Internal CRM for field service teams
Jobs, clients, invoices, and technician workflows in one focused workspace.
Built for dispatchers, office staff, and technicians who need a clean handoff from scheduling to field execution to billing.
Company-focused internal CRM, not a generic spreadsheet.
Core workflows: dispatch, field updates, and invoice handoff.
Admin, Dispatcher, Billing, and Technician roles stay separated.
Today’s operation
Dispatch board snapshot
Scheduled visits
12
Morning and afternoon slots across the team.
Ready to invoice
4
Completed jobs waiting for billing review.
Replace rooftop unit capacitor
Assigned to Maya • 9:30 AM
Restaurant sink clog emergency
Urgent • dispatched • 11:15 AM
Quarterly HVAC maintenance
Completed • ready for invoice
Workflow
A thin, useful service workflow from office team to field tech to billing.
01
Dispatch creates the work order
Add a client, confirm the service location, and schedule the right technician with clear timing and internal notes.
02
Technician updates progress in the field
Today’s route, status updates, and completion notes are visible in one place so the office team stays aligned.
03
Billing turns finished jobs into invoices
Completed jobs move into a ready-to-bill queue so draft invoices can be created without manual re-entry.
Core modules
The CRM stays practical by keeping the main service data connected.
Client records that stay useful
Keep customer details, billing contacts, and service locations connected so dispatch and billing work from the same source of truth.
Jobs that move from schedule to completion
Create work orders, assign technicians, track status changes, and capture field notes without losing the history of the visit.
Invoices created from completed work
Turn closed jobs into draft invoices, track paid vs unpaid balances, and keep the office team ahead of cash collection.
Admin access
Ready to manage jobs, clients, invoices, and roles?
Sign in to the admin interface or jump straight to the dispatch center to see the initial workflow slice in action.