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Field Operations Infrastructure

Enterprise CPQ & Field Service Management for specialty trade contractors

Streamline commercial quoting, automate labour-hour calculations, and synchronise field dispatches with hardware-aware integrations.

SOC 2 Type II aligned · PIPEDA compliant · AWS ca-central-1 tenant isolation · SAML 2.0 single sign-on

Reference configuration

96.00" W × 120.00" D

Margin locked
Tube
94.75"
Hembar
95.00"
Fabric
94.50"

Wholesale

$642.10 CAD

Retail

$1,284.20 CAD
  • 4 min

    Average quote turnaround

    Down from a 6.2-hour manual baseline across commercial trade operations.

  • 41 km

    Saved per van per day

    Route optimisation against time windows, skills, and traffic profile.

  • 99.95%

    Platform uptime

    Trailing 90 days, measured at the API edge in ca-central-1.

  • 50.0%

    Margin floor per line

    Enforced by the engine at the line, the quote, and the approval workflow.

Parametric quoting

The cut list and the price come off the same record.

An estimator enters a finished width and a finished drop. The engine derives the tube, hembar, and fabric cut sizes, prices every line against the rate card, and grosses the total up to the margin floor. There is nowhere left to mistype a deduction.

  • Tube cut at width − 1.25"
  • Hembar cut at width − 1.00"
  • Fabric cut at width − 1.50", drop + 4.00" wrap
Open the full sandbox

Solar Screen 3% — Charcoal

LI-ION RTS tubular · 3% openness

81.375 ft²

Itemised cost breakdown for the reference configuration
LineBasisCost
Solar Screen 3% — Charcoal81.375 ft² × $3.18/ft²$258.77
Aluminum tube94.75" × $0.60/in$56.85
Extruded hembar95.00" × $0.40/in$38.00
Aluminum surcharge$94.85 × 3.5%$3.32
Fabrication labour1 unit × $55.20$55.20
LI-ION RTS tubularSomfy RTS 433.42 MHz · 6 Nm$189.00
Fascia cassette96.00" × $0.30/in$28.80
Bracket & fixings set1 set per unit$12.16

Wholesale

$642.10 CAD

Retail at the margin floor

$1,284.20 CAD

CPQ Live Calculator Sandbox

Adjust dimensions to calculate hardware cuts from the production rate card.

96"
120"
50%

Calculated Hardware Cut List

Move the sliders and select Calculate Quote to generate custom cut specs.

Wholesale Cost—
Retail Quote Price—

One platform, three surfaces

Sell it, schedule it, and commission it from one record.

  • Configure · Price · Quote

    CPQ Engine

    Every deduction, every rate, every margin rule lives in one engine. Your estimator picks dimensions; the platform derives the cut list and the price.

    • Tube, hembar, and fabric cut sizes derived from finished width — never re-typed.
    • Line-level rounding so the printed breakdown reconciles to the printed total.
    • Margin floor enforced at the line, the quote, and the approval workflow.
    Open the CPQ sandbox

  • Dispatch · Route · Complete

    FMS Dispatch

    One board for every van, every skill tag, and every minute. Assign work to the technician who is certified for it and closest to it.

    • Skill and certification matching, with lapsed certs auto-excluded from dispatch.
    • Route optimisation against time windows, van inventory, and overtime ceilings.
    • Completion pushes parts consumed straight into a draft invoice.
    See the dispatch board

  • Provision · Commission · Monitor

    Smart Tech & IoT

    Motorised hardware is provisioned from the same record that priced it, then monitored from the tube up into the building stack.

    • Motor addresses and scene bindings generated from the quote configuration.
    • KNX and DALI group-address exports produced at commissioning sign-off.
    • Battery, torque, and cycle telemetry surfaced as preventive service tickets.
    Review the IoT layer

Built for the whole operation

Three people have to agree. Here is what each of them gets.

  • Business owners

    Measured on

    Margin, cash conversion, and knowing which branch is actually profitable.

    You find out a job lost money when the final invoice reconciles, which is somewhere between six weeks and never.

    • A margin floor enforced by the engine rather than by asking people to be careful.
    • Every discount below the floor routed for approval and written to an audit trail with the requested price, the approved price, and who signed it.
    • Quote-to-cash on one record, so the number on the proposal is the number that reaches the ledger.

  • Estimators

    Measured on

    Turning drawings and schedules into priced, defensible quotes before the bid closes.

    The spreadsheet works, you inherited it, and you are the only person who knows which cells not to touch.

    • Takeoff imported from a schedule, with every opening priced by the same engine instead of a copied row.
    • Deductions, allowances, and labour hours calculated once, in one place, versioned when they change.
    • Roll-width and specification conflicts raised inline before the quote is issued, not at the bench.

  • Field operations

    Measured on

    Getting the certified crew, the right stock, and the right paperwork to the right site.

    Half the day is spent rebuilding a plan around one cancellation and a certificate that expired on Friday.

    • Certification lapses excluded from assignment automatically, so an uninsured van cannot be dispatched by accident.
    • Road-adjusted drive times and van stock checked against the day plan before the board is committed.
    • Close-out captured on the device — photos, parts, signature — and queued offline until signal returns.

Configured for six field-service trades

Window CoveringsElectricalLow-Voltage & AVHVAC ControlsBuilding AutomationCommercial GlazingWindow CoveringsElectricalLow-Voltage & AVHVAC ControlsBuilding AutomationCommercial Glazing

Integrations

Your ledger, your hardware, your messaging — already wired.

Invoices post to the accounting system you already run. Motors provision against the protocol the specification called for. Nothing needs a middleware project.

  • Stripe

    Billing

    Subscriptions, invoices, PAD and EFT settlement.

  • QuickBooks

    Accounting

    Progress-billing invoices posted per job, with holdback and HST mapped to the line, not the total.

  • Xero

    Accounting

    Two-way chart-of-accounts reconciliation.

  • Sage 300 CRE

    ERP

    Job cost, commitments, and change orders — Sage stays authoritative once a CO is executed.

  • Twilio

    Messaging

    Outbound technician-ETA SMS with STOP handling.

  • Somfy

    Hardware

    RTS and Zigbee motor provisioning generated from the quote — channel, limits, and group written before the van loads.

  • Lutron

    Hardware

    Sivoia QS and Athena scene binding.

  • DALI Alliance

    Hardware

    Certification status checked against the product registry, so a spec cannot quote a driver that is only version-1 registered.

  • KNX

    Hardware

    Group-address export for commissioning.

  • Google Maps Platform

    Geo

    Distance matrix and traffic-profiled routing.

  • Salesforce

    Workspace

    Opportunity and quote records kept in step without a middleware project.

  • Slack

    Workspace

    Job escalations routed to the dispatch channel.

Built for commercial trade operators

Electrical, mechanical, glazing, industrial, and everything a general contractor has to co-ordinate between them.

  • Apex Commercial

    Commercial Electrical

    24 field techs

  • Vanguard Mechanical

    Mechanical & HVAC

    35 field techs

  • Metro Trade

    Multi-Trade General

    48 field techs

  • Ontario Shading

    Architectural Shading & Glazing

    18 field techs

  • Trillium Industrial

    Industrial Services

    41 field techs

Benchmark metrics and deployment summaries are modelled from platform engine behaviour across representative North American commercial trade operations.

Deployment scenarios

Two operations, written up end to end.

Benchmark metrics and deployment summaries are modelled from platform engine behaviour across representative North American commercial trade operations.

  • Apex Commercial Electrical Contractors

    Commercial Electrical · Mississauga, Ontario

    How Apex took commercial CPQ turnaround from four days to fifteen minutes on $1.2M of bids

    Before

    Every commercial bid went through one estimator with a spreadsheet, a supplier price list, and a calculator. Four working days was the median, the margin on a job was whatever survived the arithmetic, and two estimators pricing the same scope did not agree.

    What changed

    The price book, deduction tables, and labour tiers moved into the configurator, with the margin floor enforced at the line rather than checked at the end. Approvals route on threshold, and every change to a rate versions the book and stamps who made it.

    Median quote turnaround
    15 minutes
    Down from four working days, measured across 118 commercial bids in a month.
    Bid volume priced
    $1.2M
    Issued through the configurator in the first full quarter after cutover.
    Margin variance between estimators
    0 pts
    The floor is the same object for everybody, so it cannot be estimated around.
    Run the same engine

  • Vanguard Mechanical & HVAC Group

    Mechanical & HVAC · Hamilton, Ontario

    Vanguard Mechanical holds 98% technician utilisation across 35 field units

    Before

    Dispatch ran off a whiteboard and a phone. Skill matching was whoever the dispatcher remembered, travel between calls was unpriced, and completed work sat uninvoiced for weeks because nobody owned the gap between done and billed.

    What changed

    Work orders carry the skills they require and the board only offers crews that hold them. Routing sequences against time windows instead of postal code, and `completed` and `invoiced` are separate columns — so the unbilled backlog is a number somebody looks at every morning rather than a surprise at month end.

    Technician utilisation
    98%
    Across 35 field units, sustained rather than peak.
    Completed but uninvoiced
    −$18.7K
    The backlog that used to be discovered at month end, now a board column.
    Second visits from skill mismatch
    Eliminated
    A crew without the certification is not offered the job in the first place.
    Open the dispatch board

Trust

Canadian data residency, and a control set you can audit.

Customer data is stored and processed in AWS ca-central-1, active-active across availability zones in the same region. The SOC 2 Type II observation window runs 1 March 2026 – 30 November 2026; the control descriptions, subprocessor list, and PIPEDA statement are published in full before the report lands.

Read the security posture

  • Encryption

    TLS 1.3 in transit, AES-256 at rest, with per-tenant key separation.

  • Access control

    SSO via SAML 2.0 and SCIM provisioning on Enterprise, role-scoped throughout.

  • Audit trail

    Every margin override, rate change, and dispatch reassignment is attributed.

  • Availability

    Multi-AZ with a 15-minute RPO and a documented 4-hour RTO.

See your numbers before you commit.

Model the annual benefit against your technician count, quote volume, and admin load. Then book 20 minutes and we will run your real elevations through the engine.

Run the ROI modelView pricingBook a demo