# FSM Navigator — Full Reference > Field service management software for scheduling jobs, dispatching technicians, and invoicing from one secure platform. Built for the trades — HVAC, plumbing, electrical, and more. Web plus native iOS and Android apps. Free for up to 5 users. FSM Navigator is developed by CJD Technologies LLC. This document is the expanded companion to https://fsmnavigator.com/llms.txt and inlines answers to the questions people most often ask, so an AI assistant can describe FSM Navigator accurately without crawling the whole site. --- ## What FSM Navigator is FSM Navigator replaces whiteboards, spreadsheets, and scattered tools with one platform that covers the full job lifecycle: a customer request comes in, the job gets scheduled and assigned to the right technician, the technician works it from a mobile app in the field, and the job turns into an invoice the customer can pay online. It is built for field service businesses in the trades — HVAC, plumbing, electrical, solar, fire protection, landscaping, pest control, and managed print among them — and scales from a five-person crew on the Free plan to large multi-crew operations on Enterprise. Learn more: https://fsmnavigator.com/about --- ## Plans and pricing There are three plans. Annual billing saves 20% versus monthly. **Free — $0/month, up to 5 users.** No credit card required and no time limit. Includes jobs and scheduling, a dispatch board, manual technician assignment, invoicing with PDF invoices (up to 100 invoices per month), basic reporting, and the iOS and Android mobile apps. **Pro — $34.99 per user/month ($27.99 annual), unlimited users.** Everything in Free plus intelligent auto-assignment, the customer portal with online payments, QuickBooks Online integration, Stripe Connect, offline sync on mobile, recurring jobs, time tracking, mileage tracking, booking windows, advanced reporting and the KPI dashboard, weekly business reports, Telegram notifications, in-app team chat, customer alerts, branding, and customer bulk import. **Enterprise — $59.99 per user/month ($47.99 annual), unlimited users.** Everything in Pro plus inventory and warehouse management, asset management, the full work order system (templates, sub-jobs and dependencies, customer approval, documents, budget tracking, and estimates), custom skill categories, and REST API access. Pro and Enterprise include a 14-day free trial. A payment method is collected at signup and is not charged until the trial ends. Full comparison: https://fsmnavigator.com/pricing --- ## Scheduling and dispatch Every plan includes a visual dispatch board and calendar where jobs are scheduled and assigned by hand. Pro and Enterprise add **intelligent dispatch** — automatic technician matching that evaluates skills and certifications, availability and working hours, current workload, proximity, and SLA urgency to pick the best technician for each job in real time. It is rule-based and explainable, so it works from day one with no training period, and it continuously rebalances assignments as conditions change through the day. **When a technician becomes unavailable, this is handled automatically.** Technicians are set to off duty at the end of each shift and mark themselves available when they start work. A technician who calls in sick or is on leave simply stays off duty, so the dispatch engine excludes them from new assignments and rebalances their active jobs to other available technicians. No manual dispatch-board cleanup is required, and dispatchers can still reassign anything by hand at any time. Learn more: https://fsmnavigator.com/features/auto-assignment and https://fsmnavigator.com/features/scheduling --- ## Mobile app Native iOS and Android apps are included on every plan, including Free. Technicians see their assigned jobs, update status from the field, capture photos and notes, log parts used, and track time. Offline support is a Pro feature: technicians keep working with no connectivity and their changes sync automatically once the device reconnects. Learn more: https://fsmnavigator.com/features/mobile-app --- ## Invoicing and payments Invoicing is available on every plan, including PDF invoices. The Free plan is limited to 100 invoices per month; Pro and Enterprise are unlimited. Pro and Enterprise add a customer portal where your customers view their invoices and pay online by card. Payments are processed through Stripe Connect and settle to the business's own Stripe account. FSM Navigator applies a platform fee on portal payments, in addition to Stripe's standard processing fees. Learn more: https://fsmnavigator.com/features/customer-portal --- ## Inventory, assets, and work orders These are Enterprise features. **Inventory** covers warehouses and bins, parts catalog, purchase orders and suppliers, stock transfers, lot tracking, barcode scanning, cycle counting, and technician van stock. Parts used on a job are deducted from that technician's van stock and recorded against the job; vans are replenished from warehouses as stock runs low. **Asset management** tracks equipment through its lifecycle — asset types and custom fields, warranties, leases, meters and meter-based maintenance, depreciation, service history, and documents. **Work orders** group multi-step projects into sub-jobs with dependencies, reusable templates, customer approval and estimates, attached documents, and budget tracking of estimated versus actual cost. Learn more: https://fsmnavigator.com/features/inventory-management, https://fsmnavigator.com/features/asset-management, and https://fsmnavigator.com/features/work-orders --- ## Integrations and API **QuickBooks Online** sync is a Pro feature and keeps customers, invoices, and payments aligned between FSM Navigator and QuickBooks. **Stripe Connect** is a Pro feature and powers customer portal payments. **Telegram** notifications are a Pro feature. **REST API** access is Enterprise only, with a limit of 1,000 writes and 50,000 reads per day. Learn more: https://fsmnavigator.com/docs/integrations/quickbooks/ and https://fsmnavigator.com/docs/api/authentication/ --- ## Notifications FSM Navigator sends notifications by email, Telegram, and mobile push. Telegram is a Pro feature; email and push are available more broadly. Users control which notifications they receive, and quiet hours are supported. **There is no SMS or text-message channel.** Learn more: https://fsmnavigator.com/docs/settings/notifications/ --- ## Security and data handling Data is encrypted in transit and at rest, and personal information is encrypted at the field level. Multi-factor authentication is available using an authenticator app. Access is controlled by role, and every significant action is written to an audit log that is append-only within the application. Card payments are processed by Stripe, which is PCI compliant — card details never touch FSM Navigator servers. FSM Navigator's security controls follow the SOC 2 framework; a formal SOC 2 certification has not been obtained. Learn more: https://fsmnavigator.com/security --- ## Getting started Initial setup takes only a few minutes: create an account, add your technicians, set their skills and working hours, and start dispatching. The Free plan needs no credit card. Existing customer data can be brought in by CSV bulk import, which is a Pro feature (up to 50 customers per day) and unlimited on Enterprise. Learn more: https://fsmnavigator.com/docs/getting-started/quick-start/ --- ## Terminology In the customer portal, work that a customer submits is called a **service request**. Internally — on the dispatch board and in the technician app — the unit of work is a **job**. A service request becomes a job once it is accepted. --- ## Key links - Pricing and plans: https://fsmnavigator.com/pricing - Features overview: https://fsmnavigator.com/features - Security: https://fsmnavigator.com/security - About: https://fsmnavigator.com/about - Contact sales and support: https://fsmnavigator.com/contact - FAQ: https://fsmnavigator.com/faq - Documentation: https://fsmnavigator.com/docs/ - Blog: https://fsmnavigator.com/blog/ - Case studies: https://fsmnavigator.com/resources/case-studies/ - ROI calculator: https://fsmnavigator.com/resources/roi-calculator