Job intake
Organize incoming requests into a job summary with location, scope, and the questions your team still needs answered.
← All businessesKeep the office
TRADES & FIELD SERVICES
Keep the office
moving with the field.
Connect the details of a job so your crew and office can spend less time chasing the same information.
Talk through your workflowSTARTING POINTS
Where automation
could help.
Ideas to explore around your tools,
your permissions, and your team.
Estimate preparation
Use approved templates to assemble draft scopes and estimates from the job information your team provides.
Job closeout
Collect completion notes and photos into a consistent handoff, then prepare the paperwork for office review.
ONE EXAMPLE
A service request comes in.
Here’s how a focused workflow could organize the next steps.
Illustrative idea. Capabilities depend on your software, data, and approved scope.
- 01Gather the job details
- 02Flag missing information
- 03Prepare the office handoff
- 04Let the team confirm the next step
Review comes before the important action.
BUILT AROUND YOUR RESPONSIBILITIES
Keep the right
decisions with people.
Your staff confirm scheduling, estimates, and customer commitments. Automation prepares the information and keeps the handoff consistent.
YOUR NEXT MOVE
What does this look like for your team?
Bring us one repeated task and the tools behind it. We’ll explore a useful place to start.