- Client
- Confidential field-service client
- Industry
- Field services
Illustrative screens in the style of the build
- Mobile app built for job sites with no signal
- Offline-first
- Visits, hours and outcomes flow straight to the CRM
- Auto-synced
- One for the field, one for the office, always in step
- Two systems
The problem
The crews doing the real work were also the crews most likely to be somewhere a phone couldn't reach a server: golf courses, waterfront properties, and corporate campuses with dead zones scattered across the grounds. Scheduling handlers, vehicles and working dogs to daily routes ran on paper and spreadsheets that didn't travel well into the field, and every visit's outcome (what was found, what was done, hours worked) had to make it back to the office and then into the CRM by hand before it meant anything for billing. Part of the job is regulated: certain protected-species activity has to be logged per site and per visit, and a record that only exists on paper in a truck isn't a record anyone can audit.
What we built
We built two pieces: a mobile app for handlers in the field that works offline, and a web dashboard for the office. The mobile app keeps everything on the phone and holds each action until a signal comes back, then sends it, so a handler deep on a property with no bars never loses a visit record, a safety sign-off, or a clock-in. It carries route and vehicle assignments, work orders beyond routine patrols, per-visit compliance logging for regulated wildlife activity, site history, timesheets, weekly availability, safety checklists, and phone notifications for schedule changes. The web dashboard is where the office builds the schedule, assigning handlers, animals, vehicles and routes to the day, and sees a live picture of who's where and doing what. Customer and billing data stays in the company's existing CRM, which remains the official record, and visits, outcomes and hours are copied into it automatically instead of being typed in by hand.
The outcome
Paper and spreadsheets went away for a crew that spends its whole day somewhere a spreadsheet couldn't reach anyway. The data billing depends on (visits, outcomes, hours) now goes into the CRM on its own instead of waiting for someone to re-enter it. The office sees what's happening in the field as it happens instead of finding out hours later, and the regulated part of the job now has a proper record behind it rather than a paper trail that may or may not survive the week.