Put the right technician on the right job.
See availability, assign work, preserve the address and customer context, and keep the schedule aligned.
OPERATIONS · $749 PER MONTH
The field and back office stay in sync.
Operations connects the people, jobs, money, materials, vehicles, and tools behind every service call—so the owner can run the business without reconstructing the day from texts.
FIELD CONTROL · LIVE
Today’s operation
Technicians3 active · 1 available
Time + miles2 entries to approve
Purchasing$118.50 proposed
Assets1 service due
THE BENEFITS
See the operation without chasing the team.
Operations adds field coordination and project administration to the same customer and job records already used by Desk and Front Office.
Carry the paperwork with the project.
Onboard the client, store Drive-backed blueprints, draft contracts, schedule payment plans, and prepare lien deadline reviews.
Know what labor and purchases belong to.
Tie hours, miles, receipts, merchant, category, employee, and cost to the technician and job.
Replenish before the truck is empty.
Monitor on-hand counts and reorder points, then prepare a supplier, quantity, and total for approval.
Keep custody visible.
Track tags, assignment, location, status, and last-seen time for important tools and fleet records.
Connect field activity to the work.
Bring time, mileage, materials, expenses, project documents, contracts, and billing closer to one operating picture.
THE FIELD LOOP
The smart clipboard, before custom hardware.
Operations is tablet- and phone-ready today. Physical buttons, RFID movement, vehicle readers, and diagnostic sensors can extend the same approval and job model later.
- 01
Dispatch
Assign a technician with the customer, address, job context, and schedule attached.
- 02
Do the work
Capture status, time, mileage, photos or documents, expenses, and material needs.
- 03
Review exceptions
Approve time, employee spend, inventory proposals, and customer-facing changes.
- 04
Close with proof
Keep the work, cost, asset movement, communication, and invoice connected to the job.
TODAY AND NEXT
Software now. Ambient hardware later.
The sellable product does not depend on inventing a new clipboard or tag. Hardware earns its place only after the software workflow proves repeated value.
Working software layer
- Everything in Front Office
- Technicians, dispatch, time, mileage, and expenses
- Inventory alerts and owner-approved purchase proposals
- Tool and vehicle records, status, custody, and last seen
- Client setup, project documents, contracts, payment plans, and lien review packets
- Job-linked operating data and reports
- 1,200 call minutes and 3,000 message segments
Expansion layer
- RFID or BLE automatic tool movement
- Vehicle-door readers and theft-location evidence
- One-button smart clipboard approvals
- Indoor temperature and humidity diagnostics
- Automatic purchasing execution with vendor APIs
- Permit filing and bank reconciliation
SEVEN DAYS · NO CARD · OWNER APPROVAL ON
Run the field from one accountable operating picture.
Bring one previous invoice. We prepare your business profile, connect the tools you already use, and show you what Field Office catches.
Start the pilot →