FieldTech - Field Service Management Platform for Taylor Heating

About Taylor Heating & Cooling

Taylor Heating & Cooling is a trusted residential HVAC, plumbing, and electrical service provider with over 70 years of expertise. Specializing in heating and cooling installation, maintenance, repair, emergency services, and comprehensive service agreements, Taylor has built a reputation for exceptional workmanship and customer-first service across multiple regions.

The Challenge

Taylor Heating faced operational challenges common to field service businesses that impacted efficiency, cash flow, and customer satisfaction.

Disconnected Operations: Technicians operated in isolation once they left the office. Job details came via phone or printed sheets, leading to miscommunication. Changes to schedules couldn’t be communicated in real-time. Without access to customer history or equipment details on-site, technicians made multiple trips or lacked critical information.

Paper-Based Workflows: The entire workflow relied on paper forms and manual documentation. Technicians hand-wrote estimates, manually calculated pricing, and filled carbon-copy work orders. This created illegible handwriting delays, lost paperwork requiring rework, calculation errors, wasted administrative time, and delayed invoicing hurting cash flow.

Parts and Pricing Chaos: Without current parts catalogs and pricing, technicians either memorized hundreds of items (error-prone), called the office repeatedly (time-wasting), or guessed at prices (profit loss). Accurate on-site estimates were nearly impossible.

Delayed Invoicing: Technicians couldn’t generate invoices on-site. They returned to the office, handed paperwork to staff, who processed invoices days later. This delay meant slow payment collection, administrative overhead, and poor cash flow.

No Productivity Visibility: Management had no insight into technician time usage, job duration, or efficiency metrics. Improving productivity was guesswork without data on actual performance patterns.

Our Solution

We developed FieldTech as an all-in-one tablet application specifically designed for field service businesses, combining job management, parts catalog, estimate creation, and payment processing in one powerful platform.

Tablet App Showcase

Key Features

Technician Dashboard & Productivity Tracking

Central command center showing daily job summary with status cards displaying today’s scheduled, in-progress, and completed jobs. Prominent work clock controls for Clock In, Lunch Start, Clock End, and Clock Out with real-time hour tracking. Productivity analytics with working hour graphs showing patterns over time and lunch hour tracking. Gamified scoreboard displaying top performers by jobs completed, memberships sold, and hours worked—creating healthy competition and motivation.

Daily Jobs Calendar & Scheduling

Time-based job organization with chronological layout showing appointment times and AM/PM indicators. Comprehensive job cards display customer name, contact information with one-tap calling, job number, urgency level (Urgent, Very Urgent, Neutral) color-coded by priority, service area and category (HVAC, Plumbing, Electrical), reported issues, and complete address. “Locate on Map” button launches GPS navigation for optimal routing. Job status tracking with real-time updates and communication logging.

Comprehensive Parts Catalog

Complete searchable parts database with advanced text search, voice search capability, and recent searches. Hierarchical category navigation through issue type, service category, subcategory, and product line filters. Visual parts catalog with grid layout showing part images, descriptions, part numbers, current pricing, and availability. Smart cart management with quantity adjustment, real-time price calculation, and saved carts for common jobs. Real-time pricing updates with tiered pricing (retail, member, contractor) and labor estimation tied to installations.

Professional Package-Based Estimates

Tiered pricing packages enabling consultative selling: Basic Package for immediate problem resolution, Gold Package including membership benefits and service agreements, Platinum Package with premium perks and extended warranties. Custom package creation for unique situations with ability to select specific parts, add labor, and adjust pricing. Visual presentation formatted for customer viewing with feature checkmarks, pricing comparison, and membership benefits. Digital signature capture, terms acceptance, and instant email delivery to customer.

On-Site Invoice Generation & Payment

One-tap conversion from approved estimates to invoices with automated population of all details. Real-time payment collection via integrated credit card processing with card reader support (swipe, chip, contactless). Multiple payment methods including cash, check, and split payments. Instant receipt generation via email or SMS. Payment status tracking showing paid, partial payment, or pending status with complete audit trail.

Work Order Management

Job progress tracking through status workflow from Scheduled to Completed. Photo documentation with before/after requirements, multiple angles, and timestamp/GPS stamps. Text and voice-to-text notes categorized by safety concerns, recommendations, and follow-up needs. Time tracking per work order with clock in/out, break exclusions, and billable vs. non-billable time separation.

Service Agreement Management

On-site membership enrollment with agreement tier selection and benefits explanation. Digital enrollment with signature and payment setup for recurring billing. Agreement tracking showing active status, service visit entitlements, next scheduled maintenance, and member discount application. Auto-generated maintenance work orders with seasonal service reminders.

GPS Integration & Routing

Real-time location tracking for dispatch optimization. One-tap navigation to job sites with optimal route calculation considering traffic. Distance and travel time estimates. Multi-stop route optimization for daily efficiency. Geofencing capabilities for automatic job clock in/out.

Comprehensive Reporting

Technician performance reports showing job completion statistics, revenue generated, and productivity trends. Financial reports with revenue breakdown, payment collection rates, and outstanding invoices. Operational insights including job type distribution, first-time fix rate, and parts usage patterns. Real-time dashboard for management with all key metrics.

Technical Architecture

Flutter Cross-Platform Development: Tablet-optimized interface with landscape and portrait support. Native performance across Android and iOS. Custom UI components for field use including high contrast modes for outdoor visibility.

Offline-First Architecture: Core functionality works without internet connectivity. Local database storing jobs, parts catalog, and pricing. Background sync when connectivity restored with conflict resolution. Optimistic UI showing immediate updates.

Real-Time Synchronization: WebSocket connections for instant updates. Job assignments pushed immediately. Inventory and price changes reflected in real-time. Efficient delta syncing sending only changed data.

Backend Services: Node.js REST API with microservices architecture. Horizontal scaling for peak loads. Job queues for long-running processes. Scheduled tasks for automated workflows.

Database & Storage: Firebase Firestore for real-time database with offline persistence. AWS S3 for media storage with automatic image optimization. Efficient indexing for fast queries.

Payment Processing: Stripe integration for PCI-compliant payment processing. Credit card terminal integration. Recurring billing for service agreements. Payment receipt generation.

Security: Role-based access control. JWT authentication with refresh tokens. Data encryption at rest and in transit. Audit logging for compliance. Two-factor authentication support.

Technology Stack

Flutter

Firebase

Node.js

Google Maps API

AWS

Stripe

Business Impact

FieldTech delivered measurable results across Taylor Heating’s operations:

Operational Efficiency:

• 70% reduction in administrative paperwork time
• 40% faster job completion through streamlined processes
• Invoice generation reduced from 2-3 days to 5 minutes on-site
• Jobs per technician increased from 3.2 to 4.8 daily
• Productive time increased from 60% to 78% of workday

Revenue & Cash Flow:

• Days Sales Outstanding reduced from 28 days to 8 days
• 60% improvement in cash flow with on-site payment processing
• Estimate conversion rate increased from 35% to 62%
• Average ticket size increased 35% through better upselling
• Service agreement enrollment increased 180%

Customer Experience:

• Customer satisfaction improved from 4.1/5 to 4.7/5 stars
• Response time reduced from 4 hours to 45 minutes average
• Net Promoter Score increased from 42 to 68
• Missed appointments reduced from 8% to less than 1%
• Customer complaints reduced by 55%

Data & Visibility:

• Real-time visibility into all field activity
• Data-driven decisions replacing gut-feel management
• Performance metrics for fair technician evaluation
• Comprehensive analytics for forecasting and planning

What Made It Successful

Tablet-First Design: Optimized for large screens technicians carry, with layouts maximizing information density, touch targets sized for field work, and readability outdoors in various lighting.

Offline Reliability: Core functionality works without internet—jobs, parts lookup, estimates, and payment processing with automatic sync when connectivity restored.

Package-Based Pricing: Value-based packages enabling consultative sales, tiered options guiding customers toward premium services, and membership integration for recurring revenue.

Complete Parts Integration: Comprehensive database with images, specs, and real-time pricing eliminating technician’s biggest pain point and ensuring accurate estimates.

Immediate Payment Collection: On-site payment processing dramatically improved cash flow with professional presentation, multiple payment methods, and instant receipt generation.

Gamification: Leaderboard creating friendly competition with daily, weekly, and monthly views across multiple metrics motivating sustained productivity improvements.

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Transform Your Field Service Operations

FieldTech demonstrates our expertise in building mobile applications for challenging field environments that deliver measurable business results.

Our Field Service Expertise:

Mobile and tablet applications optimized for field work, offline-first architecture for anywhere productivity, real-time synchronization connecting office and field, payment processing integration, GPS and routing optimization, parts catalog and inventory systems, scheduling and dispatch optimization, comprehensive reporting and analytics, and service agreement management.

Industries We Serve:

HVAC services, plumbing contractors, electrical services, appliance repair, pest control, landscaping, cleaning services, pool maintenance, locksmith services, property maintenance, and any field service business.

Let’s discuss your field service challenges and build a platform that empowers your technicians and drives business growth.