Run your field crew without the group text.
TableWork gives roofing companies, HVAC techs, and field service operators a single workspace for scheduling jobs, sending invoices, and staying in touch with customers.
No card needed. 14-day Pro trial.
Recommended setup
The fastest start for field service
Most field service operators start with the Field Service bundle — $45/mo for the modules below, on top of a platform seat from $9/mo. Atlas Core is always free. Add or remove modules any time.
Field Service
HVAC, plumbing, electrical, and roofing operators
Dispatch crews, maintain equipment, and invoice from the field.
4 modules included
Modules operators like you install
Crew Scheduling
Multi-crew dispatch, shift management, and real-time status.
Inventory Management
Parts tracking, barcode scan, and COGS that flows to Balance.
Equipment Maintenance
Preventive-maintenance schedules, work orders, and full history.
Customer Portal Pro
A white-labeled portal for jobs, invoices, and files.
Dispatch technicians without the back-and-forth
Create a job, assign a technician, and send them their schedule — all from one screen. Technicians see their jobs in order, with the route already calculated. No morning phone call required.
Route optimization before the first coffee
atlas calculates the shortest route for each technician's day and updates in real time when a job runs long or cancels. Your crews spend less time driving and more time on jobs.
Custom forms for each service type
Roof inspection, repair call, maintenance visit — each gets its own checklist and completion form. Technicians fill them out on their phone. Photos and signatures attach to the job record automatically.
Invoice from the field, paid before you leave the driveway
When a technician closes a job, balance generates the invoice automatically from the completed form. A Stripe Checkout link goes to the customer instantly. Same-day payment becomes the default, not the exception.
End-of-month reconciliation in under an hour
Plaid syncs your bank account. balance matches transactions against open invoices and flags the gaps. Your CPA gets a clean monthly export.
Automated job confirmations and reminders
When a job is scheduled, the customer gets a confirmation via SMS. The day before, they get a reminder. When the technician is on the way, they get a 'technician en route' message. All automated. All configurable.
Review requests without a separate tool
After a job closes, signal sends an NPS survey and a Google review request automatically. You set the delay and the message. Reviews arrive without any manual effort.
TableWork speaks field service
When you sign up and select "Field service" as your business type, TableWork uses your vocabulary throughout the workspace. Your jobs are called that, not "appointments." Your team members are called what you call them. The AI chat uses your language.
Read about the Workspace Intent System →TableWork also adapts to these business types
Try TableWork for field service free.
14 days, no card needed. Starter bundle with Atlas Core plus invoicing and messaging, pre-loaded for field service.
14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.