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Operations CRM2024

FieldworkOperations CRM for teams in the field.

Stack

React, Node.js, SQLite, Tailwind CSS

Type

Field operations & dispatch CRM

Timeline

11 weeks

Fieldwork — OperationsMike R.Sara K.James O.Priya M.Tom B.Dana W.On siteIn transitIdleToday's JobsOct 16, 2024 · 34 scheduled · 8 complete+ NewJOB-1041Harmon PropertiesHVAC Service👤 Mike R. · 9:00 AMCompleteJOB-1042Sunset MallElectrical Inspection👤 Sara K. · 10:30 AMIn ProgressJOB-1043City Center TowerPlumbing Repair👤 James O. · 11:00 AMEn RouteJOB-1044Riverside AptsFire Suppression👤 Tom B. · 1:00 PMScheduledJOB-1045Northgate OfficeGenerator Maint.👤 Dana W. · 2:30 PMScheduledJOB-1046Harbor View HotelAC Installation👤 Priya M. · 3:00 PMScheduledFleet Status32 active · 4 idle · 2 offlineRegion North12/14Region South11/12Region East9/12

34

Technicians dispatched daily through the platform

~2h

Saved per dispatcher per day vs. spreadsheet workflow

100%

Offline capable — works in areas with no connectivity

The problem

A field service company with 34 technicians across three regions was running daily dispatch from a combination of spreadsheets, group texts, and a legacy Windows application from 2009. Job assignments were communicated verbally or via SMS. Documentation happened on paper. Reporting required someone to manually tally completed jobs at end of day.

The bigger issue was visibility. Management had no real-time picture of where technicians were, which jobs were running late, or what had actually been completed. By the time problems surfaced, the opportunity to intervene had passed.

What we built

Fieldwork is an operations CRM and dispatch tool built specifically around how this company actually works. Dispatchers assign jobs from a central interface. Technicians receive assignments on their phones, document work with photos and notes, and mark jobs complete in the field — all offline-capable for areas with poor connectivity.

Live map view — technician locations and job status
Job queue with priority, assignment, and status tracking
Mobile-first technician interface with offline support
Photo documentation attached to job records
Client-facing service summaries generated automatically
End-of-day reporting with zero manual compilation

The result

The group text chains stopped the week the system launched. Dispatchers now manage the full 34-person team from a single screen. Management has a live view of the operation for the first time. End-of-day reporting that used to take 45 minutes now runs automatically.

"The guys in the field actually use it — that was the thing I was most worried about. It's simple enough that there was no resistance. We've been running on it for four months and I couldn't go back."

— Operations Director, Field Service Client