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Field & Scheduling

The office plans it. The field runs it. Nothing gets lost in between.

Plan the day on a live board, send jobs to your crews' phones, and capture the hours, photos and sign-off as work happens — all in one connected flow.

Dispatch board · Today
Scheduled
AHU-2 PM
Riverside · 8:00a
Chiller retrofit
Metro · 9:30a
In progress
BMS startup
J. Rivera
Rooftop swap
Crew #4
Done
VAV trim-out
Bldg C
Dispatch board

Plan the whole day at a glance

Drag jobs onto the right crew and time slot. Everyone — office and field — sees the same live board, so double-bookings and forgotten jobs disappear.

  • Drag-and-drop scheduling with instant reschedule
  • Board and calendar views of every job
  • Automatic reminders to crews and customers
Assign · Crew #4
8–10a
AHU-2 PM
Riverside
10–1p
Chiller retrofit
Metro Tower
1–3p
VAV trim-out
Bldg C
Field mode & My Day

Your crews run the day from their phone

Techs open My Day, see exactly where to go and what to do, work the checklist, snap photos, and get the customer's sign-off — no paperwork, no phone calls back to the office.

  • Job details, checklists and photos in one place
  • On-site customer sign-off
  • Money and pricing hidden from field roles
My Day · Tue
AHU-2 PM Service
Replace filters
Check belts & amps
Photo + sign-off
Time clock → payroll

Hours captured on site, costed automatically

Clocking in and out is tied to the job and cost code, so labor flows straight into job costing and timesheets. No end-of-week guessing about who was where.

  • Clock in/out tied to jobs and cost codes
  • Labor posts to job costing in real time
  • Timesheets ready for payroll
Timesheet · This week
J. Rivera
Chiller retrofit · CC-200
32.5 h
Crew #4
Rooftop swap · CC-110
28.0 h
M. Osei
PM route · CC-050
36.0 h

Everything in Scheduling & Field

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