Measure. Sign. Done.
Everything a field team actually needs — in one installable PWA. One iPad, one flow, from the CRM appointment to the signed contract, with nothing re-typed and nothing lost.
FieldFlow, end to end — from CRM appointment to signed contract, in one flow.
Paper measure sheets.
A separate signing app.
A pricing binder.
A photo roll on someone's phone.
Every re-key is a job of margin.
One appointment, five steps, zero re-keying.
FieldFlow is built around the appointment — not a generic form builder. Every step writes back to the same record.
- 01CRM appointment
The visit starts where the lead already lives — no separate scheduling tool.
- 02On-site measure
Structured measurement fields replace paper sheets and guesswork.
- 03Present & price
Run the Showcase presentation and build pricing in front of the homeowner.
- 04Sign in the room
Native e-signature, ESIGN/UETA-compliant, with a full audit trail.
- 05Handoff to office
The completed job hands off to the CRM automatically — guaranteed.
Eight capabilities, one field app.
No more juggling a measuring app, a separate e-sign tool, and a paper pricing binder.
Purpose-built fields replace freeform notes and paper sheets.
Capture site conditions and plans directly against the job record.
Run the Showcase deck on-site to walk the homeowner through options.
ESIGN/UETA-compliant signatures captured in the room, no third-party app.
Automated updates keep the homeowner in the loop without a manual text.
Mapbox-optimized, DMA-aware assignment gets the right tech to the right job.
Every completed visit lands back in the CRM — no dropped handoffs.
Installs like a native app on any iPad or iPhone — no App Store review.
Built for the field, not adapted for it.
Every screen assumes you're standing in a homeowner's living room, not filling out a generic form.
FieldFlow doesn't try to replace your CRM — it feeds it faithfully, every time.
Measurements, product lines, and pricing are modeled the way home-improvement jobs actually work.
Built to run more than one dealer's field team from the same platform.
Ships with improveit360 and Salesforce today; any CRM with a webhook or API can plug in.
Paper, PDFs, and prayer — or one flow.
- Paper measure sheets that don't match the pricing binder
- A separate app just to get a signature
- Photos stuck on a rep's personal phone
- Manual re-entry back at the office — if it happens at all
- One flow, from arrival to CRM handoff
- Structured measurements tied to the job record
- Native e-signature with a full audit trail
- Guaranteed handoff — nothing waits on someone remembering
Built for real field teams — not a demo.
field reps running FieldFlow
canvassers feeding the pipeline
visits per rep, per week
office & call-center users
Give your field team one flow, not four apps.
We'll walk you through FieldFlow against your real measure-to-sign process. 30 minutes, no slides.
field.riosaio.com · demo@riosaio.com