Powerful Features for Field Service Excellence
Everything you need to manage projects, coordinate contractors, and deliver exceptional service.
Complete Document Control & Approvals
Maintain full visibility and control over your project documentation, RFIs, and approval workflows with legally defensible audit trails.
RFI Management
Track Requests for Information with priority levels, due dates, and response tracking. Never lose a question again.
Submittals
Manage product submittals with revision history and multi-step approval workflows.
Document Control
Version control for drawings, specs, and bulletins with complete audit trails and supersession tracking.
Real-Time Field Operations Visibility
Monitor and manage all field activities with smart scheduling, route optimization, and live status tracking.
Smart Scheduling
Drag-and-drop scheduling with conflict detection and capacity planning across your team.
Route Optimization
Map-based job views with address tracking, territory management, and efficient routing.
Status Tracking
Real-time job status updates from pending to completion with detailed time tracking.
Keep Your Entire Team Aligned
Seamless collaboration between office staff, field technicians, and contractors with real-time notifications and analytics.
Contractor Network
Manage contractors with skill tracking, territory assignments, and performance insights.
Smart Notifications
Configurable alerts for RFIs, approvals, job status changes, and customer updates.
Analytics Dashboard
Track project progress, job completion rates, and team performance at a glance.
The Full Toolbox for Field Service Teams
Coverage for the secondary-but-essential workflows — territories, approvals queue, custom fields, and reporting — built in, not bolted on.
Territories & Coverage
Define service regions by drawn boundaries or postal codes, with contractor routing.
Approvals Queue
Centralized inbox for RFIs, submittals, and drawings — internal and guest-link external.
Custom Fields & Reporting
Per-entity custom fields plus built-in analytics and printable progress reports.
HubSpot Integration
Seamlessly connect ServiceIQ with your HubSpot CRM to sync customers, projects, and job data. Keep your sales and operations teams aligned with bi-directional sync.
- Sync companies and contacts automatically
- Create custom objects for projects
- Track job status in HubSpot
- Bi-directional data flow
HubSpot
Native HubSpot integration via OAuth
HubSpot Bi-Directional Sync
Connect multiple HubSpot portals with governance-first synchronization. Your HubSpot stays in control while enabling seamless partner collaboration.
- Multi-portal data exchange
- Your HubSpot stays in control
- Governance as a feature, not an afterthought
Starting at
Per additional HubSpot instance
Ready to Get Started?
Try ServiceIQ today and see how it can transform your field service operations.