One connected field-service system
Every job connected.
Every margin visible.
Bring customers, estimates, schedules, crews, proof, invoices and job profitability into one bilingual operating platform.
One connected record
Office and field
English and Spanish
Job #1047
Oak Street Maintenance
In progress
CustomerConnected
ScheduleToday
Crew AAssigned
Evidence6 photos
InvoiceReady
Revenue$850
Labor$210
Materials$95
Net profit$54564% margin
Explore Product
One platform, organized around the way work moves.
Open any module below. Every capability remains connected to the same customer, property and job record.
01
Customers & Sales
Customers & Sales
Move from the first request to an approved estimate without losing the customer context.
- Customer and contact history
- Properties and service locations
- Professional estimates and approvals
- One record ready for scheduling
Start with connected customers
CRM connected
Real product · Demo data
01 / 06
CRM connected
Customers, properties and contacts ready to become work.
02 / 06
Customer profile
Every property, contact and service history stays connected to the same record.
03 / 06
Job in progress
Schedule, crew, status, instructions and costs in one place.
04 / 06
Invoice and payment
Revenue, payments and receipts linked to the completed job.
05 / 06
Aureo Copilot
The assistant prepares actions, drafts and responses with human confirmation.
06 / 06
Proposed actions
Aureo proposes; the administrator reviews and confirms before changes are applied.
02
Operations
Operations
Plan the work before crews arrive and keep every schedule change tied to the job.
- Jobs and recurring work
- Calendar and arrival windows
- Dispatch and route visibility
- Fast crew assignment
Organize field operations
Field app
My Day
Live demo
Crew A sees today's route and work status.
03
Workforce
Workforce
Give every crew a focused mobile workday with the information they need in the field.
- Crew and worker assignments
- Clock in and out with GPS context
- Mobile job instructions
- Time adjustments with audit history
Equip every crew
Workforce
Live product workflow
Connected to Job #1047
Workforce
Crew
Crew A
3 workers
Time
3.5 h
GPS verified
Status
On site
Since 8:04 AM
Record updatedThe change remains visible to authorized office and field users.
04
Proof & Quality
Proof & Quality
Keep evidence attached to the job so the office, customer and field team see the same proof.
- Before-and-after photos
- Forms and checklists
- Notes, files and signatures
- Completion evidence by job
Build a complete job record
Proof & Quality
Live product workflow
Connected to Job #1047
Proof & Quality
Photos
6
Before and after
Forms
2 of 2
Completed
Signature
Captured
11:42 AM
Record updatedThe change remains visible to authorized office and field users.
05
Finance
Finance
Turn completed work into invoices, payments and digital receipts without rebuilding the job details.
- Estimates converted to invoices
- Online and recorded payments
- Branded digital receipts
- Customer portal visibility
Connect work to payment
Finance
Live product workflow
Connected to Job #1047
Finance
Invoice
$850
Sent
Payment
$850
Paid
Receipt
Delivered
Email and portal
Record updatedThe change remains visible to authorized office and field users.
06
Job Profit
Job Profit
See what each job actually earned using labor, materials and other recorded costs.
- Revenue by job
- Registered labor cost
- Materials and additional costs
- Gross margin visibility
Make margin visible
Job Profit
Live product workflow
Connected to Job #1047
Job Profit
Revenue
$850
Collected
Costs
$305
Labor + materials
Net profit
$545
64% margin
Record updatedThe change remains visible to authorized office and field users.
07
Aureo Copilot
Aureo Copilot
Prepare operational actions faster while keeping people in control of sensitive changes.
- Draft estimates and job actions
- Scheduling and assignment suggestions
- Pricing and operational memory
- Confirmation and audit controls
Work with Aureo Copilot
Aureo Copilot
Live product workflow
Connected to Job #1047
Aureo Copilot
Suggestion
Crew A
Available at 9 AM
Draft
Ready
Nothing sent yet
Control
Confirm
Human approval required
Record updatedThe change remains visible to authorized office and field users.
08
Bilingual Platform
Bilingual Platform
Run one operation for English- and Spanish-speaking teams with role-aware access.
- English and Spanish interface
- Office and field roles
- Permission-based access
- Secure company workspaces
Bring the whole team together
One platform. One job record.
See the complete operation before your first charge.
Start with full access for 30 days. Choose the team capacity that fits when you are ready.
Start 30-day free trial