FOR THE SERVICE MANAGER
Field Close
A review board that pre-sorts the field day.
The Service Manager's end-of-day review stops being a slog through raw checklist submissions. Every job is already tagged, triaged, and queued by the time they look at it.
- Time back
- 4 min
- per job
- Cost
- 13¢
- 26 Rivets per job
How it works.
6 steps, and your team only touches the ones that need a person.
- 1.
The form surfaces after a job
The post-job checklist is hosted on the platform. The technician fills it out from the field after each job, on any device.
- 2.
The checklist is submitted
When the technician submits, the platform picks it up right away and begins processing against the job record.
- 3.
The job is tagged
Based on what the technician reported, the job receives tags automatically: repair completed, part needed, follow-up required, access issue, and so on.
- 4.
Follow-up items land on the board
Any item the technician flagged for follow-up is logged as a task on the follow-up board, already tied to the job and the customer.
- 5.
Safety and quality issues are flagged
Responses that meet configured severity thresholds are surfaced right away as flagged items for the Service Manager to review.
- 6.
Incomplete work is noted
If the technician reports the work could not be completed, the job is marked before end of day so nothing falls through overnight.
Try it.
A small working model of Field Close. Nothing here touches a real customer.
Answer a tech's end-of-job checklist and see the job land on the office's end-of-day board.
A day for the Service Manager.
- 4:30 PM
End of field day. The Service Manager opens the checklist submissions. Thirty jobs, thirty raw form responses to read through one by one.
- 5:00 PM
Three jobs have follow-up items buried in free-text notes. Two need tasks created by hand. One safety flag almost goes unnoticed on page two of a long submission.
- 5:30 PM
One job where the tech could not complete the work was submitted without a clear note. The Service Manager finds out when the customer calls the next morning.
- 6:00 PM
Follow-up tasks created by hand for the jobs caught. Two submissions still unread. The board gets updated tomorrow.
- 4:30 PM
Thirty jobs submitted. Field Close has already tagged each one, created follow-up tasks for the flagged items, and pushed the safety issue to the top of the queue.
- 5:00 PM
The Service Manager opens the review. Flagged items are at the top, incomplete work is marked, follow-up tasks are already on the board tied to the right jobs.
- 5:15 PM
Review complete. No tasks created by hand, no digging through free-text. The board reflects what actually happened today.
- 5:20 PM
The job where the work could not be finished is already marked before anyone in the office touched it. Customer outreach scheduled for tomorrow morning.
What it won't do.
So nobody's surprised later.
- Does not reassign or reschedule incomplete jobs automatically.
- Does not contact the customer about follow-up items or incomplete work.
- Does not score or rank technician performance from checklist data.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
