Implementation BlueprintExecution layer

Custanova Field Ops Starter (5-7 days)

A rapid deployment offer that sets up a branded Custanova workspace for small trade contractors, configuring CRM, job dispatch, invoicing, and offline field forms to replace their disconnected tools. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

CRM Tools

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Blueprint

Custanova Field Ops Starter (5-7 days)

A rapid deployment offer that sets up a branded Custanova workspace for small trade contractors, configuring CRM, job dispatch, invoicing, and offline field forms to replace their disconnected tools.

Prerequisites
  • Client has a list of 2-5 field techs and core service workflows (e.g., HVAC, plumbing) to map.
  • Agency has Custanova GROW plan access (at $99/user/month) to enable invoicing and higher request limits.
  • Client provides branding assets (logo, colors, domain) for white-label setup.
  • Client's pricing catalog and payment collection details are ready for the invoicing hub.
  • Agency has admin credentials to configure Custanova's no-code form builder and visual workflow builder.
Execution Timeline
  • 1.Set up Custanova workspace with client's branding (logo, domain, colors) using white-label capabilities.
  • 2.Configure core modules: CRM, forms, invoicing, support, and field tasks to match client's operational needs.
  • 3.Create agency-level admin account and invite client team members as users.
  • 1.Map lead capture workflow using Custanova's no-code form builder for service requests.
  • 2.Build branching forms with logic for common job types (e.g., repair vs. maintenance).
  • 3.Set up task templates for field service jobs, including required fields for proof of delivery.
  • 1.Configure the visual workflow builder to automate lead routing to field techs.
  • 2.Set up job dispatch board with status tracking (e.g., assigned, in progress, completed).
  • 3.Test offline capability by simulating field tasks without internet connection.
  • 1.Set up invoicing hub with client's pricing catalog and payment collection methods.
  • 2.Configure invoice generation from completed field tasks using the output builder.
  • 3.Integrate with Xero or Sage for accounting sync (if client uses either).
  • 1.Configure support ticketing module for client's customer service requests.
  • 2.Set up AI-powered form generation using Google Gemini integration for quick form creation.
  • 3.Test end-to-end workflow: lead capture to invoice generation.
  • 1.Train client team on mobile app usage, focusing on offline field operations.
  • 2.Provide walkthrough of the dashboard for tracking field tasks and invoices.
  • 3.Adjust workflows based on client feedback and real-world testing.
  • 1.Finalize white-label setup and ensure all client-facing pages are branded.
  • 2.Deliver documentation and handover to client's admin.
  • 3.Schedule monthly check-in for ongoing support and optimization.
Agency cost: $99/user/month for GROW plan (assuming 1 admin seat) plus setup time. Client fee: $1000/month, covering 16 hours setup and 4 hours monthly maintenance.5-7 days
ROI Logic

At $99/user/month for the GROW plan, the agency's direct tool cost is under $100 per month per client, while the client pays $1000/month. This yields a gross margin of over 90% on the software subscription alone, with additional margin from setup and ongoing management hours.

Deliverables
  • Branded Custanova workspace with client's logo, domain, and colors.
  • Configured CRM with lead capture forms and job dispatch board.
  • Industrial forms and task templates for core service workflows.
  • Invoicing hub with pricing catalog and payment collection.
  • Training session recording and user guide for field team.
Definition of Done

Client's field team can capture a lead, dispatch a job, complete it offline, and generate an invoice within the branded Custanova workspace, with no manual data re-entry.

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