FIELD SERVICE PLATFORM

The route, the readings, the invoice. One login.

The job management software a recurring-service crew runs on: readings, routing, quotes, and dispatch in one system, one login, instead of a pile of separate apps. Keep the tools you already run and switch when you are ready. Included with every Command Center tier, and not charged per seat. Works for HVAC, pest control, cleaning, landscaping, and pool service alike.

See it in action

Route Optimizer for the day: a real planned route with the technician, stops, and an emergency-dispatch panel below. Review the stop order before dispatch, with the assigned route visible for the day's travel.
Route Optimizer for the day: a real planned route with the technician, stops, and an emergency-dispatch panel below. Review the stop order before dispatch, with the assigned route visible for the day's travel.
Maya Ortiz’s chemistry screen opens the service log for the selected pool stop, with readings, service details, and the route’s customer list. This is the recording step that connects the field visit to the office’s log.
Maya Ortiz’s chemistry screen opens the service log for the selected pool stop, with readings, service details, and the route’s customer list. This is the recording step that connects the field visit to the office’s log.
The day's visits and appointments schedule. Review the schedule before assigning or changing a visit, so its place in the working day is visible.
The day's visits and appointments schedule. Review the schedule before assigning or changing a visit, so its place in the working day is visible.
Mobile site media: check in, then photo, with the app's own note on geofence radius versus GPS accuracy. Choose the site before taking the photo, using the location information to check which job the evidence belongs to.
Mobile site media: check in, then photo, with the app's own note on geofence radius versus GPS accuracy. Choose the site before taking the photo, using the location information to check which job the evidence belongs to.
The Precision Chemical calculator shows the entered readings, target ranges, and computed dosing guidance. The technician reviews this arithmetic before confirming any treatment; the calculation itself does not record an application.
The Precision Chemical calculator shows the entered readings, target ranges, and computed dosing guidance. The technician reviews this arithmetic before confirming any treatment; the calculation itself does not record an application.
On the phone: the mobile app is built to keep working with limited connectivity. Open the crew screen during field work to inspect the available job controls; this still image does not demonstrate an offline sync.
On the phone: the mobile app is built to keep working with limited connectivity. Open the crew screen during field work to inspect the available job controls; this still image does not demonstrate an offline sync.
Service Platform marketing view: routes, chemistry, and invoicing

The Service Platform view: routes, chemistry and invoicing. This overview introduces the service workflow before opening the working route or visit screens; it is a platform overview rather than a completed visit.

Inside Command Center

The Blue Water Command Center Today screen shows unpaid invoices, customer issues and sample search-visibility checks. Open the item needing attention before moving into Money, Programs or another task, with the daily overview as the starting point.
The Blue Water Command Center Today screen shows unpaid invoices, customer issues and sample search-visibility checks. Open the item needing attention before moving into Money, Programs or another task, with the daily overview as the starting point.
A customer record in Command Center that Service reads from and writes to. Review the contact details before scheduling work, keeping the customer record alongside the next action.
A customer record in Command Center that Service reads from and writes to. Review the contact details before scheduling work, keeping the customer record alongside the next action.
Schedule a visit in Command Center, the same place a Service route stop is booked. Review the schedule before assigning or changing a visit, so its place in the working day is visible.
Schedule a visit in Command Center, the same place a Service route stop is booked. Review the schedule before assigning or changing a visit, so its place in the working day is visible.
Send a document to sign from Command Center, right next to Service. Prepare the document at the signature step, with sending controls available from the same working console.
Send a document to sign from Command Center, right next to Service. Prepare the document at the signature step, with sending controls available from the same working console.
The Command Center history log, where actions around Service are recorded. Review the history after work is performed, so the recorded actions can be traced in order.
The Command Center history log, where actions around Service are recorded. Review the history after work is performed, so the recorded actions can be traced in order.

The Route

How does route planning keep every stop accounted for?

Customers & Properties

Full customer, property, job, and visit records, tied together.

Route Planning

Route optimization plus emergency dispatch when a call can't wait.

Live Call Assist

Annabelle answers the business line when the office can't, books the visit, and never quotes or commits without your confirmation. Included with every Command Center tier, not charged per seat.

Shortest-Route Scheduling

Plans the shortest driving order across the day's stops.

Seasonal Visits

Multi-stage seasonal visit plans that adjust as conditions change.

Geofence Ambiguity

When a tech checks in near two adjacent sites forty feet apart, it flags the ambiguity instead of guessing which one. A wrong guess logs the visit against the wrong customer's property.

The Readings

How do field readings turn into an on-site calculation?

Field Readings

Log readings in the field, get a calculation on the spot. Pool chemistry dosing is one example.

Certifications Tracking

Technician certifications tracked so nobody's on a job unqualified.

Supervisor Spot-Checks

Built-in quality control on technician work, not just customer complaints.

The Paperwork

What happens to quotes, pricing, and reporting after the visit?

Versioned Quotes

Every quote revision kept, so nothing gets lost in a text thread.

Trade Pricing Options

Pricing structures built for the trade, from pool service to pest and HVAC, not bolted on from a generic tool.

Admin Financial Reports

Owner-level reporting across the whole route business.

Limited-Connectivity Support

The mobile app is built to keep working with limited connectivity; behavior varies by device.

GPS on the record

Where was each stop logged?

Every crew login and stop is GPS-stamped, job-site photos carry a geofence check, and the day's route and dosing sit on the same screen. The GPS stamp stays on the site record, so where a stop was logged travels with it.

GPS-stamped site records

Seeded job photos, each carrying GPS, the time, and a geofence check. Review the photo record after capture, checking the location and time alongside the job evidence.
Seeded job photos, each carrying GPS, the time, and a geofence check. Review the photo record after capture, checking the location and time alongside the job evidence.

Site survey and layout

Measure the site, mark the obstacles, place the plan.

Measure the site, mark the obstacles, and the layout engine places the plan; a geofence is set around the job. The same site survey and layout, home on Venue is available on the job. For aerial site capture, type an address and the aerial arrives already scaled, or paste a Google Maps screenshot or drop a file, then draw the usable area and the things that cannot be built on, and nothing is uploaded until you save; satellite imagery can be a season out of date, so anything the photo cannot confirm still needs the tape on site.

Site survey and layout

The site survey: measured width, depth, drive edge, fire lane, surface, power, and every obstacle recorded from the lower-left corner. Record the measurements before generating a layout, so clearance and obstacle positions can be checked against the site.
The site survey: measured width, depth, drive edge, fire lane, surface, power, and every obstacle recorded from the lower-left corner. Record the measurements before generating a layout, so clearance and obstacle positions can be checked against the site.
The layout engine's result: the plan placed to scale on the measured rectangle, with the fire lane and drive edge kept clear, plus the assignment list. Review the placed plan after the survey, checking the assignments and clearances before sharing the layout.
The layout engine's result: the plan placed to scale on the measured rectangle, with the fire lane and drive edge kept clear, plus the assignment list. Review the placed plan after the survey, checking the assignments and clearances before sharing the layout.
The phone view that offers nearby saved sites as geofence candidates, so a photo is tied to the right job automatically. Choose the site before taking the photo, using the location information to check which job the evidence belongs to.
The phone view that offers nearby saved sites as geofence candidates, so a photo is tied to the right job automatically. Choose the site before taking the photo, using the location information to check which job the evidence belongs to.

Photo Markup

Mark up the photo, on the spot.

Draw an arrow or a callout right on the photo, so the customer or the office sees exactly what a tech found. The original photo is never touched: markup is stored separately and drawn on top at view time, so the unmarked photo is always there.

Scheduling & work orders

Reorder the day, close a work order, apply a payment.

Reorder, rebuild and reassign

See the day or month, reorder stops, rebuild a recurring schedule and hand stops or work orders to another technician.

A completion gate on every stop

A stop cannot be completed until its required readings, checkpoints and photos are in.

Work orders close into an invoice

Close a work order into an invoice. The tax line uses one fixed rate for now, so check it for your area.

Apply a payment your way

Record a payment and apply it to the invoices you choose or the oldest first; this records the payment and does not charge a card.

Inventory & equipment

Stock, vendors and every customer's equipment.

Stock, pick lists and vendors

Adjust truck and shop stock, build a pick list for the route, and keep vendors.

Equipment records per customer

Keep each customer's equipment, serial numbers, warranty and install history.

Vehicles and tools, inspected

Assign vehicles and tools and run inspection checklists with photos and mileage.

Photos, field sync & chemistry

Proof you can share, entries that queue, readings that back up dosing.

Shareable proof photos

Share a proof photo by link, add comments, and revoke the link; deleting or changing one needs a reason.

Queued technician actions

Technician entries made with a weak signal queue and show pending, failed or synced; behavior varies by device.

Readings reports beside dosing

Readings reports and warnings sit next to dosing suggestions; these are aids for the technician, not a validated recommendation.

Communication & reporting

Announcements, tickets, documents and the numbers.

Announcements, claims and tickets

Post announcements, log claims, and answer support tickets from the same place.

Generated documents and reports

Generate documents and read service, technician and accounting reports.

Service-log email

Service emails are recorded and queued; a queued status is not a delivery receipt, and the mail connection must be set up.

Annabelle confirms before money moves

Annabelle names the customer and asks you to confirm before any payment, signature or email step starts.

Related

Works alongside the rest of the platform.

Service shares its job records with Construction and with the Stinger Proof module every visit photo lands in. See how they connect on the full platform overview, read the full comparison against the old way of running a route, or see the pool service geofence in detail.

Talk to Vincent (Vincent D. Altieri) See Command Center

On your phone and tablet

On your phone: the day's numbers and tables. Check the dashboard before planning the day, with customer and job information available on the smaller screen.
On your phone: the day's numbers and tables. Check the dashboard before planning the day, with customer and job information available on the smaller screen.
Blue Water’s customer list shows seeded accounts with addresses, assigned technicians, service days, and balances. The office can search this list and open the customer record before scheduling or adding a work order.
Blue Water’s customer list shows seeded accounts with addresses, assigned technicians, service days, and balances. The office can search this list and open the customer record before scheduling or adding a work order.
Maya Ortiz’s October 7 route lists ten seeded customer stops in sequence with their addresses. The dispatcher can review the order here before opening the daily sheet or using Optimize.
Maya Ortiz’s October 7 route lists ten seeded customer stops in sequence with their addresses. The dispatcher can review the order here before opening the daily sheet or using Optimize.
On a tablet: the day's numbers and tables. Check the dashboard before planning the day, with customer and job information available on the smaller screen.
On a tablet: the day's numbers and tables. Check the dashboard before planning the day, with customer and job information available on the smaller screen.
Blue Water’s customer list shows seeded accounts with addresses, assigned technicians, service days, and balances. The office can search this list and open the customer record before scheduling or adding a work order.
Blue Water’s customer list shows seeded accounts with addresses, assigned technicians, service days, and balances. The office can search this list and open the customer record before scheduling or adding a work order.
On a tablet: the day's route. Review the stop order before dispatch, with the assigned route visible for the day's travel.
On a tablet: the day's route. Review the stop order before dispatch, with the assigned route visible for the day's travel.

On your machine

Get it on your desk

One click from the browser

Install it as an app

Install it straight from the browser in one click. It gets its own icon on your desktop and taskbar, and opens in its own window.

  • Chrome / Edge the Install icon in the address bar, or menu > Install (Apps > Install this site as an app).
  • Safari (Mac) File > Add to Dock.
  • Safari (iOS) Share > Add to Home Screen.

Android

Google Play

On Google Play, in review.

iOS

TestFlight

Via TestFlight, pending.

No app to install to see it, ask Vincent for the demo.

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