For contractors and field-service teams

Run projects and service on one record.

From the first call to the final invoice, PolarPath keeps CRM, quoting, dispatch, projects, the field, and billing on one connected record. No re-keying. Nothing slipping through the cracks.

Live sandbox, no sales callPublished pricingBuilt in CanadaFor 20 to 300-person teams
PolarPath operations overview

Field Operations OS

Most operations run blind.

Customers, quotes, jobs, and invoices live in tools that don't talk. The work exists, but no one can see the whole operation.

PolarPath CRM with sales pipeline, activity feed and push-to-invoice
CRM
PolarPath field service management with dispatch board, live map and work order queue
Dispatch
PolarPath project controls with schedule, change orders, budget and RFIs
Projects

One record

It starts with one request.

A customer enters the business and gains identity, ownership, and history. This same record will carry the work forward.

PolarPath CRM with sales pipeline, activity feed and push-to-invoice
Customer

Capture

Customer to quote, nothing re-entered.

Opportunity and commercial context stay attached to the same record from first contact.

PolarPath CRM with sales pipeline, activity feed and push-to-invoice
Quote

Two ways work moves

Project or service. One operating model.

Planned projects bring full controls. Reactive service runs on work orders and dispatch. Both stay on the same customer record.

Schedule & GanttMilestonesRFIsSubmittalsDrawingsChange ordersChange requestsDaily reportsPhoto logsIssuesBudget & costSchedule of ValuesJob costingContractsDeficiencies
PolarPath project controls with schedule, change orders, budget and RFIs
Project controls
PolarPath field service management with dispatch board, live map and work order queue
Service

Office and field

The field responds, in real time.

Updates flow both ways between office and field, on the same record.

Assignment confirmedTimestamp capturedField note addedPhoto attachedTask completed
PolarPath operations overview dashboard with the mobile field app
Field & mobile

Financial truth

Execution becomes invoice, then insight.

Completed work flows into invoicing, collection, and reporting, grounded in the original record.

PolarPath CRM with sales pipeline, activity feed and push-to-invoice
Invoice
PolarPath operations overview dashboard with the mobile field app
Reporting

PolarAI

Intelligence across the connected record.

Because the records are already connected, PolarAI understands the whole path.

Summary generatedRisk surfacedNext action identifiedDraft preparedFollow-up created
PolarAI operating layer connecting customer, dispatch, project and invoice records
PolarAI
PolarPath dashboard with the PolarAI assistant surfacing next actions
Intelligence

Lights on

Your operation, moving as one.

Every customer, quote, project, work order, invoice, and decision stays connected from first contact to final payment.

PolarPath field service management with dispatch board, live map and work order queue
Operations
PolarPath project controls with schedule, change orders, budget and RFIs
Projects
PolarAI operating layer connecting customer, dispatch, project and invoice records
PolarAI

The platform

Everything your operation runs on, in one place.

Start where it hurts. Expand when ready.

CRM & Sales

CRM & Sales

Contacts, companies, opportunities, quotes and pipeline, all on the customer record.

Explore CRM & Sales
Projects

Projects

Schedule and Gantt, RFIs, submittals, change orders, contracts, Schedule of Values and deficiencies.

Explore Projects
Service & Dispatch

Service & Dispatch

Dispatch board, work orders, recurring maintenance contracts that auto-generate visits, scheduling and assets.

Explore Service & Dispatch
Finance & Reporting

Finance & Reporting

Invoices, collections, job costing and profitability dashboards, grounded in the work.

Who it is for

Built for every role in the field.

From estimating and site supervision to ownership, crews and vendor coordination, everyone works from the same record.

General Contractors

General Contractors

Control schedules, RFIs, issues, crews and financial execution from one command center.

Owners

Owners

See progress, risk, costs and accountability, with drilldowns to the source record.

Subcontractors

Subcontractors

Coordinate field work, priorities and handoffs between office and crews in real time.

Foremen & Field Technicians

Foremen & Field Technicians

See assigned work and schedule context in one mobile-ready field workflow.

Site Supervisors

Site Supervisors

Track field progress, blockers and handoffs with clear ownership and real-time updates.

Estimators

Estimators

Build accurate estimates, manage revisions and move approved quotes into execution cleanly.

Vendors

Vendors

Health and safety compliance monitored in real time, so your team does not have to.

Sales Representatives

Sales Representatives

Run pipeline, quotes, follow-ups and direct calls with AI context on every account.

Why PolarPath

Built for teams that do both.

Most operators run planned projects and reactive service every week. One tool was never built for both, until now.

Service-only platforms

Run reactive work well, but cannot manage a real project: no schedule, RFIs, submittals or change orders.

Project-only platforms

Manage construction projects, but leave your service calls, dispatch and recurring work in another tool.

PolarPath

Runs both planned projects and reactive service on one record, from quote to cash, with AI across all of it.

All the capabilities

One platform, every workflow your operation needs.

PolarPath brings field operations, project controls, CRM, finance, and AI into one connected system, so every team works from the same record.

Operations

  • Dispatching
  • Projects
  • Gantt schedules
  • RFIs
  • Submittals
  • Change orders
  • Project issues
  • Work orders
  • Daily reports
  • Deficiencies
  • Timesheets
  • Equipment & assets
  • Vendors
  • Contracts

CRM & revenue

  • CRM
  • Opportunities
  • Quotes
  • Tickets
  • Tasks
  • Invoices
  • Collections
  • Schedule of Values
  • Job costing

Field & maps

  • Live map & routes
  • Address finding
  • Customer map
  • Direct calling
  • Mobile field app
  • Photo logs

Intelligence & integrations

  • PolarAI
  • Reporting & KPIs
  • Email tracking
  • Human Resources
  • APIs
  • Webhooks

Industries

Field operations software for every kind of work.

From construction management to field service management, PolarPath is built for teams that run planned projects, reactive service, or both.

Construction & contracting

Construction management software with schedule and Gantt, RFIs, submittals, change orders, Schedule of Values and deficiencies, from bid to closeout.

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Field services

Field service management software for dispatch, work orders, recurring maintenance contracts, assets and mobile field execution.

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Facilities operations

Preventive maintenance, asset history, vendor approvals and inspections across every site you operate.

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Manufacturing & industrial

Equipment maintenance, uptime, compliance and service calls for industrial operations teams.

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Regional service networks

Branches, regions and crews with shared standards and multi-location governance on one platform.

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Mobile operations

A mobile field app with notes and checklists, and no duplicate entry between the office and the field.

Learn more →

FAQ

Questions, answered.

What is PolarPath?

PolarPath is field operations software that connects CRM, quoting, dispatch, projects, work orders, the field, finance and AI on one connected record, built for construction and field-service teams.

Does PolarPath handle both projects and service?

Yes. Planned project work (schedule and Gantt, RFIs, submittals, change orders, Schedule of Values, deficiencies) and reactive service (dispatch, work orders, recurring maintenance contracts) run on the same customer record.

What industries does PolarPath serve?

Construction and contracting, field services, facilities operations, manufacturing and industrial, regional service networks, and mobile operations.

Does PolarPath replace my accounting software?

No. PolarPath runs your operations and pushes finance events to your accounting and BI tools, so operations and the general ledger stay in sync without double entry.

How is PolarPath different from service-only or project-only tools?

Most platforms do one or the other. PolarPath is built for teams that run both planned projects and reactive service, on one connected record from quote to cash, with AI across all of it.

Can I try PolarPath before talking to sales?

Yes. Spin up the live sandbox with no sales call, and pricing is published right on the site.

See your whole operation in one view.

Spin up the live sandbox in seconds, or book a guided demo with our team.