The field-service operations platform

Built for the contractors
who actually show up.

ZeroFi is the operating system for field-service businesses — landscaping, irrigation, snow, solar, roofing, construction, low-voltage. Voice-note on site, send a real proposal, run the crew, bill the customer, get paid.

No credit card · Free for 14 days · Cancel anytime

How it works

From driveway voice-note to deposited cash.

Most "field service" tools cover one step. ZeroFi covers the whole loop — and the analytics layer that tells you which jobs actually made money.

1

Discover on site

Record a 60-second voice note + a few photos. AI structures the scope, defaults pricing from your catalog, flags missing observations.

2

Send a real proposal

A six-page proposal with scope, warranty, payment terms and e-signature — branded, leaves before you do.

3

Schedule & run the crew

Drag onto the calendar. Crew clocks in, logs time per activity (repair, drive, training). Capacity bar flags overbooks.

4

Bill & learn

Invoice T&M or fixed-fee, accept card via the customer portal, and let AI Insights tell you which jobs actually beat plan.

Discovery Workspace

Walk the site. Speak the scope. Done.

The Discovery Workspace is the page your estimator opens in the truck. Voice transcription, photo capture, and AI line-item assembly run side-by-side, with your industry's typical defaults — sod, planters, fixtures, panels, racking, SF, LF — already in the catalog.

  • One unified flow for residential and commercial
  • Photos → tags → scope line items, automatically
  • Catches missing observations before you leave
app.zerofi.ai / discovery
Discovery Workspace: voice + photo capture with proposal builder

Quotes & Customers

A pipeline that thinks about your $/customer.

See what's quoted, what's won, what's stalled — at the deal level and the customer level. Lifetime spend, win rate, days-since-last-visit, top-5 revenue concentration. The operator metrics, not the founder vanity metrics.

96%
Win rate · last 30 days
$6,462
Avg deal size
$783k
Total customer revenue
27%
Top-5 customer concentration
app.zerofi.ai / quotes
Quotes page: $6.3M quoted, $5.6M won, 96% win rate, 1000 quotes

Jobs & Scheduling

Recurring contracts and one-off jobs, same calendar.

A landscaper running 50 maintenance contracts and ten landscape installs needs both shapes in one view. ZeroFi's calendar shows recurring cadence (weekly, biweekly, monthly), one-off tickets, crew assignments, and a live capacity bar that flags overbooks before they happen.

  • Day / Week / Month / Team-week views
  • Drag & drop unscheduled tickets onto crews
  • Overbook alerts based on 40h baseline + overtime cost
app.zerofi.ai / jobs
Jobs page showing 50 active recurring maintenance contracts, $499K contract value
app.zerofi.ai / schedule
Calendar showing 112 scheduled hours over the week

Time & Capacity

Bill the customer for repair time. Pay the crew for the whole shift.

Two-level time tracking the operator needs: shifts drive payroll, activity-tagged entries drive what's billable. Repair-time is billable; drive, training, inspection, and misc are paid but not billed. We surface billable utilization, $/labor hour, and margin per job.

  • Real billable utilization (60-75%, not 100% fantasy)
  • $/labor-hour realized, by member & by branch
  • Overtime cost surfaced before the week closes
app.zerofi.ai / metrics
Metrics page showing margin, $/labor hour, cost composition

Invoices & Collections

Stop chasing money. Start banking it.

Time-and-materials and fixed-fee in the same flow. One click ships a clean invoice and a portal link; Stripe takes the card. ZeroFi tracks days-to-pay and overdue without spreadsheets.

  • T&M auto-rolled from approved time entries
  • Customer pays via card in the portal — no email loop
  • Avg days-to-pay tracked at the org & customer level
app.zerofi.ai / invoices
Invoices page with outstanding, collected, days-to-pay

Customer Portal

A clean place for your customers — branded to you.

Customers land on their portal: open quotes awaiting decision, approved work, invoices, recurring service forecast, spend over time. Branded with your logo and color — they never see "ZeroFi". They sign in by magic link or password.

  • Branded portal — your logo, your color
  • Customer-facing AI Insights (recurring forecast, spend history)
  • Pay invoices, approve quotes, no app to download
See the customer portal
heliossolar.zerofi.ai / my / quotes
Customer portal: Helios Solar Co branded dashboard with quote pipeline
heliossolar.zerofi.ai / my / insights
Customer portal insights: $12K recurring service forecast, $597K committed work

AI Insights

Numbers a $20M operator actually asks about.

Closed revenue. Jobs closed. Gross margin. $ per labor hour. Material vs labor cost. Conversion rate. Pipeline coverage. The AI Sales Assistant answers in plain English — and points to the underlying quotes, customers, and jobs every time.

$64.5k
Closed revenue · last 30d
87
Jobs closed · avg $741 / job
43.8%
Gross margin · $25.9k profit
$109.39/hr
Realized $/labor hour · 66 quotes
app.zerofi.ai / insights
Insights — closed revenue $64.5k, 87 jobs closed, 43.8% gross margin, $109.39/hr realized labor

For your trade

One platform. Eight trades. Pre-loaded defaults for each.

Each trade ships with its own scope template, warranty wording, payment terms, and pricing catalog — so the very first quote you send already reads like you've been doing this for ten years.

Meet us at Chicago Build

Booked in Chicago. Booth talks daily.

The ZeroFi team is at Chicago Build 2026 demoing the construction track — from intake to invoicing on a single platform. Book a 20-minute walkthrough with a founder.

What we're showing

  • Voice-to-bid in 60 seconds on a tablet
  • T&M billing rolled from time entries
  • Subcontractor & crew capacity at a glance
  • Branded portal: progress + change orders for the GC

Simple pricing

$49 per seat, no AI metering.

Send unlimited quotes. Run unlimited jobs. AI included. Customer portal included. Mobile included. No extra modules, no per-quote fee, no upcharge for the things that should already be there.

See full pricing

Send the proposal before you leave the driveway.

14 days free. No credit card. Bring a voice note and a few site photos — we'll show you a real proposal in 60 seconds.