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.

  • Owns
  • Service jobs
  • Technicians & crews
  • Schedule & dispatch
  • Site visits
  • Completion

A few of the views inside Field Operations.

Inside the app

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
AI inside the app

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.

Built with AI

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 "field operations" view for my team: only what's mine, due this week, with the agent's drafts on top.

See Field Operations on your data.

Book a demo and bring a real example. We'll show you the app on your data, with the agent doing the work.