Services · Ecommerce development · Field service management subscription sites

Subscription platforms for New York field service software sold to buildings and portfolios.

Codeeo provides field service management subscription website development in New York for software companies whose customers maintain boilers, elevators, HVAC plants and whole building portfolios. We build the pricing site, self serve checkout, enterprise order forms, invoice billing and account area, tuned to how New York buyers purchase: a two truck contractor in Queens pays by card tonight, while a property manager with forty buildings in Manhattan wants a purchase order, net terms and one consolidated invoice.

Good field service management SaaS website development in New York puts both buyers on the same platform and the same customer record. We work with New York software teams remotely, holding discovery, reviews and testing by video call, and we keep every decision in writing.

Built for
Field service software companies in Manhattan, Brooklyn and Long Island City selling to contractors, building owners and property managers.
Typical timeline
Phases and dates fixed in writing after discovery, once contract terms, tax rules and integrations are mapped.
What you own
Source code, billing and tax accounts, contract and renewal notice records, and all customer data, in your name.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

Platform capabilities

Built for card buyers and purchase order buyers at once.

Selling field service software in New York City means selling into two very different worlds. On one side are owner operators across the five boroughs who want a price, a plan and a card form. On the other are management companies, institutions and large mechanical contractors with procurement teams, security questionnaires, annual contracts and invoices that must carry a PO number before anyone pays. New York law adds specifics: the state taxes SaaS as prewritten software when the customer uses it in New York, the SHIELD Act expects reasonable safeguards for private information, and General Obligations Law 5-903 can limit automatic renewal of service contracts unless written notice goes out on time. Field service management subscription platform development in New York is about holding all of that in one system. These capabilities are where we usually focus.

Explain your project
  • Portfolio account hierarchy

    A parent account for the management company with child accounts for each building or region, each with its own users and service locations. Billing can roll up into one consolidated invoice or split by building so each owner entity pays its own share. Users at one building see only that building's jobs and invoices.

    Large portfolios buy once and bill the way their accountants need.

  • Per building and per unit pricing

    Property managers think in buildings and units, not technician seats. We configure billing units that match, with tiered pricing as a portfolio grows and clear rules for adding a building mid term or removing one at renewal.

    Pricing speaks the language of building owners.

  • Enterprise order forms and quotes

    A quote builder for your reps that produces an order form with plan, term, start date and payment terms, routed for e-signature. When signed, the subscription is created in billing automatically, with no retyping by finance.

    Signed deals become live subscriptions the same day.

  • Invoice billing with PO and net terms

    Invoices that carry PO numbers, billing contacts and remittance details, payable by ACH, wire or card through a hosted payment page. Reminders follow a schedule your finance team sets, and overdue accounts move through stages you control rather than locking abruptly. Statements show what is open, what is paid and what is disputed.

    Accounts payable teams get invoices they can actually process.

  • Renewal notice scheduler

    For annual service contracts, a scheduler that tracks each customer's notice window, prepares the renewal letter and can send it through a print and mail service with certified delivery where your counsel says 5-903 requires it, while logging proof of every notice.

    Annual renewals hold up because notice was given and recorded.

  • New York sales tax engine

    A tax engine that applies New York State and local rates by where the software is used, including New York City's combined rate, and supports apportionment when a customer's users sit in several states. Exemption certificates from nonprofit and institutional buyers are stored against the account.

    Tax on each invoice reflects where the customer actually works.

  • Security and trust page

    A public page covering hosting, encryption, access controls, breach response and data processing terms, plus a request path for your security documents. Procurement teams at larger buyers read this before your rep even gets a call back. Answers are kept consistent with your actual controls, never aspirational.

    Security reviews start with answers already published.

  • Customer admin and SSO

    An account area where a customer's admin manages users, buildings, payment methods and invoices, with single sign on through Microsoft Entra ID or Okta for larger accounts and role permissions that keep superintendents out of billing.

    Big customers manage their own users without support tickets.

  • Self serve plans for small contractors

    For owner operators in the Bronx, Staten Island or Long Island, a fast card checkout with Apple Pay and Google Pay, proration on seat changes, and dunning that retries failed cards and reminds the owner before any feature is paused. Spanish language checkout and billing emails can be added for owners who prefer them.

    Small accounts sign up without ever needing a sales call.

  • Billing integration and revenue data

    Field service management billing integration services in New York usually span the product, the CRM and the general ledger. We sync entitlements to your app, deals to Salesforce or HubSpot, and invoices and payments to NetSuite or QuickBooks for revenue reporting.

    Product, sales and finance read from the same billing truth.

Good fits

Four New York software companies this is built for.

New York's field service software makers range from venture backed teams in the Flatiron District and Hudson Yards to product companies at the Brooklyn Navy Yard and in Long Island City, and contractors in the outer boroughs who productized their own system. They tend to sell into a market where buildings are dense, old and heavily regulated, and buyers expect enterprise paperwork even from small vendors. These are the four situations we meet most often.

01

A vendor moving upmarket to property managers

Your product won small contractors and now management companies want it for whole portfolios. They need order forms, annual terms, consolidated invoices and a security page. We add the enterprise path without breaking the self serve plans your existing customers already use, so both run on one billing system. Account managers see which small customers belong to a larger portfolio, which often reveals the next enterprise deal.

Existing card customers keep their plans and renewal dates.

02

A building compliance tool adding subscriptions

Your software tracks inspections, filings and maintenance for buildings, and today you bill annually by invoice from accounting software. We turn that into a proper subscription platform with renewal notices, tax handling and an account area, while keeping invoice billing for customers who will never pay by card. Customers who outgrow a single building can move to a portfolio plan without starting a new contract.

03

A startup preparing for enterprise deals

A large owner or institution is close to signing and has sent a security questionnaire and a procurement checklist. We build the order form, invoice billing, SSO and security page you need to pass, scoped so the work also serves the next ten customers like them. Questionnaire answers are written to match the platform as built, so nothing promised to a buyer has to be quietly fixed afterward.

04

A company cleaning up billing before diligence

Plans grew by exception, discounts live in emails and renewals were never noticed properly. We rebuild plan structure, migrate contracts with their real terms, start logging renewal notices and produce revenue reports your finance team and investors can rely on.

Your accountants and counsel own the final positions on revenue and contracts.

Six stages from contract review to a working subscription platform.

  1. 01Contract and pricing reviewWe read your current order forms, renewal clauses, discounts and invoice practices with your team, so the platform reflects what customers actually signed rather than what the price list says.
  2. 02Account and billing modelParent and child accounts, billing units, terms, payment methods and tax treatment designed together and written as rules your finance lead signs off.
  3. 03Experience designPricing pages, checkout, order form, invoice layout, account area and security page designed for both a contractor on a phone and a procurement analyst at a desk.
  4. 04Build and connectFront end, billing platform, tax engine, e-signature, mail service, CRM, ledger and product entitlements wired together with monitoring and logged events.
  5. 05Migration and parallel runExisting contracts migrated with their dates and terms, then a billing cycle run alongside the old process so finance can compare invoices line by line.
  6. 06Launch and handoverCutover once invoices match, then documentation, training for finance and support, and a review of renewal notices and collections after the first cycles.

Technology

What we build this with.

We favor proven billing platforms such as Stripe Billing, Chargebee or Recurly over custom billing code, with a Next.js front end, a tax engine, e-signature and mail APIs, and clean integrations to your CRM, ledger and product. Each choice is explained in plain terms so your finance and product leads can weigh in, not just your engineers.

01Web

  • React
  • Next.js
  • TypeScript
  • Node.js
  • Laravel
  • WordPress

02Commerce

  • Shopify Plus
  • WooCommerce
  • BigCommerce
  • Headless storefronts

03Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

04Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

Questions New York field service software companies ask us.

Pricing pages, checkout, billing, invoicing and the customer account area.

For most New York vendors the core is a public pricing site, self serve card checkout for small accounts, order forms and invoice billing for larger ones, a tax engine, renewal handling and an account area. Integrations with your product, CRM and ledger tie it together. Security pages and SSO are usually added early because building owners and institutions ask for them before signing. Many vendors also want accessible pages built to WCAG guidance, since ADA website claims are common in New York and a checkout that fails a screen reader user loses the sale as well.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews