SPECIALIST #10Active now

Logistics

Tells customers you're coming

Tomorrow's route and truck list ready by tonight

Builds tomorrow's route, sends arrival windows before the truck rolls up, and keeps every work order and photo in order.

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Included on
CorePlusPro
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Tells customers you're coming
What it does

Meet your Logistics Agent

Sends each customer an appointment reminder so fewer of them no-show

Texts an "on the way" message with an arrival window before you get there

Creates and keeps each job's work order current, synced with your scheduler when connected

Captures job photos and documentation onto the job record

Relays a customer's reschedule reply straight to you

How it supports you, in action

From tomorrow's jobs to a route the crew can run

User flow · Logistics
Hand-offJobs bookedTomorrow's confirmed appointments
SpecialistBuilds the routeSensible order, assigned to the crew
SpecialistSends arrival windowsCustomers know when you're coming
SpecialistTracks status & photosWork orders and field photos in order
Hand-offHands done jobs to Cash FlowCompletion triggers the invoice
Works with the team

Where it sits in the line

Logistics is the hinge between booking and billing — it takes the won work and turns it into a run day, then signals completion downstream.

Feeds in
Sales
booked jobs
Hands off to
Cash Flow & AR
completion → invoice
Service
triggers review request
Value to the business

What it’s worth to the shop

The field day runs itself on paper before the crew rolls — a planned route, customers who know you're coming, and every job documented as it happens.

Tomorrow planned tonight

A sensible route and crew assignment ready before you close, so no one's sorting the day from the cab at 7am.

Customers expect you

An arrival window before the truck shows up — the simplest thing that turns a one-time job into a five-star review.

Nothing falls through

Work orders, photos, and notes captured from the field and tied to the job, ready to invoice the moment it's done.

By tonight
tomorrow's route is built
Every stop
gets an arrival window
Pro tier
dispatch & multi-tech coordination
You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Building the daily route
  • Sending arrival windows
  • Tracking job status and field photos
Waits for you
  • Schedule changes that affect customers
  • Dispatch overrides
  • Reassigning crew mid-day

The day runs automatically; changes a customer would feel come to you first.

Ready to meet the team?

Put Logistics to work.

Get started. Your whole team starts working in ten minutes.