Software for field service businesses
The Operating System for Your Field Service Business.
An all-in-one operational platform for trades, installers and service engineers. AI built across the whole system.
Where the Job Slips and the Cash Waits.
Most field service businesses do the technical work well. The problems are in the gaps between the jobs, where one stage hands off to the next and something falls down the crack. Those gaps are where the money leaks.
Enquiries go quiet because follow-up lives in someone's inbox, not a tracked pipeline.
Quotes take too long to get out. Pricing is built in a spreadsheet, not inside the job.
Jobs are scheduled but the crew leaves without the full picture. The office and the field are on different versions.
Photos, compliance sign-offs and method statements are chased down after the visit, not captured on site.
Completion packs and certificates get rebuilt from scratch every time, if they go out at all.
Invoicing waits on the paperwork pile instead of closing when the job closes.
Job Management Software and Everything Around It.
Most people come looking for job management software. Something to schedule the work and mark it done. Kakion does that. It also does the part before the job and the part after. The enquiry, the survey, the quote, the invoice and the customer you keep for next time.
A job does not start when it hits the schedule. It starts when the enquiry lands and it does not end when the van leaves. If your job management sits in one tool and your quoting and compliance sit in others, the job is only half managed. The gaps between the tools are where the money leaks.
Kakion runs the whole thing in one system. The job is managed from the first call to the paid invoice and nothing gets re-keyed on the way.
One Platform for the Whole Job.
Not a CRM bolted onto a job management tool bolted onto an invoicing system. One operational platform that runs the whole cycle from first enquiry through to certified completion and aftercare. Built on a proven system, configured for how field service businesses actually work.
"We do not fit your business to the software. We fit the software to your business."
- CRM in one app, quoting in a spreadsheet
- Compliance tracked separately or not at all
- Engineers calling the office mid-job for missing details
- Completion packs rebuilt manually every time
- Invoicing from a separate tool, chased by hand
- Enquiry, survey, quote and schedule in one flow
- Compliance gates built into the job, not done until it is done
- Field crew equipped on their phones before they leave
- Completion certificates generated from the job data
- Invoicing closed from the job record, chasing itself
Win the Survey, Win the Job.
From first enquiry to signed proposal in one flow. Nothing re-keyed and nothing falling between tools.
- Every enquiry in one CRM. Leads from every source land in one pipeline. Follow-up is tracked and nothing goes quiet. You can see what is coming without asking anyone.
- Quoting that becomes the job. Build the quote inside the platform. A yes turns straight into a scheduled job with nothing re-keyed.
- Proposals with electronic sign-off. Branded proposals go out with signature capture built in. A signed proposal becomes a job record automatically.
Get the Job Done Right, First Time.
One source of truth for the office and the field. Jobs stop slipping in the gaps.
- Gate stages that enforce the process. A job cannot move forward until the step before it is actually done. Enforced by the system, not by whoever remembers to check.
- Crews equipped on their phones. The full job spec is in the engineer's phone before they leave. No ringing the office and no driving back for a missed detail.
- Photos filed to the job on site. Photos attach to the job record as they are taken. Each one timestamped and attributed, there when you need it for a handover or a query.
- Role-locked completion forms. Each role submits their own sign-off on site. The job is not done until the right people have confirmed it, from the field.
Hand Over Clean, Get Paid and Keep Them.
Close the job cleanly. Documentation out, cash in and the customer on record for the next call.
- Completion packs from the job data. Branded completion documentation and certificates generate from what was actually done. Nobody rebuilds a template every time.
- Invoicing that closes from the job. The job completes, the invoice is ready. Cash lands sooner and nobody plays debt collector.
- Customer accounts and aftercare in one place. Every customer has a permanent record. Work done, warranties, service history and future jobs. Aftercare becomes a repeatable part of the business, not an afterthought.
Field Service Management Software for a Small Business.
You do not need fifty engineers to feel this. A team of three drowning in paperwork feels it harder than most, because there is nobody spare to chase it.
The big field service platforms are priced and built for big operations. You end up paying for seats you do not fill and features you do not touch. Then you do your own admin around the software instead of the software doing it for you.
Kakion is built to fit the size you are now. One system a small field service business can actually run, without a full-time person to keep it fed. It grows with you. You are not ripping it out and starting again when you go from three vans to ten.
AI Built Across the Whole System.
Kakion does not bolt AI on as an afterthought. It is built across the whole system. The result is more capacity without more headcount and a lot less admin.
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An AI assistant for every role
Each person has an in-app AI assistant scoped to their role, answering from the business's own data. Whether they are in the field or the office, they stop hunting for answers across two systems and get on with the work.
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A daily morning brief, automatically
Every morning the platform generates a brief on what matters. Jobs scheduled, work completed, deals gone quiet and invoices overdue. The day starts with clarity instead of piecing it together from several screens.
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Paperwork that routes itself
Incoming documents get read by the system and routed to the right job or customer automatically. Supplier invoices, compliance correspondence and warranty queries all land where they belong. The "where did that go" question disappears.
Kakion vs the Off-the-Shelf Platforms.
If you have been shopping for field service software you have seen Joblogic, BigChange, simPRO and Commusoft. They are capable platforms. They are also built the same way. You subscribe per user and you work the way the software wants you to.
That is fine if your business runs like the businesses they were built for. Plenty do not. You pay every month whether you use the whole thing or a corner of it and you shape your process around theirs.
Kakion is the other way. One system built around how you already work, not rented and bent to fit. You own it. It does what your business does and leaves out what it does not. No per-seat subscription climbing every time you put another engineer in a van.
We are not the answer for everyone. If an off-the-shelf platform fits how you work, buy it. If you have tried one and felt it fight you, that is the gap we fill.
Common Questions.
- What is field service management software?
- Software that runs a business whose work happens out on site, not at a desk. It handles the enquiry, the quote, the schedule, the job on the day, the completion paperwork and the invoice. It keeps the customer record for the next call. For trades, installers and service engineers it replaces the stack of separate tools most of them run on.
- What does it cost?
- Every build is priced to the job, the same way you price yours. A one-day service call and a full install are not the same number and neither are two field service systems. We scope it before quoting. We price the whole build up front so there are no surprises. No per-seat subscription. No monthly fee that climbs as you take on engineers. You own it at the end.
- How long does it take to implement?
- It varies with the build, anywhere from three to twelve months depending on scope. We work in stages and put the first useful part in your hands early, so you are not waiting on the full thing before you see anything. We give you a timeline on the call once we know what the job needs.
- Does it work offline on site?
- Yes. The app holds the job on the device so the crew can keep working with no signal. Photos, notes and sign-offs are captured on site and sync back to the office the moment the phone is back in range. Nobody loses a job to a black spot.
How We Work
Four steps · start to finish
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Audit
We map how your business actually runs: workflows, pipeline, content. You see exactly where time, money and leads are leaking and what we’d fix.
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Build
We build the systems, infrastructure or content engine you need - configured for how your business actually works.
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Launch
We roll it out, bring your team up to speed and make sure it works the way you work.
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Support
We stay on call: updates, fixes and improvements as you grow.
Book a Call. We Will Map Where the Jobs Leak Time and Money.
Show us how the jobs run and we will show you where one system would save time and free up capacity.