Quote it, schedule it, get paid for it.
Field HQ is the system Piets runs its own jobs on — leads, quotes, the calendar, photos, invoices and the client’s own portal, in one place. Now we set it up for other trades too.
This is the whole thing. Click anything.
Move a job down the pipeline. Change a quantity in the quote and watch the tax, the total and the deposit schedule redo themselves. Then flip to the client side.
Sample data, running in your browser. Nothing is saved and nothing is sent. Real client names never appear in a Piets demo.
Most field businesses lose money in the gaps.
Not on the job — between the jobs. The quote that never got sent. The deposit nobody chased. The finished install that sat two weeks before anyone invoiced it.
Quote in minutes
Pick the lines, set the quantities. Pre-tax all the way down, tax once at the bottom, deposit schedule written for you — 50% plus tax up front, 25% on arrival, 25% on completion.
A pipeline that nags
Nothing sits in a stage without a next step and a date. Quote with no answer in three days? Field HQ sends the follow-up.
The calendar clients can see
Day-before reminder, on-my-way ping, arrival window. The “what time are you coming” call stops.
Photos that land somewhere
Shoot it on the phone, it attaches to the job and shows up in the client’s portal. No texting pictures to yourself.
Invoices, numbered and logged
Straight from the approved quote. Due on receipt, every payment method on it, nothing blank for anyone to fill in later.
One thread per client
Texts, approvals and questions all on the job, not scattered across three phones and an inbox.
Your crew sees the work. Your client sees their job.
The team side
- Today list, pipeline board and the week at a glance
- Quote builder with your own price book behind it
- Jobs, photos, materials and notes on one record
- Invoice numbering and a payment log that balances
- Works on the phone in the van, not just the office
The client side
- A link you text them — no account, no password
- Read and approve the quote by typing their name
- Every visit, with a reminder the day before
- Install photos they can keep
- Invoices and a message thread straight to you
We set it up, load your pricing, and train you on it.
Camera installers, plumbers, HVAC, landscapers, cabinet shops, cleaners — if you quote work and send someone to do it, Field HQ fits. We tailor it to how you already work instead of making you change.
Piets Technology Solutions Inc · 631-871-5957 · pietstechsolutions.com · Much of this page was prepared with AI. We work hard to keep it right — if you spot a mistake or have a suggestion, call 631-871-5957 so we can fix it.