.
Operations
Customer texting, transactional email, service notifications and communication history.
Operations
Stripe payments, payment plans, AutoPay authorization and payment collection tools.
Customer Experience
Customer login, service history, requests, estimates, invoices, payments and service reports.
Operations
Inventory parts, usage, adjustments, transfers, scanning and service recipes.
Operations
Vehicles, fuel logs and fleet-related operating records.
Growth
Campaigns, audiences, opportunities, review requests, consent and marketing automation.
Business
Expenses, income, payroll, mileage, assets, taxes, bank imports and financial reporting.
Business
Company-controlled scheduled reminders, follow-ups and automated workflows.
Customer Experience
Recurring service-plan and membership records and related customer workflows.
Trade
Irrigation zones, sprinkler inspections, irrigation property components and trade-specific workflows.
Trade
Plumbing-specific service types, equipment and workflows.
Trade
HVAC-specific service types, equipment and workflows.
Trade
Electrical-specific service types, equipment and workflows.
Trade
Landscaping-specific service types and workflows.
Trade
Pressure washing and exterior-cleaning service workflows.
Trade
Garage-door service types, equipment and workflows.
Trade
General repair and handyman service workflows.
Straightforward Platform Value
Plan limits and available modules can vary by HFSM plan. Usage-based services such as payment processing, SMS, mapping/API usage or other third-party services may carry provider costs. Professional setup, migration and Marketing & Growth services are separate from the software subscription.
Public Launch
Build a workspace, use the platform with your actual company and see how it fits the way your team works.
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