FIELDSERVE
Try 30 days

YOUR FIRST 30 DAYS, FULLY CONNECTED

Try the full
Field Serve platform.

Explore CRM, field service, the engineer app, tickets, automations and integrations together in your company’s private workspace.

30 days · Full platform accessSign up with emailNo Entra account required

HOW THE TRIAL WORKS

Your company stays in control of its data.

  1. 01
    Send a trial request

    Use a work or personal email address. You do not need a Microsoft or Entra tenancy.

  2. 02
    Field Serve reviews your request

    Field Serve reviews your details before deciding whether to issue workspace access.

  3. 03
    Create your account by email

    If approved, Field Serve sends a private invitation. Set a password using any verified personal or business email address.

  4. 04
    Choose your package and paid seats

    The invited company Admin selects the package and number of paid users. That package sets the monthly subscription after the trial; prices are per user, excluding VAT. Trial access includes all Field Serve feature areas.

  5. 05
    Add a payment method to start the trial

    Stripe Checkout collects the card details. The 30-day company trial unlocks all Field Serve feature areas, regardless of the package selected for billing. At trial end, the selected monthly subscription begins automatically unless the Admin cancels beforehand.

Please don’t email passwords, mailbox credentials or customer data. Trial access begins after successful payment-method setup. The Admin can cancel in Field Serve at any time before the trial ends. If the subscription ends, company access is locked; an Admin can export or immediately purge company data. If no action is taken, the locked workspace and associated user access are scheduled for permanent deletion after 30 days. See the final customer agreement and privacy notice for the applicable terms.

REQUEST YOUR TRIAL

Tell us about your team.

Use a personal or business email. Field Serve reviews the request and, if approved, sends a private workspace invitation. No Microsoft or Google Workspace account is required.

Request Field Serve access

PREPARE YOUR TRIAL TEAM

Choose a small, realistic workflow to prove first.

A useful evaluation is not a tour of every menu. Agree what success looks like for the people who will use Field Serve each day.

For a sales team

Test one enquiry from capture through qualification, owner assignment, next activity and quote. Check if the team can tell what is waiting and who must act.

For a field team

Schedule a sample work order, assign an engineer, review the mobile job details, start and stop a timer, update status and view the customer-facing progress page.

For managers

Confirm what each role can see and change. Test role restrictions with separate test accounts and write down any access that does not match your internal responsibilities.

For administrators

Review company setup, user invitations, product and price list ownership, automation controls, provider consent and the procedure for changing access when staff leave.

Agree these before importing data

  • Which fields and records are essential for the evaluation?
  • Who is allowed to invite trial users and assign roles?
  • Will the trial use only fictional records, or has your organisation approved a limited real-data evaluation?
  • Which integration permissions are required, and who in the company can authorise them?
  • How will the workspace and test data be treated at the end of the trial?
Full features, controlled company access

The 30-day evaluation includes all feature areas. It does not remove role restrictions, provider consent requirements or the need to protect personal data. Field Serve confirms when trial access is activated.