Streamline operations, schedule tasks, and manage resources with a customizable app tailored to your enterprise field service needs.


Build a field service management solution that matches the way your team works. Add only the views and workflows you need, and adjust as you grow.
Connect spreadsheets, service management tools, and scheduling systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your operations.
Empower field techs, managers, and dispatchers with a secure, branded portal for efficient work order management. Set roles and permissions in minutes.
Integrate with your current tools to automate dispatching, work order updates, and status reminders with ease.
Integrate with your current tools to automate dispatching, work order updates, and status reminders with ease.
Assign roles for technicians, supervisors, and clients—each gets access only to relevant work orders and information.
Control who can create, assign, complete, or view work orders—customize permissions by role or group.
Protect sensitive job and customer data. Softr is fully SOC2 and GDPR compliant for enterprise security needs.
Capture job details, approvals, or inspection notes with flexible, customizable form blocks for each work order.
Service teams ask AI for work order details, schedules, or updates—instantly answered inside your Softr field service portal.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your work order management portal in minutes using drag-and-drop blocks and templates.
Add features like scheduling, technician tracking, or custom workflows as your field service needs change.
Manage work orders, teams, and reports in one platform—no extra tools or siloed systems needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An enterprise field service management portal is a secure platform where your field technicians, dispatchers, and managers can log in to access work orders, schedules, service requests, and real-time updates. It centralizes communication and information, reducing the need for emails or spreadsheets, and streamlines service operations for both field teams and back-office staff.
Softr makes it easy to create an enterprise field service management portal tailored to your organization’s workflow. You can connect your existing data—like service orders in Airtable, customer info in HubSpot, or asset records in Notion—and set up a portal where your field teams can log in to view assignments, update job statuses, fill out forms, and upload service documentation in one place.
There’s no coding required. You can start from a template or build from scratch, customize the layout, control access for different roles (like technicians or managers), and brand the portal for your company. It’s quick to launch, simple to maintain, and flexible enough to evolve as your service operations grow. This helps keep your team organized and professional.
You can include a wide range of features in your enterprise field service management portal, depending on your operational needs. Common features include:
\- User logins – so each technician, dispatcher, or manager can access their own assignments
\- Custom dashboards – to display job statuses, scheduled appointments, or KPIs
\- Forms – for service logs, checklists, or customer feedback
\- File sharing – for uploading service reports, manuals, or photos from job sites
\- Search and filters – to allow teams to quickly find specific work orders or assets
\- Tables, lists, and detail views – to organize jobs, customers, or inventory
\- Comments or status updates – to centralize communication about specific service tasks
\- Charts – to visualize performance metrics, technician workloads, or completion rates
\- Calendar view – for managing appointments, scheduled maintenance, or dispatch times
\- Permissions and roles – ensuring each user only sees relevant information
All of these are built using Softr’s drag-and-drop interface, so you can add or modify features without any coding. And as your needs change, updating the portal is straightforward.
No coding is necessary. You can build your enterprise field service management portal entirely through Softr’s visual editor. From customizing layouts to managing user roles and permissions, everything can be set up without writing a single line of code.
Yes. You can manage multiple customers, field teams, or contractors in a single enterprise field service management portal. Each user only sees the schedules, work orders, and data assigned to them, based on their login and role. This is ideal for companies coordinating several service contracts, field teams, or partner organizations all within one platform.
Softr supports a wide range of data sources for your enterprise field service management portal. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same portal and display them together—so your field service management app, for example, can pull in work orders from Airtable and customer data from HubSpot at once. Most sources support real-time, two-way sync, so any changes in your app or data source stay synchronized automatically.
Yes, Softr gives you full control over how users experience your enterprise field service management portal. You can customize the layout, navigation, and content to fit your company’s processes and branding. Each page or section can be shown or hidden based on who’s logged in, so every technician, dispatcher, or customer only sees what’s relevant to them.
You can also set up different user roles, such as field technician, dispatcher, administrator, or customer—and define exactly what each role can view or edit. For example, customers can submit and track service requests, while internal teams can manage all work orders and schedules. You can also create personalized dashboards and data views based on the logged-in user.
This level of customization is especially useful when managing multiple teams, customers, or service projects in the same portal. It keeps the experience organized, secure, and tailored for each user group.
Yes, you can. You don’t need to bring your data from somewhere else to start building your enterprise field service management portal on Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your field service workflows.
But if you already have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your service data is structured and displayed in your portal.
Yes, you can fully white-label your enterprise field service management platform in Softr. You can apply your own logo, brand colors, fonts, and even use a custom domain, making the platform a seamless extension of your organization. All Softr branding can be removed, so your field technicians, managers, and clients interact only with your company’s identity throughout their experience.
Absolutely. Softr gives you extensive control over the design and layout of your enterprise field service management platform. You can adjust colors, fonts, spacing, and the page structure to align with your organizational branding. Each page’s layout is flexible—you decide which sections appear where, and set what information your field teams, dispatchers, and clients see when they log in.
To display your operational data, you can use several types of blocks:
\- Table blocks – perfect for work order lists, asset tracking, or scheduling jobs
\- List or Card blocks – to showcase team assignments, upcoming service requests, or equipment details
\- Detail View – to present individual job tickets, technician profiles, or service visit summaries
\- Forms – for collecting service feedback, job completion notes, or client requests
\- Charts – to visualize field metrics or performance KPIs
\- Calendar blocks – for scheduling jobs, tracking technician availability, or managing maintenance cycles
Should your needs change, you can easily update layouts and content directly in the visual builder.
Softr is designed with security at its core. All data within your enterprise field service management platform is encrypted in transit (TLS) and at rest, and hosted on secure, reliable infrastructure. You have full control over user access, with the ability to set up role-based permissions—so technicians, managers, and clients only see what they’re supposed to. Visibility rules and global restrictions help protect sensitive information across your entire solution.
If you connect external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your permissions. You maintain complete ownership over your operational data and access levels.
Softr also adheres to best practices for authentication, access control, and ongoing platform monitoring, ensuring your field service management data remains safe.
You can start building your enterprise field service management platform for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your platform requires more users or advanced features, you can explore the paid plans for additional capabilities: <https://softr.io/pricing>
Softr stands out by making it easy to create robust, user-facing applications—like enterprise field service management platforms—without any coding. Its unique strength is the speed with which you can go from idea to operational solution, all while integrating directly with your existing data sources.
Compared to other no-code tools that focus on mobile apps (like Glide) or are developer-centric (like Retool), Softr is made for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and deliver secure, branded platforms for your technicians, managers, and clients.
Everything is visually customizable—from workflow pages to who sees what. Built-in features like user roles, forms, conditional logic, and API support mean you don’t have to patch together multiple tools to launch a professional field service management app.
Yes, Softr offers a variety of integrations so your enterprise field service management platform can connect with the rest of your operational stack. You can integrate with tools like Stripe for payments, Intercom for communication, and automate processes using Zapier, Make, and N8N. Softr also supports REST API and webhooks for even more advanced workflow automation.
Whether you need to push job updates to another system, trigger notifications when a work order is completed, or display data from other platforms, you can set this up easily—no coding required.