From schedule to signed report.

BDI Systems for Services & Field Teams

One flow, start to finish.

Appointments, team leaders, customer records, job reports, GPS and photo evidence, signatures, quotations and invoices in one B2B operating flow.

Step 1
Define services
Build the service catalog and the report template each type of work needs.
Step 2
Schedule the job
Book the customer, time, service, location and responsible team.
Step 3
Dispatch clearly
Put the job context, customer record and checklist in the team leader's hands.
Step 4
Capture proof
Structured fields, GPS, photos, notes and signatures, kept with the job.
Step 5
Report and invoice
Generate the customer-facing report and continue into quotation or invoicing.

Job reports
Reusable report templates configured around each service or inspection type.
- Text, choice, date, number, media, location and signature fields
- GPS and photo evidence
- Team-leader and customer signatures
- Client-facing PDF reports
One customer history
Jobs, appointments, reports, quotations and invoices stay attached to the customer your office team already uses.
Repeatable standards
Templates make the required checks, evidence and sign-off consistent across teams and service types.
Proof before close-out
Management reviews submitted work and sends a professional report before the financial record is closed.

Maintenance and technical services
Recurring or on-demand jobs, field teams, evidence, customer reporting and billing.
Inspection and compliance teams
Standard checklists, location proof, media, signatures and completed PDF records.
Multi-team service businesses
Dispatch, field leaders, customer service and finance on one operating record.

Or take a bundle: Starter, Growth or Scale.