WorkField services
03
A field app that works when the signal does not
Paper job sheets were closing the day late and the invoice later. The engineers needed a product that behaved in a van, not only in the office.
- The problem
- Jobs were still written up on paper, then re-keyed. Signal dropped on site. The CRM and the finance system each had a different idea of whether a visit had happened, so invoicing waited on someone to reconcile the two.
- What we did
- We built an offline-first mobile product for the people doing the work: job pack, notes, photos, and a close-out that queues until the network returns. Integrations carried the completed visit into CRM and finance without a second typing.
- What changed
- Same-day close-out as the default, fewer missed revisits, and an invoice that no longer depends on a Friday pile of sheets.