Discuss your projectEvery job tracked from the first call to the paid invoice, on one record the office, the crews, and the customer all see. Completion posts the invoice to accounting, so billing keeps pace with the field.
Illustration of an operations application built by Baybloom: work orders moving from request to completion, a quote approval, and a field update on a phone.
Operations leaders at field service, facilities, installation, and maintenance businesses with several crews and more than one location. The need usually arrives when the whiteboard, the group chat, and the spreadsheet can no longer keep up with the volume.
The workflow
The steps we see most often in this kind of operation.
Features
Suggests only technicians who hold the right skills, licenses, and site access for each job, so the dispatcher assigns with confidence instead of from memory.
Loads the standard tasks, required photos, and safety steps for each job type, so every crew completes the work and the paperwork the same way.
Stores each customer’s contract rates, response commitments, and covered equipment, so jobs are priced and prioritized correctly without anyone checking a file.
Keeps every visit, part, and reading against the customer’s equipment, giving technicians the full service history before they arrive on site.
Records travel, on-site, and overtime hours against each job, so payroll is accurate and job cost reflects the labor actually spent.
Shows jobs completed, jobs waiting on parts or approval, repeat visits, and billing backlog by crew and location for the operations lead.
Your first release
How the work runs
We start with the people doing the work and the systems around it, then write down the first release: what it includes, what it leaves for later, the integration decisions, and the acceptance criteria. Nothing is built until that scope is agreed.
We build in releases you can review as the work takes shape, using realistic data. Every release carries tests, a security review, and documentation. Integrations are tested against real records, with exceptions visible.
Your team receives the documentation, the runbooks, and the training to run the system, and we stay on for continued engineering when you want it.
Scope and price
Every project is priced from a written scope. These are the factors that move it most.
Each source of requests, from phone and email to portals and national account feeds, needs its own capture rules and validation before it becomes a work order.
Simple assignment by crew is contained, while skills matching, service-level priorities, and jobs spanning several visits add logic, testing, and dispatcher training.
Crews working in basements and mechanical rooms need offline capture and conflict handling on the phone, which adds design and testing beyond a connected view.
Posting invoices is one connection, and adding inventory, purchasing, and payroll links each brings its own mapping, exceptions, and reconciliation with the office.
Mechanical services company
At a mechanical services company, requests arrive through a portal, the office phones, and a national account’s emails, and the dispatcher keeps the schedule on a whiteboard. A first release turns each request into a work order, lays out a board by crew and date, and gives technicians a phone view for check-in, photos, notes, and completion. Parts and approvals stay attached to the job rather than an email thread. Completion creates the invoice record in accounting, so billing no longer waits on paperwork. Preventive maintenance schedules and customer notifications fit well as a next phase.
Questions
What buyers ask before a project like this starts.
Buy one if it fits your workflow and your integrations. Many businesses find it fits the common path and not their exceptions, and the exceptions are where the money is lost. A fitted system is built around the exceptions.
The crew view is designed for weak connections: it queues updates and photos and sends them when the signal returns. Fully offline operation is scoped where the work needs it.
Yes. The work-order system owns the job; accounting owns the invoice. Completion creates the invoice record; nobody re-types it.
The first release covers one crew group or location, the crew view is kept to the few actions they need, and the office stops accepting paper for that group once the system is live.
Yes. Customers, sites, equipment, and open jobs are imported before go-live and checked against the current system with the office team. Closed history can come across too when it helps technicians, or stay available in the old system for reference.
Urgent jobs are flagged at intake and shown at the top of the board. Moving a job to another crew or slot updates the crew’s phone view and records the change, so the office and the field always work from the same schedule.
Yes. Large customers often bring their own priorities, approval limits, rates, and paperwork. Those are stored on the customer record and applied automatically to every job for them, so the dispatcher and the crew follow the contract without looking it up.