For commercial service contractors

Commercial field service software

Service agreements, preventive maintenance, PO billing and proof of service.

Commercial work is a contract with obligations attached. Notifi treats response terms as scheduling constraints, generates PM across every asset, and produces the evidence that renews the agreement.

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Iris · dispatched 2:14 PM

RTU-3 down · Northgate Plaza

Alonso R. · 2 hr responseSLA met

Home service companies running on Notifi

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Three views, one system

Agreements, demand service and projects are three different obligations

Scheduled maintenance, a four-hour emergency response and a quoted retrofit are governed by different terms and judged by different people.

Most commercial revenue is scheduled long before it happens

Agreements define frequency, scope and response. The operating job is generating that work reliably across every site and every asset without rebuilding it each quarter.

Agreement-driven schedulingFrequencies per site and per asset, generated and routed automatically.

Asset registersEvery unit, panel, pump or door with its own record and history.

Multi-site accountsOne customer, many buildings, each with its own access and scope.

Agreement profitabilityWhat each contract costs to serve against what it bills.

Renewals ahead of termExpiring agreements surfaced with the service history behind them.

Task librariesStandard PM scopes applied consistently across technicians.

Compliance documentationTest results and certificates captured at the visit.

Consolidated billingOne invoice across a portfolio on contract terms.

The whole platform

Everything a commercial business runs on, in one system

Scheduling, dispatch, the mobile app, GPS tracking, the price book, estimates, job costing, invoicing, payments and reporting on one customer record.

Front office

CRM and customer historyEvery customer, property, commercial job, call recording, message and estimate on one record, so nobody starts a conversation from nothing.

Call tracking and attributionWhich marketing spend produced which booked job, tracked from the call through to the invoice.

Customer portalFacilities managers view scheduled work, approve quotes, see service history and pull proof of service themselves.

Reviews and follow-upReview requests sent at close-out, and unsold estimates re-engaged rather than left to go cold.

In the field

Technician mobile appThe whole job in the technician's hand: history, equipment, checklists, photos, forms, estimates and payment, offline capable.

GPS and technician trackingLive technician location and travel time, so dispatch can see the day rather than phone around for it.

Job history on the propertyEquipment, past work, photos and declined recommendations held on the address rather than the job.

Price bookYour pricing, your margins, presented as good-better-best options on the tablet instead of worked out on a notepad.

Sales and money

Estimates and proposalsMulti-option proposals with financing, built on site and converted to a job the moment the customer accepts.

Invoicing and paymentsInvoice built from the work performed, card taken at the door, deposits and progress billing where the work needs it.

Job costingLabour, materials and overhead against every commercial job, so you know which work actually makes money.

Accounting syncQuickBooks and other accounting systems kept in step, so the office is not entering the same job twice.

Running the business

Scheduling and dispatchThe engine reads skills, capacity and the whole board to place a job, then re-solves the day when one runs long.

Reporting and dashboardsRevenue, conversion, capacity, response times and technician performance in one view, not eight exports.

Purchase ordersPO numbers, spend limits and NTE thresholds enforced at the point of work rather than discovered at invoicing.

Time on the jobJob time and travel captured from the mobile app, so what a job actually took is on the record.

The obligation

A four-hour response is a scheduling constraint, not a promise

Most systems hold the agreement as text on an account and leave meeting it to whoever is looking at the board. That works until a busy Friday.

Notifi treats the contracted window as an input to dispatch, so priority reflects what you actually signed and at-risk jobs surface before the customer is the one telling you.

Iris answers the callout, establishes severity against the agreement and routes it immediately, so the clock starts with a dispatch rather than a voicemail.

Questions

Commercial, answered

What is commercial field service software?

Software built for contracted service work: agreements with response obligations, preventive maintenance across assets and sites, purchase order and NTE billing rules, and documented proof of service. Notifi does that with an AI operator answering every callout.

Does it handle service agreements with response times?

Yes. Agreement terms are an input to dispatch priority, not a note on the account.

Can it handle purchase orders and NTE limits?

Yes, held on the account and surfaced to the technician on site so invoices are not rejected a month later.

What about customers with many sites?

Sites carry their own assets, access and history while reporting and billing roll up to the parent account.

Can we report profitability per agreement?

Yes, cost to serve against what the contract bills.

Does preventive maintenance generate itself?

Yes, per asset per site on the agreed frequency, routed automatically.

Is there proof of service for facilities managers?

Yes. Time on site, completed scope, checklists and photos come off the visit record.

Is anything sold as an add-on?

No. Notifi is one platform with no add-on modules.

How long does implementation take?

Four weeks including data and agreement migration.

Does it work with QuickBooks?

Yes, invoices, payments and customer records sync.

Structured differently?

Residential Enterprise Franchise Private equity

See it against a contract you already hold

Bring one agreement and a month of callouts and we will show you how Notifi would have run it.