Open API and webhook architecture
Event-driven automations so actions in one workflow trigger updates across the stack.
DISPATCH • WORK ORDERS • ASSETS • MAPS • SERVICE FINANCE • AUTOMATION
Run every field workflow from one premium operating system.
PolarPath Service Management combines dispatching, customer workflow, workforce visibility, assets, maps, finance, and automation into a single command center. It’s built for teams replacing fragmented stacks and needing speed, traceability, and clean lead‑to‑cash continuity.
Dispatch teams
Service managers
Field crews
Ops leadership
Finance
One
data layer
Dispatch, CRM, workforce, maps, assets, and finance stay connected by design.
SLA
driven routing
Prioritize and rebalance work with live visibility into response performance.
Lead
to cash
Quotes, jobs, invoices, and payments stay linked so finance visibility is reliable.
Service modules that cover the full lifecycle
Every surface is designed for field execution: dispatch decisions, workflow continuity, assets, map intelligence, and finance visibility—without losing context.
Run the day with a true command board.
Assign crews, rebalance workloads, enforce SLAs, and keep every dispatch action tied to the job record for total operational traceability.
- Real-time command dashboard for bottlenecks and execution health
- Dispatching board built for active field operations
- Work order lifecycle with timestamps, logs, and audit trails
From request → execution without handoff loss.
Convert approved quotes into work orders, route tickets with ownership, and run task workflows with follow‑up rules. Customer context stays attached across the entire service motion.
- Quote-to-work-order handoff with scope history intact
- Tickets intake & routing with escalation visibility
- Tasks with automation so work doesn’t stall
Call intelligence and AI guidance, embedded in workflows.
Launch calls from records. Store recordings and transcripts. Capture AI summaries that become instant next actions— attached to the customer and job context.
- Direct calling from records with call logs preserved
- Transcription + AI summaries inside activity history
- PolarAI guidance across dispatch, tickets, CRM, and finance
Assets, vendors, and workforce tied to real capacity.
Keep equipment readiness, inspections, vendor context, and labor data linked to jobs so planning and profitability stay grounded in reality.
- Equipment management with readiness, QR check‑in, inspection history
- Preventive maintenance to reduce downtime and surprises
- Timesheets tied to operations for cleaner cost analysis
Profitability control from field execution to cash collection.
Monitor invoices, open balances, collections, and service profitability with drilldowns that remain linked to jobs and customer records.
- Service finance workspace for invoices, balances, payables, profitability
- Lead-to-cash continuity across lead → quote → job → invoice → payment
- Realtime KPI alerts and scorecards for performance visibility
Territory intelligence for coverage and response speed.
Visualize customer density, territories, and clusters. Use location context to optimize dispatch decisions and regional planning— with account-level filtering.
- Customer map operations with territories, density, and filters
- Regional overlays + clustering for coverage optimization
- Mobile access so field and office share the same context
Operations Flow Simulator
Click the flow. Notice what stays consistent: ownership, timestamps, communication context, and the customer/job record.
Service record
Audit-ready
Intake
Just now
Ticket created → owner assigned
Scope notes and customer context captured in one record.
Automation
Instant
Follow-up task generated
Due date and priority enforce momentum before scheduling.
API and integration capabilities approved for marketing
Event-driven automation, telephony workflows, realtime reporting, mapping intelligence, and finance continuity—built into the platform.
Telephony endpoints
Direct calling, recordings, and callbacks through API-connected telephony workflows.
Realtime and reporting endpoints
Stream dashboard updates and export-ready reporting for ops and leadership visibility.
Customer coordinate sync APIs
Sync live coordinates for markers, territory context, and coverage intelligence.
Canada Post API address validation
Autocomplete and validated address capture during lead, quote, and job intake.
Google OAuth connectors
Gmail send workflows and Calendar sync linked to customer and job records.
QuickBooks-ready connection
Position accounting sync for service-finance continuity and reconciliation readiness.
Email activity tracking integration
Email history synchronized across customer records for complete communication visibility.
Platform visual tour
Live product surfaces used by service teams across dispatch, dashboards, maps, assets, and finance.
FAQ
What teams ask when they’re replacing a field-service stack.
Is this a dispatch tool or a full field-service platform?
It’s a full service operating system: intake, quotes, tickets, dispatch, work orders, assets, maps, reporting, and service finance—connected by one record model.
How do you keep handoffs clean between dispatch, field, and finance?
Work order lifecycle, timestamps, communication context, and invoice linkage all stay attached to the job and customer record—so downstream teams don’t rebuild context.
Can we automate routing, reporting, and communication workflows?
Yes. APIs, webhooks, telephony endpoints, reporting streams, and OAuth connectors are positioned for automation and integrations across your stack.
Want fewer handoffs, faster dispatch, and cleaner profitability control?
In a walkthrough, we’ll map your service motion and show how PolarPath connects daily execution to executive visibility.