Field servicesScheduling, dispatch and job automation for field service companies.
Field service teams live between the dispatch board and the truck. Jobs get booked by phone, techs update by text, and the office pieces together photos, parts and hours before anyone can bill. Connecting scheduling, the field app and accounting turns a finished job into an invoice ready for review.
Where the work gets stuck
The usual friction.
Dispatch by phone
Reschedules and emergencies are handled in calls and texts that never reach the system.
Job notes go missing
Photos, parts and signatures stay on personal phones until someone asks for them.
Billing waits on paperwork
Work orders sit open until the office re-enters hours and materials.
Every function
Six functions, in your terms.
Finance, people, sales, operations, documents and IT run every business. Here is what each one looks like in field services, and where AI fits in it.
Finance and accounting
- Completed work orders turned into invoices with parts and labor
- Technician hours and job costs posted by job
- Deposits and card payments matched to open invoices
Where AI fits: AI reads supplier parts receipts; invoice totals come from rules and approved work.
Finance in every industryHR and onboarding
- Technician onboarding with licenses, vehicles and app access
- Ride-along and training sign-offs tracked per tech
- Fuel cards and tools returned at offboarding
Where AI fits: Rules drive technician setup; AI only reads license photos for a manager to verify.
HR and onboarding in every industrySales and client intake
- Service requests from web, phone and text booked once
- Quotes built on site from your price book
- Maintenance plan sign-ups with renewal reminders
Where AI fits: AI transcribes and summarizes service calls into a draft request for the dispatcher.
Sales and intake in every industryOperations and scheduling
- Dispatch by skill, location and availability
- Route changes pushed to technician phones
- Customer arrival and completion notices sent automatically
Where AI fits: AI flags jobs that look like repeat visits; dispatchers decide what changes.
Operations in every industryDocuments and compliance
- Job photos, signatures and checklists filed to the work order
- Warranty and permit paperwork attached to each job
- Safety checklists completed before work begins
Where AI fits: AI tags job photos by area and issue for supervisor review.
Documents in every industryIT, identity and integration
- Technician app access tied to employment status
- Field app, scheduling and accounting kept in sync
- Shared tablet sign-in with per-tech attribution
Where AI fits: No AI in this layer. Sign-in and sync follow fixed rules.
IT and identity in every industryWhat you likely run
We start with the tools you have.
We connect what is already there into one source of truth before we build anything new, so nothing has to be thrown out on day one.
- a scheduling and dispatch board
- a field service or work order app
- accounting software
- a parts and inventory spreadsheet
- a customer texting tool
- a fleet or GPS tracker
Proof, plainly
What we can show you.
Our client system in production today is a construction and trades platform, and we run our own company on the same kind of system. On a call we show you both, live, and tell you honestly what carries over to field services.
Always-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the field services back office around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Bring us the busiest queue.
In 45 to 60 minutes we map the systems you run and the handoffs that hurt, and tell you candidly whether we are the right fit.