Run your field service business from
Alpha Field Service brings customers, properties, quoting, recurring scheduling, field operations, maps, and business intelligence into one streamlined system built for modern service companies.
Currently being developed and tested through real lawn and landscape operations.
The brain behind real growth.
Talk to Alpha Field Service like you'd talk to a business partner. Capture a thought, and the AI builds a full growth plan — goals, strategies, risks, and trackable action items — that you can implement the same day.
No other CRM turns a voice note into an executable business plan.
Speak or type any business thought — the AI listens and captures it instantly.
Alpha Field ServiceBusiness Capture
Everything you need to run the operation.
The system connects the full lifecycle of a field-service business — from the first customer call to the final visit and the intelligence that follows.
Customers & Properties
Full customer and property profiles — custom fields, billing, activity history, and account-summary PDF exports.
Quotes & Approvals
Quote builder with versioning, signatures, live portal preview, view-session tracking, and configurable follow-ups.
Scheduling
Recurring schedules with combined same-day visits, conflict detection, schedule undo, and unfinished-service escalation.
Jobs & Field Operations
Service agreement architecture — multiple services under one job with separate recurrence, pricing, and completion records.
Maps & Routing
Visualize service locations with interactive map-based scheduling and intelligent route suggestions.
Mobile Operations
Field-ready workflows — start timers, complete individual services, capture photos, notes, and recommended services.
Call IQ
Automated call scoring, lead capture, coaching scorecards, and compounding customer relationship intelligence.
Goals & Intelligence
Goals with action items, Morning Debrief, and business intelligence that surfaces renewal risks and opportunities.
Employee Time Clock
Clock in/out with General vs Job time, business-hours auto-clock-out, correction requests, and labor cost reporting.
Invoicing & Payments
Invoice engine with per-service and fixed pricing, scheduled billing, autopay with retry, partial payments, credits, and payment holds.
Customer Portal
Customer-facing portal — balance, payment method, skip/cancel/reschedule requests, service photos, and structured feedback.
Rain Day & Comms
Weather workflow with visit selection and suggested redistribution, plus templates for payment, quote, and visit communications.
One operating system for the entire service workflow.
Most service businesses piece together customers, estimates, schedules, notes, maps, phone calls, payments, and spreadsheets across multiple systems. Alpha Field Service connects those records into one operational history.
Records move through the lifecycle of a service business — not isolated modules, but connected data that builds a long-term operational history.
Explore Alpha Field Service
Auto-playing walkthrough of the platform — click any tab to jump in, and the tour continues from there.
Full automation for your lead process.
Call IQ scores every customer interaction, captures lead information automatically, and builds memory through each customer's experience with you — stored right on their customer profile.
Turn business goals into measurable change.
Most service businesses know what they want to improve but struggle to connect strategy to daily execution. Alpha Field Service links every action item back to a business goal with progress tracking — so you can see exactly what's moving the needle.
Goal Detail
Alpha Field ServiceGoals
Demo data — not real customer information
Action Items
Alpha Field ServiceAction Items
Demo data — not real customer information
How goals drive change in your business
Strategy without execution is just a wish list. Here's how Alpha Field Service closes the gap.
Set a business goal
Define what success looks like — revenue targets, client growth, service yield, or operational efficiency. Each goal gets a metric, a target, and a team owner.
Break it into action items
Every goal spawns specific, trackable tasks — door hanger campaigns, client outreach calls, crew efficiency reviews. Each action item links back to its parent goal.
Track progress automatically
As action items are completed, goal progress updates in real time. The system shows what's done, what's next, and how far you are from the target.
Implement real change
The 'Next' field on every goal tells you the immediate next step. No more guessing what to do — the platform connects strategy to execution to measurable results.
"What gets tracked gets improved."
When every action item is linked to a goal and every goal has a measurable target, your team stops guessing and starts executing. That's how a service business turns intentions into growth.
Where Alpha Field Service is today — and where it's going.
No release dates promised. This reflects the current development direction, grouped by what part of the business each feature serves.
Operations
- Customers & PropertiesAvailable
- Customer & Property ProfilesAvailable
- Service RequestsAvailable
- Quoting & VersioningAvailable
- Secure Quote ApprovalAvailable
- Approved Quote → Ready to ScheduleAvailable
- Jobs & Service AgreementsAvailable
- Recurring Scheduling + Combined VisitsAvailable
- Unfinished Service → ReschedulingAvailable
- Visits & Mobile Field WorkflowAvailable
- Schedule Conflicts & UndoAvailable
- Maps & RoutingAvailable
- Rain Day WorkflowAvailable
- Employee Time ClockAvailable
- Roles & Field PermissionsAvailable
Billing
- Invoice EngineAvailable
- Automatic Payments (Autopay)Available
- Payment HoldsAvailable
- Partial Payments & CreditsAvailable
- Scheduled BillingAvailable
- Labor Cost & Revenue ReportingAvailable
Customer-Facing
- Customer PortalAvailable
- Balance & Payment MethodAvailable
- Skip / Cancel / Reschedule RequestsAvailable
- Service Updates & PhotosAvailable
- Structured FeedbackAvailable
- Communications & TemplatesAvailable
- Quote Reminders & Price NoticesAvailable
Intelligence
- Owner DashboardAvailable
- Morning DebriefAvailable
- Call IQ — Call ScoringAvailable
- Coaching ScorecardAvailable
- Goals & Action ItemsAvailable
- Business Intelligence FoundationAvailable
- Deeper AI Morning DebriefNext
- Profitability IntelligenceNext
- Intelligent Route SuggestionsNext
- GPS Arrival SuggestionsFuture
- Proactive Customer IntelligenceFuture
- AI Operations AssistantFuture
What's been built so far.
A transparent record of development progress.
Call IQ — Automated Lead Scoring
Full automation for the lead process: every call is scored, lead info is captured automatically, and customer memory accumulates on each profile.
- Automated call scoring across 6 categories
- Lead capture into customer profiles
- Coaching scorecard with goal tracking
- Customer memory that compounds over time
Recurring Service Engine + Schedule Undo
Recurring schedules are now separate from individual visits. Move one appointment without destroying the series. Schedule mutations are recorded as authoritative operations.
- Recurring schedule separated from generated visits
- Edit scopes: this visit only, this and future, entire series
- Schedule undo for move, resize, and assignment changes
- Historical completed visit protection
Quote Builder + Secure Approval
Professional quoting with line items, taxes, optional services, secure customer approval links, and quote versioning that preserves what the customer approved.
- Line items, pricing, taxes, discounts, deposits
- Secure customer approval links with signature
- Quote versioning and approval history
- Quote-to-job conversion
Foundation — Customers, Properties, Requests
The connected record system: customers, properties, service requests, and the operational history that ties them together.
- Customer and property CRM with relationships
- Service request capture and status tracking
- Mobile-first navigation and owner dashboard
- Today's Route with map integration
Simple, transparent subscription plans.
Alpha Field Service is in V1 development. Subscriptions include access to the platform as features roll out. Cancel anytime.
Starter
For owner-operators getting started
- Customers & properties
- Service requests
- Quoting & approval
- Recurring scheduling
- Mobile experience
- 1 user
Professional
For small teams growing their operation
- Everything in Starter
- Call IQ — call scoring
- Coaching scorecard
- Business intelligence
- Map scheduling
- Up to 5 users
Business
For growing operations with multiple crews
- Everything in Professional
- Team workflow management
- Advanced reporting
- Priority support
- Up to 25 users
Not ready to subscribe? Request early access and join the V1 testing program.
Help shape the next generation of field-service software.
Alpha Field Service is currently in V1 development. We're looking for service-business owners interested in testing the platform, sharing workflow feedback, and helping shape future development.
Field service shouldn't require five different systems to understand one business.
Alpha Field Service is being built to connect the customer, property, quote, job, schedule, visit, team, and eventually the financial and intelligence layers of a service company.