The whole operation in one dashboard
Dispatch, invoicing, automated texts and emails, payment collection and review requests, running at three field-service companies.
- Dispatch
- Invoicing
- Auto texts & email
- Payments
- Review drip
For field service companies
Field service automation for auto glass, gutter and home service companies
If your business sends a technician to a customer, every job passes through the same steps: the call, the booking, the visit, the invoice and the follow-up. We connect those steps around one job record, so the office stops retyping addresses, technicians get what they need on their phone and customers hear from you at every stage. Our systems already run at two auto glass companies and a gutter company.
What usually goes wrong
The job lives in five places
The office books in one tool, the technician gets details by text, the invoice is made somewhere else and the review request depends on memory. Every handoff is another chance to retype an address or lose a note.
Dispatch runs on one person’s memory
Tomorrow’s schedule lives in a spreadsheet, a whiteboard or the dispatcher’s head. When that person is out, someone rebuilds the day from old texts.
Customers call to ask where the tech is
Without reminders and status updates, the phone rings with “are you still coming?” calls, and some customers aren’t home when the technician arrives.
Getting paid takes a second round
Invoices go out days after the work, payment links get buried, and someone spends Friday afternoon chasing balances.
Good work doesn’t turn into reviews
Happy customers drive off without being asked, so your Google reviews don’t reflect the jobs your team does every week.
What we build
Dispatch board
Every job on one board by day and technician, with a status that changes as the job moves. Technicians open a job link on their phone with the address, notes and parts.
Call queue and lead routing
Calls and web leads reach the right rep with an internal alert and get booked into an open slot. For auto glass, the rep can look up the VIN while the customer is still on the phone.
Customer messages at every stage
Booking confirmation, a reminder the customer confirms by text, an on-the-way alert and a live status link, sent from your business number through tools like Quo or Podium.
Invoicing and payment inside the job
The invoice is created from the job and sent with a Stripe payment link. When the money comes in, the job shows as paid without anyone updating it by hand.
Review requests after the job
Once the job is done, the customer gets a review request for your Google profile, with a follow-up if they don’t respond.
Reports the owner actually reads
Jobs, revenue, ROAS by ad channel and performance per rep, pulled from the tools you already run instead of a spreadsheet someone fills in on Monday.
How a job moves through the system
- 1
A customer calls about a cracked windshield. The rep sees the call in the queue, looks up the VIN while they talk and books an open slot.
- 2
The job lands on the dispatch board under the right technician, with the address, vehicle and parts entered once.
- 3
The customer gets a confirmation and, the day before, a reminder they confirm by replying to the text.
- 4
On the day, the technician opens the job link and marks “on the way”. The customer gets an alert with a live status link.
- 5
When the work is done, the invoice is created from the job and sent with a payment link. The payment marks the job as paid.
- 6
A review request goes out after the job, and the numbers show up in the owner’s report.
Related case studies
Every lead routed, every channel measured
Call queue, lead routing, booking and VIN lookup for the sales team, with live reporting on ROAS and team performance.
- Call queue
- Lead routing
- Booking
- VIN lookup
- ROAS reporting
Seven tools, one job record
We connected the tools the team already used so every job lives in one place, from first call to recalibration.
- Podium
- Quo
- Supplier portals
- Google Ads
- Google Sheets
Follow-up that runs itself
Automatic reminders and review requests for a field-service team, so no customer falls through the cracks.
12→35% review rate
−20% cancellations
+40% efficiency
Field service: questions, answered
No. We start with what you already have, whether that’s Google Sheets, Podium, Quo or a CRM you’ve used for years. We suggest replacing a tool only when it’s a real bottleneck, and we explain the trade-offs first. One of the operations platforms we built started from Google Sheets.
The work is phased. Many teams start with one piece, such as reminders and review requests or a dispatch board, and add the rest once it’s running. You get a defined estimate before anything is built.
Any business that sends a technician to a customer follows the same path: intake, scheduling, the visit, the invoice and the follow-up. Our live builds are at auto glass and gutter companies, and we adapt the job fields, stages and messages to your trade.
After we set up text confirmations, on-the-way alerts and review requests, one field service client reported review collection going from 12% to 35%, 20% fewer cancellations and a 40% gain in operational efficiency. Those figures are reported by the client and not independently audited.
You do. It runs in your own accounts, and your team gets written SOPs, walkthrough videos and a live training session.
Tell us how a job moves through your business today
We’ll map where it slows down or gets retyped, then propose what to build first, with a defined estimate before any work starts.
Related services
CRM & customer journeys
Capture every lead, assign an owner, trigger follow-ups and keep one customer history.
Scheduling & dispatch
Book appointments, assign technicians and track job status from one dispatch board.
Invoicing & payments
Turn completed work into invoices with payment links, reminders and automatic reconciliation.
Integrations & automation
Connect your tools with Make, Zapier and APIs so work moves on clear rules, with AI where it helps.
Reviews & reputation
Ask every customer for a review at the right moment, built into the job workflow.