FOField Office
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PRODUCT READINESS

Built is not the same as running your business.

Current release: software and isolated fixture tests. A live customer acceptance test and a named operator for exceptions are required before promising a managed secretary service. This page does not certify any customer's workspace.

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HONEST STATUS

Live acceptance still pending.

Connected coreFixture tested
ProvidersActivation/testing needed
Secretary replacementNot established
Self-serve launchBlocked

SECTION BY SECTION

The real state of the product.

“Implemented” means code and workflow exist. “Credential setup” means a real provider account must be connected and tested. “Launch blocker” means commercial risk remains.

IMPLEMENTED CODE

Core records

Authenticated records for leads, customers, jobs, appointments, tasks, invoices, inventory, communications, technicians, time, expenses, assets, and purchasing proposals. The pilot workflow ledger is not yet unified with every legacy screen.

FIXTURE TESTED

Mailbox-to-project workflow

Capture source emails, extract quoted fields, match provisional projects, copy supported attachments into private Drive folders, prepare replies, approve and send. Provider adapters have not passed the live customer acceptance test.

FIXTURE TESTED

Invoice follow-ups

Owner-priced invoice drafts, exact send approval, provider receipts and a three-message follow-up batch. Payment evidence, holds and newly captured customer replies stop unsent reminders. Not bank reconciliation or a collections agency.

PARTIAL

Contracts and project documents

Draft text packets and source records exist. End-to-end e-signature, verified executed agreements, blueprint interpretation, permit submission and lien recording are not implemented.

ACTIVATION REQUIRED

Google Workspace

Production OAuth credentials and callback are configured. Each customer must connect their own account; a live read/file/send acceptance test is still required. Configuration is not successful authorization.

CREDENTIAL SETUP

Calls and SMS

Signed Telnyx voice and messaging webhooks, live assistant tools, SMS sending, transcription, STOP handling, and escalation are implemented; a number, registrations, credentials, and live test matrix are required.

CREDENTIAL SETUP

Document AI and system email

OpenAI document extraction/transcription and Postmark system email are wired; production API projects, domains, spend limits, and retention settings must be activated.

PARTIAL

Production infrastructure

Managed Postgres and session/encryption configuration are deployed. A continuously running mailbox worker, operational monitoring and a verified backup-restoration test remain outstanding.

LAUNCH BLOCKER

Commercial account lifecycle

Add verified email, password reset, billing/subscriptions, trial conversion, cancellation, plan enforcement, and support tooling.

LAUNCH BLOCKER

Compliance and reliability

Policy pages exist but are not a legal clearance. Complete jurisdiction/template review, spending controls and real call, SMS, email, calendar, revocation and failure tests. Bank reconciliation, payroll, tax filing and insurance handling are not complete.

WHAT MAKES IT SELLABLE NOW

Sell a managed HVAC pilot, not a finished universe.

The shortest path to revenue is one owner-operated HVAC company, one real phone flow, one calendar, and one measurable promise: no lead gets dropped.

01

Connect production infrastructure

Postgres, secrets, monitoring, backups, and the canonical production domain.

02

Activate one real front office

Google, Telnyx, messaging registration, disclosures, owner routing, and test calls.

03

Finish the commercial loop

Billing, verified account recovery, plan limits, trial conversion, terms, and privacy.

04

Prove the metric

Baseline missed leads, booking rate, unpaid balances, and owner hours; compare after seven days.

BUILD DEEPLY · ACTIVATE IN STAGES

The whole vision stays on the roadmap.

We build the workflow, records, drafts, approvals, and audit trail now. Customers and funding unlock counsel, regulated execution, production providers, hardware, and scale hardening later.

Build before funding

  • Complete workflow and data model for every core operating job
  • Owner approval, status clarity, reminders, exports, and audit history
  • Phone, SMS, email, calendar, documents, contracts, payments, permits, inventory, and project administration
  • Business rules for hours, service area, urgency, scheduling, collections, and spending
  • Metrics for leads, bookings, collected money, completion, and owner time
  • Mocked or credential-gated execution where a live provider is not activated

Funded activation plan

  • Attorney-reviewed jurisdiction rule packs and contract templates
  • Payment custody, financing, bank feeds, e-signature, and filing providers
  • Carrier registration, production phone inventory, and support operations
  • Security review, insurance, monitoring, backups, and incident response
  • Tool tags, van readers, smart clipboard, and diagnostic hardware
  • New vertical compliance for property management and household administration

SEVEN DAYS · NO CARD · OWNER APPROVAL ON

The next milestone is one business running live.

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 →