Smith Mechanical replaced ServiceTitan and BuildOps, and saved $200,000 in the first year.
We built one field service platform for dispatch, work orders, inventory and invoicing, for a fixed fee. Smith Mechanical owns it and can keep changing it.
The fixed-fee build paid for itself within the first year.
Year one saved $200,000. If the old fees had stayed flat, the savings would pass $1 million by year five.
| Value | |
|---|---|
| Year 1 | $200K |
| Year 2 | $400K (estimate) |
| Year 3 | $600K (estimate) |
| Year 4 | $800K (estimate) |
| Year 5 | $1M (estimate) |
Dispatch, the technician app and invoicing now run on one platform.
Dispatch and work orders
Separate views for the office and for technicians.
Technician app
Work orders, parts, customer history and sign-off on a phone.
Inventory and fleet
Part requests tracked to fulfillment, with fleet and labor time.
Invoicing and payments
Wire transfers and ACH pulls matched to the right invoice.
Client portal
Customers see their own jobs and transactions.
AI connections
AI tools get controlled access to records and workflows.
A job goes from the first call to a matched payment on one record.
Customer records connect directly to dispatch, inventory and billing.
- 01Call comes in customer record · Office
- 02Job dispatched to a technician · Office
- 03Work order on the phone · Field
- 04Part request filled, tracked · Office
- 05Customer signs off · Field
- 06Invoice from the job · Finance
- 07Payment matched · Finance
The platform had to do three hard things well.
- 01
Replace two systems cleanly
Cover everything ServiceTitan and BuildOps did, in a system Smith can change.
- 02
Work between calls
Give a technician work orders, parts, history and sign-off in one place.
- 03
Reconcile hard payments
Land every wire transfer and ACH pull on the right customer and invoice.
“This is FINALLY the conversation I wanted to have… nobody else is leveraging AI like this.”
What could come next
AI help with dispatch and with collecting payments are possible next steps. Neither is part of what we delivered.
What would you replace first?
Tell us which system costs you the most. We'll say what a replacement would take and whether we're the right team to build it.
