Know the site before you arrive
Identify the records and fields you use today, who maintains them and what must be retained.
Plumbing
FieldTracer for plumbing
Workflow discovery required
Plumbing is not currently offered as a self-service FieldTracer Hosted module. The examples below help scope the workflows, integrations and checks your team would need. We confirm fit and availability before proposing any build.
Bring your actual orders, scheduling rules and billing questions to a fit discussion. We will identify what the available product covers and what needs a separate scope.
Workflows to review together
These are discovery topics. Requirements, automation and reporting are agreed for your operation before implementation.
Dispatch the right tech, automatically
Walk through scheduling, assignments and exceptions, including the checks staff must approve.
Never miss a compliance deadline
Map the service record to pricing, billing and the reports your team needs.
Protect recurring revenue with PM agreements
Agree which reminders or repeat tasks can be automated and how staff review failures.
Define the boundaries before rollout.
We review your source system, data quality, permissions, approval steps and exceptions. Where work involves permits, inspections or regulatory records, your qualified staff define and approve the required checks.
Discuss plumbing workflows