Jobs Today → Schedule
8
↑ 2 from yesterday
Revenue This Week → Profit
$4,820
↑ 14% vs last week
Open Invoices → Overdue
$3,740
↓ 2 overdue
Techs Active → Team
3
of 5 techs clocked in
Today's Jobs
View Schedule →
Crew Status
Manage →
Quick Actions
Alerts
Tech help requests, flags, and urgent items
Field Jobs
My Meetings
To-Dos / Reminders
| Customer | Phone | Address | Last Job | Total Spent | Status |
|---|
Gross Revenue (MTD)
$18,420
↑ 22% vs last month
Job Costs (MTD)
$7,360
40% cost ratio
Net Profit (MTD)
$11,060
60% margin
Avg Ticket
$485
↑ $42 vs last month
Revenue vs Cost — Last 6 Months
Revenue
Costs
Job Profitability Breakdown
| Job Type | Jobs | Avg Revenue | Avg Cost | Avg Margin |
|---|---|---|---|---|
| HVAC Service Call | 18 | $320 | $95 | 70% |
| AC Install | 6 | $4,200 | $2,100 | 50% |
| Furnace Tune-Up | 14 | $185 | $55 | 70% |
| Duct Cleaning | 9 | $450 | $180 | 60% |
🤖
Auto-Confirm is Active
5-touch SMS + email sequence on all upcoming jobs
87%
Confirm Rate
Configure Sequence
This Week
24
Confirmed
3
No Response
2
Rescheduled
1
Cancelled
No-Shows Prevented Est.
$2,400
this month
Global Settings
Send satisfaction follow-up
Review request 2hrs after job closes
Send to new jobs only
Skip sequence for same-day emergency jobs
Business hours only
Never send messages after 8pm
🧠 Compass Advisor
Your AI business partner, trained on field service operations. Ask about pricing, callbacks,
tech performance, cash flow, customer retention — anything your business needs to run tighter and earn more.
💡
Compass Methodology — Protect Your Margins
A $3 admin fee on every invoice at 100 jobs/month = $300/mo — enough to cover your FieldKit subscription. A $75 trip fee at 80 jobs/month = $6,000/mo in protected revenue. Set your fees once, the system applies them automatically.
💳
Note on Credit Card Processing Fees
Some states — including Massachusetts, Connecticut, and Maine — prohibit charging customers a separate fee for paying by credit card. The legal workaround is the "Bake Processing Cost Into Estimates" option below — it increases your estimated price slightly to cover processing costs without ever mentioning credit cards. No line item, no label, fully compliant.
⚖️ Fee regulations vary by state and municipality. FieldKit does not provide legal or financial advice. Always verify that any fees you charge comply with applicable laws in your state. You are solely responsible for compliance.
🌐
Customer Portal is Active
Customers access at: app.compassbizsolutions.com/portal
📥 Incoming Requests
View All
📋 Pending Estimates
🔄 Maintenance Plans
💵 Invoices Awaiting Payment
Customers can pay directly from their portal
⚠️ Payroll Tool Disclaimer
FieldKit\'s payroll calculator is a convenience tool only. Tax rates are pre-loaded based on current MA and federal schedules but may not reflect your specific situation. Always consult a licensed payroll professional or CPA before processing payroll. You are solely responsible for verifying all calculations.
🔗
Connect ADP or Gusto to push payroll directly — or export a formatted file to import manually.
Apr 14 – Apr 28, 2026
Total Hours
312
5 W2 employees
Gross Payroll
$8,640
Before deductions
Sub Payments
$0
No subs this period
Status
Pending Approval
Review before approving
Clock-In/Out — This Period
Hours pulled from tech clock-in/out · OT = over 40 hrs/week
| Tech | Type | Reg Hrs | OT Hrs | Rate | Gross | Fed Tax | SS | Medicare | MA Tax | PFML | Net Pay |
|---|
Subcontractor Payments (1099)
+ Add Payment
No sub payments this period
Adjustments & Bonuses
+ Add
No adjustments this period
Pay Period Summary
Output Options
🔍 AI Estimator
Trade: HVAC
Photo — Model Tag, Part Number, or Equipment
📷
Tap to upload photo
Model tag, serial number, part, or equipment photo
What is the customer reporting? *
Tech Notes (optional)
Estimate
Waiting for input
🔍
Fill in the problem description and hit Analyze. The AI will diagnose the likely issue, list the parts you\'ll need, and give you a price range.
| Part / Item | Category | Location | On Hand | Reorder At | Unit Cost | Supplier | Status |
|---|
Your Crew — 5 Techs
Pro Plan · 5 seats included
🏢 Company Info
💳 Subscription
🔔 Notifications
💬 Auto-Confirm Messages
🔒 Password & Security
Company Information
This info appears on invoices and customer communications.
Current Plan
Manage your FieldKit subscription.
Pro Plan
$129/mo · 5 techs · Profit Tracking · Auto-Confirm · Compass Methodology
Next billing date: May 28, 2026 · Manage at Compass →
Business Rules & Thresholds
Invoice routing, auto-confirm, callback alerts, tech permissions, truck stock timing, and more.