FSM Navigator® Documentation
FSM Navigator is one app for the whole customer lifecycle: booking, quotes, dispatch, on-site work, invoicing and payment, and service agreements. These guides walk through each part, in roughly the order a customer moves through your business.
flowchart LR
A[Customer] --> B[Booking or quote]
B --> C[Job or work order]
C --> D[Schedule and dispatch]
D --> E[Work on site]
E --> F[Invoice and payment]
F --> G[Service agreement]
G -->|Next visit| CA customer books or accepts a quote, the work is scheduled and done on site, you invoice and get paid, and a service agreement brings them back. See how each stage works.
Start here
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Owners and account managers
Set up your company, invite your team, pick your plan, and see how the whole lifecycle fits together.
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Office and dispatch
Add customers, send quotes, create and assign jobs, and keep the day on track.
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Technicians
Install the app, work your jobs, record parts and photos, and keep going without a signal.
Guides by topic
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Getting started
Set up your account, create your first job, and invite your team in under 5 minutes.
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Jobs
Create, assign, and track jobs from dispatch to the customer's signature.
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Booking and quotes
Take requests from your booking page, price work from your pricebook, and get quotes signed online.
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Customers
Manage your customer database, locations, and the self-service portal.
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Invoicing
Generate invoices from completed jobs and track payments.
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Service agreements
Sell maintenance plans and memberships that schedule their own visits and renew on time.
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Mobile app
Your technicians' companion — complete jobs, capture photos, and work offline.
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API reference
Connect your other systems with the Enterprise REST API and webhooks.
Feature highlights
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Online booking page | — | ||
| Pricebook | — | ||
| Quotes with customer e-signature | — | ||
| Work orders and estimates | — | — | |
| Scheduling and dispatch | |||
| Auto-assignment | — | ||
| Job forms and customer sign-off | — | ||
| Offline-first mobile app | |||
| Mileage and time tracking | — | ||
| Invoicing | |||
| Customer portal and online payments | — | ||
| QuickBooks Online sync | — | ||
| Customer ratings | |||
| Google review invitations | — | ||
| Recurring jobs | — | ||
| Service agreements and memberships | — | ||
| KPI dashboard and job profitability | — | ||
| Custom fields on jobs and customers | — | 10 each | 50 each |
| Inventory management | — | — | |
| Asset management | — | — | |
| REST API and webhooks | — | — |