Know who asked
Open the client record with its notes and context before pricing the work.
Software for service businesses
Keep every customer and every job moving.
Requests slip through when customer details, quotes, schedules and payments live in different places. Soffield puts the work in one system you can run from the field.
Free plan available. No monthly charge to begin; processing or transaction fees can apply.
Actual Soffield app interface · captured September 2026
01 / Customers
Stop losing track of new requests.
An inquiry should have a next step. Keep each customer, notes and prospect stage together so your team can pick up the work without reconstructing the conversation.
✓Client records, notes and history in one place
✓Lead links and configured stage updates
✓Receptionist for calls on eligible plans
Actual app view. Account data and available tools vary by plan.
02 / Quotes
Turn a request into a clear quote.
Missing details slow a sale. Keep the customer record nearby while you prepare a professional estimate, add photos or a deposit request, and share a link the customer can review.
Build the estimate
Put the scope, pricing and relevant photos together in one quote.
Give a clear next step
Share the quote link; supported flows let customers sign from their phone.
03 / Operations
Know what happens after the yes.
A sold job still needs a date, a team and a way to get paid. Soffield keeps appointments, jobs, invoices and payment records connected to the customer.
Work on the calendar
Schedule appointments and jobs, assign the team, and check what is due.
Get paid with a record
Invoice and accept card payments through a connected account, or record other payment methods.
Your working day
From first request to finished job
- Customer and prospect board
- Quotes and approval
- Appointments and jobs
- Invoices and payment records
Features and limits depend on plan, setup and connected accounts.
04 / Soffie
Ask your business assistant directly.
When you need an answer or a next action, speak or write to Soffie inside Soffield. Available actions depend on your plan and the permissions of your account.
Start free →✦ Soffie in the app
Show me today's jobs.
Let's open your schedule so you can review today's work.
Illustrative conversation. Soffie checks your account before giving account-specific details.
05 / Start at $0
Get your operation in one place.
Start with the core records and quotes, then add capacity and connected services as your business needs them. Review current plan terms before you sign up.
The free plan includes up to 50 clients, 50 quotes, 30 Soffield Vision credits and 20 voice minutes per day.
Availability, limits and transaction fees are governed by the current Soffield plan terms.
See the actual app
Open a real Soffield account
Actual account entry interface. Use the registration link to see current plan terms.