Switching to Field Ops
We move your shop over, and you keep working while we do it.
Onboarding takes about four weeks and costs nothing. You send us what you've got, and we do the loading, the setup and the training.
Wherever your jobs live today
From paper work orders
Send us a stack of last month's work orders, and we'll set up the job form, the equipment fields and the signed copy to match what your techs and customers already know.
From spreadsheets
Messy columns are fine. During onboarding we load your sites, equipment and rates from the sheets as you send them.
From another job app
Export what your current app gives you, usually a client list and a job history. We bring across what maps cleanly and tell you what doesn't before you cancel anything.
What we bring across
- Customers
- Read straight from your QuickBooks Desktop file on the first connection.
- Sites and contacts
- Loaded from your spreadsheets, your old app's export or your paper files.
- Equipment
- Make, model, serial and filter size for each unit, from whatever list you keep.
- Rates and rules
- Labour rates, overtime, minimums and per-customer pricing, set up and tested with your office.
- Work order and documents
- Your logo, your fields and your wording on the signed copy your customer gets.
- The first week's jobs
- We put go-live week's jobs on the board with you, so your techs start on real work.
Four weeks to go-live
- Week 1We map your forms, rates and QuickBooks items, and connect to your company file read-only.
- Weeks 2 and 3We load your sites and equipment, set up your documents, and run test jobs with the office.
- Week 4Your techs install the app, and we walk each one through a real job. Invoice sending switches on.
Switching questions
Bring last week's paperwork to the demo
We'll show you how your own work order runs in Field Ops, and what your four weeks would look like.
Book a 20-minute demo