Solutions Built to order
Service Board
New service requests, job status, and the day’s route on one screen.
Built to order: set up around the way your business already works.
The gaps
- Requests arrive in four places and some are never answered
- Customers cannot tell whether a job was accepted
- Nobody can see every job and its status at once
- The driving order is worked out in the truck
- Arrival times are guesses given over the phone
See how it works
A working example with sample data; nothing you do here is saved or sent. Your version is built to order: your name, your services, your rules.
The situation
A property maintenance company with three crews takes requests by phone, text, and email. The office re-types each one into a calendar. Customers call back to ask whether their job was accepted. Each technician works out the day’s driving order alone, and the office learns a job is finished when the paperwork shows up.
The plan
- Objective
- Every request is answered the same day, and every customer can see where their job stands without calling.
- Who uses it
- The office accepts and schedules. Technicians update status from a phone. Customers send requests and check on them.
- What it replaces
- The shared inbox, the paper calendar, and the “where is my technician?” call.
What changes
| What | Today | With the solution |
|---|---|---|
| Taking a request | Phone, text, or email, then typed in again | One form. The request is on the board the moment it is sent |
| Saying yes or no | A call back, when someone remembers | Accept or decline in one tap, with a reason the customer can read |
| Knowing the status | The customer calls the office | A private link shows the current status |
| Planning the day | Each technician picks an order | The day’s stops in a suggested driving order |
| Arrival time | A guess | An estimate that updates when the technician taps “On my way” |
What gets delivered
- A request form for the website, in English and Spanish
- A service board with six statuses
- Accept or decline, with reasons and a notice to the customer
- A customer status page behind a private link, with no sign-in
- A day view for technicians’ phones, with a suggested order and map links
- An arrival-time estimate for the next stop
- Sign-ins for the office and for each technician
- One training session and a written guide
The phases
Phase 1
Requests and the board
The request form, the service board, accept or decline, and notices to the customer.
Phase 2
Status for customers
The private status link and the technician’s status buttons.
Phase 3
Route and arrival time
Suggested driving order and arrival estimates, once a mapping service is chosen.
What it leaves out on purpose
- Live tracking of the truck on a map. The arrival time updates when the technician taps a status.
- Invoices and payments.
- Turn-by-turn directions inside the app. Each stop opens in the phone’s own maps app.
Outside services and costs
A driving order and an arrival time depend on turning addresses into map positions and estimating drive time. That takes a mapping service, and mapping services charge by use beyond a free allowance. The plan uses one, states its cost in the agreement, and keeps the board working without it, with jobs in the order the office sets.
How we will know it works
- Calls asking “is my job scheduled?”
- Time between a request and the customer’s answer
- Jobs completed per technician per day
Questions people ask
Does it track the truck on a map?
No. The arrival time updates when the technician taps a status. Live tracking adds cost and drains phone batteries, and a small crew rarely needs it.
Does it need a monthly subscription?
The board runs on your own web hosting. Route order and drive times use a mapping service that charges by use beyond a free allowance, and that cost is stated before you choose it.
Do customers have to create an account?
No. Each customer gets a private link by email or text message.
How you get yours
Every tool is delivered built to order for the business that will use it.
See how it works
Open the example closest to your gap and walk through it with sample data.
Tell us what is different
Your services, your rules, and the steps your office already follows.
We build your version
Your name, your colors, your wording, in English and Spanish if you need it. Before work starts you see the plan, the price, and the revisions agreed.
It runs on your hosting
Your data stays in your own database, with no monthly software fee. Changes later are a new request.
Other solutions
- Contractor CRM and Estimate BuilderA website whose services page feeds the estimate, and a customer list that remembers who was sent what.See how it works
- One-List InventoryOne list of what you have for sale, where it is posted, and what must come down when it sells.See how it works
- Open-Slot SchedulerCustomers pick a time that is really open, and the office stops trading calls to find one.See how it works
- Shared House LedgerEach month’s bills, each person’s share, and every payment confirmed against a receipt.See how it works
- Website From a Business PlanFrom a written business plan to a bilingual site with working demos and its own client request page. This website is the result.See how it works
Still not convinced?
Send us something you have on your to-do list and we can work from there.