Home & Field Services
Finish the job. Get paid for every one.
Your crews are in the field all day. When paperwork falls behind, finished work goes unbilled, customers call asking where the tech is, and approved estimates sit idle.
Sound familiar?
The work that quietly eats your week.
Manual tasks
- Matching completed jobs to invoices
- Texting customers with arrival times
- Turning approved estimates into scheduled jobs
Expensive mistakes
- Completed jobs that never get invoiced
- No-shows from customers who weren't updated
- Approved estimates forgotten for weeks
Operational challenges
- Technicians update from the road
- Schedules change hour by hour
- Office staff stretched thin
Example automations
Watch it happen.
Three examples of what we could build for home & field services. Names and numbers are fictional.
Example 01 · Unbilled job detection
Find the jobs you forgot to bill.
Completed jobs in your schedule are matched against invoices every night. Anything finished but not billed is flagged with the details to invoice it.
- 1Completed jobs loaded
- 2Invoices loaded
- 3Jobs matched to invoices
- 4Unbilled job found
- 5Draft invoice created
Example 02 · Dispatch updates
Customers always know when you're coming.
When a technician heads out, the customer gets a text with their name and arrival window — and can reply to reschedule.
- 1Tech marks en route
- 2Customer texted
- 3Customer replies
- 4Answer sent automatically
- 5Office board updated
Rivera Home Services
Example 03 · Approved estimates
Approved estimate to scheduled job, instantly.
The moment a customer approves an estimate, the job is created, the crew is scheduled and a deposit invoice goes out.
- 1Estimate approved
- 2Job created
- 3Crew scheduled
- 4Deposit invoice sent
- 5Customer confirmed
Estimates
Waiting…
Field software · e.g. Jobber
Waiting…
Accounting
Waiting…
- 09:41E-447 approved by customer
- 09:42Job scheduled for Tue 8am
- 09:43Deposit invoice sent
0
Estimates moved forward this week
Ready to automate your home & field services workflows?
We review your process and tell you honestly what's worth automating.