The challenge
Field-service companies juggle the same moving parts every day: booking the job, sending the technician, keeping the customer informed, invoicing, getting paid, then asking for a review. One of them ran scheduling from Google Sheets, so every step depended on someone remembering to do it.
What we built
- A dispatch board with every job, its technician, its status and the next step.
- Invoicing and payment collection built into the job, so finished work turns into a payment request automatically.
- Automated texts and emails at every stage, from booking confirmation to payment received.
- A live status link for every customer, so they can check their job without calling.
- A job link for every technician with everything they need, for immediate follow-up from the field.
- A full review drip that asks customers for a Google review at the right moment and follows up automatically.
The result
One system runs day-to-day operations for two auto glass companies and a gutter company, each on its own dashboard.
Tools used
Google SheetsStripeQuoGoogle reviewsCloudflare