Project software
Schedules, RFIs, submittals, field reports, changes, and closeout
What PolarPath offers
Everything your company can run. One connected operating system.
CRM, quoting, projects, service, contracts, people, finance, reporting, and AI work from the same records.
ONE RECORDCustomer · work · people · money
01Sales and CRM02Projects and construction03Service and dispatch04Contracts and finance05Human resources06Reporting, automation, and AIThe complete picture
A person should not need a sales call to understand what the product does.
Choose an area below and see the real work PolarPath is built to handle. Every area shares the same customer, project, workforce, and financial context.
01 / Sales and CRM
Know the customer before the work starts.
Keep every company, person, site, conversation, opportunity, and quote in the record that operations will use later.
What you can do
- Company and customer accounts
- People, contacts, sites, and custom fields
- Opportunity pipeline and forecasts
- Calls, emails, meetings, notes, and activity history
- Follow up tasks and ownership
- Estimates, quotes, assemblies, and proposals
- PDF delivery, approvals, and signatures
- Directory cleanup, maps, and business card capture
- Marketing segments, campaigns, and response tracking
02 / Projects and construction
Control the plan, the field record, and every change.
Run the full project workspace from schedule and document control through field reporting, commercial changes, and closeout.
What you can do
- Gantt schedules, tasks, milestones, and dependencies
- RFIs with owners, due dates, and impact tracking
- Issues, deficiencies, and corrective work
- Submittals, review routes, revisions, and approvals
- Drawings, documents, permits, and photo logs
- Daily field reports, visitor logs, inspections, and site evidence
- Change requests and change orders
- Schedule of values, costs, and profitability context
- Project dashboards, exports, and closeout records
03 / Service and dispatch
Turn every request into scheduled, owned field work.
Give dispatchers and technicians the same customer, asset, priority, promise, and work history from intake through completion.
What you can do
- Ticket and service request intake
- Dispatch board and assignment planning
- Work orders, priorities, statuses, and checklists
- Technician mobile access and field updates
- Customer, site, contact, and asset history
- Timers, labor, expenses, materials, and attachments
- Inspection forms, photos, signatures, and PDFs
- Equipment records, QR access, and service history
- Work order billing preparation and invoice creation
04 / Contracts and finance
Make the agreement create the work and the billing trail.
Connect accepted scope to recurring visits, work orders, invoices, collections, and a clear view of operational profitability.
What you can do
- Service agreements and contract records
- Assets, services, scope, and contract documents
- Planned maintenance calendars and visit schedules
- Automatic work order creation from recurring plans
- Billing schedules and equal invoice plans
- Quote and invoice creation from the contract
- Invoice editing, PDF delivery, and receipts
- Customer statements, aging, and collections
- Payables, vendor context, job costs, and reports
05 / Human resources
Run the employee journey beside the work it supports.
Manage people, readiness, recruiting, training, compliance, safety, time, and performance without isolating HR from operations.
What you can do
- Employee profiles, directory, departments, and org chart
- Recruitment, vacancies, job postings, and branded job board
- Applicant tracking, screening, and interviews
- Onboarding, offboarding, documents, and signatures
- Time off, approvals, time clock, and timesheets
- Training programs, assignments, automatic rules, and reports
- Compliance tracking, evidence packs, and safety certifications
- Health and safety records and toolbox talks
- Performance reviews, goals, feedback, and surveys
06 / Reporting, automation, and AI
See what is happening and move the next action forward.
Turn the information already inside PolarPath into useful dashboards, reports, reminders, drafts, and cross team actions.
What you can do
- Configurable dashboards and drilldowns
- Operational, financial, workforce, and safety reports
- Exports, scheduled reporting, and shared views
- PolarAI summaries, drafting, and guided actions
- AI assisted quoting and applicant scoring
- Workflow reminders and scheduled jobs
- Email, calendar, telephony, and campaign connections
- Accounting, storage, mapping, weather, and OCR integrations
- Templates, permissions, custom fields, and tenant settings
One platform, not a software pile
Built to replace the gaps between separate systems.
PolarPath competes across categories that are normally sold separately. The work often split across tools like Procore, ServiceTitan, BambooHR, Humi, and a separate CRM can live in one continuous operating record.
Service software
Dispatch, work orders, recurring service, technicians, and assets
HR software
Profiles, ATS, onboarding, training, compliance, safety, and time
CRM and reporting
Customers, pipeline, quotes, activities, dashboards, and follow up
The point is not four products hidden behind one login. It is one customer, one workforce, one work record, and one financial trail.
See your operation in it