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Field Services, Trades, & Contractors

Book the job. Dispatch the tech. Close the loop.

Embed customer booking, technician scheduling, and job communication into your field service platform, so nothing falls between the office and the field.

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Field service platform with customer booking, technician dispatch, and job communication
Infrastructure Trust & Compliance

Infrastructure that scales from one crew to a national fleet.

Whether your platform powers a 5-tech plumbing shop or a multi-state HVAC operation, Nylas handles the communication infrastructure, so your team builds features, not integrations.

99.99% API success rate
SOC 2 Type II Certified
GDPR Compliant
100% Provider coverage
HIPAA HITECH Compliant
ISO 27001 Certified
AICPA SOC 2
GDPR Compliant
CCPA Compliant

Building for field service teams? Start with APIs built for the office and the field.

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Reference architecture

From service call to invoice, every step inside the platform.

Customer booking, tech scheduling, job communication, and follow-up, connected in one workflow for the office and the field.

Field service platform showing customer booking, tech scheduling, job communication, and follow-up

The office books the job. The tech shows up.
Everything in between is a black hole.

Booking still depends on someone answering the phone

Homeowners call during business hours, if they get through. After hours, they call the next contractor on the list. Every missed call is a lost job.

Confirmations, ETAs, and follow-ups happen off-platform

Techs text customers from personal phones. CSRs send confirmations from Gmail. The dispatch board says one thing, the customer heard another. No one has the full picture.

Post-job communication doesn’t happen at all

Review requests, maintenance reminders, and warranty follow-ups are the highest-ROI touch points, but most platforms don’t automate them. Revenue gets left on the table.

How You Get There

Close the gap between the office, the field, and the customer.

Email API

Confirmations, estimates, and follow-ups, sent from the platform, not personal inboxes.

Every customer touchpoint, booking confirmation, estimate delivery, invoice, review request, sent automatically and logged to the customer record. The office sees it. The tech sees it. The customer gets a consistent experience.

  • Appointment confirmations and ETA updates sent automatically
  • Estimates and invoices delivered from the company address
  • Every message logged to the customer and job record automatically
Calendar API

Tech schedules that the dispatch board and the customer can both trust.

Sync technician calendars into your platform so dispatch has real-time availability. When a job gets rescheduled, moved, or canceled, every calendar updates; the tech’s, the dispatcher’s, and the customer’s confirmation.

  • Real-time tech availability feeds the dispatch board
  • Multi-tech jobs coordinate across installer, electrician, and apprentice schedules
  • Reschedules and cancellations sync everywhere instantly
Contacts API

Customer and property records, one history, no matter how many service calls.

A homeowner calls back two years later for a different issue. Your tech sees the full service history, equipment notes, and past communications, without the customer repeating themselves.

  • Full service history tied to the customer and property address
  • Deduplicate across booking sources; phone, web, referral
  • Contractor and vendor contacts organized by trade and availability
Notetaker API

Virtual diagnostics and team calls, captured and tied to the job.

Video consultations are replacing some truck rolls. When a homeowner shows you the problem on a video call, the transcript, summary, and photos inform the work order before the tech ever leaves the shop.

  • Virtual diagnostic calls generate summaries for the work order
  • Team calls for complex commercial jobs documented automatically
  • Transcripts and notes tied to the job record for future reference
Scheduler

Customers book the service call themselves. The phone can finally stop ringing.

Embed scheduling on your website, Google Business Profile, or follow-up emails. Customers pick an available appointment window and book directly, reducing inbound call volume and after-hours lost leads.

  • Customers self-book from the website or a follow-up email
  • Appointment windows based on real-time tech availability and route
  • Booking confirmations auto-create jobs on the dispatch board