PR-2059 · Live
Field Close
When a technician submits their post-job checklist, the work is already done for the Service Manager. Jobs are tagged by what the technician reported, follow-up items land on the board, safety and quality issues are flagged, and incomplete work is noted before end of day.
The promise
The Service Manager's end-of-day review stops being a search through raw checklist submissions. Every job is already tagged, triaged, and queued by the time they look at it.
How it works
The path from input to value.
- 01
The form surfaces after a job
The post-job checklist is hosted on the Graphite Lab platform. The technician fills it out from the field after each job, on any device.
- 02
Checklist is submitted
When the technician submits, the platform picks it up immediately and begins processing against the job record.
- 03
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.
- 04
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.
- 05
Safety and quality issues are flagged
Responses that meet configured severity thresholds are surfaced immediately as flagged items for the Service Manager to review.
- 06
Incomplete work is noted
If the technician reports that work could not be completed, the job is marked accordingly before end of day so nothing falls through overnight.
The day before. The day after.
Same moments. Lived differently.
End of field day. The Service Manager opens the checklist submissions. Thirty jobs, thirty raw form responses to read through one by one.
4:30 PMThirty jobs submitted. FieldClose has already tagged each one, created follow-up tasks for flagged items, and surfaced the safety issue at the top of the queue.
4:30 PMBefore
End of field day. The Service Manager opens the checklist submissions. Thirty jobs, thirty raw form responses to read through one by one.
After
Thirty jobs submitted. FieldClose has already tagged each one, created follow-up tasks for flagged items, and surfaced the safety issue at the top of the queue.
Three jobs have follow-up items buried in free-text notes. Two require tasks to be created manually. One safety flag almost goes unnoticed on page two of a long submission.
5:00 PMThe 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.
5:00 PMBefore
Three jobs have follow-up items buried in free-text notes. Two require tasks to be created manually. One safety flag almost goes unnoticed on page two of a long submission.
After
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.
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.
5:30 PMReview complete. No manual task creation, no digging through free-text. The board reflects what actually happened today.
5:30 PMBefore
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.
After
Review complete. No manual task creation, no digging through free-text. The board reflects what actually happened today.
Follow-up tasks created manually for the jobs caught. Two submissions still unread. The board gets updated tomorrow.
6:00 PMThe job where work could not be completed is already marked before anyone in the office touched it. Customer outreach scheduled for tomorrow morning.
6:00 PMBefore
Follow-up tasks created manually for the jobs caught. Two submissions still unread. The board gets updated tomorrow.
After
The job where work could not be completed is already marked before anyone in the office touched it. Customer outreach scheduled for tomorrow morning.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×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.