Zone 2: Crew & Field Management

Scheduling & Dispatch

Auto-assign crews based on job type, location, and availability
Send daily schedule texts to field staff - no phone tag
Trigger alerts when a job runs over time or a crew is running late
Automatic texts to customers when crew is en route with ETA
Scheduling availability based on upcoming jobs
Customers able to schedule estimates, on-site visits, one-time additional services with current crew
Alerts and automated approval process for overtime requests
Ability to schedule and communicate with contract labor

Auto-generate work orders from approved estimates
Field completion triggers invoice creation - same day, every time
Customer gets automated status updates without anyone making a call
Change orders / requests get sent to team for review and customer and Project Manager approval.
Changes to project are automatically updated in the project budget or WIP

GPS-based clock-in/out when crew arrives on site
Flag missed clock-ins and notify supervisors instantly
Auto-calculate hours and push to payroll - no manual entry
Actual labor expenses as COGS (contracted & direct labor) gets updated to project budget or WIP
Manager notification if labor expenses approach budgeted amounts
Allow crews to request time off or changes to their schedule based on company policies

Low-inventory alerts trigger purchase orders automatically
Equipment check-out/check-in tracked without spreadsheets
Preventive maintenance reminders based on hours used
Material & Supplies as COGS are updated on project budget or WIP in real time
Inventory Control and Loss Prevention processes to reduce waste and increase project profitability
Reports showing trends such as RoI for equipment or S&M used by project type

Auto-assign crews based on job type, location, and availability
Send daily schedule texts to field staff - no phone tag
Trigger alerts when a job runs over time or a crew is running late
Automatic texts to customers when crew is en route with ETA
Scheduling availability based on upcoming jobs
Customers able to schedule estimates, on-site visits, one-time additional services with current crew
Alerts and automated approval process for overtime requests
Ability to schedule and communicate with contract labor

Training Portal with assigned tasks to crew members
Safety checklists auto-distributed before job start; incomplete ones escalated to manager/superintendent
Certifications & Licenses tracked with renewal reminders before expiration
Automate document collection
Job site photos auto-filed to the right project folder
Generate reports GCs and lenders ask for, flag deadlines before they become problems
Paper trails that hold up when someone looks