01
Plan and assign the work
Create a visit or collection with an address, contact, job details and a named crew. Make changes to the plan visible.
Service visits · Collections · Work away from the desk
Field service software that keeps the office and crew together
A visit is not finished when someone ticks a box on a phone. The office needs to know what happened, what was collected or completed, and what still needs attention. We build the job record that connects the crew to the office, including places with no signal.
Fixed scopeQuoted before work starts
Human controlDecisions stay with your team
Honest boundaryKeep existing systems where they work
Where the time goes
The day starts with printed sheets and ends with photos, messages and handwritten changes. Office staff then reconstruct what happened before they can update a customer or prepare an invoice. Missed visits and partial collections are the hardest to untangle.
How the system works
The scope follows your existing work. These are the stages we would review together.
02
Prepare the device
Load the assigned jobs and necessary instructions before the crew leaves. Agree what must remain available without a connection.
03
Capture the visit
Record quantities, notes, photos and completion evidence against the job. Show incomplete work and the reason for a failed visit explicitly.
04
Keep offline work visible
Show which changes are saved on the device and which have reached the server. A crew member should not have to guess whether a record was sent.
05
Check reconnecting updates
Give each submission a unique identity so a retry does not create a second collection. Conflicting office and crew changes need an agreed review rule.
06
Finish the office handover
Route exceptions to the right person and prepare confirmed records for customer updates, accounts or the existing operations system.
An example to make it concrete
Illustrative workflow: a driver reaches a collection with no mobile signal and finds less material than expected. The device saves the actual quantity, photo and reason. Back online, the office receives one checked visit record, even if the upload retries. The difference is reviewed before invoice preparation.
Working with your existing software
We map the route into your existing job, stock, weighing or accounts system. Hardware access and supported interfaces are checked before promising a connection. A collection record is not automatically a compliant statutory submission; any reporting requirement needs its own agreed scope.
AI can help with extracting or finding information where it earns its place. Records, calculations and approval rules use ordinary software where that is the dependable choice.
Starting point and price
Start with one visit type, one crew workflow and one office handoff. Test loss of signal, a repeated submission, a cancelled job and two people changing the same record. Route optimisation, specialist hardware and statutory reporting are separately scoped.
Fixed-scope builds start from £1,495, with the actual deliverables and price agreed in writing. If the workflow needs measuring first, the Operations Audit is £895. Hosting, support, licences and any additional work are set out in the quote. See pricing and what is included.
Is a bespoke system worth it?
A good fit
Useful when work happens on site or in vehicles and the office spends time rebuilding the record afterwards. It suits operations whose visit details or exceptions do not fit a standard field-service package.
When we would suggest something else
If a standard scheduling and proof-of-delivery product fits, use it. If the main problem is route planning, commissioning a full bespoke field system may be more than you need.
What happens if a device is lost?
We agree device access, stored-data limits and account revocation with you. Offline operation means some information is on the device, so that choice is part of the design, alongside backups and a way to recover unfinished work.
Related workflows
Built and supported locally
Based in Horsham, we work on site across Sussex and Surrey. Explore the practical starting points for businesses in Horsham, Lancing and Shoreham, Godalming and Haslemere.
Bring one visit sheet and describe the worst-signal part of the route.
The first fifteen minutes are free. We will look at the work, explain the options and agree whether a small first project makes sense.
If the honest answer is that the process needs the system rebuilt rather than one step automated, that is a bespoke business system built around your work.