Running HVAC, plumbing, and electrical under one roof means your dispatch board has to handle three workflows at once. Off-the-shelf field service software forces every trade into the same generic job type. We build a CRM that treats each specialty correctly while keeping dispatch in one view.
Generic platforms assume one trade with one job type. A custom CRM handles your actual mix without forcing workarounds.
HVAC, plumbing, and electrical jobs all show up with the right fields and checklists for that trade, without cramming everything into one generic job type.
Dispatch assigns the closest qualified tech by trade and current location instead of guessing from a status update.
A plumbing tech who spots an electrical issue can flag it in the same system, creating a lead for the right crew instead of a note that gets forgotten.
Line items, pricing, and warranty terms differ by trade — the system reflects that instead of using one template for everything.
No per-technician subscription fees multiplying as you add trades or technicians.
Revenue, callback rate, and technician utilization broken out by specialty, not blended into one number.
We build the modules your company runs on — not a bloated suite designed for a single trade.
Jobs across every trade visible by status, technician, and priority, with trade-specific fields and checklists.
Live location tracking so dispatch can assign the nearest qualified technician for any trade.
Technicians flag opportunities outside their specialty directly into the pipeline for the right crew.
Quotes and pricing templates that reflect what each trade actually sells.
Full multi-trade service history per property, visible to any technician before arrival.
Invoices generated from completed jobs across trades, with online payment collection.
Yes. Each trade gets its own fields, checklists, and pricing structure, but dispatch still works from a single board instead of switching between separate systems per specialty.
Dispatch sees every technician's current location and trade qualification, so a same-day job goes to the closest available tech instead of the next one in a queue.
Subscription tools charge per technician regardless of trade and often force every specialty into the same job template. A custom build costs more upfront but has no recurring per-seat fees and reflects how each of your trades actually works.
For companies whose trade mix, upsell workflow, or reporting needs don't fit a large enterprise platform's pricing or configuration model, a custom CRM delivers the same operational visibility without paying for a system built for much larger operations.
Tell us which trades you run and how dispatch works today — we'll scope a system that fits your full service mix.