Field Operations

HVAC, plumbing, lawn care, pest control, pool, cleaning, commercial service and delivery look like different businesses, and underneath they run on the same machinery: recurring agreements, territories, schedules with windows, routes optimized against drive time, technicians working offline, regulated materials and licenses, and billing that starts when the work does. This book surveys how the industry's platforms handle each piece, from ServiceTitan and FieldRoutes to Salesforce, eLogii and the new AI-native tools, and how you'd build it better, with the records you'll need when someone asks you to prove it.

It reads in seven parts, plus a reference. How the Work Flows: the business, the software landscape, customers and properties, the agreements they sign, repair, installs and commercial work, and last-mile delivery. Scheduling and Routing: recurring schedules, territories and capacity, booking, route optimization, weighing the routing objective, and dispatch. In the Field: the technician's app, proof of service, and fleet and safety. The Rules: regulated materials, licenses and permits, consumer protection, and audit trails. Selling: door to door, pricing, one-time services and upsells, signing the agreement, and the sales teams behind it. Customers and Billing: communications, self-service, billing recurring service, and collections and retention. Running the Platform: its architecture, AI, the metrics that run the business, and switching platforms. Reference: a glossary of every term.