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Concept demonstration

Tidewater Mechanical Ops

Back-office software for a heating, cooling and plumbing company, from scheduling technicians to signed estimates.

Good for contractors and field-service teams that schedule crews, send estimates and track jobs.

What I built

  • Dispatch board with drag-and-drop scheduling and overlap warnings
  • Live map of jobs, routes and technician vans
  • Job details with status steps, checklists and assignment
  • Estimate builder with good, better and best options, price book and financing
  • Customer view of the estimate with an on-screen signature
  • Customer records with equipment age and service history
  • Reports with revenue, job mix and technician figures

One place for the day

The board, the map and the job details stay in step, so the office sees the whole day at once.

From estimate to schedule

An approved estimate becomes a job in the unassigned tray, ready to drag onto a technician.

A concept I designed and built for a fictional business. It is not client work. Prices are samples and forms don’t send anything.

Tidewater Mechanical Ops concept: a dispatch board of technicians and colored job blocksTidewater Mechanical Ops on a phone

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