Northline Facilities redesigned its service workflow around one shared job record, from the first request through client approval.
The old way
The old way
Requests arrive through voicemail, email, and paper notes with no shared priority.
The new way
One guided intake captures the site, urgency, access notes, and approval contact.
Result · complete briefs before dispatch
The old way
A coordinator calls technicians one by one and manually reconciles availability.
The new way
Skills, location, and workload route each job to the right field team.
Result · fewer reassigned visits
The old way
Photos and updates stay on individual phones until the end of the shift.
The new way
The client and office see the same timestamped job record as work progresses.
Result · no status-chasing calls
The old way
Billing waits for missing signatures, materials, and handwritten completion notes.
The new way
Proof of work, approvals, and used materials travel together into closeout.
Result · same-day invoice readiness