Field service

The work happens at their address.

Everything on the platform, plus what a business with trucks needs: routes that order themselves, a record that belongs to the property, recurring routed work, and crews rather than assignees.

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The customer · Two properties, two people who log in, and a card on file

Scheduling & dispatch

The day, ordered. Every change shown before it is written.

Seven views of one day, a route that works out its own best order, and an undo behind all of it.

Month Week Day Team day Team week Map Split
The dispatch board for 17 November 2026. Four crews are routed, each with its distance, drive time, a Directions link and an Undo: Install Crew 82 miles and 2h 12m, Crew A 46 miles and 1h 43m, Crew C 109 miles and 2h 56m, Crew B 51 miles and 1h 29m. The left panel lists the day's stops in route order with arrival times; the map shows all four routes in their crew colours across Houston, with every stop numbered in the order it is visited.

Split view · Four crews routed, the day in order and every route on the map

Crews routed4
Stops on the map27
Distance288 mi
Driving8h 20m
Not on the map1

How a round gets ordered

  • Say where the day starts and ends. Depots are real records — a yard, a supply house, a dump. Back to the start is the default
  • Set the pull-out time and a buffer. Minutes for packing up, because drive time alone never described a real day
  • Get the best order back, with its total distance and drive time
  • See what moves before anything is saved. Ordering a round rewrites promised times, so the preview names every stop that shifts and by how many minutes
  • Undo it afterwards. Every run stores the exact times it overwrote
Optimize · Thu, Aug 27
CrewCrew B
Leaving at08:00
Start atMain yard
FinishBack at the start
Buffer between stops10 min
Distance20.4 mi
Driving41m
Stops7

What moves if you apply this

Baytree Medical Plaza8:00a → 7:00a−60m
Amanda Castellanos7:30a → 8:05a+35m
Hugo Salazar9:00a → 8:09a−51m
Robert & Lynn Pierce8:15a → 9:14a+59m
Apply this order Undo rides on the confirmation.
The map tells the truth It names what it cannot draw “3 stops are not on the map — 2 addresses have never been located, 1 has no address at all”, and it offers to fix the first kind.
Navigation is the phone’s job Directions, not a worse satnav Apple Maps on an iPhone, Google Maps everywhere else — stop loaded, with the traffic and settings the crew already has.
A crew orders its own day And nobody else’s Sign in on a phone and the picker offers your crews, not the company’s. If the office already routed it, it says so.
Addresses are located once Then never looked up again Geocoded when first saved and cached for good — nothing per visit, per route or per page load.

The property passport

The record belongs to the address, not to whoever owns it today.

Everyone else keys history to the customer, so when the house sells the record starts over. Ours belongs to the address and follows it to the next owner.

The property passport · What is installed, what is still under warranty, what was recommended and never done — and it stays with the address when the house sells

What is here Equipment, with its own facts Make, serial, install date and condition — the controller, the zones, the bed areas, the filter that fits.
What the crew needs to know Access facts, flagged The dog, the gate that has to be latched, the invisible fence, the beds nobody sprays. Alerts, not notes.
What is running out The warranty clock “Warranty ends in 69 days”, on the equipment — so nobody quotes for something the manufacturer still owes.
Photographs are private A site photo is the inside of somebody's house Private storage, signed links that expire within the hour, and two crews photographing the same filename cannot overwrite each other.
It survives the sale Ownership transfers with provenance Equipment, history, access facts and deferred work stay with the address. The new owner is the cheapest lead you will ever get.

Recurring work, and the crews who do it

A weekly mow and a monthly retainer are both “every month”, and otherwise nothing alike.

One sends a bill. The other sends a crew for ninety minutes and bills when the work is done. Most systems have one feature and call it both.

Recurring invoices Raise a bill on a date, charge the card on file, and record the split. On the platform, for every trade.
Recurring work Put stops on the calendar on a cadence, assign the crew that normally does that address, and bill when the visit is actually complete. This is the field service one.

Nine cadences, and one that means whatever you need.

Weekly through annual, plus a custom “every N days, weeks or months” that reaches the scheduler exactly like the rest. A cadence the engine cannot run is refused when you save it rather than parked forever.

A service can carry its own rhythm, and setting a schedule up from one opens the ordinary editor prefilled — the same screen, not a second way in.

Crews, and what gets recorded

  • A job has a crew, not an assignee. A mowing round and a two-hand install are not one person's work.
  • Assigning a crew records who was there. Editing the crew next month does not rewrite last Tuesday.
  • One timer per person. Two would mean two answers to “what are you doing right now”.
  • Rates are snapshots. A raise does not re-price an hour that has already been invoiced.
  • Your own time is yours. Correcting somebody else's needs a manager, which is what stops hours quietly appearing.

Field service trades

Each one arrives with its own job types and checklists.

The trade is picked when the business is boarded, and it decides what is waiting for you on day one — editable, but never a blank page.

Routed rounds Lawn & Landscape Routes that order themselves, properties that remember their own gate latch, and the upsell your crew spotted in March coming back in April. See how it works → Booked windows Heating & Air Equipment records that follow the house, maintenance plans that bill themselves, and the replacement quote they declined in October arriving the first week it goes below freezing. See how it works → Booked windows Plumbing Emergency slots held open, the shut-off location already on the property, and the water heater they declined coming back before it floods the garage. See how it works → Booked windows Electrical Multi-visit work held together as a project, the panel record on the property, and the EV charger they thought about last year arriving as a priced quote rather than a memory. See how it works → Routed rounds Pest Control Quarterly rounds on the board without anyone building them, the chemical and the applicator license recorded where an inspector can find them, and renewals that do not depend on somebody remembering. See how it works → Routed rounds Irrigation Start-ups and winterizations that schedule on the season, backflow tests with their history attached, and the zone rebuild they passed on last autumn arriving before the first hot week. See how it works → Routed rounds Cleaning Recurring rounds that build themselves, access facts the crew can read on the doorstep, and the deep clean they said maybe to arriving as a quote rather than a memory. See how it works →

Book a demo

See it running your rounds, not a generic schedule.

Thirty minutes on data that looks like yours, with a crew's day routed in front of you.

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