TMINavigation
Home
About
Field Notes
The Audit
Industries
HVAC
Roofing
Construction
Field Service
Plumbing
We delete the software you do not use, connect what is left, and install the systems and AI that run dispatch, invoicing, work orders, and revenue capture. In 30 days your operation runs on systems, not on you. You own it.
Not six point tools bolted together. One operating system that runs every lane, from the first call to collected cash, built for how field service actually runs.
Every call, web form, and text gets answered and logged the moment it lands, day or night. No missed call goes to a competitor and no lead sits in a voicemail box until morning.
The customer gets a priced quote on the spot, built from your rate book and the job details captured at intake. No callback, no waiting on the office to type it up.
Open quotes get chased automatically until the customer books or says no. The estimates that used to die in an inbox turn into scheduled work.
Reads each job, matches it against tech skills, certs, location, and availability, then assigns and routes automatically. Standard work needs no dispatcher call and emergencies escalate on rules you set.
Techs get the full work order on their phone, update it as the job moves, and close it with photos and notes attached. Nothing waits in a pocket to be entered later.
Tracks parts and stock on every truck and bills consumables straight to the job they came off. You stop losing margin to material that walked off the van and never hit an invoice.
When a tech marks a job complete, the invoice builds itself from the work order, parts, labor, and add-ons, and goes out with a payment link. The nine-day cycle drops to same-day.
Every job shows true cost against revenue, broken out by technician and job type. You see which techs and which work actually make money instead of guessing at month-end.
Deposits get collected up front and open balances get chased automatically until they clear. Cash comes in on schedule instead of aging out in a receivables pile.
Recurring maintenance contracts get tracked, scheduled, and renewed on time, with the work auto-generated when it comes due. Recurring revenue stops slipping through the cracks.
Monitors licenses, certifications, and insurance for every tech and alerts before anything lapses. Dispatch routes only qualified techs to jobs that require a specific credential.
Every lane, from intake to collected cash, on one live screen. The owner sees the whole operation at a glance instead of stitching it together from six tools.
ServiceTitan, Jobber, and HouseCall Pro are platforms you buy and run. TMI is a system we build and install for you.
| Capability | TMI | ServiceTitan | Jobber | HouseCall Pro |
|---|---|---|---|---|
| Done-for-you installation | Yes | No | No | No |
| Autonomous dispatch (skills-aware) | Yes | Assisted | Basic | Basic |
| Revenue leakage detection | Yes | No | No | No |
| Same-day invoice at job close | Yes | Manual trigger | Manual trigger | Manual trigger |
| Multi-trade operation support | Yes | Yes | Limited | Limited |
| Custom build to your operation | Yes | No | No | No |
| Compliance and cert tracking | Yes | Add-on | No | No |
| Unified operations view | Yes | Partial | Partial | Partial |
TMI maps your current operation - dispatch process, billing cycle, work order flow, revenue leakage points. Identifies the highest-value automation opportunities and builds a custom system plan. It applies toward the full build.
TMI engineers build your dispatch logic, invoice workflows, work order rules, and leakage detection around your service types, your tech certifications, and your customer base. Nothing generic. Nothing off the shelf.
We install the system, connect your existing tools, migrate your customer and job data, and run it live. Your team gets trained. You get a system that runs the operation - not a platform to manage on top of your actual work.
The most impactful systems for field service are autonomous dispatch, same-day invoicing triggered at job close, and revenue leakage detection that catches unbilled parts and labor. Together these typically recover 5-15% of field revenue that currently goes uncollected.
Autonomous dispatch reads incoming job requests, matches them against technician skills, certifications, current location, and availability, then assigns and routes automatically. Techs receive job details on their phone. No dispatcher phone calls required for standard work orders. Emergency and priority jobs follow escalation rules you define.
Revenue leakage detection compares what was used on a job - parts, labor hours, travel time, consumables - against what was actually invoiced. It surfaces jobs where items were used but not billed, flags patterns by tech or job type, and triggers correction workflows. Most field service companies lose 5-15% of revenue this way.
When a tech marks a job complete in the field, the invoice generates automatically from the work order - parts, labor, and any add-ons - and sends to the customer with a payment link. The 9-day average invoice cycle compresses to same-day. Most companies collecting this way see faster payment and fewer disputes.
ServiceTitan is a field service management platform you buy, configure, and run yourself. TMI is a done-for-you build - we design, build, and install the system around your operation. You don't learn software. You get a system that runs your business.
Start with the Complete Audit. That process determines whether the build economics make sense for your size. Most field service companies with 5 or more technicians recover the build cost within the first quarter from reduced admin overhead and recovered unbilled revenue alone.
Most field service operations are live on core systems within 4-8 weeks. Timeline depends on the number of integrations you're running and the complexity of your dispatch rules. The Audit establishes the exact scope and schedule.
Yes. Multi-trade operations get dispatch logic that routes by trade certification and skill level across all service lines. Job costing and invoicing work across all trade types. The system handles HVAC, plumbing, electrical, and other trades in one unified operation.
TMI connects your scheduling, dispatch, invoicing, customer records, accounting software, and any existing field service tools you're running. The goal is a single operational view - not another separate dashboard to check.
The compliance and crew tracking system monitors certifications, licenses, and insurance requirements for every technician. Expiring credentials trigger alerts before they create liability. Dispatch automatically routes only compliant techs to jobs that require specific certifications.
Start with The Audit. Map the operation, find where revenue is leaking, and build the system that runs the whole thing automatically.
Book Complete Audit →