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Client management, from first contact to close.

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Intake, case work-up & all the work in between. Tailored for your company.

  • People

    Every person, one record.

    Leads and clients on one list, from the first contact to a signed client.

  • Communications

    Calls, texts and email, on the record.

    Every conversation lands on the person it was with, in one thread.

  • Forms

    Build a form once.

    When someone fills it in, the answers land on their record, scored.

  • Tasks

    Nothing slips.

    Assign the work, set due dates, and see what is overdue at a glance.

  • Events

    One calendar for the team.

    Crew briefings, callbacks and community events, synced both ways with your calendar.

  • Explore

    Start from the map.

    Every site on one map, graded by risk, so the crew knows where to go first.

How it works

Start earlier. Keep everything.

Most systems begin once a case exists. This one begins at first contact or the first site visit, and nothing is handed to another tool along the way.

  1. A person, or a place.

    Someone fills in your intake form, or your crew registers a site on the map. Either can come first. Neither needs the other to exist.

  2. Record what you find.

    A reading is a measure, a value, a unit and a date, with the lab, method and chain of custody when there is one. A non-detect is shown as a non-detect, with its limit.

  3. Attach the work.

    File a record from the site and move it through the stages you set for the program. The site keeps its history either way.

  4. Take it with you.

    The same sites, people and tasks on an iPhone, with map areas cached before you lose signal. Stand at the site and see what was recorded there.

Industries

Nine configurations. Your vocabulary.

A person, a site and a unit of work, called what your team calls them, with the modules your work needs switched on.

A program holds many records. Each one happens at a site, and names the property owner when there is one.

Spans, poles and yards as sites, clearances as readings, and a record for every crew job.

Utility & vegetation management also switches on held as and assigned owner.

Questions

Frequently asked.

Thirty minutes, on your kind of work.

No deck. We open the product on a program like yours and answer whatever comes up.