What PolarPath offers

Everything your company runs,in one connected system.

Projects, service, CRM, contracts, people, finance, reporting, automation and AI, connected around the same work.

Apply for a guided rollout Explore the live product
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.

Explore CRM and sales
  • 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
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.

Explore project management
  • 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
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.

Explore service management
  • 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
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.

Explore the connected platform
  • 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
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.

Explore human resources
  • 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
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.

Explore integrations and automation
  • 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

See it on your own workflow.

Bring one broken handoff to a guided fit review and watch the record move through every area above.

Apply for a guided rollout