Operations automation for trades and field service companies
Get every job from the truck to the invoice the same day.
We don't specialize by industry. This page shows what the problem we fix looks like in trades.
An Example Scenario
Four trucks, one dispatcher and a field service app nobody fully uses. The dispatcher assigns work from memory, so a sick day stalls the board. Techs close jobs on paper or at the end of the week, which means a job finished on Monday gets invoiced on Friday, and the missing details turn into callbacks. The office spends the morning chasing photos, signatures and part numbers that should have come back with the job.
An illustration of the kind of problem we fix, not a specific client.
The Pain Points
- Dispatch that lives in one person's head
- Jobs finished on Monday, invoiced on Friday
- Techs closing tickets from memory at the end of the week
- Field service software paid for and half switched on
- Callbacks for details that never made it back from the job
What We'd Aim For
- Dispatch rules written down, so routine jobs assign themselves
- A job closed in the field becomes an invoice the same day
- Closing a job takes two taps on a phone
- The features you already pay for, switched on and used
- Photos, signatures and parts attached to the job before the truck leaves
Example Automations
Want a number before you call? Price any of these with the Manual Tax Calculator. To decide what to fix first, read the F × T × E framework or score yours in two minutes.
Questions we get from trades operators
We have a dispatcher and a few crews. Is this for us?
That is the size where it pays most. With one truck the owner remembers everything. With four, the dispatcher becomes the memory, and every job that passes through them is a chance to lose a detail. If you are still on every job yourself, the owner-operator page is closer to where you are.
What is the highest-value thing to automate in a trades business?
The handoff between the field and the office. Job completion triggering an invoice, dispatch assigning by location and skill rather than by memory, and follow-ups that fire on their own. Those three touch every job you run, so they pay back faster than anything in the back office.
Our dispatcher is a single point of failure. Can that be fixed without replacing them?
Yes, and keeping them is usually the goal. A good dispatcher is making dozens of judgment calls a day, and most of those calls are rules they could write down if anyone asked. Encode the rules and the system handles the routine routing, so your dispatcher spends the day on the hard calls, and the business keeps running when they take a day off.
Will the crew actually use it?
Only if it takes fewer taps than what they do now. Field adoption fails when the system is designed for the office and handed to the truck. If a tech has to open an app, find the job and fill six fields to close a ticket, they will do it at the end of the week from memory. We build for the phone, so a tech can close a job in two taps.
We already pay for field service software. Why would we need anything else?
You may not. Plenty of shops are paying for capability they have never switched on. The first thing worth doing is finding out what your existing system already does, because turning on a feature beats buying a second tool. Where we add something, it is usually the link between that software and your accounting.
The same problem in other businesses
Sound Familiar?
Let's talk about what's not working in your trades operations, and what we can do about it.
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