The field servicemanagement software, powered by AI .
From the customer request to the completed job, Baily runs your operations from one place. Built for service, support and repair companies.
No commitment · demo tailored to your industry
4.8/5 from 200+ reviews
Dispatch board
Week of May 25
No more paperwork
Paperwork is over.
Tired of scattered notes and spreadsheets? With Baily, everything is centralized. Less admin, more action.
- ✓Create and send quotes in a few clicks
- ✓Plan and track your jobs without the hassle
- ✓Stay organized — no paper, no mess
The operating system for your field operations, AI-augmented.
Baily prepares the data your tools need and pushes it to them — CRM, invoicing, calendar. It doesn't replace them, it brings them to life.
- ✓An operating system for field operations
- ✓Field-first: your teams guided step by step (Start → Work → Finish → Document)
- ✓A powerful engine behind a simple interface
- ✓Connected to your tools, by category: CRM, invoicing/accounting, calendar & email
- ✓Bob, the built-in copilot, assisting your teams every day
- ✓Mobile-first — 3 taps max for any action
- ✕
Not a full CRM
The Client Hub is an enriched directory with job history — not a sales pipeline.
- ✕
Not an accounting ERP
Baily prepares the invoicing data (accessory cart, hours, quotes) — your external tools handle invoicing.
- ✕
Not an HR tool
No leave, contracts or working-hour management. Technician availability is just a simple exception calendar.
Integrations
Baily doesn't replace your tools. It brings them to life.
Baily plugs in by category — not by brand — and automatically pushes ready-to-use data to the tools you already use.
- →Zero double-entry. Data entered in the field flows out on its own.
- →You keep your tools. Your accountant and CRM stay put.
- →Connected by category. CRM, billing, calendar & email — and your own tools.
- ✓You pay for the field, not dormant modules
- ✓Up and running in days, not weeks
- ✓A mobile app your technicians love
- ✓You keep your tools — Baily feeds them
0K+
Jobs managed
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Companies
0.0%
Uptime
< 0s
Load time
Features
Seven pillars. One platform.
Dispatch, field, reports, client portal — and AI at the core. Every pillar matters, none is optional.
The native AI that drives with you
Bob answers, suggests the right assignments and saves hours of admin every week.
Smart dispatch
Drag-and-drop, technician availability, AI-suggested assignment.
Job management
From request to close: real-time statuses, one thread.
Sector reports
Photos, checklists, custom fields, client signature.
Field tracking
Location, verified on-site presence, live routes.
Client portal
Your pro clients track, sign and view — self-service.
Route optimizer
Fewer miles, more jobs per day.
Everything, in one place.
One thread, from first call to invoice.
The life of a job
One single record. The whole cycle. Zero re-entry.
The same job moves through every stage without ever being re-typed — and lands in your billing tool.
Trusted by field-service teams
Testimonials
What Users Say
One platform. For every professional who builds, fixes, or maintains.
““Baily helps me stay organized without drowning in paperwork. It’s like having a digital ops assistant!””
Luc T., General Contractor
“"Since using Baily, we’ve cut admin time by 60%. Everything’s in one place it just works."”
David R., HVAC Business Owner
“"I used to juggle 4 tools. Now I just use Baily.””
Sebastien M., Plumber
For every role
One platform, the whole team.
Pick a role — the screen adapts. From the field to the office, everyone sees exactly what they need.
Admin / Owner
Run everything: jobs, team, clients, invoices, settings and analytics — from one dashboard.
- ✓Dashboard & KPIs
- ✓Team & roles
- ✓Billing & quotes
Technician
Your day's jobs, GPS navigation, reports, photos and signatures — all on mobile, in 3 clicks.
- ✓Assigned jobs
- ✓Reports & photos
- ✓Client signature
Client
Track progress in real time, sign quotes and download invoices from a dedicated portal.
- ✓Real-time tracking
- ✓Quote signing
- ✓Invoices & payment
Manager
Plan, dispatch, monitor progress and handle client comms — the whole team at a glance.
- ✓Scheduling & dispatch
- ✓Job tracking
- ✓Client comms
FAQ
Frequently asked questions
Explore our services, and find answers to common FAQs.
Are there predefined report templates or quick answers?
Does Baily offer support?
What is the HR module?
GPS tracking included?
Can clients follow their files?
Can I add subcontractors?
Is there a free trial?
Does Baily work on mobile?
Can I customize documents?
Can I export my data?
Ready to streamline your field operations?
Join the companies already running their field ops with Baily. Start your free trial — no commitment, cancel anytime.