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A field service app that keeps crews on every step

The crew's day on their phone: one next step at a time, checklists that can't be skipped, sign-off at the end.

Live today, with parts coming soon · Updated

  • One next step

    A big button at the bottom of the screen shows what to do next. Tap targets are sized for gloves and sun.

  • Checklists you can require

    Before, during and after steps attached by service. Set each gate to Off, Remind or Require.

  • The customer signs off

    On the crew lead's phone, or from an email link: Looks good, or Something's not right.

  • Techs never see prices

    Prices are removed on the server for techs, not just hidden on screen. Crew leads can see them if you allow it.

  • The mix, logged

    Which chemicals, at what ratio, how many gallons, the weather, and who sprayed it. Required on chemical jobs if you want.

  • Clock in the whole truck

    The crew lead clocks in everyone in one tap, and job times come from the status taps.

Crews open the Birdy field service app on their phone and see today's jobs in order, with the next one on top. Each job is one step at a time: On the way, Start job, the checklist, Mark done, then the customer's sign-off. A required step can't be skipped, and the app says why.

What does a tech see on a job?

The job screen opens with what the crew needs before anything else: the customer's own notes first (such as a gate code change sent from the portal), then the gate code, access notes, pinned notes and any badges such as Callback or Do not service. Then the steps.

  1. On the way. The customer gets an "on the way" email at once (within your sending hours).
  2. Start job. If you require the Before steps, Start waits for them.
  3. The checklist, grouped Before, During and After. Steps can be a tick, a number with a unit ("oz per gal"), or a short note.
  4. Mark done. If you require the checklist or the chemical log, Done waits for them.
  5. Get sign-off from the customer, on the phone or by email.

Only the crew lead (and the office) moves a job's status. Techs tick steps, log chemicals and clock themselves in. Call and Text buttons open the phone's own apps, and the address opens the phone's maps app.

Can I make crews follow the process every time?

Yes. Attach checklists to services, categories or kinds of job, and set two gates: before Start and before Done. Each gate is Off, Remind ("2 steps aren't done. Start anyway?") or Require ("Finish 2 steps to start").

When a crew lead truly has to skip a required step, they skip it with a reason, and the reason goes in the job's history and the audit log. You see exceptions instead of guessing at them.

A ready-made pressure washing checklist is one click away. Before: walk the property, windows and doors closed, outlets and lights covered, plants wetted, vehicles moved. During: the chemical mix ratio. After: final walkaround, gutters and downspouts flushed, customer walkthrough. Edit it to match your own way of working.

How does customer sign-off work?

In person, the customer types their name, signs on the crew lead's phone under "I agree the work is done", and taps Sign and finish. If they aren't home, they get an email asking "How did we do?" with Looks good and Something's not right. If they don't answer, it counts as accepted after 48 hours by default.

"Something's not right" emails the office and puts it on Today with a one-click Create callback. You can also hold invoices until the customer signs off.

Can crews log chemical mixes on the job?

Yes. Tap Log the mix on the job: pick up to five chemicals from your list, enter each one's ratio ("1:4" or "3%"), the gallons of mix, the temperature, wind and sky, and who sprayed it. Birdy works out the chemical gallons and cost.

Services marked "Uses chemicals" can require a log before Done. The office exports the whole log as a spreadsheet by date range, which is your record if a customer ever says a plant or a surface was damaged. More on soft washing.

What else does a crew see on their phone?

  • Today's jobs in order, as a list or a numbered map with the route.
  • The week ahead and the last two weeks of done jobs. Future jobs are read-only until their day.
  • The clock: clock in the crew, start and end a break, and "You didn't clock out on Tue" with a Fix it button. See time tracking.
  • Their own pay so far this period, if you pay by the hour, by the job or by a crew split.

Birdy runs in the phone's web browser, and can be added to the home screen as an app icon. There is nothing to download from an app store.

Coming soon

  • Before and after photos as checklist steps
  • Texting the on-the-way message and the sign-off link (email today)
  • Working with no signal
  • Taking card payments on the phone

Not available today. We will say so here when it is.

Questions

Can techs see prices?

No. For the Tech role, prices are removed on the server, so they never reach the phone. Crew leads can see prices.

Is there an app to download?

No download is needed. Crews open Birdy in the phone's browser and can add it to the home screen. It works on iPhone and Android.

Can a step be required before the job is done?

Yes. Set the Done gate to Require. A crew lead can still skip with a reason, and that reason is logged.

Does the crew app track GPS?

No. There is no GPS tracking. Job times come from the crew's own taps: On the way, Start and Done.

Can the crew take photos in the app?

Not yet. Photo steps are coming. Today checklists use ticks, numbers and short notes.

See it on your own customers

Create your account. We set it up with you, with your customers and your price list, before your team starts.