Work orders, scheduling, GPS tracking, invoicing, contracts, estimates, lead pipeline, workflow automations & client portal — all in one platform. Built for landscaping, plumbing, electrical, HVAC, and any field service business.
One platform to run your entire field service business
Powerful features that work together seamlessly
Create detailed work orders with custom fields, photos, and notes. Track from draft to completed to invoiced. Use templates for common jobs.
Visual calendar with drag-and-drop. Schedule recurring jobs (weekly lawn care, monthly maintenance). Assign crews and track availability.
Crews check in/out with GPS location verification. See where your teams are in real-time. Track actual vs. estimated time for better quotes.
Auto-generate professional invoices from completed work orders. Track payments and send reminders. Accept online payments. QuickBooks sync.
Clients view their jobs, invoices, and history. Submit service requests online. Download receipts. Reduce phone calls and improve satisfaction.
Track materials used per job. Manage inventory levels. Monitor costs and profitability. Categories for all trades (plumbing, electrical, HVAC, etc.).
Manage your team with role-based permissions. Track crew assignments and performance. Mobile access for field teams. Contact information at your fingertips.
Drag-and-drop form builder with 10+ field types. Create intake forms, safety checklists, inspections. Share via link or client portal. Save & continue later.
Track revenue, job completion rates, crew performance, and CSAT ratings. See which services are most profitable. Export data to CSV. Make data-driven decisions.
Create contracts from reusable templates, send for digital signing, and get AI-powered risk analysis on every agreement. Full clause library, contract timeline, and bulk operations included.
Build professional estimates with line items, labor, and materials. Send to clients for approval, then convert to work orders and invoices in one click — no re-entering data.
Automate repetitive tasks with trigger-based workflows. Auto-assign work orders, send follow-up emails, update statuses, and trigger notifications — all without lifting a finger.
Two-way messaging with clients directly in BOOTMARK. Send job updates, collect approvals, and keep all communication in one thread — no more digging through email chains.
Track prospects from first contact to signed contract. Manage your lead funnel, assign follow-up tasks, convert leads to clients, and never let a sale fall through the cracks again.
Give clients a branded booking page to request services 24/7. Choose available time slots, select services, and submit requests directly into your BOOTMARK dashboard — zero phone tag.
Crew members clock in and out per job with GPS verification. Track actual hours against estimates. Export timesheets for payroll and use real job data to sharpen future quotes.
Get up and running in three simple steps
Add your services, crew members, and clients. Customize fields and forms to match your workflow. Import existing data from spreadsheets. Takes about 15 minutes.
Create work orders and drag them onto your calendar. Assign crews and set recurring schedules. Crews get notifications and check in with GPS when they arrive.
Monitor job progress with GPS tracking. When complete, auto-generate invoices with one click. Send to clients via email or portal. Track payments and sync with QuickBooks.
See what our customers have to say
"BOOTMARK transformed our landscaping business. GPS tracking alone saved us 10 hours a week, and the client portal reduced phone calls by 60%. Best investment we've made."
"As a plumbing contractor, I needed something simple but powerful. BOOTMARK's recurring job scheduling is perfect for maintenance contracts, and QuickBooks sync saves hours of bookkeeping."
"We run both HVAC and electrical services. BOOTMARK's flexibility lets us customize everything for each trade. The mobile app is fantastic - crews love how easy it is to use in the field."
Contact us to get a custom quote tailored to your team size and needs
All plans include a 14-day free trial • No credit card required • Cancel anytime
📧 Reach us at sales@bootmarkapp.com or schedule a demo
Everything you need to know
Absolutely! BOOTMARK is fully customizable and works for any field service business. Many customers run multiple service types (like HVAC + electrical or landscaping + snow removal) in the same account. You can customize fields, forms, and workflows for each service type.
Yes, GPS tracking requires the BOOTMARK mobile app on iOS or Android smartphones. However, GPS tracking is optional - you can use all other features without it. Many businesses start with basic features and add GPS tracking later as they grow.
Yes! The mobile app works offline so crews can view work orders, update job status, and log time even without internet connection. All changes sync automatically when they're back online. Perfect for remote job sites.
Yes! You can import clients, properties, and other data via CSV files. We also offer free onboarding assistance on Professional and Business plans to help you migrate from your current system. Most customers are fully set up within a day.
Yes! All plans include access to our comprehensive knowledge base with video tutorials. Professional and Business plans include live onboarding sessions. We also offer ongoing support via email, chat, and phone depending on your plan.
Very secure! We use bank-level encryption (SSL/TLS) for all data transmission and storage. Your data is backed up daily to multiple secure locations. We're compliant with industry security standards and never share your data with third parties. Business plans also include full audit logs so you can track every action in your account.
Yes! BOOTMARK includes a full Contract Lifecycle Management (CLM) module. You can build contract templates with a reusable clause library, send contracts for legally binding e-signatures, set automated reminders, and review signing timelines. Business plan users also get AI-powered contract risk analysis that flags risky clauses before you send.
A lot! BOOTMARK's workflow automation engine lets you create trigger-based rules: automatically assign work orders when a job is booked, send follow-up emails after a job is completed, update job statuses, fire notifications to crew members, convert estimates to invoices on approval, and more. No coding required — just pick your trigger, conditions, and actions.
Yes! BOOTMARK includes an Online Booking page you can share with clients or embed on your website. Clients choose their service, pick an available time, and submit the request — it lands directly in your BOOTMARK dashboard for approval or auto-confirmation. No more back-and-forth phone calls to schedule jobs.
Join growing field service businesses using BOOTMARK to manage work orders, contracts, leads, and their entire operation — all in one place
14-day free trial • No credit card required • Setup in 15 minutes
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