Operations
The reporting tax in your field-ops CRM
On a field-operations floor the complaint is always the same: the CRM is stale, the techs won't update it and the pipeline is fiction. Leadership reads it as discipline, and adds process, a mandate and another dashboard.
The field isn't withholding data. The system asks them to re-enter by hand what dispatch, the work order and the device in their hand already know, between a truck and a job site.
What it costs
- Hours in the field spent feeding the CRM instead of doing billable work.
- Back-office headcount that exists to chase, reconcile and re-key what the field didn't capture.
- A job's true cost that stays invisible until weeks after it closed.
What gets built
01
A job record that assembles itself from dispatch, the work order and the technician's device.
02
Fields captured as a by-product of the work, so nobody types the same job twice.
03
The cost of each job visible when it closes, not weeks later.
How the outcome is proven
The number: Time to a costed job
The slice runs on a real month of work orders and dispatch data. It is judged on how much of each job record fills itself, and the time to a costed job, against how those records are completed today.
Ten days
Frame · days 1–2
We map the process and name the one doubt that keeps the project from being funded. You get a written go or no-go, and it can be an honest no.
Prove · days 3–10
A working slice that answers that doubt on real inputs. You leave with the prototype, the number, the full project map and a priced plan for the build, whoever does it.
Start with the decision that’s stuck
Tell us where this shows up in your business. We will tell you whether ten days can answer it.