FSM + AI Dispatcher

Run every job from first call to final invoice.

Facilitize helps service businesses capture calls, create work orders, schedule jobs, send quotes, collect payments, and keep every customer organized, with Clara built in when you need AI call handling.

Built for service teams. Intake, dispatch, quote, invoice, collect, and follow up.

What do you need help with first?

Start with the part of your business that needs the most leverage.

I miss calls

Capture more jobs from phone calls.

See how Clara answers, qualifies, and books jobs when your team is busy or unavailable.

See AI Dispatcher →
I want pricing

Compare plans by team size and AI usage.

See which plan fits your team, workflow, and Clara voice minutes.

View Pricing →

Built for service businesses that need calls captured, jobs organized, and payments collected without bouncing between disconnected tools.

Capture
Calls and requests
Schedule
Jobs and technicians
Collect
Quotes, invoices, payments

Capture the job. Then run the work.

Facilitize connects call handling and field service operations so customer details do not get lost between the phone, schedule, quote, and invoice.

Field Service Management

Run the work after the call. Manage customers, work orders, scheduling, quotes, invoices, payments, files, and team activity.

  • Work orders
  • Customer CRM
  • Scheduling
  • Quotes and invoices
  • Payments
  • Team management
Explore FSM →

See the work move through the system.

From customer intake to scheduled work and approved quotes, Facilitize keeps every job moving without jumping between disconnected tools.

Customer Intake

Capture requests from the form or by phone.

Let customers submit a branded service request online, or let Clara capture the same job details when they call.

app.facilitize.io/request-service
Customer intake form preview showing a branded service request form in Facilitize
Work Orders

Move every job forward.

Track requests, statuses, customer details, next steps, comments, and job history in one place.

app.facilitize.io/work-orders
Facilitize work orders dashboard showing job statuses, customer details, and next steps
Scheduling

See the work before it slips.

View scheduled jobs, assign technicians, and keep your team organized by day or month.

app.facilitize.io/schedule
Facilitize scheduling calendar showing assigned service jobs by month
Quotes

Turn work into approved quotes.

Create branded quotes with line items, service details, templates, and customer-ready formatting.

app.facilitize.io/quotes
Facilitize branded quote builder with service details and line items

From first call to paid invoice.

Keep the customer, job, schedule, quote, invoice, payment, and team activity connected from start to finish.

01Capture

Request captured

Calls, forms, and customer details land in one organized workflow.

02Create

Work order created

The job record keeps the issue, address, customer, notes, photos, and next steps together.

03Schedule

Job scheduled

Assign the technician, set the appointment, and keep the customer updated.

04Approve

Quote approved

Send branded quotes and invoices without losing the work order history.

05Collect

Invoice paid

Collect payment and keep revenue, customer, and job history connected.

Clara handles the call. Facilitize runs the job.

When your team misses a call, Clara can answer, collect the details, book the appointment, and create the work order inside Facilitize.

Answers 24/7 Captures details Books appointments Creates work orders
Hear Clara

Built for small service teams that need less admin and faster follow-up.

Clara helps capture the job. Facilitize keeps the customer, work order, schedule, quote, invoice, and payment connected.

Start simple. Add AI when you are ready.

Plans start at $49/month. Start with core field service management. Add Clara when you want AI call handling.

StarterCore FSM
ProSmall team workflows
TeamGrowing operation controls

See if Facilitize fits your service business.

Book a short demo. We will show how Facilitize captures calls, organizes jobs, schedules work, sends quotes, collects payments, and fits your setup.

Product walkthrough, dashboard, work orders, CRM, scheduling, quotes, invoices, and payments.
Workflow mapping, how your current operation could move into Facilitize.
Clara options, AI call handling and in-app diagnostic support when your team needs leverage.
Demo agenda15 min
00:00Understand your current workflow.
03:00Walk the dashboard and work order flow.
07:00Review scheduling, quotes, invoices, and payments.
11:00Review Clara and AI options.
14:00Pick the right plan and setup path.

Pick a slot.

15 minutes. We will show the FSM workflow and AI options.
Live calendar
Prefer to talk first? (725) 543-7188