This reference covers the full FieldHub platform for security alarm dealers, fire alarm contractors, and low-voltage integrators. For how these features come together for your trade, see the alarm company, fire alarm, and AV & access control solution pages. Integration partners — central stations, payment gateways, and communications — are detailed on the integrations page.
| Feature | Description |
|---|---|
| Lead, prospect & customer management | Lead, prospect, and customer account management with industry classification, plus full opportunity and sales-pipeline management with multi-stage tracking — Stage A/B/C, Won, and Lost with reasons. |
| Lead-source & referral tracking | Lead-source and referral tracking to measure source effectiveness. |
| Next-action alerts on opportunities | Next-action dates with color-coded overdue alerts on opportunities. |
| CRM with stakeholder mapping | CRM with contacts, roles (Primary, Decision Maker, Influencer), and stakeholder mapping. |
| Proposal scopes from templates | Create proposal scopes of work from global or account-specific templates, or from previous proposals. |
| Multiple scopes per proposal | Multiple scopes of work per proposal for complex projects. |
| Configurable scope pricing models | Configurable scope pricing models — fixed, time & materials, or hourly. |
| Related material management | Related material management with standard labor hours per material for estimation. |
| Predefined proposal assumptions | Predefined assumptions attached to materials, labor, or whole proposals, shown or hidden per proposal. |
| Material images on proposals | Material images displayed in customer proposals. |
| Integrated e-signing with merge fields | Integrated e-signing with dynamic merge fields. |
| E-sign template tools | Reusable and one-off e-sign template creation tools. |
| One- or two-signer signing workflows | One-signer (customer) or two-signer (customer + company) signing workflows. |
| Recurring (RMR) pricing in proposals | Fully integrated recurring (RMR) pricing inside proposals. |
| Proposal groups & pricing display | Proposal grouping with detail/no-detail and with/without pricing display options. |
| Optional scope groups as a price range | Optional scope groups presented as a price range on proposals. |
| Proposal approval workflows | Proposal approval workflows via the Flow engine’s configurable phases. |
| Proposals via customer portal | Proposals delivered through the customer portal, with the sales team notified when proposals are read or accepted. |
| Scope-to-work-order/invoice conversion | Enter the scope once and convert it to work orders and invoices. |
| Pipeline reporting & dashboards | Pipeline reporting, sales-activity dashboards, and Excel export. |
| Feature | Description |
|---|---|
| System & device tracking | Track installed systems including full device details, custom attributes, and inspection history. |
| Per-device-type attribute schemas | Flexible per-device-type attribute schemas — text, date, IPv4, MAC, boolean, select — with no database migration required. |
| BoM-to-device conversion | Convert an installed bill of materials into tracked system devices with serial numbers, history, and lifecycle. |
| Device lifecycle audit trail | Complete device lifecycle audit trail — install, replace, remove, maintain. |
| Auto-create work orders from inspections | Auto-create work orders from recurring inspection schedules (daily, weekly, monthly) with pre-populated scope and billing. |
| Central station data management | Manage central station data from FieldHub — create and link central station accounts without leaving the system. |
| Central station portal hand-off | Direct hand-off links to the central station’s own portal. |
| Multiple accounts per site | Multiple accounts per site — for example property owner, renter, and manager — with split billing and access. |
| Site transfer with history | Transfer a site and its full history, including systems and recurring contracts, to a new account. |
| Warranty management | Warranty management with tiered, period-based schedules and automatic coverage status. |
| Encrypted secure site notes | Encrypted secure site notes — access codes, instructions — with granular permission control. |
| Feature | Description |
|---|---|
| Customizable workflow engine (Flow) | Fully customizable workflow engine — “Flow” — to track any process. |
| Workflows attach to records | Workflows attach to accounts, contacts, invoices, locations, proposals, vendors, and work orders. |
| Phase checklist items | Required and optional checklist items per phase; advancing is gated on completion. |
| Kanban board view | Kanban-style board view with drag-and-drop cards, status, assignee, and checklist progress. |
| Next-action dates & assignees | Next-action dates and assignees with color-coded urgency — today, tomorrow, overdue. |
| Auto-assign by phase | Auto-assign workflows to a user based on phase. |
| Phase-triggered actions | Phase-triggered actions, such as automatically adding or removing tags on the linked record. |
| Workflow notifications | Email and real-time notifications of workflow changes and items due. |
| Followers, notes & audit timeline | Workflow followers, private notes, and a complete audit-trail timeline. |
| Auto-archive completed workflows | Auto-archive completed workflows after a configurable number of days. |
| Full-service & project install work orders | Full-service and project-installation work order types. |
| Technician scheduling & dispatch | Technician scheduling and dispatching by role and project or work-order type. |
| Preferred subcontractor per site | Track the preferred subcontractor per site or system and assign them to specific work orders. |
| Email PDF work orders to subcontractors | Send PDF work orders to the assigned subcontractor by email without leaving FieldHub. |
| Feature | Description |
|---|---|
| Native iOS & Android apps | Natively compiled iOS and Android apps. |
| Offline-first operation | Offline-first sync framework with conflict resolution — the app keeps working outside data service. |
| Material tracking from pickup to install | Track material from warehouse or kit-box pickup through installation, including return of uninstalled material from the field. |
| Consolidated time tracking | Consolidated time tracking — travel, onsite, breaks, lunch — for job costing and payroll. |
| Odometer capture for mileage | Odometer start and end capture for mileage reimbursement. |
| GPS geolocation verification | GPS geolocation verification at job start and stop with accuracy rating. |
| Configurable technician checklists | Configurable field-technician checklists — sign-offs, training, multiple question types. |
| Customer signature capture | Customer signature capture on mobile or tablet. |
| Project photos & documents | Capture unlimited project photos and documents. |
| On-site access to project history | Access previous project notes, photos, and PDF documentation on site. |
| Problem/resolution codes & flags | Predefined problem and resolution codes, work-performed notes, and “more work / parts required” flags. |
| Field material requests & usage | Request additional materials from the field and record materials used per item. |
| Create/update devices from the field | Create and update device and system records from the field. |
| Feature | Description |
|---|---|
| GL-based inventory accounting | General-ledger-based inventory accounting with cost-layer / price-point tracking — automatic GL entries on receive, install, move, return, and write-off. |
| Direct expense of material to a job | Direct expensing of material to a job via the standard install → work order warehouse flow. |
| Multi-warehouse & bin hierarchy | Multi-warehouse, multi-location inventory with location → shelf → bin hierarchy and optional bin-level tracking. |
| Real-time balance tracking | Real-time balance tracking by location, material, cost, and quantity. |
| Serial-number chain of custody | Serial-number tracking with full chain of custody to the installation site. |
| Material request workflow | Material request workflow — New → In Progress → Approved → Done — with warehouse notification. |
| Material request to purchase order | Convert material requests directly into purchase orders with vendor assignment. |
| Inventory counts (manual or barcode) | Inventory counts in FieldHub, entered manually or by barcode scanning. |
| Inventory counts via Excel | Inventory counts via Excel export/import, in full-overwrite or partial-adjustment modes. |
| Count scope by system or location | System-wide or location-specific count scope. |
| Minimum quantities & reorder triggers | Minimum quantities with per-location reorder triggers. |
| PPV & WIP cost assignment | Purchase price variance tracking and WIP cost assignment. |
| Kit & box management | Kit/box management with kitting, returns, and installed-versus-remaining visibility. |
| Alternative material pricing tiers | Alternative material pricing tiers, fixed or percentage-based. |
| Non-inventory & special-purchase items | Non-inventory and special-purchase items tracked alongside stock. |
| Closed-period warehouse protection | Closed-period protection on warehouse documents; voids auto-reverse the GL. |
| Feature | Description |
|---|---|
| Double-entry GL with audit trail | Full double-entry general ledger with audit trail and activity log. |
| Hierarchical chart of accounts | Hierarchical chart of accounts — assets, equity, expense, liability, revenue, COGS — with WIP types. |
| Multi-dimensional GL tags | Multi-dimensional GL tags — invoice, work order, account, business unit, employee, payroll batch — for tracking and reporting. |
| Template & copy/paste GL entries | Template GL entries for frequent or recurring transactions, plus copy/paste GL entry. |
| Reverse GL entries | Reverse GL entries, including from closed periods, with parent/child tracking. |
| Void with preserved audit trail | Void transactions while preserving the audit trail. |
| Bank reconciliation | Bank reconciliation with auto-match on amount and date tolerances, and reconciliation locking. |
| Bank & credit-card import | Bank and credit-card transaction import (OFX, QFX, CSV) with duplicate detection. |
| Nightly GL integrity validation | Nightly automated GL integrity validation. |
| Recognition by work type | Configure expense and revenue recognition by work type — labor, material, other. |
| Retainage & AIA-style progress billing | Native retainage management with AIA-style progress billing — withholding, release and collection, and write-off. |
| Bulk bank deposits | Bulk bank deposits and funding batches. |
| Period closing & locking | Period closing and locking with authorized override. |
| P&L by dimension | P&L by business unit, account, work order, source, and industry. |
| Payroll export | Export payroll to your preferred payroll processor. |
| Built to scale | Partitioned GL tables and cached balances designed for millions of entries. |
| Feature | Description |
|---|---|
| Automated collection sequences | Automated collection sequences via email — with or without PDF attachments — and physical USPS mail. |
| Credit-memo & write-off management | Credit-memo and write-off management with separate audit trails. |
| Online payment portal | Online payment portal where customers view invoices and statements, pay, and manage cards. |
| Autopay with saved cards | Autopay with saved cards and primary-card selection. |
| ACH processing & monitoring | Process and monitor ACH transactions — payments auto-unapply if an ACH reverses. |
| Card-expiry auto-notification | Automatically notify customers when a credit card is expiring, with a portal link to update it. |
| Flexible payment allocation | Flexible payment allocation across multiple invoices, with deposits and partial payments. |
| Feature | Description |
|---|---|
| Purchase orders with vendor email | Create a purchase order and email the PDF to the vendor from within FieldHub. |
| Non-project purchase orders | Non-project purchase orders. |
| Expense tracking | Expense tracking with vendor linkage. |
| Check printing | Check printing — print locally or send through an external print house with USPS mailing. |
| Vendor master & 1099 tracking | Vendor master with payment terms, tax numbers, and 1099 tracking. |
| Vendor approval & insurance tracking | Vendor and subcontractor approval with annual insurance tracking via the Flow engine. |
| Feature | Description |
|---|---|
| RMR auto-created from work orders | RMR creation automated from work orders. |
| Automated deferred RMR recognition | Automated deferred RMR revenue recognition, split across month boundaries. |
| Automatic proration | Auto-calculated proration — bill now, bill next, full cycle, or no proration. |
| Multiple billing frequencies | Monthly, quarterly, semi-annual, and annual frequencies with month-end or fixed-day alignment. |
| Change-reason tracking | RMR change-reason tracking — add, increase/decrease, terminate, site transfer, and more. |
| Scheduled future changes | Schedule price or quantity changes with future effective dates and automatic period-splitting. |
| Terminate, resume & bulk escalation | Terminate, resume, and bulk price escalation — percentage or fixed — across accounts. |
| Progress billing of RMR | Activate RMR before or after the installation is invoiced. |
| Configurable billing profiles | Configurable billing profiles — timing, terms, autopay, proration defaults — with grouped, consolidated invoicing. |
| Autopay scheduling | Autopay scheduling by offset days or fixed date, with payment-receipt emails. |
| Feature | Description |
|---|---|
| Unified customer view | Unified customer view — financial history, current work, and sales pipeline in one dashboard. |
| Accrual financial statements | Full accrual financial statements — P&L, balance sheet, cash flow, trial balance — with drill-down to GL transactions. |
| AP/AR aging & detail | Full AR and AP aging and detail reporting with five-tier buckets. |
| Job costing reports | Job costing at work order and account level — original, revised, current, and remaining; labor, material, and special purchases; margin percentage. |
| WIP & deferred-revenue tracking | Real-time WIP and deferred-revenue tracking. |
| Real-time RMR reporting | Real-time RMR reporting with drill-down by service, customer, and site. |
| Sales-tax reporting | Sales-tax reporting by zone with taxable and non-taxable detail and transaction drill-down. |
| Technician time & labor reporting | Detailed technician time and labor reporting — employee activity, COGS labor, deferred labor. |
| Marketing email-list export | Export marketing email lists filtered by subscribed RMR services and email opt-in. |
| Flexible Excel export | Flexible, Excel-compatible export across most data types, with background export for large sets. |
| Embedded BI dashboards | Embedded business-intelligence dashboards with single sign-on. |
| Feature | Description |
|---|---|
| Reusable email & message templates | Reusable email and message templates — HTML and text, with context variables — and full email logging. |
| Multi-channel document delivery | Deliver documents by email (with or without PDF), FTP, physical mail, Google Drive, or OneDrive. |
| Customizable portal branding | Customizable portal branding — logos, favicon, footer, privacy and terms links, custom URL. |
| Notes across records with attachments | Notes attachable to multiple records at once — account, site, work order — with file attachments. |
| AI semantic note search | AI-powered semantic “concept” search across notes. |
| SMS notifications & automation | SMS notifications and automation. |
| Transactional email delivery | Reliable transactional email delivery. |
| Review & reputation requests | Customer review and reputation requests. |
| Feature | Description |
|---|---|
| Central station monitoring | Central station integrations with Rapid Response, AvantGuard/Becklar, and Affiliated Monitoring. |
| Payment & ACH gateways | Multiple credit card and ACH gateway options. |
| WeSuite sales integration | WeSuite security-industry sales integration. |
| Webhook workflow automation | Webhook-based workflow automation — connect Zapier, n8n, and similar platforms. |
| Feature | Description |
|---|---|
| Documented REST API | Stable, documented REST API for integrators with a published OpenAPI/Swagger schema. |
| Built for the web | Remote access via browser — no VPN or remote desktop. |
| Multi-tenant data isolation | Multi-tenant architecture with business-unit data isolation. |
| Role-based access control | Granular role-based access control with team-based access groups. |
| Record-level locking | Record-level locking prevents two users from editing the same account or work order simultaneously. |
| Real-time editing presence | Real-time view of who is editing an account or the schedule. |
| Two-factor authentication | Two-factor authentication — authenticator apps (TOTP) and FIDO2 hardware keys (WebAuthn). |
| OAuth2 third-party access | OAuth2 for secure third-party application access. |
| Change audit logging | Complete change audit logging. |
| Contract tracking | Contract tracking — associate RMR and work orders with contracts. |
| iCalendar schedule export | iCalendar export for schedule sync with Google Calendar, Outlook, and others. |
| Health-check monitoring | System health-check monitoring framework. |
| Async background processing | Asynchronous background processing at scale. |
| Scalability | Scales to thousands of users and millions of monthly RMR invoices. |
| Customer-owned S3 backup | Optional nightly backup to a customer-owned Amazon S3 bucket. |
| Monthly releases on a current stack | Monthly version releases on a current, actively maintained technology stack. |
| Industry-specific solution | Purpose-built for the security, fire, and low-voltage industry. |
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