See a whole day in two minutes
Follow one job from the first phone call to the five-star reply. Press play for the guided tour, or step through at your own pace and try the screens yourself.
Office
Back to Today
Ruth Feld
Bayview Condos, Building C, Unit 312, Orlando, FL
(407) 555-0142. Customer since 2019. Yearly AC maintenance plan, renews Nov 2026.
At risk: 2 problem visits in the past 12 months
Site requirements
Add requirementShown to every tech on every visit. Required checks must be ticked off before “On my way.”
2 filters, 16x25x1
Two return vents, one in the hallway and one in the bedroom.
Call 30 minutes before arriving
Ruth needs time to get down to the lobby door.
Gate code 2580#
Visitor parking is next to Building C.
Upcoming
Follow-ups
No open follow-ups.
Messages and notes
Booked the yearly tune-up. Said the AC is on the entrance canopy and the tech needs a ladder.
Visit history
Tune-up, done on the 3rd trip. The first tech came without a ladder.
Luis, technician
No jobs yet
Thursday’s schedule arrives at 6:00 AM
Site notes like Ruth’s ladder will be waiting on the job.
Ruth, customer
Sample Air Co.
Your company’s own number
No messages yet
Step 1: The office saves a site note. Maria says: Ruth just called to book her tune-up. Her AC sits on the canopy over the entrance, and the only way up is a ladder. I’m adding it to her profile as a required check.
The office saves a site note
Maria, office manager
Ruth just called to book her tune-up. Her AC sits on the canopy over the entrance, and the only way up is a ladder. I’m adding it to her profile as a required check.
Behind the scenes: Notes live on the customer, not the appointment. This one shows up on every visit, for every tech, every year.
The whole walkthrough
The office saves a site note
Ruth calls to book her yearly AC tune-up. Her unit sits on the canopy over her condo building’s entrance, and the only way up is a ladder. The office adds “Bring an extension ladder” to her profile and marks it as a required check.
Notes live on the customer, not the appointment. This one shows up on every visit, for every tech, every year.
The day before: an automatic reminder
Ruth gets a text from your business number with her arrival window and a note that the tech is bringing a ladder. She replies C to confirm.
Her reply is matched to the job and shows as confirmed in the office. If she replied R, the office would get a reschedule request instead.
Morning: Luis's day is ready
Luis opens the app and sees his jobs in order. Ruth's job is flagged: there are two things to check before he leaves for it.
The office sees every tech’s day on one board, and each job’s status updates as techs tap through their day.
A problem gets caught early
Across town, Marcus is running 50 minutes behind and will miss Ellen Park's 8–12 window. The office sees it at 10:40, with a fix ready: Dana is free and 12 minutes away.
Moving the job texts Ellen her new arrival time. Without it, Ellen waits until noon and then calls you, upset.
Before he leaves: the required checks
“On my way” stays locked until Luis confirms the ladder and filters are on the truck. Nobody shows up without what the job needs.
If Luis hasn’t confirmed by the time he should leave, the office gets an alert while there’s still time to fix it.
Ruth gets a real arrival time
The moment Luis taps “On my way,” Ruth gets a text with his arrival time and a note that he has the ladder.
Luis gets a reminder to call ahead because her profile asks for it. Nobody has to remember.
Finishing the job, without typing
Luis taps what he did, snaps a photo, and leaves a 14-second voice note: the float switch is old, and Ruth wants a price.
The voice note becomes text and a quote task in the office, so the follow-up doesn’t depend on anyone’s memory.
Ruth gets a summary
Ruth gets a short summary of the work and a promise of the quote. She rates the visit 5 and thanks you for being on time.
Ratings and replies land in the office. A low rating would show up as an alert so you can follow up the same day.
Next morning: your brief
At 6 AM you get a short brief on your phone: what got done, what slipped, and what needs a decision today.
That’s the point of KeptField: problems show up early, follow-ups don’t depend on memory, and customers stay.