Replaces clipboards, paper forms, and illegible field notes with structured digital capture — photos attach automatically, data flows to invoicing and compliance systems.
The Problem This Solves
Field techs generate critical documentation on paper — compliance forms, service logs, parts lists, photo documentation. These forms are illegible, filed late, scanned inconsistently, and create billing delays of 1-3 weeks. Compliance violations and unbilled work cost thousands annually.
How It Works — Step by Step
Action: Opens structured digital form on tablet/phone — pre-populated with customer and equipment data
→ No blank-slate data entry; context loaded before work begins
Action: Tech captures photos (auto-tagged with GPS and timestamp), enters readings, selects parts from catalog
→ Complete documentation generated in real time, not after the fact
Action: Form submitted — triggers invoice generation, compliance report, and customer notification
→ Invoice sent before the truck leaves the site
Action: Data flows to QuickBooks, CRM, and compliance systems automatically
→ Zero manual re-entry; one source of truth across all systems
Questions About This Automation
The forms are simpler than a paper clipboard. Tap, photograph, select from dropdown. Voice dictation available for notes. Techs who resist initially become the biggest advocates within a week.
NFPA inspection forms, JCAHO generator reports, health department chemical logs, FAA maintenance records — all structured and formatted to regulatory requirements. Always audit-ready.
Voice dictation mode for situations where manual input isn't practical. Photos can be taken hands-free. The system adapts to field conditions.
Average time-to-invoice drops from 7-21 days to same-day. Invoice generated from the completed form before the tech leaves. Cash collection accelerates by 2-3 weeks.
Faster invoicing alone (2-3 weeks of accelerated cash flow per job) pays for the system. Add recovered unbilled parts and labor — most companies find $15K-$40K/year in work that was done but never billed.
Book a free 30-minute call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.