How it works
Give it to us. We'll take care of it.
The whole experience is a three-step service. If you can hand it off by email, you can hand it off to FieldDesk.
1
Send us the task
Tell us what needs to be done, where, when, and any client or carrier instructions. By portal, email, or a forwarded message — whatever's fastest.
2
FieldDesk handles it
We coordinate with the client, travel to the location, complete the checklist, and quality-check the work before it leaves our hands.
3
It comes back completed
Photos, documents, signatures, and notes — delivered to you, or placed into the workflow you already use.
Delivery
No new system to manage.
FieldDesk works around the tools you already use. The portal is optional; the service is not.
- ✓Upload into your existing agency or carrier system, where authorized
- ✓Email the completed work to you
- ✓Keep it in FieldDesk for retrieval
- ✓Deliver to a shared inbox, folder, or agency workflow
The one outcome
Back to selling.
Give it to us. We'll take care of it. Hand off your first task in under a minute.
Get FieldDesk →