Field service ERP for mid-market teams
Manage every job from quote to invoice
Stop juggling spreadsheets and missed appointments. PlanDrive gives your dispatchers and techs one system for jobs, scheduling, quoting, and billing—built for HVAC, plumbing, electrical, and more.
Trusted by 200+ field service companies across the US
- Summit HVAC
- Metro Electric
- GreenScape Pro
- Pioneer Plumbing
- BuildRight Co.
Built for the chaos of real field operations
Mid-market teams outgrow paper and patchwork tools. PlanDrive replaces the scramble with a single source of truth.
The pain
Dispatchers live in spreadsheets and group chats
How PlanDrive helps
One dispatch board with live job status, tech locations, and drag-and-drop scheduling.
The pain
Quotes don’t match what crews actually do in the field
How PlanDrive helps
Quote templates tied to jobs and labor—change orders sync to the office instantly.
The pain
Invoicing waits until someone “finds time”
How PlanDrive helps
Close jobs, capture photos and signatures, and send invoices from the field.
Everything your field team needs in one platform
Replace scattered tools with modules that talk to each other—so ops, finance, and crews stay aligned.
Job management
Create jobs, attach checklists, and track status from booked to closed.
Field operations
Mobile workflows for techs—time, materials, photos, and customer sign-off.
Quoting
Templates, line items, and approvals so estimates stay accurate and fast.
Scheduling
Dispatch views, capacity, and recurring work without calendar Tetris.
Invoicing
Turn completed work into invoices and payments with fewer clicks.
Reporting
Margin, utilization, and SLA visibility your leadership team actually uses.
Want the full tour? Explore all features
Teams that run tighter field operations
Placeholder testimonials for layout—swap in real customers when you are ready to publish.
“We finally retired the shared spreadsheet. Dispatch sees the same job state the techs do—it’s night and day for our HVAC crews.”
“Quotes used to drift from what we billed. Now change orders flow straight into invoicing. Finance actually trusts the numbers.”
“Onboarding was straightforward for a 90-person team. The mobile app is simple enough that our veteran techs adopted it in a week.”
Ready to streamline your field operations?
Join hundreds of mid-market service companies running on PlanDrive. Book a walkthrough or sign in to your account.
US-based support when you need it.