For HVAC · Plumbing · Construction · Restoration

Close the gap between the field and the office.

Field crews are doing the work. Office staff are still living in spreadsheets, paper tickets, and three different apps that don't talk to each other. We close the gap with software built around your actual workflow, in two-week sprints, with the same senior team for the long haul.

JOB TICKET #4821
LIVE
Customer
Riverside HVAC Systems
Type
AC Unit Replacement
Tech
Miguel R.
Location
Houston, TX
  • Job Created

    Mon 8:02 AM

  • Tech Dispatched

    Mon 8:15 AM

  • On Site — Work Complete

    Mon 11:43 AM

  • Data Entry — Office

    Wed 2:30 PM

  • Invoice Sent

    Fri 4:15 PM

Chief Solutions Inc. | Houston, TX | Active Engagement

THE FIELD-TO-OFFICE GAP

Your team is doing the work.
The software isn't.

Data Entry

You bought the software. The paperwork didn't go away.

Techs finish a job, fill a form, hand it to dispatch. Dispatch retypes it into ServiceTitan. Then into QuickBooks. Then into a spreadsheet management actually trusts. Three systems, one job, all manual. The software covered the easy 70%. You're still running the hard 30% on paper.

Billing

Invoices wait on whoever is slowest.

Even when the data moves, it moves on the slowest person's schedule. Job completes Monday. Photos get uploaded Tuesday. Parts get reconciled Wednesday. Invoice goes out Friday. By the time you get paid, you've fronted three weeks of labor and materials. Every job. Every week. Forever, until something breaks.

Visibility

The customer knows more about the job than you do.

And the owner sees none of this in real time. Dispatch thinks the job is done. The tech is still on-site. The customer already called the office about a follow-up. The owner pulls a report on Friday and the numbers don't match what he saw in the field on Tuesday. Three people. Three versions. Same business.

WHAT WE BUILD

The workflow lives between the tools,
not inside them.

We build what ServiceTitan, Jobber, and QuickBooks don't.

Field-to-Office Connectors

The bridge between your techs tablets and the systems your office already uses. No rip-and-replace. We connect what you have.

  • ServiceTitan, Housecall Pro, and Jobber extensions
  • QuickBooks and Sage syncs that actually reconcile
  • Photo, signature, and form capture that auto-routes
  • Offline-first mobile for spotty job-site service

Operations Dashboards

One view for owners and ops managers. Real-time job status, revenue per truck, tech utilization, aging invoices pulled from every system you already run.

  • Live dispatch and job-status views
  • Revenue, margin, and utilization by tech and crew
  • Aging AR that flags invoices before they go late
  • Daily owner digest delivered by email or Slack

Workflow Automation

The small repetitive work that eats your office team alive. Quote follow-ups, parts reordering, permit tracking, customer confirmations, all running on their own.

  • Automated quote and invoice follow-up sequences
  • Parts and inventory reorder triggers
  • Customer confirmations via SMS and email
  • Permit and compliance tracking with reminders

Custom Customer Portals

For commercial and recurring customers who want self-service. Branded, integrated with your systems, and built to reduce inbound calls to your office.

  • Service history and open work-order visibility
  • Self-service scheduling for recurring maintenance
  • Invoice, payment, and document access
  • White-labeled to match your brand
HOW IT WORKS

Three phases. First code in 2 weeks. You own everything.

Phase01

Discovery (2 weeks)

We map your actual workflows, not the ones on the org chart. Two weeks with your dispatch, techs, and office team. Output: a documented workflow hub and a prioritized build roadmap you own, regardless of whether we continue together.

Documented workflow roadmap in 2 weeks
Phase02

Build (8 to 16 weeks)

A dedicated nearshore team of senior LATAM engineers builds in two-week sprints. You see working software every two weeks. No offshore waterfall. No handoffs to different engineers every quarter.

Working software every two weeks
Phase03

Manage (Ongoing)

We do not disappear at launch. The same team that built your software runs it, handling uptime, new features, integrations, and the workflow changes that come with growth.

Same team, ongoing partnership
PROOF

Real clients. Active engagements.

Active Engagement

A 90-person sewer inspection contractor in Houston, TX

We mapped their real workflows, built the software to replace the manual layer, and now run it with their team as the business scales.

Hundreds of recovered hours per month, in 11 weeks. Then ongoing.

Phase 01 Discovered

Found 13 hours per week lost to duplicate data entry across field and office teams.

Phase 02 Built

Built dispatch-to-invoice automation in 11 weeks. Billing went from a 10-day delay to same-day.

Phase 03 Managing

Managing 3 ongoing integrations as the operation scales. Same team, no handoffs.

WHY NEARSHORE

Senior-only. Same hours. Half the cost.

Offshore means 12-hour handoffs and junior dev teams rotating through your project. Onshore means $200K plus per engineer and six months to hire. Nearshore LATAM done right gives you senior engineers, your working hours, and teams that stay on your project for the long haul.

Dedicated, not rotating

The same engineers stay on your project. They learn your business, your systems, your team. No quarterly handoffs to strangers.

Same-day, same-timezone collaboration

No midnight Slack threads. Your engineers work the same hours your office works, Central, Eastern, Mountain, or Pacific.

Senior engineers only

Average 7 plus years of production experience. No bootcamp grads learning on your time. Every engineer is vetted for technical depth and English fluency.

3x faster at a fraction of onshore cost

Our nearshore model lets operators ship custom software at the economics off-the-shelf tools normally justify, without the rigidity.

GET STARTED

Tell us what is breaking. We will tell you if we can fix it.

A 30-minute call with a senior engineer and a principal, not a sales rep. We will walk through your current stack, the field-to-office gaps eating your margin, and whether a build makes sense for you.

  • No slide decks. We will whiteboard your workflow live.
  • If we are not the right fit, we will say so and point you to what is.
  • If it is a fit, you will have a written scope and price in 5 business days.
  • We do not publish pricing because every operation is different. After the discovery call, you will have a written scope and a fixed price within 5 business days.

Book a Discovery Call

Or email us directly at hello@alliedstack.com

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