Migrate your Fieldy data
Affordable all-in-one FSM software for small-to-mid field service teams, combining scheduling, dispatch, CRM, and quote-to-payment workflows in a single mobile-friendly platform.
In its favor
Why people choose Fieldy
The signal that keeps Fieldy on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Low per-user pricing starting at $7.99/month makes Fieldy accessible for small field service businesses that cannot justify Salesforce or ServiceTitan costs.
Fast onboarding with no credit card required and no training or technical expertise required to get started, according to their website.
Mobile-first platform with real-time field staff tracking appeals to businesses managing dispersed technicians across multiple job sites.
Built-in quote-to-invoice workflow consolidates what many competitors require as separate integrations into one platform.
Caters to 25+ industries with customizable workflows, checklists, forms, and notifications, allowing niche service businesses to adapt the platform to their specific processes.
Lack of API documentation or public bulk export endpoint makes data portability a manual, error-prone process that frustrates teams with large historical records.
Limited third-party integration ecosystem compared to established FSM platforms, creating friction for businesses relying on accounting or ERP connections.
The white-label offering referenced in reviews suggests feature limitations that become apparent as businesses scale beyond basic field service needs.
Reasons to switch
Why people leave Fieldy
The recurring reasons buyers give for replacing Fieldy. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Fieldy fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Fieldy pricing overview
Fieldy uses a per-user, per-month subscription model. The Starter tier starts at approximately $7.99 per user per month based on third-party listings. Enterprise pricing requires a sales conversation. No public pricing page exists on the official Fieldy website, which means migration scoping must confirm the customer's current active tier directly.
Starter
Tier 1 of 3
$7.99/user/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Fieldy's schedule — see our quote-based pricing →
What gets migrated
Fieldy object support
Object-by-object support for Fieldy migrations. Per-pair details surface during scoping.
Work Orders
Mapping requiredCore operational record in Fieldy FSM. We map Work Order headers, status history, assigned technician, customer link, and custom checklist/form field values. Status values must be mapped to destination equivalents since Fieldy uses proprietary status labels.
Customers
Mapping requiredCustomer records in Fieldy include contact details, address, and associated job history. We extract full customer profiles and cross-reference against Work Orders to ensure no orphaned customer records during migration.
Leads
Mapping requiredFieldy tracks Leads as distinct from Customers, with a pipeline view. We map Lead records including source, assigned rep, and conversion status, preserving lifecycle stage as a custom property in the destination.
Invoices
Mapping requiredInvoices are generated within Fieldy's job workflow. We extract line-item detail, tax amounts, payment status, and associated Work Order reference. Open invoices are flagged separately from paid history.
Quotes
Mapping requiredQuotes in Fieldy are linked to Work Orders and include line items, terms, and validity dates. We preserve quote records and map their accepted/rejected status into the destination's equivalent object.
Technicians
Fully supportedTechnician records include name, contact details, assigned territory, and service capabilities. These map cleanly to Staff or Resource records in most destination platforms.
Custom Checklists
Mapping requiredFieldy's workflow customization includes job-specific checklists and form fields. We export the checklist structure and all filled responses as structured key-value pairs attached to the Work Order.
Payment Records
Mapping requiredPayment history tied to invoices is extracted with amount, date, payment method reference, and associated invoice ID. Partial payments are preserved as separate line items.
| Object | Support | Notes |
|---|---|---|
| Work Orders | Mapping required | Core operational record in Fieldy FSM. We map Work Order headers, status history, assigned technician, customer link, and custom checklist/form field values. Status values must be mapped to destination equivalents since Fieldy uses proprietary status labels. |
| Customers | Mapping required | Customer records in Fieldy include contact details, address, and associated job history. We extract full customer profiles and cross-reference against Work Orders to ensure no orphaned customer records during migration. |
| Leads | Mapping required | Fieldy tracks Leads as distinct from Customers, with a pipeline view. We map Lead records including source, assigned rep, and conversion status, preserving lifecycle stage as a custom property in the destination. |
| Invoices | Mapping required | Invoices are generated within Fieldy's job workflow. We extract line-item detail, tax amounts, payment status, and associated Work Order reference. Open invoices are flagged separately from paid history. |
| Quotes | Mapping required | Quotes in Fieldy are linked to Work Orders and include line items, terms, and validity dates. We preserve quote records and map their accepted/rejected status into the destination's equivalent object. |
| Technicians | Fully supported | Technician records include name, contact details, assigned territory, and service capabilities. These map cleanly to Staff or Resource records in most destination platforms. |
| Custom Checklists | Mapping required | Fieldy's workflow customization includes job-specific checklists and form fields. We export the checklist structure and all filled responses as structured key-value pairs attached to the Work Order. |
| Payment Records | Mapping required | Payment history tied to invoices is extracted with amount, date, payment method reference, and associated invoice ID. Partial payments are preserved as separate line items. |
Gotchas
What to watch for in Fieldy migrations
Issues we've hit on past Fieldy migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented public API or bulk export endpoint
Custom workflow automations do not export as portable rules
Pricing tiers and per-user limits not publicly confirmed
| Severity | Issue |
|---|---|
| High | No documented public API or bulk export endpoint |
| Medium | Custom workflow automations do not export as portable rules |
| Low | Pricing tiers and per-user limits not publicly confirmed |
Leaving Fieldy?
Where Fieldy customers move next
12 destinations Fieldy can migrate to.
How a Fieldy migration works
Four steps, Fieldy-specific
Connect
Fieldy publishes Swagger API docs at api-dev.getfieldy.com/docs for its User Microservice, indicating a REST API with bearer-token authentication. Production endpoints and auth specifics are confirmed with Fieldy during scoping. into Fieldy. Scopes limited to read-only on the data we move.
Map
We translate Fieldy-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Fieldy quirks before production.
Migrate
Full migration with Fieldy rate-limit handling. Rollback available throughout.
FAQ
Fieldy migration FAQ
Answers to the questions buyers ask most during Fieldy migration scoping. Not seeing yours? Book a call.
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Migrate Fieldy.
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