IBP + FIELDTASK
AI-Powered Field Management
for Contractors
Bridge the field-to-office divide with automated scheduling, real-time job costing, and bi-directional data flow designed specifically for high-growth trade contractors.
No credit card required · 14-day full deployment trial
WHY IT MATTERS
Contractors Are Running the Field Out of a Patchwork of Apps. That Ends Here.
Contractors are forced to run CRM, scheduling, dispatch, and follow-up in separate tools — and the handoffs kill speed and margin. IBP fixes this by keeping field execution native to the CRM, with automations that fire the moment a job status changes.
Your CRM doesn’t talk to your dispatch tool.
Result: You’re manually entering job details in two places. Leads get lost in translation. Techs get the wrong info.
IBP Fix: FieldTask is built natively for IBP’s CRM platform. Contacts, appointments, jobs, and invoices sync automatically — no manual entry, no Zapier bridge.
Your scheduling software doesn’t follow up.
Result: A job closes and nothing happens. No review request. No seasonal follow-up. The customer goes cold.
IBP Fix: Every job status change in FieldTask can trigger an automation — review request, seasonal upsell, follow-up sequence. The system works the relationship after the invoice is paid.
You’re paying for field software AND a CRM AND a marketing agency.
Result: 3 vendors, 3 logins, 3 bills, constant sync failures. You’re spending $3,000–$7,000/mo managing tools instead of growing.
IBP Fix: One platform. One bill. One team that manages all of it.
WHAT'S INSIDE
Full Field Service Management. Native. Done For You.
IBP's field management layer is powered by FieldTask — the only field service app built natively for the CRM platform your IBP system runs on. Here's what's included.
Smart Dispatch
Assign the right tech to the right job instantly. See your full team availability in real time and send job notifications without a phone call.
Live GPS Tracking
Track your entire crew on a live map. Know where every tech is, how long they've been on-site, and who's free for the next job.
Route Optimization
Sequence your team's stops to minimize drive time and maximize jobs per day. Less windshield time, more revenue-generating time.
Work Orders
Create detailed work orders with job scope, parts needed, customer notes, and instructions. Assign to a tech and track status from dispatch to completion.
Custom Job Checklists
Build trade-specific task lists for any job type — HVAC tune-up steps, roofing inspection points, plumbing pre-job checklist. Techs complete them on mobile.
Photo Evidence
Before-and-after photos attached directly to the job record. Tied to the customer, the work order, and the invoice. No separate app needed.
Time Tracking & Timesheets
Track hours on-site per technician, per job. Pulls into payroll-ready timesheets. No punch cards, no guesswork.
Audio Job Notes (NEW — August 2026)
Technicians record voice notes directly on the job. Searchable, playable, and attached to the job record. Perfect for complex jobs with details worth capturing.
Scheduling Calendar
View your full team schedule in a visual calendar. Drag and drop jobs, handle rescheduling on the fly, and keep everyone aligned without a group text.
Invoicing
Generate professional invoices from the field as soon as the job is done. Send via email or SMS. Track payment status inside the CRM.
Invoice PDF on Mobile (NEW — September 2026)
Share invoice PDFs directly from the FieldTask mobile app. No laptop needed. Customer gets a professional document on the spot.
Estimates → Jobs
Estimates flow directly into scheduled jobs without re-entry. Customer approves → job is created → tech gets dispatched. One click each.
NO ZAPIER. NO BRIDGES. NO RE-ENTRY.
Every Piece of Your Business Lives in One Place.
Other field service tools are separate products bolted onto your CRM via third-party integrations. FieldTask is built inside the same platform. That means:
Lead Captured
CRMA homeowner calls, texts, or fills out your form. AI Receptionist qualifies them. Contact created instantly in CRM.
Appointment Booked
CalendarAI or your team schedules the appointment. It appears on the FieldTask calendar automatically — no copy/paste.
Job Dispatched
FieldTaskAppointment converts to a work order in FieldTask with one click. Tech gets notified, sees the address, job scope, and checklist on mobile.
Field Execution
MobileTech completes checklist, logs time, captures photos, records audio notes. Everything ties to the job record.
Invoice Generated
BillingJob marked complete → invoice generated from field items. Sent via text or email from the mobile app.
Automation Fires
AIInvoice paid → CRM workflow triggers: review request sent, seasonal follow-up scheduled, contact tagged in pipeline.
THE IBP DIFFERENCE
Other Field Management Tools Organize Jobs. IBP Fills Them.
FieldTask handles the job execution layer. But IBP wraps it with AI automation that no standalone field service software can match. Here's what runs above the field layer:
Missed Call Text-Back
Every missed call triggers an AI text within 30 seconds — before the caller finds your competitor. Leads stay warm even when you're on a job site.
- Zero manual route drafting: instant sequence computation
- Dynamic re-routing when jobs run over or cancellations occur
- Fleet-wide fuel burn reduction averaging 32% per quarter
Voice AI & AI Receptionist
AI answers calls 24/7, qualifies the lead, collects job details, and routes to booking — or creates a work order directly. No human needed for intake.
- Automated trade certification verification before booking
- Instant emergency insertion into closest available crew slot
- Fair-share workload balancing to reduce tech burnout
AI Seasonal Outreach
Automated campaigns fire to your existing customer list at the right time — HVAC tune-up season, roofing inspection after a storm, holiday home prep. Your pipeline fills between job cycles.
- 98.4% first-time fix rate through predictive part validation
- Job duration modeling built on past technician telemetry
- Automated alerts when vehicle stock reaches low threshold
Permit Intelligence Outreach
IBP pulls permit data and automatically contacts homeowners in your service area before the project is bid. A trade-specific lead channel no other contractor system offers.
- Automated trade certification verification before booking
- Instant emergency insertion into closest available crew slot
- Fair-share workload balancing to reduce tech burnout
Reputation Automation
Job marked complete in FieldTask → review request fires automatically. 5-star reviews build your Google ranking. More ranking → more organic leads → more jobs for FieldTask to run.
- Zero manual route drafting: instant sequence computation
- Dynamic re-routing when jobs run over or cancellations occur
- Fleet-wide fuel burn reduction averaging 32% per quarter
Runs seamlessly on top of standard CRM workflows without replacing core databases.
YOUR TRADE. YOUR WORKFLOW.
Configured for the Way Your Trade Actually Works
IBP doesn't hand you generic software and a tutorial. Our team configures your field management system for your trade - the right checklist templates, dispatch model, automation triggers, and job flows.
HVAC
- Seasonal dispatch planning for tune-up and emergency windows
- Multi-tech routing for high-volume service days
- Maintenance agreement tracking with auto-renewal outreach
- Emergency after-hours dispatch connected to Voice AI intake
Roofing
- Storm-damage response workflow: permit data → outreach → dispatch
- Before/after photo documentation on every job
- Insurance estimate workflow tied to job records
- Multi-day project tracking with milestone checklists
Plumbing
- Emergency dispatch connected to 24/7 AI call intake
- Parts list checklists built into work orders
- Multi-visit job tracking for larger projects
- Automatic follow-up for drain service and annual inspection upsells
Electrical
- Permit-connected work orders for code-required documentation
- Panel upgrade and installation checklists
- Inspector sign-off tracking in job record
- Post-job review request automation
Other trades available: Garage Doors · Landscaping · Handyman · Pressure Washing · Painting · Pest Control · Pool Service
WHITE-GLOVE ONBOARDING
Zero-Friction Implementation
Your dedicated deployment engineer migrates historical databases, builds custom dispatch rules, and configures crew permissions. Zero jobsite downtime required.
Included standard with all onboarding tiers. No engineering hours billed to your account.
We ingest your existing customer lists, trade rate sheets, and parts catalogs without manual export errors.
Our team builds custom dispatch routing, crew permissions, and native sync mapping to your back-office.
Interactive sandbox testing with foreman profiles. 5-minute mobile walkthrough per tech ensures total buy-in.
WHERE THIS FITS
AI Powered Field Management Is Included in IBP — Not an Add-On
Standalone field service software runs $79–$349/month — before you add a CRM, AI tools, marketing, or reputation management. With IBP, field management is built into your plan alongside every other system your business needs.
GROWTH ENGINE
$597 /mo
Includes: AI Receptionist, Missed Call Text-Back, CRM, AI Field Management (FieldTask), Reputation Management, and more
- Best for: contractors with 1–5 trucks ready to automate lead response and field ops
FEATURED PLAN
VIRTUAL OFFICE
$1,097 /mo
All of Growth Engine plus: Voice AI, AI Business Assistant, Seasonal Outreach, Ad Form Follow-Up
- Best for: contractors ready to scale without adding office staff
GROWTH PARTNER
$2,497 /mo
All-in: Every IBP service including Ad Management, SEO, Social Media, full done-for-you operation
- Best for: contractors who want to replace their entire vendor stack with one team
Your Field Operations Belong in the Same System as Your Leads.
Stop losing time between your CRM, your dispatch tool, and your invoicing app. IBP connects every step — and our team handles the full setup. Book your audit and see what your field management system looks like when it’s actually built for your trade.
No long-term contracts · 14–21 day setup · Done for you, start to finish
Related: IBP Services · IBP vs. Jobber · IBP vs. Housecall Pro · See Pricing
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