Scheduling
Crew scheduling and dispatch.
The crew captures the work in the field. The office sees it immediately, bills from it, and pays from it. No second entry, no end-of-week paperwork amnesty.
Crew scheduling and dispatch.
Work order lifecycle from request through completion.
Per-job billing and expenses — true job-level profit and loss.
Properties, assets and service history.
Supplier integration for material ordering.
User-definable custom fields, because no two operations track the same things.
Customer self-service portals.
Answers about margin while the job is still open.
Multi-location operations need more than a role dropdown.
We model overseeing managers and directors who see every location beneath them, territory-scoped queues and dispatch, and per-location permission overrides.
Related work: custom CRM development, contact centre software and workflow automation.
The office side of a field-service build is a known quantity. The field side is where projects succeed or die, and it depends almost entirely on access to the people doing the work.
Not a workshop. Watching a real job answers questions about signal, gloves, mounting and sequence that no requirements document has ever captured.
The forms, worksheets and pay sheets as they are used, including the handwritten annotations. The annotations are the requirements nobody wrote down.
Including the exceptions and the ones that only apply to two people. Conditional pay is where packaged products stop and where reconciliation work is really coming from.
We roll out to a single crew or site, fix what the first fortnight surfaces, and expand from something proven rather than launching everywhere at once.
That is the whole design problem, and it is why the field side is built for one hand, gloves and bad signal rather than for a desk. Forms are short, capture is mostly taps and photos, and the app tolerates losing connection mid-job. If the crew has to fight it, the office gets no data and the project has failed regardless of how good the back office is.
Capture continues offline and syncs when the device reconnects. That matters for the compliance items in particular — clock-in, cover photos, signatures — because those are exactly the things that happen at a site with no bars and cannot be reconstructed later.
Yes, and this is usually the part packaged products stop short of. Conditional per-technician rates, coordinator and installer splits on the same job, and warranty work priced differently from new work are all modelled directly rather than fixed up in a spreadsheet afterwards.
No, but it needs modelling properly rather than a role dropdown. We build the hierarchy so a regional manager sees their locations, a location manager sees their crews, and pay and billing rules can differ by location without forking the system.
Yes. Job-level costs and invoices flowing into accounting is normally in the first phase, because the reason to have one system is that the office bills and pays from the same record the crew created. QuickBooks Online is the integration we build most often.
That gap is where the margin goes. Let’s close it.