CirCompass

CirCompass — Field Service Management, Simplified CirCompass is the all-in-one platform for field service businesses — HVAC, plumbing, electrical, cleaning, landscaping, handyman, appliance repair, and more. Schedule jobs, dispatch technicians, send quotes and invoices, take payments, and answer customer calls without juggling five different apps. Built for owners and technicians who spend their day in the field, not behind a desk. Scheduling & Dispatch • Drag-and-drop schedule board with technician assignments • Route jobs on a live map and share ETAs with customers • "On the way" notifications with real-time tech tracking • Recurring jobs and multi-day work orders Quotes, Invoices & Payments • Build quotes from a reusable price book in seconds • Convert accepted quotes into jobs and invoices with one tap • Accept credit cards, ACH, and Tap to Pay on iPhone/Android • Automated payment reminders and down-payment collection • QuickBooks Online sync Business Phone & Softphone • Dedicated business number with a full IVR call flow builder • Answer customer calls right inside the app — no second phone • Call recording, voicemail, transfers, and hold music • Two-way SMS with customers, tied to their job history Customer & Job Management • Full customer profiles with job, invoice, and call history • Job notes, photos, signatures, and line items • Customer portal so clients can view estimates, invoices, and pay online • Technician rating requests sent automatically after each job Inventory & Price Book • Track parts across trucks and warehouses • Scan QR labels from your phone camera • Low-stock alerts and stock adjustments • Reusable service and product catalog with categories Reporting & Insights • Revenue, job, and technician performance dashboards • Idle-job tracking so nothing slips through the cracks • Exportable reports for accounting and payroll Team & Permissions • Invite employees with role-based access • Custom roles and per-feature permissions • Group technicians by trade, region, or crew Built for Trust • Bank-grade encryption and secure cloud sync • Role-based access control keeps sensitive data protected • Reliable offline behavior for spotty job sites Why teams choose CirCompass Most field service software forces you to bolt on a separate phone system, a separate payment processor, and a separate customer portal. CirCompass puts them together so your team learns one app, your customers get one experience, and you get one bill. Whether you're a solo operator taking your first calls or a growing shop dispatching a dozen trucks a day, CirCompass scales with you. Get started Download CirCompass, create your company, and you can be scheduling jobs and sending invoices in under 10 minutes. A free trial is included — no credit card required to start. Questions or feedback? Reach us anytime from Settings → Support inside the app, or visit mycircompass.com.