Field Service Management
Estimate, Schedule, Dispatch, Invoice, and Get Paid – starting at $6 a month!
Field Service Management for Service Professionals
Estimates • Jobs • Invoices • Service Plans
Estimates
Send professional looking estimates to your customers for approval. Add line items, pricing info, attachments, entice them with an optional discount, and then send them to clients easily via email and SMS text messages. Clients will view the estimate in your branded profile’s Client Hub, winning you more deals as they can quickly see your photo gallery and customer reviews.
Send securely by email or SMS text message
Attach photos or PDFs to showcase what they will get
Offer discounts to entice clients to hire you
Jobs
Schedule on-site work with ease by viewing your technicians’ availability at a glance. Your technicians will only be able to view and work jobs assigned to them. From the moment the job is scheduled, the customer receives updates on appointment times via SMS, including on-the-way status updates.
Assign to employees and track your team schedule
SMS and email notifications to clients
Generates an invoice when finished to get paid
Invoices
Turn completed jobs into polished invoices in seconds. Adjust any details, then send instantly by email or SMS. Customers can pay in person with your technician, by mail, or online through secure integrated payments powered by Stripe, supporting credit cards and ACH bank transfers.
Automatic 5-star reviews for verified customers
Send via SMS and email to clients
Accept credit cards and ACH payments
Service Plans
Wallist makes it easy to manage ongoing service plans with built-in tools for recurring jobs and automated billing. Whether you’re running a pest control company, a house cleaning business, or managing irrigation systems, Wallist helps you stay on schedule and get paid on time. Set up weekly, monthly, or custom intervals, and we’ll handle the rest. Wallist creates your jobs, generates invoices, and sends reminders. Perfect for any business that thrives on consistent service and repeat customers.
Recurring billing every month, quarter, or custom interval
Automated job creation for repeating work
Forecast future revenue and upcoming work
Start by creating your company profile, which acts as your Client Hub for customers to view estimates and invoices. Once live, you can explore the full field service management platform free for 30 days, including scheduling, estimates, and invoicing.
Client Management
Wallist organizes your client details such as names, phone numbers, emails, billing addresses, properties, and personalized notes for seamless management and accessibility.
Lead Management
Never forget to follow up with a potential customer again. As new requests come in, they go into the Request queue for tracking and response. Manage your customer pipeline
Estimates
Win more deals with professional and attractive estimates, which include your company logo, line items, discounts, deposits, and taxes. Once sent, these estimates are accessible in a branded client hub, showcasing your reviews and a photo gallery to build trust before approval. This professional presentation significantly increases the likelihood of closing deals.
Invoices
Each invoice features your company logo, customer details, line items, optional discounts, deposits, taxes, and additional notes. Invoices paid through Wallist via ACH or credit card automatically give you a 5-star review that customers can adjust. You can also accept cash, Venmo, checks, and more.
ACH and Credit Cards
Give customers more payment options by integrating with Stripe to accept credit cards and ACH bank transfers. Credit Card fees are 3% while ACH is only 1% Learn more about ACH payments
Payment Tracking
In addition to automated tracking for ACH and credit card payments, you can manually record how a payment was received if the customer gives you a check, cash, Venmo, or used other means. Learn more
Client Notifications by Email
Send invoices and estimates to clients with a secure link to view them in your branded Client Hub portal.
Client Hub
The Client Hub is built-in to your company profile page. When estimates and invoices are sent to customers, the link will direct them to the Client Hub where they can approve estimates and pay invoices. Learn more
5-Star Reviews
We believe great work should speak for itself. This is why Wallist has a one of a kind feature that provides automatic reviews for verified customers. When an invoice is paid online through Wallist by credit card or ACH bank transfer, we automatically assign an initial 5-star rating on behalf of the customer. The customer then has the option to adjust their rating and provide additional details if they choose to. This simple but powerful feature ensures that businesses get the recognition they deserve while still giving customers full control over their feedback. Learn more
User and Role Management
Users can be Administrators with full access, Viewers with view only privilege, or Job Pros which can only view and update Jobs they are assigned to.
Email Support in USA
Contact Wallist support based in the USA via email for any questions or support related concerns.
Everything in Starter
Enjoy everything in the Starter package.
Job Scheduling
Wallist offers comprehensive job management for on-site visits like fence installations and house painting. Employees can be assigned to jobs, ensuring accurate tracking on your company calendar. Customers receive timely notifications when jobs are scheduled and a reminder the day before. On the day of service, technicians can send “on the way” notifications, while employees’ time is accurately tracked for seamless operations.
Team Calendar
Stay in control of every job with a clear, organized schedule and employee calendar. Assign unique colors to each team member, highlight priority jobs with custom overrides, and ensure every project stays on track and on time.
Dispatch Jobs to Employees
Dispatch jobs to employees and track them on your shared company calendar.
Appointment Notifications
Customers receive appointment notifications, reminders as the date gets closer, and on-the-way notifications when somebody is in route. Wallist makes it simple and automated so you don’t forget to. The email messages can be customized by adding your personal tone and wording.
Attachments and Photos
Add photos and supporting files to your estimates to increase approval rates. Clear visuals and detailed information help customers confidently choose your business. You can also attach photos and documents to invoices to highlight completed work or include warranty details.
Unlimited Cloud Based Storage
Your Media Library stores your company records, attachments on Estimates and Invoices, and more.
Phone Support in USA
Contact Wallist support based in the USA via email or by phone for any questions or support related concerns.
Everything in Business
Enjoy everything in the Starter and Business packages.
Dedicated SMS Phone Number
Select a local phone number that is dedicated to your business for outbound SMS notifications and two-way text messaging.
SMS Notifications
Send SMS text message notifications for estimates, invoices, appointment reminders, and more.
Two-way Text Messaging
Customers can respond to your notifications to approve estimates, ask questions, and more; which greatly improves the customer experience and streamlines communication.
Subscriptions and Service Plans
Setup recurring billing and jobs by using Subscriptions. Whether it’s a service plan that needs weekly, monthly, or quarterly jobs like pest control, or simply automated billing for things like storage units – Wallist has you covered.
Priority Support
Jump to the top of the queue with our USA based support team for any enhancement requests, product questions, or support issues.
Client Management
Wallist organizes your client details such as names, phone numbers, emails, billing addresses, properties, and personalized notes for seamless management and accessibility.
Lead Management
Never forget to follow up with a potential customer again. As new requests come in, they go into the Request queue for tracking and response. Manage your customer pipeline
Estimates
Win more deals with professional and attractive estimates, which include your company logo, line items, discounts, deposits, and taxes. Once sent, these estimates are accessible in a branded client hub, showcasing your reviews and a photo gallery to build trust before approval. This professional presentation significantly increases the likelihood of closing deals.
Invoices
Each invoice features your company logo, customer details, line items, optional discounts, deposits, taxes, and additional notes. Invoices paid through Wallist via ACH or credit card automatically give you a 5-star review that customers can adjust. You can also accept cash, Venmo, checks, and more.
ACH and Credit Cards
Give customers more payment options by integrating with Stripe to accept credit cards and ACH bank transfers. Credit Card fees are 3% while ACH is only 1% Learn more about ACH payments
Payment Tracking
In addition to automated tracking for ACH and credit card payments, you can manually record how a payment was received if the customer gives you a check, cash, Venmo, or used other means. Learn more
Client Notifications by Email
Send invoices and estimates to clients with a secure link to view them in your branded Client Hub portal.
Client Hub
The Client Hub is built-in to your company profile page. When estimates and invoices are sent to customers, the link will direct them to the Client Hub where they can approve estimates and pay invoices. Learn more
5-Star Reviews
We believe great work should speak for itself. This is why Wallist has a one of a kind feature that provides automatic reviews for verified customers. When an invoice is paid online through Wallist by credit card or ACH bank transfer, we automatically assign an initial 5-star rating on behalf of the customer. The customer then has the option to adjust their rating and provide additional details if they choose to. This simple but powerful feature ensures that businesses get the recognition they deserve while still giving customers full control over their feedback. Learn more
User and Role Management
Users can be Administrators with full access, Viewers with view only privilege, or Job Pros which can only view and update Jobs they are assigned to.
Email Support in USA
Contact Wallist support based in the USA via email for any questions or support related concerns.
Everything in Starter
Enjoy everything in the Starter package.
Unlimited Jobs
Wallist offers comprehensive job management for on-site visits like fence installations and house painting. Employees can be assigned to jobs, ensuring accurate tracking on your company calendar. Customers receive timely notifications when jobs are scheduled and a reminder the day before. On the day of service, technicians can send “on the way” notifications, while employees’ time is accurately tracked for seamless operations.
Schedule and Team Calendar
Stay in control of every job with a clear, organized schedule and employee calendar. Assign unique colors to each team member, highlight priority jobs with custom overrides, and ensure every project stays on track and on time.
Dispatch Jobs to Employees
Dispatch jobs to employees and track them on your shared company calendar.
Appointment Notifications
Customers receive appointment notifications, reminders as the date gets closer, and on-the-way notifications when somebody is in route. Wallist makes it simple and automated so you don’t forget to. The email messages can be customized by adding your personal tone and wording.
Attachments and Photos
Add photos and supporting files to your estimates to increase approval rates. Clear visuals and detailed information help customers confidently choose your business. You can also attach photos and documents to invoices to highlight completed work or include warranty details.
Unlimited Cloud Based Storage
Your Media Library stores your company records, attachments on Estimates and Invoices, and more.
Phone Support in USA
Contact Wallist support based in the USA via email or by phone for any questions or support related concerns.
Everything in Business
Enjoy everything in the Starter and Business packages.
Dedicated SMS Phone Number
Select a local phone number that is dedicated to your business for outbound SMS notifications and two-way text messaging.
SMS Notifications
Send SMS text message notifications for estimates, invoices, appointment reminders, and more.
Two-way Text Messaging
Customers can respond to your notifications to approve estimates, ask questions, and more; which greatly improves the customer experience and streamlines communication.
Subscriptions and Service Plans
Setup recurring billing and jobs by using Subscriptions. Whether it’s a service plan that needs weekly, monthly, or quarterly jobs like pest control, or simply automated billing for things like storage units – Wallist has you covered.
Priority Support
Jump to the top of the queue with our USA based support team for any enhancement requests, product questions, or support issues.
John Wragge
Wragge Construction
“Wallist has been a game-changer for our field service operations. The platform’s intuitive design and robust features have greatly simplified how we manage our daily tasks and customer interactions. The scheduling tool is particularly impressive, enabling us to efficiently organize our technicians’ workdays, reducing downtime and improving service delivery. The real-time SMS updates and communication features ensure that everyone is always informed and on the same page. Wallist’s impact on our productivity and customer satisfaction has been substantial. It’s been an indispensable tool for us.”
Joe Kroger
Kroger Irrigation
“Our customers appreciate the appointment reminders and ‘on the way’ SMS notifications, ensuring they know our arrival. Additionally, our clients love using the ‘Client Hub’ to easily pay invoices and review estimates. This integration of communication and payment tools has not only boosted our efficiency but also significantly enhanced our customer relationships. We love the “flow” from Estimate, Job, and invoice conversions. Wallist is amazing for service providers focused on improving service delivery and client satisfaction.”
Wallist Field Service Management includes an integrated website for free! Customers can request pricing and check availability, view customer reviews, browse your photo gallery, explore your services, and it comes with an Client Hub portal for clients to view their estimates and invoices!
0%
of consumers research a local business online before hiring them
0%
of consumers judge a company’s credibility based on its website
Why choose Wallist to run your business?
At Wallist, we recognized a pressing need for an easy-to-use, affordable, and streamlined Field Service Management solution in the service business industry. Customers expect professional looking estimates, constant communication about their scheduled appointments with on-the-way updates, and more flexible ways to pay invoices. Introducing Wallist, a cloud-based Field Service Management solution that revolutionizes how home service professionals manage their estimates, jobs, and invoices. Start your 30-day free trial or watch our Tutorial Videos to get started.