Field Operations
For HVAC, plumbing, electrical, roofing, solar, and commercial service businesses: service jobs from estimates or requests, technicians and their skills, the dispatch board, on-site execution with photos and checklists, and completion back to Inventory and Finance.
Built for you. This app isn't in the App Store: we set it up in your workspace around how you work. Book a demo to start.
- Owns
- Service jobs
- Technicians & crews
- Schedule & dispatch
- Site visits
- Completion
What lives in Field Operations.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
- Dispatch board by technician and time slot
- Jobs with site, equipment, and history
- Route and slot proposals from location and skills
- On-site checklist, photos, and signature
- Parts used pulled from truck stock
- Maintenance agreements and recurring visits
What your agent does in Field Operations.
- Books the job into the right slot and technician from skills, location, and parts on the truck
- Texts the customer the window and the tech the brief; reschedules when something slips
- Closes the job from the tech's photos and notes and hands it to Finance
- Flags agreements due for a visit this month
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Need it different? Describe it.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Add a roof photos step to every roofing job, required before a tech can mark it complete.