Solutions · field services
Business automation for field services.
We automate what your service business repeats: dispatch, checklists, quote-to-invoice. Your technicians keep the craft. Agents take the paperwork.
What repeats in field services
- Dispatch by phoneIntake from phone and web, scheduling by area and skill.
- No proof of workPhotos, signatures and parts from the phone.
- Quote today, invoice next monthPrice-book quote on site, approval by link, invoice.
Ready-made
Bundles for field services
Start with one. Each runs on the pancake foundation, so the next one plugs into the same data and permissions.
Job dispatch
Right technician, right time.
- Job intake from phone and web
- Scheduling by area and skill
- Customer ETA updates
On-site checklists
Proof of work from the phone.
- Photos and signatures
- Parts used
- Report sent on completion
Quote to invoice
Quote on site, invoice on finish.
- Price book quotes
- Approval by link
- Invoice and payment
Agents
The agents that usually join a field services team
Each one works a queue your people used to work by hand, and hands back anything outside its rules.
- Dispatch agent
- ETA agent
- Checklist agent
- Quote agent
- Invoice agent
Integrations
Connected to what field services already run
Official APIs where they exist, partner connectors where they do not, and a custom integration when neither fits.
- Google Maps
- Price book
- Accounting
- Payments