- (913) 213-3686
- general@heartland-workforce.com
- Kansas City
Dispatch, schedule, estimate, invoice, track commissions, manage partners, and delight customers—all from one platform.
Your command center. See everything, control everything.
The Swimlane View shows all active jobs by dispatcher, technician, or project stage. Color-coded cards indicate status (Scheduled, In Progress, Completed, Delayed). Drag-and-drop to reassign work. Filter by date, service type, region, or tech group.
When dispatchers move jobs, technicians see updates in real-time on their mobile app. Daily, weekly, and monthly views. Automatic conflict detection prevents double-bookings.
Workforce tracks technician certifications, skill levels, and proximity to job sites. Get recommendations for optimal assignment based on expertise and location.
Set service level agreements for response times and completion windows. Workforce alerts you when jobs are at risk of SLA violations.
Transparent earnings. Accurate billing. Fair commissions.
Set fixed or percentage-based commissions for individual services, materials, or product lines. Different rates for different techs or partner tiers. When refunds happen, commissions recalculate automatically.
Technicians and partners access dashboards showing total revenue, commissions earned, pending payouts, and historical performance. Full transparency builds trust.
Convert approved estimates to invoices automatically. Send payment links via SMS or email. Track payment status in real-time through Stripe integration.
Process partial or full refunds with automatic commission recalculation. Stripe API integration updates your books instantly. Complete audit trail protects you from disputes.
Timecards auto-populate from job verification codes. Techs can adjust for travel or waiting time (subject to approval). Integrates with payroll exports.
Built for technicians who work in trucks, not cubicles.
Native iOS and Android apps with offline mode. View schedules, navigate to jobs, capture photos, collect signatures, update job status, and log materials—all without wifi.
Use iPhone’s LIDAR sensor to capture accurate room dimensions and damaged areas automatically. Faster and more accurate than tape measures. Professional documentation for insurance claims.
Technicians enter verification codes at job arrival and completion. Customers receive these codes to confirm identity. Creates audit trail that protects against fraud and billing disputes.
Technicians create field estimates using pre-loaded catalogs when they discover additional work. Send via DocuSign for instant approval. Syncs automatically with dispatch.
Capture before/after photos with automatic timestamps and GPS coordinates. Organize by job phase. Share with customers through their portal.
Happy customers. Fewer phone calls. More referrals.
Customers track project status in real-time, review estimates and invoices, make secure payments, download documents, and submit feedback—all from their phone.
Customers see technician location in real-time as they approach. Accurate ETA updates. Verification codes confirm identity.
Dispatchers or techs send payment links via SMS or email. Customers pay with saved cards or ACH. Payment status updates in real-time through Stripe.
Automated reminders for estimates, unpaid invoices, or missing documentation. Customizable campaign triggers based on customer actions or inactions.
Collect customer ratings and comments after job completion. Negative feedback automatically creates support tickets with SLA timers. Positive reviews prompt for public testimonials.
Onboard faster. Manage smarter. Retain longer.
Structured onboarding for partners. Capture certifications, service categories, and coverage zones. Transparent dashboards show partners their projects, commissions, and payment status.
Track technician certifications, specializations, and skill ratings. Workforce recommends optimal job assignments based on requirements and proximity.
Partners get unique referral links and codes. Track leads they generate. Automatic commission accrual when referrals convert to paid projects.
You can’t improve what you don’t measure.
Track SLA compliance, technician productivity, dispatcher efficiency, and partner activity. Dynamic filtering by date range, service type, region, or user role.
Revenue summaries, commission reports with reconciliation, refund logs, and aging invoices. Integrated with Stripe and commission modules. Export to PDF or Excel.
Modular reporting framework. Combine any data fields, apply filters, and schedule automated delivery. Save custom reports for recurring use.
Play nice with the tools you already use.
Sync invoices, payments, and customer data automatically. No double-entry.
Process payments securely. Real-time webhook updates. ACH and card support.
Collect digital signatures on estimates and service agreements. Legally binding.
Validate addresses. Optimize routes. Track tech locations in real-time.
Connect to 5,000+ apps. Build custom workflows without code.
Full REST API for custom integrations. Developer documentation available.
Join hundreds of trades companies who’ve made the switch to smarter field service management.
Sign up for a demo and we’ll unlock the power of the the WORKFORCE Digital Toolbox built specifically for companies who want tools that just work.
You no longer need to choose productivity over profit!
