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Case study · ServiceGuru

Field service, made visible.

A connected workspace for scheduling jobs, coordinating technicians, managing customers, and keeping the day-to-day operation visible.

The short version

One connected operating picture for the work around every job.

Field-service teams were coordinating jobs, people, customers, and invoices across disconnected steps.

Role
We shaped the product, experience, engineering, integrations, release, and operating workflow as one joined effort.
Scope
Product direction · Experience design · Engineering · Release
Focus
Product strategy · Experience design · Full-stack engineering
Where it starts
In use↗
Where it startedThe work was spread across the day.

  1. Where it started

    The work was spread across the day.

    Jobs, people, customer context, and money each had a different place to live.

  2. The friction

    The next decision needed to be obvious.

    The experience had to show what needed attention without asking the team to translate another dashboard.

  3. The decision

    One operating flow beat more disconnected tools.

    We connected the records and actions that belong together, then kept the roles and handoffs visible.

  4. What shipped

    The system became useful in the work itself.

    Scheduling, field updates, customer history, attendance, invoices, and reports share one product surface.

  5. What changed

    The operation can see what happens next.

    ServiceGuru gives the team one working picture to operate from and a clearer base for the next release.

What changed in the product

One flow for the work around every job.

The product needed to make the whole day visible without adding more work for the people already carrying it.

Schedule

Give the office one current view of what is booked, moving, and at risk.

Dispatch

Connect technicians to the jobs, places, and customer details they need next.

Customer record

Keep the history, people, photos, and work around each customer together.

Invoice flow

Move from completed work to a clear record of what should be collected.

Relevant technical work

Built to be used, operated, and improved.

Role-based workflows
Connected operational data
Web and mobile surfaces
Release-ready operations

The finding

One connected operating picture for the work around every job.

There is more to learn in any live product. The important thing is that the team now has a clearer system to learn from.

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