NXT FIELD PROBeta
NXT FIELD PRO runs a service business from the first call to the last payment: customers and estimates, a dispatch board by technician, the job on site, and invoices — with every number computed from your own records.
My day · 3 stops
07:30–09:00
Furnace no-heat
418 SE Alder St
10:00–13:00
Water heater swap
2271 NE Klickitat St
Side gate code on file · friendly dog
14:30–15:30
Thermostat install
905 N Mississippi Ave
Use the alley door
Ridgeline Mechanical
Valid for 30 days
Estimate EST-0042
Sent| Description | Qty | Amount |
|---|---|---|
| 50 gal water heater, installed | 1 | $1,640.00 |
| Expansion tank and valves | 1 | $185.00 |
| Haul-away of old unit | 1 | $65.00 |
The customer accepts online — it becomes a job in one click.
One job, start to finish
Each step hands the record to the next, so nothing is retyped and nothing falls between a whiteboard and a spreadsheet.
Customers and their service locations, with gate codes and parking notes for the tech.
Line items, tax and totals to the cent. Share a private link; the customer accepts online.
An accepted estimate becomes a job. Assign a technician and a time — they’re notified.
Checklists, notes and photos, parts used from inventory, and a time clock on the job.
Turn the job into an invoice, record payments you receive and watch receivables age.
For the office
The dispatch board lays out each technician’s day on a timeline. Jobs without a technician or a time wait in a queue, most urgent first — assign them in place and the technician gets a notification.
Walk-in cooler not holding temp needs a technician
INV-0118 is 12 days past due
EST-0042 accepted — turn it into a job
For the field
Technicians open their day as a numbered route: appointment times, the address, access notes and one button for the next step — start, put on hold, mark completed. Checklists, notes, photos and parts are on the job page.
My day · 3 stops
07:30–09:00
Furnace no-heat
418 SE Alder St
10:00–13:00
Water heater swap
2271 NE Klickitat St
Side gate code on file · friendly dog
14:30–15:30
Thermostat install
905 N Mississippi Ave
Use the alley door
Honest by design
You record cash, check, card-terminal and bank payments you received. NXT FIELD PRO doesn’t move money.
Share an estimate or invoice through a link shown once; revoke it any time. The page shows only that document.
The route is the order of appointments with real addresses. There’s no GPS tracking of your technicians.
Managers export any list to CSV (formula-injection safe) and print estimates and invoices or save them as PDF.
Plans
Priced per workspace. Annual billing costs ten months instead of twelve.
See every limit and compare plans on the pricing page.
Ecosystem
Same account, same workspace, no extra sign-up.