CRM setup for field crews
The work-order board your crew runs on, set up and kept running.
We set up a work-order CRM on your own web address, connect every place your leads come from, train your team, and keep it running as part of your outsourced IT department. A call becomes a job, a job becomes an invoice, and the money lines up at the end.
The demo opens the real board in a new tab, with no signup and no card.
Sample board
Every number on this board is an example.
Leads this week
34
Jobs open
12
Owing
$18,400
Furnace no-heat call
Web form
AC install — estimate
Kitchen reno · invoice #204
Duct cleaning
Your dispatcher, your crew, and you all look at the same screen.
One place holds the call, the price, the visit, and the invoice. Nobody retypes anything, and nobody has to ask where a job stands.
answers the callback and already knows your board
A person calls you back the same business day, usually within an hour.
What you get
One board, from the first call to the last payment.
Your dispatcher, your field techs, and you see the same live picture. Every job carries its own trail, and the numbers stay real without a spreadsheet in sight.
Every lead in one inbox
Facebook, email, and website leads land on the board the moment they arrive, marked with where they came from.
Estimates in one tap
Turn a lead into a priced estimate on the same screen your dispatcher already works from.
Invoices that follow the work
An approved estimate becomes an invoice, so one job carries one record from the first call to the final payment.
Money that lines up
Payments match against invoices on their own, so the owing column is always the real number.
Also in the setup
- Add a dispatcher or a field tech with an invite link. Their role decides what they see and what they can change.
- board.yourcompany.ca goes live in your company’s name within days.
- The board sits in the same managed setup we run for your email, your devices, and your network.
- We handle updates, backups, and the changes your crew asks for over time.
Where the work comes from
Leads in, money lined up, nothing retyped.
Because we also run your IT, the channels feed the board directly. A lead from a Facebook form, a shared inbox, or your website arrives as a job, moves through estimate and invoice on one record, and settles against payment on its own.
- Facebook lead forms land on the board, tagged by campaign.
- Emails from your shared inbox land on the board, threaded to the job.
- Website requests land on the board, with the source kept.
- An approved estimate becomes an invoice on the same record.
- Payments match against the invoice on their own.
One record
A job keeps its own history all the way to paid.
The same record carries the first call, the price you quoted, the visit, and the payment. Anyone on your team can open it and see where the job stands.
Lead in
Facebook, email, or a web form
Estimate
Priced on the same screen
Invoice
Carries the job’s history
Reconciled
Matched to the payment, to the cent
Who it’s for
Trades and field-service businesses we already serve.
The same businesses we support on managed IT — crews in the field, a dispatcher on the phone, jobs measured in visits and invoices. If your work is scheduled, priced, and billed, the board fits how you already run.
- HVAC
- Moving
- Renovation
- Plumbing
- Electrical
- Landscaping
- Roofing
- Cleaning
How we set it up
Live in days, without pulling your crew off the tools.
We handle the setup end to end and hand your team a board that already matches how they work.
Day 1
Map your channels
We list every place a lead comes from and every step a job goes through today.
Days 2–3
Configure the board
Stages, roles, estimate and invoice templates set to how your crew actually works.
Days 3–4
Wire the channels
Facebook lead forms, your shared inbox, and website forms connected to the board.
Days 4–5
Stand up your address
board.yourcompany.ca goes live and your team joins by invite link.
Ongoing
Run it and support it
Monitoring, backups, and changes handled by the team that runs the rest of your IT.
What we commit to
Plain terms you can hold us to.
These are the things we put in writing. The rest is on the pricing page and in the agreement we send you.
Everything on this page goes into the agreement we send you, in the same words.
A callback the same business day
Leave your name and number and a person calls you back, usually within an hour.
Published monthly pricing
The monthly price is written on our pricing page. You see it before you talk to anyone.
Month-to-month terms
The agreement runs month to month, and you can stop at the end of any month.
Your data handled under PIPEDA and PHIPA
We follow the Canadian privacy rules for the information your business keeps, and we tell you where it lives.
A named account contact
Your account lead answers the callback and stays the same person over time.
Two ways to start
Open the board yourself, then ask us to call.
The live demo is the real work-order board with sample jobs loaded. Open it, click a lead through to an invoice, then leave your number and we call you back to size it for your crew.
The demo opens in a new tab, with no signup and no card.
You can also start with your whole setup instead.
Book the free infrastructure audit