One Platform for Field Sales & Service

NavigatorPro equips your field team to manage leads, cover their territory, and close deals while giving your back office real-time visibility into customer visits, invoicing, and deliveries, all on one platform.

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THE REAL CHALLENGE

What's Slowing Down Your Field Team?

Even experienced field sales and service teams fall behind when day-to-day work runs through spreadsheets, phone calls, and disconnected apps.

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Disconnected Customer & Lead Information

Leads, customer records, and follow-ups become difficult to manage when information is scattered across spreadsheets and multiple systems.

no-visiblity

No Visibility into the Field

You don’t know where reps are, who they’ve visited, or what’s been completed until it’s too late to fix it.

Hours Lost to Manual Reporting

Reps spend more time filling out spreadsheets and texting updates to managers than meeting customers.

Inefficient Route Planning & Optimization

Poor routing means more windshield time, fewer customer visits, and less productive days.

CAPABILITIES

Everything Your Field Team Needs, in One Platform

Purpose-built tools for every stage of your field sales process – from lead capture and route planning to expense management, invoicing, delivery management, and reporting – all within one field service software.

Lead Management

Capture, assign, and manage leads from first contact to conversion.

Pipeline Management

Track opportunities through every sales stage with customizable Kanban boards.

Appointments

Schedule customer visits, manage follow-ups, and keep every meeting on track.

Lead Reassignment

Transfer lead ownership while maintaining complete visibility and history.

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Campaign Management

Plan, launch, and monitor field outreach campaigns.

Communication

Log calls, emails, and SMS against every customer record.

Territory Management

Assign territories, balance workloads, and improve customer coverage.

Route Planning & Optimization

Build efficient routes that reduce travel time and increase daily customer visits.

Live Rep Tracking

Monitor your field team’s location and customer visits in real time.

Crew Dispatching

Assign the nearest available rep to urgent customer requests or field activities.

Task Management

Create, assign, and track field tasks from one centralized platform.

Digital Forms

Capture customer information and field updates using customizable digital forms.

Proof of Visit

Capture geo-tagged photos, videos, and location details to verify every customer visit.

Canvassing

Capture new prospects while working in the field and grow your sales pipeline.

Dashboard & Analytics

Monitor sales, territories, routes, appointments, deliveries, revenue, and key business metrics from one centralized dashboard.

Reports & Exports

Generate detailed reports and export business data in PDF or Excel for analysis and sharing.

Dashboard & Analytics

Monitor sales, territories, routes, appointments, deliveries, revenue, and key business metrics from one centralized dashboard.

Reports & Exports

Generate detailed reports and export business data in PDF or Excel for analysis and sharing.

Invoicing & Payment Tracking

Create invoices, monitor payment status, and keep billing organized.

Expense Management

Capture expenses, upload receipts, manage approvals, and streamline reimbursements.

Delivery Management

Schedule deliveries, capture proof of delivery, and track delivery progress in real time.

CONNECTED THREADS

From First Contact to Final Delivery - Nothing Falls Through the Cracks

See how NavigatorPro connects every stage of your field sales process, from lead capture to invoicing and delivery.

Trusted by Leading Organizations

keffy
swagun
scynor
kingly
INDUSTRIES WE SERVE

Built for Teams That Work in the Field

Explore how NavigatorPro helps businesses manage field operations across different industries.

Roofing

Solar

HVAC

Plumbing

Pest Control

Pool Services

Painting

Landscaping

Fiber & Internet Services

Pressure Washing

Pharmaceutical Field Sales

Home Services

CHOOSE THE RIGHT PLAN

Pricing That Scales With Your Team

Whether you need field service management software for a small business or an enterprise field sales operation, we have a plan that fits.

Starter

$XX / user / mo

For small teams getting started

Growth

$XX / user / mo

For scaling field teams

Enterprise

Custom pricing

For large or multi-region operations

Frequently Asked Questions

Everything You Need to Know Before Choosing NavigatorPro

Choosing a field service tracking software is an important decision. Here are answers to the questions businesses ask most when evaluating NavigatorPro.

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Field sales involve much more than managing customer information. With NavigatorPro, you can manage leads, campaigns, territories, routes, appointments, field tasks, digital forms, expenses, invoices, deliveries, customer visits, and reporting—all from one connected platform. This gives your team complete visibility across the entire field sales process, from lead capture to invoicing and delivery.

Yes. NavigatorPro scales from small teams to large field organizations. If you're comparing field service scheduling software for a small business, NavigatorPro combines appointment scheduling, route planning, CRM, invoicing, expense management, and reporting in one platform—without the cost or complexity of enterprise-only solutions.

Field sales teams often lose valuable selling time to spreadsheets, manual status updates, and route planning. NavigatorPro brings customer information, appointments, routes, tasks, and reporting into one place, so reps spend less time on admin work and more time in front of customers.

Managing a field team takes more than knowing where reps are. NavigatorPro gives managers real-time dashboards, GPS-based tracking, visit updates, and performance reports—so they can assign work, review progress, and support their team throughout the day.

NavigatorPro is designed for businesses that rely on field teams to generate sales, manage customer visits, and deliver services. It's well suited for industries including roofing, solar, HVAC, plumbing, pest control, fiber & internet services, pool services, painting, window cleaning, pressure washing, landscaping, pharmaceutical field sales, and home services.

Pricing depends on team size and the features you need. See the plans above, or book a demo for a custom quote.

Ready to Use NavigatorPro?

We’ll walk you through the platform, answer your questions, and show you the features that matter to your business.

Download the App

Manage leads, plan routes, update visits, and complete daily field work from your phone.

Get a Free Product Tour