01
Connected business operations
Run the office and the field from one system
Connect leads, booking, dispatch, technicians, and billing.
Service dispatchOperations workspace
Today’s jobs
WindowWork orderStatus
- 9–11 amHVAC · System inspectionAssigned
- 11 am–1 pmPlumbing · Fixture repairOn site
- 1–3 pmElectrical · Panel inspectionReady
One record shared across the workflow
An example you can build on Path. Screens, rules, permissions, and integrations are configured for your business.
What teams are solving
01
Lead, customer, job, technician, and asset context split across point solutions
02
Dispatchers and field teams working from different schedules and incomplete job histories
03
Quotes, invoices, payments, purchasing, inventory, and reporting reconciled by hand
One record. Every workflow.
02
Scheduling & dispatch
03
Mobile field app
04
Quotes, invoices & payments
05
Inventory & purchasing
06
Customer portal & reporting
What you can improve
One customer and job record from lead intake through service, invoice, payment, and follow-up
Dispatchers and field teams working from the same schedule, asset history, scope, and current status
Multi-trade and multi-location reporting without forcing every business into a rigid vertical template
Works with your stack
01
Phone, messaging, and booking
Connect calls, appointment requests, confirmations, and customer updates to the job record.
02Maps, calendars, and field work
Coordinate service areas, schedules, assignments, job context, and technician updates.
03Accounting, payments, and inventory
Keep financial systems authoritative while quotes, payments, purchasing, and stock stay connected to operations.
A few common questions
Can Path support more than one trade or service line?
Yes. Share customers, locations, assets, technicians, and reporting while tailoring intake, forms, job stages, pricing, and approvals by service line.
Can field teams use a mobile experience?
Yes. Build mobile-friendly or native field experiences for schedules, job details, forms, photos, signatures, and status updates. Offline behavior and route optimization should be planned around the exact operating requirements.
Also in Operating Industries
01HealthcareConnect intake, operations, compliance, and reporting.02ManufacturingConnect orders, production, quality, and maintenance.03RetailConnect products, locations, inventory, and customers.04TechnologyConnect revenue, delivery, support, and operations.05AutomotiveConnect sales, service, inventory, and locations.