The full toolbox — every detail covered
Beyond core project and job management, ServiceIQ ships with the secondary features field service teams actually use every day.
Quality-of-life features that add up to hours saved every week
The flagship features get the marketing attention, but daily productivity comes from a thousand small things working well together — global search, custom fields, data import, organization branding, error monitoring, and a notification center that respects your time.
Everything below is included in your plan. No add-ons, no upcharges for the features you actually use.
Territories with List and Map Views
Define service regions by drawn boundaries or postal-code lists. Assign contractors and route work geographically.
Drawn Boundaries
Draw service zones directly on an interactive Mapbox map.
Contractor Assignment
Pin contractors to territories for routing and dispatch context.
Coverage Analytics
See which territories are over- or under-served at a glance.
The operational logic of territories and routing
Each territory stores either a polygon boundary (GeoJSON) or a list of postal codes, plus an array of assigned contractor IDs. When a job is created, ServiceIQ geocodes its address and resolves the matching territory by point-in-polygon or postal-code lookup — surfacing the contractors already aligned to that region as suggested assignees.
Coverage analytics aggregate active jobs and assigned contractors per territory in real time, flagging zones that are over-extended or under-served. Multi-tenant isolation keeps each organization's territory map private, even when contractors are shared across partner organizations.
Centralized Approvals Queue
One place to see every pending RFI, submittal, drawing, and customer update — internal and external.
Unified View
All approval types in a single, filterable queue.
Priority Sorting
Surface what is overdue and what is blocking work.
Batch Actions
Approve or reject multiple items at once with optional comments.
Find anything, from anywhere
ServiceIQ's global search reaches across customers, contractors, projects, jobs, deals, and documents in a single keystroke. Results are scoped to what you have permission to see, so the search bar is safe to give to every role.
- Cross-entity results: Customers, contractors, projects, jobs, and deals in one results panel.
- Permission-aware: Results respect your role and assignment scope.
- Keyboard-first: Open from the header, navigate with arrows, jump with Enter.
Custom fields across every entity
Every business tracks something the platform doesn't ship with — license numbers, lease IDs, equipment models, internal codes. ServiceIQ lets organization admins define custom fields per entity type and renders them automatically across forms, detail pages, and imports.
- Per-entity definitions: Define different field sets for jobs, projects, customers, contractors, and deals.
- Multiple field types: Text, number, date, single-select, multi-select, checkbox, and more.
- Required validation: Mark fields as required to enforce data quality at entry time.
- Import-ready: Custom fields are mappable in the data import wizard.
Bring your existing data with you
Migrating from spreadsheets or another platform? The data import wizard handles Customers, Contractors, Projects, and Jobs from CSV, Excel, or JSON files — with a guided field-mapping step, value normalization, and a full preview before anything is written.
- Multiple formats: CSV, Excel (.xlsx), and JSON — auto-detected from the file.
- Visual field mapping: Drag headers to ServiceIQ fields with a live preview of the result.
- Value mapping: Translate source statuses, priorities, and select-options to your org's values.
- Import history: Every import is logged with row counts, errors, and reusable mapping templates.
- Address geocoding: Imported jobs are auto-geocoded so they appear on the dispatch map.
Project Drawings and Spec Sheets
Discipline-tagged, version-controlled, and linkable to specific jobs. The single source of truth for site documentation.
Discipline Filters
Architectural, MEP, structural, plumbing, and custom disciplines.
Job Linking
Mark a drawing as job-relevant and it appears on the job view.
Revision History
Older revisions stay accessible — never overwritten.
Job checklist templates
Build reusable checklist templates per job type. Apply them on creation and track required vs. optional completion — with timestamps for who finished what.
- Template library: Organization-scoped templates by job type and discipline.
- Required items: Mark items as required to enforce completion before status change.
- Completion tracking: See which technicians completed which items, with timestamps.
Notification center plus tracked email delivery
Every notification — assignments, approvals, status changes, customer updates — flows through both the in-app notification center and the email delivery layer powered by Resend. Each user controls their preferences, and admins can audit every send.
- In-app inbox: Header bell shows unread notifications with one-click navigation to the source.
- Per-user preferences: Toggle which event types trigger emails on a per-user basis.
- Delivery tracking: Every email logs delivery status, message ID, and any bounce events.
- Admin audit: Owners can review the full email log for support and deliverability investigation.
Dashboards and printable reports
Live dashboards for project progress, recent jobs, and technician productivity sit on the home dashboard. When you need something to take into a meeting or send to a customer, the Job Progress Report exports a multi-job, branded PDF in one click.
- Project progress widget: Live status of active projects with completion percentages.
- Recent jobs feed: At-a-glance activity stream for the dispatcher's morning standup.
- Job Progress PDF: Multi-select jobs and export a branded customer-ready report.
- Admin analytics: Org-level usage and productivity metrics for owners and super admins.
Make it feel like your platform
Organizations can customize branding directly in Settings — name, logo, locale — and those settings cascade through dashboards, PDF exports, and outbound emails. Multi-tenant isolation guarantees one org's branding never leaks into another's.
- Logo upload: Branded logo appears in the sidebar, dashboard, and PDF reports.
- Organization name: Editable display name used across emails and exports.
- Locale awareness: Date and number formatting adapt to your organization's locale.
Built-in error monitoring and security audit
ServiceIQ captures soft runtime errors and failed mutations into a structured error log so admins can spot patterns before they become support tickets. A security audit log tracks logins, password changes, and profile updates for compliance teams.
- Error log: Failed uploads, sync errors, and mutation failures are captured automatically.
- Security audit: Successful and failed logins, profile updates, and password resets are logged.
- Email send log: Every outbound email tracked with delivery status for support investigations.
- Admin-only views: Audit surfaces are restricted to owners and super admins.
Transparent billing with a real free trial
ServiceIQ runs on Stripe with a 14-day Professional trial that requires no credit card up front. When you're ready to subscribe, a Customer Portal handles payment methods, invoices, and cancellations — and the in-app billing section surfaces the same controls without bouncing through Stripe.
- 14-day Professional trial: Full access, no credit card required to start.
- In-app billing controls: Update payment methods, cancel, or reactivate without leaving the app.
- Stripe Customer Portal: Invoices and detailed billing history available on demand.
Discover Other Features
Explore the rest of the ServiceIQ platform.
Job Management
Scheduling, kanban pipelines, time tracking, and customer updates.
Learn moreProject Governance
RFIs, submittals, drawings, document control, and audit trails.
Learn moreTeam Coordination
Contractors, multi-user assignments, roles, and partner access.
Learn moreHubSpot Integration
Bi-directional sync for deals, contacts, line items, and contractors.
Learn moreEverything You Need, In One Place
Stop stitching together five tools. ServiceIQ has the secondary features built in.