Consistent, branded output
Templates produce quotes, job cards, reports and certificates in your format every time.
Why teams use it
One communication trail
Emails and SMS sent from Fieldmagic are logged against the record for anyone to see.
Configure document templates
Generate PDFs from live job and asset data
Send by email or SMS from the record
Share without chasing
Customers receive documents directly or access them through the portal.
Documents status
Share through the customer portal
How it works
One platform. Connected workflows.
Branded paperwork and every conversation kept against the record.
Step 1
Configure document templates
Step 2
Generate PDFs from live job and asset data
Step 3
Send by email or SMS from the record
Step 4
Store attachments against customer, site and asset
Visibility by default
Know what is happening without chasing the field.
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.
Operational view
Documents activity
Configure document templates80%
Generate PDFs from live job and asset data58%
Send by email or SMS from the record36%
Next action
Configure document templates
Visible to the office, field team and customer.
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
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Work orders from creation to completion, with costs captured as they happen.