FORM 0001 · ops platform · v8.4A workday on FieldOps Pro06:14 → 17:30

The whole shop,
one screen.

Dispatch, schedule, route, invoice, and collect — for HVAC, plumbing, and landscaping shops with 4 to 40 trucks. We'll show you what an operator's day actually looks like on FieldOps Pro. Read top-to-bottom, in time order.

+1.4
Jobs / tech / day, avg lift
+$87
Revenue / ticket, avg lift
−42%
Time-to-invoice (hours)
12,400
Shops on the platform
TKT 01
06:14
Dispatcher opens the board
22 jobs in the queue. 9 techs starting at 7. Two trucks need a part run before the first stop. The board sorts itself.
dispatcher.fieldops.app · MON 06:14:229/9 techs in
TIME
MARCUS T
PRIYA S
JAMAL R
RUTH O
DANIEL K
07:00
Goldman residence — AC tune-up
Plano
Oasis Plaza — drain camera
Allen
PART RUN · 6" coupling
Supply House #2
Walker home — water heater swap
Frisco
Kim residence — leak diag
McKinney
10:00
Vargas — refrig recharge
Plano
Acme office — sewer jet
Allen
Lopez residence — repipe
Frisco
OPEN SLOT
Harper — full inspection
McKinney
13:00
Linwood condo — HOA estimate
Plano
Eastside Industrial
Plano
Lopez residence — repipe (cont)
Frisco
Booked from 10:42 SMS
Frisco
Brewer — toilet rebuild
McKinney
booked · 22/24idle slots · 2routes optimized · autotap a tech for the route map ↑
TKT 02
07:30
Tech opens the mobile app
Marcus pulls up to the first job. The app already has the customer's history, the equipment record, last visit's notes, and the parts list.

Built for the field, not the desk.

The mobile app is the priority, not an afterthought. Techs sign in once, see their day, get turn-by-turn nav, capture before/after photos, get parts from the warehouse, get the customer's signature, and run the card — all without bouncing between tools.

  • Customer + equipment history at the tap
  • Voice notes auto-transcribed into ticket
  • Photo annotations save to the customer record
  • Parts request → warehouse → tech truck
  • Tap-to-pay card reader, no second app
7:30● LTE
Stop 1 of 5 · 7:00 — 8:30
Goldman Residence
4218 Maplewood Dr · Plano · 7 min away
AC tune-up · annual
Equipment on file
Trane XR16 · 3-ton · 2019
Last service: 2025-04-22 · capacitor replaced
TKT 03
10:42
Customer reschedules by SMS
The Lopez customer texts asking to move tomorrow's appointment. The bot books the new slot, the dispatcher gets a notification, the customer never waits on hold.
SMS · +1 (214) 555-0142
Resolved · 47s
Hey — any chance we can move tomorrow's plumber appt? Have to take my daughter to a doctor.
FieldOps assistant · auto
Hi Maria — happy to move that. Available windows this week:

Wed 1–3pm · with Jamal
Thu 8–10am · with Ruth

Tap one to confirm.
Wed 1-3pm please
✓ Confirmed for Wed Apr 30, 1–3pm. Jamal will text 30 min before he arrives. Reply STOP to opt out.

The phone stops being the bottleneck.

62% of customer messages now arrive by SMS. The assistant handles reschedules, status checks, photo intake, and basic FAQ — and tags the dispatcher only when judgement is required.

62%
Of inbound by SMS
−74%
Calls answered by humans
47s
Median resolve time
94%
Auto-resolved without escalation
TKT 04
14:18
A no-show triggers a reroute
Customer cancels at the door. Dispatcher gets a ping. The system suggests three reassignments and routes the truck to the closest open ticket.
⚠ reroute · ruth o · 14:183 candidates ranked by distance + slot fit
01
Brewer — toilet rebuild
fits 14:30 window
3.4 mi · 8 min
fit score · 94/100
02
Atlas Storage — sump pump
fits 15:00 window
5.1 mi · 11 min
fit score · 82/100
skip →
03
Mobley — kitchen leak follow-up
fits 15:30 window
7.8 mi · 18 min
fit score · 67/100
skip →

The reroute logic is honest about its limits. The fit score is computed from drive time, slot window, equipment match, and tech skill tag — and the dispatcher always has the final word. Auto-assign is opt-in per shop.

TKT 05
17:30
Day closes — invoices + payments
Marcus finishes his last job, customer signs and pays on the truck, invoice posts to the customer's portal, the books are reconciled before he gets home.
INV · A-2026-0429-118
paid · 17:38
Bill to · Goldman Residence
4218 Maplewood Dr · Plano TX
Annual AC tune-up · service1$185.00
Capacitor · replacement1$48.00
Refrigerant top-off · R-410A0.6 lb$36.00
Trip + diagnostic1$95.00
Total · paid via card$364.00
EOD report · sent 17:42

Closed the day before
Marcus got home.

23/24
Jobs completed
$8,418
Revenue · day
$0
Outstanding · day
$92
Avg ticket lift vs. last yr
TKT 06
EOW
Owner sees the report
Friday 4pm. The owner's email lands. Revenue, AR aging, tech utilization, top customers. Five minutes of reading instead of three hours of QuickBooks export.
weekly report · w17 · 5 days · 9 techs · $42,180
Total revenue
$42,180
+12.4%
Tickets closed
118
+8 vs. avg
Tech utilization
84%
+6 pts
AR aging > 30d
$1,820
−$640
Customer NPS
72
+3
Open work orders
14
−5
From an owner · 28 trucks
“We were running on three different tools and a whiteboard. The first month on FieldOps Pro, we billed $14k more without adding a single tech. The second month, my dispatcher took a vacation for the first time in four years.”
Reggie Vasquez
Owner · Vasquez HVAC + Plumbing · Houston
Form 0001 · the next workday is yours

Book a 30-minute
demo.

We'll walk through your real Monday — your dispatch board, your 8 to 12 truck day, your AR queue — on FieldOps Pro. No slide deck.

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