Heat pump installation
Jordan Rivera
101 Example Lane
SOFFYT MOBILE · iOS & ANDROIDThe whole job.
Right in your pocket.
The field is where the work happens. Give your team the customer, scope, schedule, and tools to keep it moving—wherever the day takes them.
See mobile in your free demo ↗Mobile access and rollout depend on your company’s plan and setup. Ask us about availability.
SoffytFIELD WORKSPACEToday’s work
One place to plan your day and get to work
On shift01:41
DayWeekMonthYear
3Visits1Completed
1:30 PMSite assessmentElectrical · Alex Morgan
One connected job.Office ↔ field ↔ customer
Your visits, customer, address, instructions, and linked work travel together.
Workflow illustration · example dataOne connected customer.One current scope.Office and field, together.
From the first stop
to the final receipt.
Explore what your team can do from the phone, with access shaped by their role and your company’s setup.
A calendar with the job attached.
Switch between day, week, month, and year views. Open an assigned visit for customer details, directions, instructions, linked records, and files. See what’s next without calling the office to rebuild the picture.
- Visit details and directions
- Linked customer, project, and service context
- Jobsite and invoice access from the visit
Time and dispatch, connected.
Clock in and out, record breaks, and follow visit progress from the field. With location sharing enabled, dispatch can see the latest on-shift location your phone reports.
- Shift and break controls
- Visit work and status
- Optional on-shift location sharing
Document more than “job done.”
Take photos against the right job or checklist requirement. Review the shot, add a caption, and mark up what matters with arrows, circles, freehand drawing, or text before uploading it for the office.
- Camera capture, review, and retake
- Photo markup with undo and redo
- Checklist responses, notes, and completion
Quote while you’re on site.
Create a quote or reopen a draft. Search the Price Book, find items by SKU or category, add bundles, and edit the scope, quantities, and permitted prices. Review the customer and option totals before preparing a link or sending an email.
- Searchable Price Book and packages
- Editable draft lines and quantities
- Customer preview, link sharing, and email delivery
The invoice is already with the job.
Open the invoice attached to a visit, or find it through the project in CRM. Review the amount due, open secure checkout, share a payment link, or record a payment received through a supported external method.
- Invoice balance and receipt history
- Hosted checkout and payment-link sharing
- Collection from visits or project invoices
Customer context. Business communication.
Move between customers, opportunities, and projects in CRM. With company phone service enabled, use your assigned business line for calls and texts, review communication history, and access voicemail.
- Connected CRM records
- Business calling and customer messaging
- Call history and voicemail
PART OF THE SAME OPERATION
The phone doesn’t start a second paper trail.
Quotes, documentation, tasks, and payments belong to the connected job. The office manages the wider operation; the field carries the details it needs to deliver it.
Explore the full Soffyt platform →YOUR BUSINESS. YOUR WALKTHROUGH.See what connected
See what connected
could look like for you.
Spend 30 minutes with Geno, Soffyt’s cofounder. Bring your toughest handoff, your current tools, or just your questions.
ONE-ON-ONE DEMOA real conversation.
A look inside Soffyt.
Follow a job from quote to fieldwork to payment. See how it fits the way your company works.
Choose a time, confirm your details, and get your Google Meet invitation.