Discuss your projectEvery branch runs one process from first call to paid invoice, with the office and the crews working from the same board. For mechanical, electrical, facilities, installation, and maintenance companies whose work happens on site.
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.
Owners, COOs, and operations leaders of service businesses with several crews and more than one location, and the sponsors consolidating them. The pattern is the same whether the trade is HVAC, electrical, plumbing, landscaping, security, or facilities maintenance.
The workflow
The steps we see most often in this kind of operation.
What we build
Assign jobs by crew, skill, and location on one board that the office and the field both see, across every branch.
Give crews their jobs, forms, photos, parts, and customer signatures on the phone, working in mechanical rooms and basements without a signal.
Track maintenance contracts, covered equipment, and visit schedules, generating recurring work automatically so every contracted visit is scheduled and billed.
Let property managers and facility teams request service, see job status, and download reports and invoices without calling the office.
Price repairs, replacements, and installations from documented rules, and turn an accepted quote into a scheduled job without re-entering it.
Compare jobs, billing backlog, and margin across branches from one set of definitions, so owners and sponsors see the whole business at once.
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 additional location or trade can bring different job types, pricing, and approval habits that must be agreed on, configured, and tested before rollout.
Keeping part of an existing product means building connections around it, while replacing it means migrating its customers, sites, equipment, and open jobs.
Crews working without a signal, on shared devices, or with scanners and printers need extra design and testing on the phones they actually carry.
Posting invoices, labor hours, and parts costs to different accounting and payroll systems at each branch multiplies the integration and reconciliation work.
Commercial HVAC company
A commercial HVAC company with several branches often has a different dispatch habit at each: a whiteboard here, a group chat there, and paper forms everywhere. The first release takes a single branch end to end, from request to invoice, with a dispatch board the office and crews share and a phone view that asks technicians only for what the job needs. Completion creates the invoice in accounting, and the branch manager gets an operating report. Once that branch is steady, the others join the same system, and scheduling crews across branches becomes practical.
Questions
What leaders in this industry ask us first.
Not necessarily. Some businesses keep it for the part it does well and build the fitted pieces around it; others replace it in phases once the fitted system proves itself at one location.
Where the difference matters, yes: local pricing, local crews, local approvals. The shared workflow carries the common steps; the differences are configured, not re-invented.
Both are set in a written scope before the build begins, once we have seen the workflow, so the numbers are specific to your project.
Yes. Contracts, covered equipment, and visit frequencies are stored on the customer, and the system generates the recurring work orders with the right checklist. Contracted visits appear on the dispatch board alongside reactive calls, and completed visits bill according to the contract terms.
Involve two or three respected technicians in design and testing, keep the phone view to the few actions each job needs, and make the app the only way to close a job. When it saves them paperwork at the end of the shift, adoption follows.
A support arrangement covers monitoring, fixes, and small changes, with a named contact who knows the system. As branches are added or the business changes, further work is scoped as its own release, so the software keeps pace with the operation.