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Service IQ

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Service IQ

Field service management with bi-directional HubSpot sync for…

Built by
AppoByte
Installs
<10 installs
Sign in to installRequires Service IQ subscription
Rising

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Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Service IQ Subscription
Starter or Professional plans

Overview

Field service operations are complex. Between managing contractors, tracking projects, handling RFIs and submittals, and keeping your CRM updated, it is easy for things to fall through the cracks. Field Service IQ (ServiceIQ) bridges the gap between your field operations and your HubSpot CRM.


ServiceIQ is a comprehensive field service management platform built specifically for general contractors and field service organizations. It streamlines project governance, contractor coordination, and document management while keeping your HubSpot CRM in sync.


What ServiceIQ Does


Project Governance
Manage RFIs, submittals, and document versioning with full audit trails. Track Requests for Information with priority levels, due dates, and response tracking.


Contractor Network Management
Coordinate your contractor network with real-time job tracking, scheduling, territory assignments, and performance insights.


Job Scheduling and Tracking
Drag-and-drop scheduling with conflict detection, route optimization, and live status tracking from pending through completion.


Document Control
Version control for drawings, specifications, and bulletins with approval workflows and supersession tracking.


HubSpot Integration
Bi-directional synchronization keeps customer, project, job, and contractor data aligned between ServiceIQ and HubSpot.


Who Benefits

  • General contractors managing multiple projects and subcontractors

  • Field service organizations coordinating technicians and jobs

  • Operations teams needing CRM visibility into field activity

  • Sales teams tracking project and job status

Start with a 14-day free trial. No credit card required.


Features

Field Service IQ HubSpot sync dashboard showing connected companies and sync status

Bi-directional CRM sync with HubSpot

Keep your field operations and CRM aligned. Customers, contacts, deals and line items sync automatically in both directions so teams always have current data. Syncing customized data is easy, just set up your sync to pulling your HubSpot pipelines in to get started fast. You can also create Custom fields and map them to your HubSpot fields.

Field Service IQ project management view with HubSpot custom objects

Projects and Contractors

Extend HubSpot with Project and Contractor custom objects. Track project status, job associations, and contractor activity directly inside the CRM.

Field Service IQ job scheduling calendar with contractor assignments

Job scheduling with real-time status updates

Drag-and-drop job scheduling with contractor assignment. Job status updates sync to HubSpot as work progresses

Field Service IQ RFI management dashboard with approval workflow

RFI and submittal management

Manage RFIs and submittals with approval workflows, due dates, revision tracking, and audit trails for compliance and accountability.

Field Service IQ contractor network view with territory map

Contractor network management

Manage contractor skills, territories, performance, and job history. Contractor data syncs into HubSpot with full associations.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Contractors

Custom Objects

Custom Objects

Customer Contacts

Contacts

Contacts

Customers

Companies

Companies

Jobs

Tickets

Tickets

Projects

Custom Objects

Custom Objects

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This app requires one of the following Service IQ subscription plans.

Starter

$500

/month

Perfect for small teams

  • Up to 10 contractors

  • Unlimited projects

  • Up to 5 users

  • HubSpot integration

  • Document management

  • RFI and submittal tracking

  • Job scheduling

  • Email support

Starter

$500

/month

Perfect for small teams

  • Up to 10 contractors

  • Unlimited projects

  • Up to 5 users

  • HubSpot integration

  • Document management

  • RFI and submittal tracking

  • Job scheduling

  • Email support

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/18/2026

More info

Built by
AppoByte
Installs
<10 installs
Categories
Languages this app is available in
English

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