Quotes built and sent from site
Priced line items from your own catalogue, assembled on a phone or tablet, sent before leaving the driveway. Accepted quotes become scheduled jobs without retyping.
The job is done. The paperwork is still in the van.
Installers, electricians, plumbers and service teams lose their margin between the site and the office. Quotes go out late, job sheets come back on paper or not at all, and invoices follow days behind the work. We build the system that closes that loop the same day.
Where it comes from today
- Phone calls and a wall planner for scheduling
- Paper job sheets and dockets
- Quotes typed up in Word in the evening
- Photos sitting in engineers' camera rolls
- Invoicing days later from the paperwork
One job record
one record- Status
- tracked
- Owner
- tracked
- What is owed
- tracked
What happens without you
- Quotes sent from site instead of written up at night
- Job sheets and photos in the office before the van gets back
- One board showing every job, engineer and status today
What this actually looks like day to day
If more than one of these lands, the tools have become the constraint rather than the help.
Quotes go out too slowly to win
A site visit turns into a quote written up at night, sent the next day if it gets written at all. The competitor who quoted on the spot has usually already won the job.
Job sheets arrive late, incomplete or never
Paper comes back at the end of the week, sometimes damaged, often missing the detail needed to invoice. Every gap is a phone call to an engineer who has moved on.
Nobody at the office knows what is happening on site
Status is a phone call. Dispatching the nearest available person, or telling a waiting customer anything useful, is guesswork.
Proof of work does not exist when it is needed
Photos live on personal phones and signatures on paper that got lost. A disputed job becomes an argument instead of a record.
What we build for trades and field service
Specific pieces of work, each quoted separately, so you can start with one and add the rest when it has paid for itself.
Mobile job sheets with proof attached
Engineers complete the sheet on their phone, attach photos, capture a customer signature, and record parts used. It syncs when signal returns and reaches the office instantly.
Scheduling and dispatch on one board
Today's jobs, who is on them and where they stand, in one view. Reassign in a drag, and the customer gets a notification without a phone call.
Invoicing the same day
A completed job produces a draft invoice with the parts, hours and photos already attached. It goes out while the work is still fresh in the customer's mind.
What is different afterwards
- Quotes sent from site instead of written up at night
- Job sheets and photos in the office before the van gets back
- One board showing every job, engineer and status today
- Invoices out the same day the work is finished
The services this usually involves
- Custom business softwarefor tradesField work loses its margin in the gap between the site and the office. The work was done well; it is the record of the work that arrives late, incomplete, or on a docket that got rained on.
- Documents and reportingfor tradesIn field work, speed is most of the win. A quote written up at nine in the evening and sent the next afternoon is competing against one the customer already has, and the price rarely decides it.
- Workflow automation and AI agentsThe recurring work, handled without anyone remembering.
- Systems integrationYour existing tools, finally talking to each other.
Tell us how your business actually runs.
Forty-five minutes, no preparation, no obligation. You get a written summary of what we would fix first and roughly what it involves.