Frequently Asked Questions

Yes. The Free plan is $0 per month for up to 5 users, with no credit card required and no time limit. It isn't a trial that expires — it's a permanently free tier. For the full list of what Free includes and when teams move to Pro, see free field service management software, explained.

Jobs and scheduling, the dispatch board, manual technician assignment, invoicing with PDF invoices (up to 100 invoices per month), basic reporting, and the iOS and Android mobile apps, which keep working offline. Online booking, quotes, job forms, service agreements, intelligent auto-assignment, the customer portal, integrations, and advanced reporting are on Pro and above.

Pro is $34.99 per user per month and Enterprise is $59.99 per user per month. Annual billing saves 20% — $27.99 and $47.99 per user per month respectively. Neither paid plan caps your team size — add as many users as you need. Billing is per active user, so your monthly total scales with headcount rather than being limited by a seat allowance.

Pro adds the online booking page, pricebook, quotes with good/better/best options, e-signature and online deposits, job forms and checklists with customer signatures, review requests, service agreements and membership plans with member pricing and automatic card payments, job profitability, custom fields on jobs and customers (10 per record type), intelligent auto-assignment, the customer portal with online payments, QuickBooks Online sync, recurring jobs, time and mileage tracking, the KPI dashboard and advanced reporting, customer bulk import, Telegram notifications, in-app team chat, and branding. Enterprise adds everything in Pro plus the full work order system with sub-jobs, dependencies and estimates, inventory and warehouse management, asset management, equipment-linked service agreements, 50 custom fields per record type, custom skill categories, REST API access and outbound webhooks.

Yes. Pro and Enterprise include a 14-day free trial. A payment method is collected when the trial starts and isn't charged until the trial ends, and you can cancel anytime during the trial.

No setup fees and no hidden fees — you pay the per-user price shown on the pricing page. Plans are month-to-month or annual. You can cancel online anytime in Plans & Billing; cancellation takes effect at the end of your current billing period, so access continues until then. Annual plans are not refunded for unused months.

Per user. Pro is $34.99 per user per month, Enterprise is $59.99 per user per month, and there is no cap on how many users you add. The Free plan is a flat $0 for up to 5 users. Every active user uses a seat; deactivated users do not. Added seats are charged right away for the rest of the period, and fewer seats take effect at the next renewal.

You can add users at any time and they get access immediately. Your subscription updates to the new team size and the charge is prorated for the days remaining in the current cycle, so you do not pay a full month for a partial one.

You can cancel online in Plans & Billing at any time — no contract, no cancellation fee, no phone call. Your subscription stays active until the end of the billing cycle you have already paid for, then the account moves to the Free plan instead of being locked out, so you keep access to your data.

No. Both Pro and Enterprise support unlimited users, so you can grow from five technicians to five hundred without changing plans or renegotiating. The Free plan is limited to 5 users total. For how per user, flat-tier and quote-only pricing compare, see our guide to pricing models.

When a job needs a technician, the dispatch engine evaluates who's genuinely available — skills and certifications, working hours and current availability, existing workload, proximity to the job, and how urgent the deadline is — and assigns the best match. It's rule-based and explainable, so it works from day one with no training period, and it keeps rebalancing through the day as conditions change. Auto-assignment is available on Pro and Enterprise.

It's handled automatically. Technicians are set to off duty at the end of each shift and mark themselves available when they start work, so a technician who's out simply stays off duty. The dispatch engine excludes them from new assignments and reassigns their active jobs to other available technicians — no manual dispatch-board cleanup. You can still reassign anything by hand at any time.

Always. Manual assignment is available on every plan, including Free, and dispatchers can override or reassign any job at any time. Auto-assignment handles the default; your team keeps full control.

Yes. Each job's activity log records when auto-assignment ran and which technician was selected, and assignment patterns are available in your reports.

Yes, on Pro and Enterprise. A membership plan is a service agreement you sell at a set price, with member pricing on repairs, and once your Stripe account is connected the customer can pay for it automatically by card. The agreement schedules its own visits and renews on time, so a one-off repair turns into a customer you see every season.

Yes, on Pro and Enterprise. Recurring jobs let you define a schedule once — weekly, monthly, quarterly or a custom interval — and each occurrence is created automatically and fed through intelligent dispatch like any other job, so recurring maintenance competes fairly for the right technician instead of being pinned to whoever did it last time.

Yes, on Enterprise. A work order is a parent container holding multiple sub-jobs, each schedulable and assignable on its own, with dependencies so a sub-job can be blocked until its prerequisite finishes. Work orders also carry templates for repeatable multi-visit projects, attached documents, and budget tracking against the estimate.

Yes. On Pro and Enterprise you build a quote from your pricebook, with good, better and best options if you want them. The customer opens it from a link, picks an option, signs, and pays a deposit online if you ask for one, and you convert the signed quote to a job in one step, at the agreed price and tax. On Enterprise you can also build a line-item estimate on a work order, send it for approval, and hold the work order until the approval comes back; approved estimates then track against actual spend through budget tracking.

Yes. Data is encrypted both in transit and at rest, and personal information is encrypted at the field level. Each company's data is isolated from every other company on the platform, and access is controlled by role so people only see what their job requires.

Yes. Multi-factor authentication is available using any standard authenticator app, and administrators can require it for their team.

Card and US bank account payments are processed by Stripe, which is PCI compliant. Card numbers and bank account details never touch FSM Navigator's servers.

Access is role-based — owners, dispatchers, technicians, and other roles each see the areas their job requires. Every significant action is recorded in an audit log that can't be edited from within the application.

Yes. Your data remains yours, and account owners can request a full export of their company's data.

Your data is hosted in the United States. On every plan, including the Free tier, all data is encrypted in transit and customer phone numbers, email addresses, and service addresses are encrypted at rest. We publish a Data Processing Agreement covering how data is handled, what we process it for, and your rights as the data controller; our Privacy Policy sets out retention and deletion. You can export your data at any time and request deletion.

On Pro and Enterprise, our Service Level Agreement commits to 99.9% monthly uptime and defines service credits if we fall short of that. The Free plan has no uptime guarantee. On support, we aim to respond to all inquiries within one business day — response times are measured during business hours, 9 AM to 6 PM ET, Monday to Friday.

Yes, on Pro and Enterprise. Job profitability shows the margin on every completed job: the revenue against technician labor, parts and mileage cost. Custom fields (10 per record type on Pro, 50 on Enterprise) let you track the extra details your trade cares about on jobs and customers.

Every plan includes basic reporting. Pro and Enterprise add a performance dashboard covering dispatch, technician, customer and financial metrics, plus a weekly business report emailed to you summarising how the week went and what changed.

Yes, on Pro and Enterprise. The customer portal lets your customers view invoices, pay by card or US bank transfer, and submit new service requests — without needing to call the office.

Customers reach the portal through a secure link — there's no separate signup or app to install.

A service request is what your customer submits through the portal when they need work done. Once your team accepts it, it becomes a job on the dispatch board — the customer just tracks it as their service request.

Yes, on Pro and Enterprise. Your company name and logo appear on invoices, the customer portal and customer-facing notifications, so the experience reads as yours rather than ours.

Yes, on Pro and Enterprise. Your booking page lets customers pick a service and an arrival window and send a request at any hour. You approve each request before it goes on the schedule, so nothing lands on the board you didn't agree to. On Enterprise you can also put the request form on your own website with the booking widget, or show the page at your own web address. The booking page isn't included on the Free plan.

Yes, on Pro and Enterprise. After a job, the customer is asked for a rating. Every customer who leaves one is invited to review you on Google with your review link, and your team is alerted about low ratings so someone can follow up.

Yes. On Pro and Enterprise the customer signs the quote from their phone before the work is booked, so there is a recorded decision rather than a verbal go-ahead. On Enterprise, work-order estimates can also be approved or rejected in the customer portal, and the work order can be held until approval arrives.