The deliverable
A complete field service platform with your name on it
You decide what it's called — most companies land on something like "YourName FSM." What matters is that it does what your business does, and nothing it doesn't. No modules you don't use, no fields you have to ignore.
Office & dispatch
- Customer, location, and equipment records with full service history
- Drag-and-drop dispatch board with capacity and skill matching
- Job lifecycle from call-in to close-out
- Recurring maintenance schedules and agreement visits
- Call taking, follow-ups, and unsold estimate tracking
Money
- Dynamic pricebook with material markup tiers and labor rates
- Estimates with good/better/best presentation
- Invoicing with card and ACH payment collection
- Service agreements with automated recurring billing
- Technician commission and spiff tracking
- Accounting sync so your bookkeeper stops re-typing
Field
- Technician app for iOS and Android
- Offline-first — the job doesn't stop in a crawlspace
- Photos, equipment readings, custom forms, and signatures
- Routing and drive-time awareness
- Automatic customer notifications on the way and on completion
Warehouse & reporting
- Multi-location inventory with truck stock
- Purchase orders and vendor receipts
- Operational dashboards: revenue, conversion, average ticket, tech performance
- Any report you want, because you own the database
Migration off your current platform
- Full extract of customers, locations, equipment, history, and pricebook
- Validation and diff reports before cutover
- Bulk import with retry logic for messy records
- Parallel running period so nothing is lost in translation
Under the hood
- React + TypeScript web app, built and maintained in Lovable
- Postgres database with row-level security
- Server functions for business logic, no black boxes
- Mobile builds via Capacitor from the same codebase
- Error monitoring, automated backups, and staging environment
Scope is a conversation, not a price sheet
The list above is what a full build usually covers. Your version gets shaped in discovery — if you don't sell agreements, we don't build agreements. If your whole business is agreements, that's where we start.