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Field operations platform for a home services company

Built for: An HVAC, plumbing or electrical company owner running dispatch from a whiteboard and group texts

Dispatch with a live map and technician timeline, job records with checklists, photos, invoices and signatures, owner performance reporting, a technician phone app and a live arrival link for customers.

Concept work. Coldfront Heating and Air is fictional; the design and build are real.

Field operations platform for a home services company, shown on a laptop and a phone
The problem

What the buyer lives with today

Dispatch runs on a whiteboard and a group text, customers call to ask where the technician is, and the owner cannot see which jobs made money until the month closes.

What we built
  • A heat wave plan the day before: tune ups moved, emergency slots held, at risk customers called and trucks loaded
  • A dispatch board with a live map, the waiting queue and each technician's day
  • Suggested assignments by distance, skills and free time
  • Job records with a diagnosis checklist, photos, the invoice and a signature
  • A technician phone app for the route, the checklist and truck stock
  • A live arrival link for the customer and owner reporting that updates as jobs close
What sets it apart

ServiceTitan, Housecall Pro and Jobber schedule the calls that come in. In a heat wave the calls decide the day. This plan moves first, from the forecast, the day before: tune ups moved, emergency slots held, the most vulnerable customers called and the trucks loaded with what breaks.

The screens

Every screen, as built.

Captured from the working prototype. Open it to click through.

Dispatch: waiting jobs, live map and the day by technician
01Dispatch: waiting jobs, live map and the day by technician
The heat wave plan, ready the day before the phones ring
02The heat wave plan, ready the day before the phones ring
A job: checklist, photos, invoice and signature
03A job: checklist, photos, invoice and signature
Performance: revenue, ticket size and first time fixes
04Performance: revenue, ticket size and first time fixes
The technician app and the customer's arrival link
05The technician app and the customer's arrival link
The technician's day on a phone
On the phone

The technician's day on a phone

Designed for the phone first, because that is where the people using it are.

Custom Web Apps, Portals and Dashboards

Want this for your business?

The system a business runs on: dispatch, client portals, admin dashboards, bookings and payments. Three fixed packages, or see the whole service

Starter

Prototype Sprint

$950
5 days

Up to six clickable screens of your workflow and a fixed quote for the build.

Start with this
Standard

Portal or dashboard build

$4,500
21 days

A working web app with sign in, forms, photos, reports and a login for each person.

Start with this
Advanced

Operations platform with web and phone apps

$9,500
45 days

The web platform plus a phone app for the field, an owner dashboard and reports sent to clients.

Start with this
More concept work

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