Field service · Parksville to Port Hardy
A service business turns repeat calls into recurring revenue.
A customer portal layered on top of dispatch, equipment history, and billing so the office stops being the only interface customers have.
Representative build shape Business shift
Before: every customer interaction starts with a phone call. After: customers book, renew, and understand their equipment without tying up the office.
Demo walkthrough
What this demo is meant to show.
The exact application would be scoped around your tools and users. This page shows the pattern: what problem it solves, what screens belong in the first release, and what changes once the system is live.
Customers call for booking, service history, invoices, warranties, and priority support.
Customer portal with equipment records, self-service booking, membership tiers, reminders, and payments.
Routine calls move into a digital workflow, and priority service becomes a recurring revenue product.
The story
The situation
A 25-technician operation has strong word of mouth and a dispatch system that works internally. Customers still call for everything.
Equipment history lives across invoices, notes, and memory. Priority customers are valuable, but there is no clean way to sell or manage priority service.
What the first release would include
A self-service portal for booking, equipment history, memberships, reminders, and invoices.
ServiceTitan or existing dispatch software stays the operational source of truth. The new application becomes the customer-facing layer.
Stripe handles recurring memberships and card payments. Email and SMS keep service reminders moving without office follow-up.
The technical shape
Your version
Same pattern, fitted to your operation.
The useful first version is usually smaller than the imagined final system. We scope the version that changes the work, ships cleanly, and belongs to you.