Every channel becomes one intake queue.
Calls, SMS, connected Gmail, documents, and owner notes land in one customer history.
THE FIELD OFFICE WORK GRAPH
From “my AC is out” to a finished, paid job.
Field Office listens at the edges of the business, turns conversations into structured records, and keeps every next step accountable.
ONE CUSTOMER · ONE HISTORY
Maya Chen · Cooling service
CallUrgent intake captured
Schedule2–4 PM hold prepared
JobAssigned after approval
MoneyDeposit reminder queued
THE COMPLETE LOOP
It carries the work, not just the conversation.
Each event becomes the next operational object: a lead, appointment, job, task, invoice, expense, stock alert, or owner decision.
Information becomes operational records.
Field Office extracts what matters and links it to the customer, job, schedule, and balance.
The owner sees the consequential choices.
Price promises, confirmations, reminders, purchases, and escalations stay bounded by explicit approval.
Approved work moves through real providers.
Google, Telnyx, Gmail, Docs, Sheets, Drive, and system email connect behind the workflow.
Nothing disappears after the first reply.
Open estimates, unbooked leads, due invoices, low stock, and unresolved tasks return to the queue.
Every action keeps an honest state.
A hold is not confirmed. Approved to order is not ordered. Provider IDs and audit events show what actually happened.
A DAY WITH FIELD OFFICE
One operating rhythm from morning to close.
The owner starts with decisions, works from a clean schedule, and ends with a brief—not a pile of missed notifications.
- 01
Morning brief
See today’s jobs, outstanding balances, urgent leads, open tasks, and low-stock decisions.
- 02
Live intake
Calls and messages become leads and appointment holds while the team stays focused on field work.
- 03
Owner approvals
Confirm customer-facing commitments, collections, spending, and exceptions from one queue.
- 04
Close the loop
Capture time, mileage, receipts, job status, follow-up, and what must happen tomorrow.
CHOOSE YOUR DEPTH
The same system, expanded by responsibility.
Desk handles the owner’s work. Front Office handles customer contact. Operations coordinates the team, inventory, spending, and assets.
01Desk · $249/month
The owner’s loose ends, finally handled.
Turn leads, appointments, jobs, invoices, collections, tasks, and stock alerts into one calm approval queue.
Stop losing jobs and evenings to the notification firehose.Explore Desk →02Front Office · $449/month
The business answers when you cannot.
Live AI reception, text and email intake, urgency routing, scheduling holds, and follow-up—with honest escalation to a person.
Every caller gets a useful next step, even while you are working.Explore Front Office →03Operations · $749/month
The field and back office stay in sync.
Coordinate dispatch, technicians, time, mileage, expenses, inventory, purchasing, trucks, and tools from the same work graph.
Know who is where, what was spent, and what needs attention.Explore Operations →SEVEN DAYS · NO CARD · OWNER APPROVAL ON
Get the office off your phone.
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 →