FIELD SERVICE
From a field visit to an office-ready record.
A connected interface for identification, customer intake, orders, estimates and an accounting handoff.
Demonstration · sample dataExplore the workflowFOR CONTRACTORS / $2M+ ANNUAL REVENUE
Find the office work hiding behind every job update.
Follow job information from the field to the office. Get a practical roadmap for reducing repeated entry, chasing and avoidable delays.
Request a diagnostic fit callOur first five accepted businesses receive the full diagnostic free. Subject to fit and availability.
AGENTIVE / FIELD NOTES01—03
Before we build,
we follow the work.
01
Map the handoff
People · systems · decisions
02
Find the friction
Repeated entry · chasing · delays
03
Choose the first build
Priority · owner · success measure
YOUR OUTPUT A practical implementation roadmap.
Illustrative process. Your priorities come from your diagnostic.POSSIBLE STARTING POINTS
Follow a real example.
Field-to-office updates
Follow site notes, photos and job status to the official job record.
Estimating and follow-up
Find repeated entry, missing details and decisions waiting for an owner.
Invoice preparation
Identify the records and approvals needed before an invoice can be prepared.
We agree your three workflows before starting. Existing software, permitted access and human approvals shape the recommendation.
THE ENGAGEMENT
Understand the work.
Then improve it.
A clear sequence from the first conversation to a system your team can use.
01
Check the fit
A free 30-minute conversation with Guy about your operation and a workflow worth examining.
02
Run the diagnostic
One owner interview, one staff interview and a review of up to three agreed workflows.
03
Get your roadmap
Priorities, system dependencies, the first proposed milestone and measures of success.
04
Build and improve
Choose optional monthly implementation with an agreed workstream, testing and optimization.
FOUNDING DIAGNOSTIC PROGRAM
A clear plan.
Before the first build.
Our first five accepted businesses receive the full diagnostic free. Five places total across storage and construction, subject to fit and availability.
Discuss your diagnosticA free fit call starts the conversation. Booking does not reserve a place.WHAT YOU RECEIVE
- Review of up to three workflows
- One owner interview
- One staff interview
- Written implementation roadmap
- A readout and recommended first milestone
$999Standard diagnostic price.
Free for the first five accepted businesses.
Free for the first five accepted businesses.
The standard diagnostic is $999, credited once to your first implementation invoice if you hire us to build. Implementation is optional.
WORK YOU CAN INSPECT
See the kind of systems we build.
MULTI-FACILITY REPORTING
See which reports need a second look.
A consolidated reporting interface that keeps facilities, operator groups and missing information in view.
Demonstration · sample dataExplore the workflow
SELF-STORAGE OPERATIONS
Give operational work a place to land.
An operations interface organized around facility information, tasks and human review.
Demonstration · sample dataExplore the workflowA FEW PRACTICAL QUESTIONS
Know what
comes next.
Will we need to replace our software?
We start with the tools you already use. We check available features, integrations, API documentation and your access before recommending a build.
Does the diagnostic include building three automations?
It includes analysis and a written roadmap for up to three workflows. Production implementation is a separate engagement.
What happens after the roadmap?
You can use it with your own team or ask us to implement. Ongoing building and optimization is $1,000–$1,500 per month with agreed scope and delivery capacity. Larger projects may require a separate scope; software and usage costs are separate.
How does the $999 credit work?
A paid diagnostic is credited once against your first implementation invoice. A $1,500 invoice would have $501 remaining. A free founding diagnostic does not create a $999 credit.
How long does it take?
We confirm the schedule before starting. The proposed delivery window is five to seven business days after both interviews and the requested inputs are complete.
Is a free place guaranteed when I book?
No. The first five accepted businesses across both industries receive the full diagnostic free. A place is confirmed after we agree fit, scope and interview availability. No implementation purchase is required.
START WITH ONE WORKFLOW
What does your team
keep having to chase?
Bring one example. We will help you decide whether a diagnostic is the right next step.
Book a free fit call30 minutes with Guy Javarone. No implementation commitment.