Ellen Park will miss her 8–12 window
Marcus is running 50 minutes behind at Okafor. Estimated arrival at Ellen’s: 12:15 PM.
Dana is free until 1:00 and is 12 minutes away.
Move to DanaText Ellen a new time
Today
17 jobs: 5 done, 3 in progress, 9 still to go. 3 things need you.
Dispatch board
Marcus R.50 min behind
HallDone
Okafor9:00 to 11:50 est., running long
Brooks1:30 to 3:00
Nguyen3:15 to 4:30
Dana K.Free 10:30 to 1:00
LinDone
CastilloDone
Open, 12 min from Ellen Park
Patel1:00 to 2:30
Moreno3:00 to 4:00
Luis P.Ladder not confirmed
GrantDone
Ward9:45 to 11:30
Ruth FeldWindow 12–4
Shah2:30 to 4:00
Tre W.On schedule
AdamsDone
Rivera10:15 to 12:00
Kim1:00 to 2:00
OwensNew system install
Ellen ParkWindow 8–12
Yesterday
21 of 22 jobs done. One return trip at Jensen: the part wasn’t on the truck. One missed window, rescheduled for Friday.
Handled for you today
- 8 “on my way” texts sent to customers
- 5 job summaries sent after finished jobs
- 16 reminders set to go out at 3 PM for tomorrow
- Morning brief sent to your phone at 6:00 AM
3 things need you
Ladder not confirmed for Ruth Feld
Luis leaves for this job around 12:00. Her AC sits on the entrance canopy, reachable only by ladder, and she’s had 2 problem visits in the past year.
Message LuisOpen Ruth’s profile
Dana’s voice note: customer wants a price
“The capacitor at 1180 Elm Ct is weak. Customer wants a price to replace it.”
Create quote taskDismiss
The office at 10:40 AM: one job is about to miss its window, one required check isn’t confirmed, and a tech left a voice note. Each comes with a one-tap fix.
Today
Ruth Feld
Before you leave
Check these off to start the trip.
On the way and on site
Call Ruth 30 minutes before you arrive.
Gate code 2580#. Park next to Building C.
Heads up: last year’s visit took 3 trips. Ruth is on a yearly maintenance plan.
Check off 2 items to start the trip
Try it: tap both checks to unlock “On my way.”
Every customer note makes it to the job.
KeptField is a simple office-and-phone app for service businesses with 2 to 25 techs. Customer notes become checklists your techs can’t skip, late jobs get flagged while there’s still time to fix them, and your customers get honest text updates.
Built for HVAC, plumbing, electrical, pest control, pool service, cleaning crews, and any business that sends people to job sites.
Sound familiar?
Most return trips start with something the customer already told the office: a gate code, a part, a dog in the yard, a unit that needs a ladder. The note gets saved. Nothing makes sure it reaches the tech.
One example: a customer’s AC sits on the canopy over her condo building’s entrance. There’s no way out to it from inside, so the tech needs a ladder, and she reminds the office every year. Here’s how that visit often goes, and how it goes with KeptField.
The note
What usually happens
The note sits in a field nobody reads. The tech shows up at 7:30 PM without a ladder and can’t reach the unit.
With KeptField
Notes like this become required checks. The tech can’t tap “On my way” until the ladder is on the truck.
The window
What usually happens
The 8–12 window comes and goes. The customer waits all morning, then calls you to ask where the tech is.
With KeptField
By mid-morning you see the window is at risk, with a one-tap fix: move the job to a free tech, or text the customer a new time.
The repeat
What usually happens
Next year it happens again. After three trips she switches companies, and you never find out why.
With KeptField
Repeat problems are flagged on her profile and in your morning brief, so you can step in before she leaves.
See a whole day in two minutes
Follow one job from the first phone call to the five-star reply. Press play for the guided tour, or step through at your own pace and try the screens yourself.
Office
Back to Today
Ruth Feld
Bayview Condos, Building C, Unit 312, Orlando, FL
(407) 555-0142. Customer since 2019. Yearly AC maintenance plan, renews Nov 2026.
At risk: 2 problem visits in the past 12 months
Schedule visitCallText
Site requirements
Add requirementShown to every tech on every visit. Required checks must be ticked off before “On my way.”
Maria is adding a note
2 filters, 16x25x1
Two return vents, one in the hallway and one in the bedroom.
Call 30 minutes before arriving
Ruth needs time to get down to the lobby door.
Gate code 2580#
Visitor parking is next to Building C.
Upcoming
Thu, Oct 1Yearly AC tune-up, 12–4 PM window, Luis P.Booked
Follow-ups
No open follow-ups.
Messages and notes
Booked the yearly tune-up. Said the AC is on the entrance canopy and the tech needs a ladder.
Visit history
Sep 2025
Tune-up, done on the 3rd trip. The first tech came without a ladder.
Luis, technician
No jobs yet
Thursday’s schedule arrives at 6:00 AM
Site notes like Ruth’s ladder will be waiting on the job.
Ruth, customer
Sample Air Co.
Your company’s own number
No messages yet
Text message
Step 1: The office saves a site note. Maria says: Ruth just called to book her tune-up. Her AC sits on the canopy over the entrance, and the only way up is a ladder. I’m adding it to her profile as a required check.
The office saves a site note
Maria, office manager
Ruth just called to book her tune-up. Her AC sits on the canopy over the entrance, and the only way up is a ladder. I’m adding it to her profile as a required check.
Behind the scenes: Notes live on the customer, not the appointment. This one shows up on every visit, for every tech, every year.
How it works
Three views of the same job: your office, your tech’s phone, and your customer’s texts. Everything anyone says about a job lands in one place.
In the office
Every tech’s day on one board
See who is where, what’s done, and what’s running long. Jobs update as techs tap through their day, so nobody has to call around for status.
A short list of what needs you today
When a job is about to miss its window, a required item isn’t checked off, or a tech leaves a note that needs action, it shows up with a one-tap fix. Every morning you also get a brief on your phone.
Today
17 jobs: 5 done, 3 in progress, 9 still to go. 3 things need you.
Dispatch board
Marcus R.50 min behind
HallDone
Okafor9:00 to 11:50 est., running long
Brooks1:30 to 3:00
Nguyen3:15 to 4:30
Dana K.Free 10:30 to 1:00
LinDone
CastilloDone
Open, 12 min from Ellen Park
Patel1:00 to 2:30
Moreno3:00 to 4:00
Luis P.Ladder not confirmed
GrantDone
Ward9:45 to 11:30
Ruth FeldWindow 12–4
Shah2:30 to 4:00
Tre W.On schedule
AdamsDone
Rivera10:15 to 12:00
Kim1:00 to 2:00
OwensNew system install
Ellen ParkWindow 8–12
Yesterday
21 of 22 jobs done. One return trip at Jensen: the part wasn’t on the truck. One missed window, rescheduled for Friday.
Handled for you today
- 8 “on my way” texts sent to customers
- 5 job summaries sent after finished jobs
- 16 reminders set to go out at 3 PM for tomorrow
- Morning brief sent to your phone at 6:00 AM
3 things need you
Ellen Park will miss her 8–12 window
Marcus is running 50 minutes behind at Okafor. Estimated arrival at Ellen’s: 12:15 PM.
Dana is free until 1:00 and is 12 minutes away.
Move to DanaText Ellen a new time
Ladder not confirmed for Ruth Feld
Luis leaves for this job around 12:00. Her AC sits on the entrance canopy, reachable only by ladder, and she’s had 2 problem visits in the past year.
Message LuisOpen Ruth’s profile
Dana’s voice note: customer wants a price
“The capacitor at 1180 Elm Ct is weak. Customer wants a price to replace it.”
Create quote taskDismiss
Notes that stick to the customer, not the appointment
Ladder needed, gate codes, call ahead, filter sizes, the dog in the backyard. Write it once and every tech sees it on every visit, year after year. Mark the important ones as required checks, and the tech can’t start the trip until they’re confirmed.
Ruth Feld
Bayview Condos, Building C, Unit 312
2 problem visits this year
Site requirements
Shown to every tech, on every visit.
Bring an extension ladder
AC sits on the canopy over the main entrance. No way out to it from inside.
Call 30 minutes before arriving
She needs time to get to the lobby door.
Gate code 2580#
Visitor parking is next to Building C.
On your tech’s phone
Big buttons, a few screens, and almost no typing. Works on iPhone and Android.
Your day, Luis
Working now
Ward
AC not cooling. Started 9:52 AM.
Finish jobShah
Thermostat install, 2:30 to 4:00 PM
Grant
Done at 9:20 AM. Summary sent to customer.
TodayMessages (1)Me
Today
Ruth Feld
Before you leave
Check these off to start the trip.
On the way and on site
Call Ruth 30 minutes before you arrive.
Gate code 2580#. Park next to Building C.
Heads up: last year’s visit took 3 trips. Ruth is on a yearly maintenance plan.
Check off 2 items to start the trip
Job details
Finish job
What did you do?
Tune-up doneFilters replacedCoil cleanedDrain line clearedPart neededReturn visit
Photos
Condenser
Float switch
Add photo
Anything the office should know?
Hold to talk
Voice note saved, 0:14
“Drain line was half clogged, cleared it. Float switch is old. Ruth wants a price to replace it.”
This will create a quote request for a float switch.
Ruth gets a summary text when you finish.
What your customer sees
Honest updates from your own business number:
- A day-before reminder they can confirm or reschedule by replying
- An “on my way” text with a real arrival time
- A heads-up if the tech is running late
- A short summary when the job is done, with a quick rating
Replies go straight to your office, not to a tech’s personal phone.
Sample Air Co.
Your company’s own number
You’re confirmed. We’ll text you when your tech is on the way.
Today, 11:58 AM
Luis is on his way and should arrive around 12:40 PM. He has the ladder, and he’ll call you about 30 minutes before.
Today, 1:52 PM
All done. Luis finished your tune-up at 1:50 PM: filters replaced, coil cleaned, drain line cleared. We’ll send you a price for a new float switch by tomorrow. How did we do? Reply 1 to 5.
5. Thank you for being on time!
Text message
Why owners like it
Problems show up early
You hear about a late job at 10:40, not when the customer calls at noon.
Nothing depends on memory
Site notes and required checks follow the customer, no matter which tech goes or who answered the phone.
Techs barely type
A few taps per job and a voice note at the end. If they can text, they can use it.
Customers stay in the loop
They know when you’re coming, so the office spends less time answering “where’s my tech?” calls.
One price for the whole crew
Plans are priced by crew size, not per user. Adding a tech doesn’t change your bill until you outgrow your plan.
Keep your other software
KeptField handles jobs, people, and follow-through. Keep using your invoicing and accounting tools.
Take a closer look at each feature:
Built for trades that send people to job sites
See how KeptField fits your kind of work.
Simple pricing
One monthly price for your whole crew. Every plan starts with a free 30-day trial, then runs month to month. Cancel anytime.
Crew
For owner-operators with a small team.
$39per month
- Up to 3 techs
- 1 office login
- 100 minutes of voice notes a month
Best for growing shops
Shop
For busy crews with someone running the office.
$79per month
- Up to 10 techs
- 3 office logins
- 300 minutes of voice notes a month
Company
For multiple crews and dispatchers.
$129per month
- Up to 25 techs
- Unlimited office logins
- 1,000 minutes of voice notes a month
More than 25 techs? Let’s talk.
Every plan includes
- Office dashboard on your PC, laptop, or tablet
- Tech app for iPhone and Android
- Customer site notes and required checklists
- Early warnings for late jobs and missed checks
- Voice notes turned into office tasks
- A morning brief on your phone
- One-tap texts from the tech's own phone
- Help getting set up
Want automatic texts from your business number? See texting packs and full pricing.
How to get started
Try the demo
Walk through a full day in about two minutes and see if it fits how you work.
Email us
Tell us your trade and crew size. We’ll answer questions and set up your account.
We load your customers
Send a customer list or spreadsheet. We’ll add site notes like ladders, gate codes, and call-aheads with you.
Run it free for 30 days
Your techs install the app in a few minutes. Keep your current system until you’re sure.
Questions owners ask
Do my techs have to type a lot?
No. They tap through checklists and leave voice notes, and KeptField turns those notes into text and tasks for the office.
Does it replace my invoicing or accounting?
No. KeptField focuses on jobs, people, and follow-through. Keep the tools you already use for money.
Whose phone number do the texts come from?
With a texting pack, your own business number, so customers recognize it. Without one, techs send one-tap texts from their own phones.
Do I need new computers or phones?
No. The office side runs on the PC, laptop, or tablet you have, and techs use their own iPhone or Android phone.
What kinds of businesses is it for?
Any business that sends people to job sites: HVAC, plumbing, electrical, pest control, pool service, house and carpet cleaning, lawn care, appliance repair, garage doors, window cleaning, handyman work, and similar trades with 2 to 25 techs.
What happens after the free trial?
Pick a plan and keep going month to month, or walk away. There's no contract.
Contact us
Questions about your trade, your crew size, or getting set up? Send a message and we’ll reply by email.