Field Route
End-to-end CRM for residential HVAC, plumbing and electrical contractors — job scheduling, technician dispatch, and a client portal for quotes, invoices, and document sign-off.
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Key highlights
Job scheduling and technician dispatch module
Client portal with document upload and sign-off
Offline-capable mobile companion app
Azure AD integration for enterprise SSO
How we built it
Discovery
Architecture
Job Module
Client Portal
Mobile & Go-live
1 / 5Month 1
On-site process mapping with the dispatch team; documented compliance, document management, and client portal requirements.