Customers and sites
Keep person or business records, service sites, access notes, contacts and useful equipment history together.
Operate engine
Operate: run the work with confidence
The daily work surface for agencies that need a clear answer to what is happening, who owns the next action and what proof is still missing.
Operate is the execution layer. It makes the customer promise visible from intake through completion while preserving the history needed for follow-up, warranty and support.
Jobs and service rules
Use configurable service definitions, policy versions, checklists, skills, parts and SLA expectations without copying screens for every trade.
Dispatch and field work
Check capacity first, then assign permanent services partners or raise an IronFleet request with eligibility and acceptance history.
Evidence and verification
Combine arrival context, checklist, before/after evidence, customer confirmation and authorised exceptions into a reviewable protocol.
How the workflow connects
Each step stays visible, accountable and linked to the originating work record.
Intake
Capture the request, service version, site, time window, priority and required resources.
Schedule
Check availability, conflicts, skills, certifications and branch or service-zone scope.
Execute
Guide the field services partner through arrival, checklist, material use, evidence and customer communication.
Verify and close
Complete only after the required checks and resource events are posted, then preserve the service report.
Walk through an operating workflow
See how the operating model can be configured around your people, branches, policies and service promise.