Field Service and Job Management

Dispatch board, mobile crew app, GPS routes, job photos, checklists, and — in some products — parts and inventory.

Field crews rely on offline-capable mobile apps and dispatch boards their operators have muscle memory for. Rather than swap the mobile app, The Forge accepts job status and completion events so office, sales, and billing work from the same completed record.

• Job status and completion events
• Time on site and route data
• Photos, checklists, and captured signatures
• Materials used and inventory movement
• Change orders captured in the field

• Approved jobs, customer context, and scope back to the dispatch board
• Assignment updates and reassignments
• Reminders and messages routed to the field employee

• Job status changed
• Job completed with required documentation
• Change order captured in the field
• Materials logged against a job

• Rebuilding an invoice from field notes at the office
• Manually attaching field photos to a customer record
• Chasing missing checklists before billing
• Copying materials usage into a purchasing spreadsheet

• Operations manager
• Field employee, technician, or provider
• Office administrator
• Finance and accounting

• Time from completion to billing readiness
• Missing-documentation rate by crew
• Materials cost by job or customer
• Change-order value captured in the field

• Field crew access is scoped to the specific jobs assigned.
• Photos and signatures are stored against the operating record with the field provider's retention respected.

• Not every field-service product exposes photos or checklists over API — some require managed exports.
• Real-time GPS is often gated to the provider's own dashboard.

Where a customer's field-service product is only used for basic dispatch, The Forge can absorb it over time. Specialized trades (HVAC diagnostics, insurance-scope estimation) typically stay.