Why teams use it
Consistent, branded output
Templates produce quotes, job cards, reports and certificates in your format every time.
One communication trail
Emails and SMS sent from Fieldmagic are logged against the record for anyone to see.
Share without chasing
Customers receive documents directly or access them through the portal.
How it works
Branded paperwork and every conversation kept against the record.
- 1Configure document templates
- 2Generate PDFs from live job and asset data
- 3Send by email or SMS from the record
- 4Store attachments against customer, site and asset
- 5Share through the customer portal
Frequently asked questions
See documents & communications in action
Walk through it with our team on your own data - or start free with five users, forever.
Explore more of the platform
CRM & Customer Management
One record for every customer, contact and site - with full history behind it.
Sales & Quoting
Win more work with a pipeline and quoting flow that feeds straight into delivery.
Job Management
Work orders from creation to completion, with costs captured as they happen.