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Case study

SimTrac

Field service, handled

Field service managementSubscriptionWeb

SimTrac is a field-service management platform for the trades — electricians, plumbers, HVAC engineers, mobile mechanics, even window cleaners — whose work happens in vans and plant rooms rather than at a desk. It runs the whole operation between the call-out and the cash: dispatch, an offline-first field app, invoicing and payments, in one system instead of three stitched-together tools. Field service, handled.

The day starts on a drag-and-drop dispatch board. Office staff schedule jobs across a day or week calendar, catch clashes before they happen, and assign the right engineer by dropping a card onto them. Every job carries its customer, site, contacts and priced line items, and each visit runs a clear en route → start → complete lifecycle that records real time on site — so everyone knows who is where and what is actually getting done.

Because engineers routinely work where there is no signal, the field app is built offline-first: start/stop, job photos, a captured customer signature and line items all keep working with no connection and sync the moment it returns. A finished job becomes an invoice in a tap; businesses record payments, take partial payments, reconcile, and connect their own Stripe for direct payouts. Quotes go out as private passwordless links customers can accept and e-sign, a per-customer portal lets clients pay invoices and book new work, and recurring invoices and service plans automate retainers and scheduled maintenance.

SimTrac is built for both UK and US operators from the ground up — billing in GBP or USD and handling VAT or sales tax, date and address formats correctly. Under the hood it is a multi-tenant React application where each business is a fully isolated account, with role-based access for owners, dispatchers and field workers, wrapped in a confident teal brand. A dedicated native mobile app and live GPS tracking are on the roadmap.

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