Workflow implementation for field-service companies
Stop rebuilding the job between CRM, ERP, and the field.
TruePulse gives field-service teams one operating route from a won opportunity through scheduling, field execution, customer approval, and billing—without replacing the systems already running the business.
- The operating problem
- The customer, job, asset, crew, field report, approval, and invoice often live in different systems. People reconstruct the current state at every handoff.
Why work stalls
The record, owner, status, and next decision sit apart.
- CRM and quoting
- ERP and accounting
- Scheduling and dispatch
- Field reporting and inspections
- Document repositories
- Spreadsheets and email
Candidate workflows
Start where a person already knows how to judge the work.
- Won opportunity to work order
- Crew and asset readiness before dispatch
- Field-report completeness
- Customer and operations approval
- Work-order-to-invoice reconciliation
- Inspection and compliance evidence
Human control
Software prepares the case. Named people keep the decisions.
- Dispatch decides whether a job is ready to release.
- Technicians remain responsible for field observations and completion evidence.
- Operations, customers, and accounting retain their approval decisions.
Customer story
AMGAS Central
AMGAS Central reached its first working version within three days and now connects previously separate systems for selected field-service teams.
Read the AMGAS storySafeguards for your team
Know the boundaries before work begins.
- No pass, no fee
- The $5,000 validation fee becomes due only after the agreed acceptance test passes. An ambiguous result has not passed.
- No production access required for the proof
- The first build can begin with representative exports, synthetic data, or a sandbox. Live access is reviewed separately.
- No hidden definition of success
- Examples, expected results, important exceptions, and the person authorized to judge the test are agreed before the clock starts.
- No unsupervised high-impact decisions
- A named person retains consequential financial, employment, customer, legal, quality, and regulatory decisions.
- No platform replacement before proof
- TruePulse works around the systems already running the business. Replacement is not required to test one job.
- No mystery at the end
- The final review shows what passed, what failed, known limitations, and what a production rollout would require.
One job. One test. Three days.