Every job on one record, from the first call to payment.
Dispatch, work orders, parts, invoicing and payment in software built around your company, so a finished job is ready to bill and you own the system.
Illustrative dispatch board with fictional data
A service call crosses the office, the field and finance on one record.
At Smith Mechanical, the customer record now connects directly to dispatch, parts and billing.
- 01Call comes in customer record · Office
- 02Job dispatched to a technician · Office
- 03Work order on the phone · Field
- 04Part request filled, tracked · Office
- 05Customer signs off · Field
- 06Invoice from the job · Finance
- 07Payment matched · Finance
The work gets done, then the office spends days chasing what it needs to bill.
.01
Dispatch
The scheduler needs the customer, site, equipment, technician and history in one view.
.02
In the field
The technician needs the work order, equipment history, parts and sign-off without calling the office.
.03
Ready to bill
Finance needs a complete job record the moment the technician closes the work order.
.04
Payment
Wires and ACH pulls still have to land on the right customer and invoice.
Smith Mechanical replaced ServiceTitan and BuildOps and saved $200,000 in the first year.
The fixed-fee build paid for itself in year one, and Smith owns the software, the technician app and every custom piece.
“This is FINALLY the conversation I wanted to have… nobody else is leveraging AI like this.”
Smith Mechanical
$200K
License fees saved in the first twelve months
Year one
When the fixed-fee build paid for itself
Most contractors start with dispatch and the technician's phone.
Owning your software makes sense when the fees are large and your people work around the system every day.
- 1Dispatch and mobile work ordersThe board and the technician's phone show the same job, history and parts.
- 2Parts requests and inventoryA technician asks for a part from the job, and the office sees it right away.
- 3Finished work to invoiceLabor, parts and sign-off carry straight into the bill.
- 4Customer and equipment historyEvery visit, unit and repair on the customer's record.
A good fit when
- Several teams touch each job before it turns into cash
- Technicians and dispatchers keep workarounds outside the main software
- Per-seat fees are large enough to help pay for a replacement
- Leadership wants to keep improving the system after launch
What does your field service software cost you each year?
Tell us what you pay and where your people work around it. We'll say what a replacement would take and whether it pays back.