The HindSite Solution

Open the app, assign a crew, and watch the day line up in minutes. Start by loading tomorrow’s requests, grouping nearby stops, and letting the route planner arrange the most efficient sequence automatically. Drag-and-drop jobs to balance workloads, set arrival windows, and add service notes or checklists. For recurring work, create templates with visit frequency, materials, and default instructions so dispatching is a one-click task. When a new estimate is approved, convert it to a work order, slot it into the schedule, and push it to the field instantly—no double entry or phone tag.

On site, technicians launch the job, and a timer tracks labor in the background while they work. They record materials used from a price book, snap photos before-and-after, dictate or type site notes, and complete safety or compliance forms. If they’re applying fertilizer, they can log wind speed and ground conditions from structured fields. Need a signature? Capture it on the device and attach it to the job record. Coverage spotty? Enter everything offline and let it sync when the device reconnects. Inventory quantities update as parts are used, and any damaged or returned items are documented with a few taps.

As soon as work wraps, the system assembles an invoice from actual labor and materials—no guesswork. Review, apply taxes and surcharges, and send it by email or text right away. Accept payments in the field or let accounting batch-post them later. If you run partial or progress billing, split the invoice by milestone or percentage. Out-of-scope items can be added as change orders with approvals tracked alongside the job. With built-in connections to QuickBooks and Sage 50 (Peachtree), customer, item, and invoice data stay aligned, cutting closeout time and reducing errors.

Throughout the day, managers watch jobs progress on a live map, see who’s en route or running behind, and adjust plans before small delays become big ones. Dashboards highlight labor utilization, travel time, first-time fix rate, and profitability by job or crew. Attendance flows into timesheets for payroll; exceptions and overtime are flagged automatically. Standard and custom reports—like on-time arrivals, material usage, and technician performance—arrive on a set cadence or on demand. Store contracts, permits, MSDS sheets, and photos in each customer’s record, and use post-job surveys to capture feedback you can act on. With this workflow, you sell faster, deliver predictably, and close the loop from the field to the books without extra clicks.