Customer requests and sales
Capture leads, qualify opportunities, quote jobs, track follow-ups, and keep every customer conversation tied to the record that matters.
Sell, schedule, dispatch, manage inventory, invoice customers, and run field teams from one streamlined platform built for service, repair, installation, and maintenance businesses.
Built for operators
ZEN FieldOps connects the daily work that service businesses depend on: lead capture, quoting, dispatch, route-aware work orders, parts tracking, customer communication, invoices, payments, and reporting.
What is included
Start with the workflows your team already uses, then make them faster, cleaner, and easier to manage inside ZEN FieldOps.
Capture leads, qualify opportunities, quote jobs, track follow-ups, and keep every customer conversation tied to the record that matters.
Turn approved jobs into scheduled work with technician assignments, job status, notes, attachments, and office visibility.
Manage parts, service products, vendor purchases, stock levels, job materials, and product catalogs without spreadsheet drift.
Create invoices from completed work, reduce double entry, and keep billing connected to customers, jobs, and service history.
Use website pages, contact forms, product pages, booking flows, and landing pages to convert more local service leads.
See pipeline, completed jobs, revenue, technician activity, inventory movement, and operational bottlenecks in one system.
Custom module highlight
ZEN Fleet Tracking is a custom ZEN FieldOps module that uses technician phone GPS to track company trucks, giving managers controlled visibility into live field activity without adding another disconnected fleet app.
See live locations, technician and driver assignments, work-order map pins, geofencing, and tracking alerts with access controlled by user role.
Review route history, mileage, trip playback, travel patterns, and job-to-job movement for cleaner dispatch decisions and accountability.
Connect vehicles to maintenance management so service businesses can track company trucks, upkeep needs, and operational history in the same platform.
Real screens
See the screens your team works in every day: service visits, customer requests, scheduling, and product or service catalog management.
Industries served
The system can be adapted for the service vertical you sell into, including local contractors and companies that need practical operations software without Enterprise complexity.
Why ZEN FieldOps
ZEN FieldOps uses configurable modules, views, automations, and reports where your service business needs them.
Map the real process first, then configure the system around estimates, work orders, customers, products, crews, and billing.
Add website, email marketing, SMS, inventory, projects, ZEN Fleet Tracking, customer portals, and custom service tools as the business matures.
Connected platform advantage
Customer requests, website forms, products, scheduling, service visits, invoices, and reporting stay connected instead of scattered across separate apps.
The platform can adapt as the business grows, so teams are not boxed into a rigid off-the-shelf workflow.
ZEN FieldOps uses custom service workflows, scheduler boards, menus, product catalogs, dispatch visibility, and practical reporting for the way the company actually operates.
Implementation path
Operational outcomes
ZEN FieldOps is set up around the numbers service operators actually watch: lead response time, booked jobs, open work orders, parts readiness, invoice turnaround, and follow-up activity.
Ready to see it work?
Show the workflow you want to sell: leads, quotes, work orders, scheduling, parts, invoices, reporting, and customer follow-up in one all-in-one business system.