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 - with AI built across the whole system.
Where Time, Money and Jobs Leak.
Most field service businesses do the technical work well. The problems are in the gaps - between the enquiry and the survey, the survey and the job, the job and the invoice. Those gaps cost time, margin and repeat business.
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 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.
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 don't 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's 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 - one flow, no re-keying, nothing falling between tools.
- Every enquiry in one CRM. Leads from every source land in one pipeline. Follow-up is tracked, nothing goes quiet, and you can see what is coming without asking anyone.
- Quoting that becomes the job. Build the quote inside the platform - and 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 - so 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. Full job spec, what is needed, what is next - in the engineer's phone before they leave. No ringing the office, no driving back for a missed detail.
- Photos filed to the job on site. Photos attach to the job record as they are taken - timestamped, attributed, and there when you need them for 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, Keep the Customer.
Close the job properly - documentation out, cash in, customer on record for the next call.
- Completion packs from the job data. Branded completion documentation and certificates generate from what was actually done - not rebuilt from 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, future jobs. Aftercare becomes a repeatable part of the business, not an afterthought.
AI Built Across the Whole System.
Unlike standard field service tools, Kakion doesn't bolt AI on as an afterthought - it is built across the whole system. The result is more capacity without more headcount, fewer mistakes, and less time lost to admin that nobody should be doing.
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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. An engineer asks about their job; an admin sees the whole operation; the owner sees everything. Nobody is hunting for answers across two systems.
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A daily morning brief, automatically
Every morning the platform generates a brief on what matters - jobs scheduled, work completed, deals moved or gone quiet, invoices paid and overdue. The day starts with clarity, not piecing it together from several screens.
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Paperwork that routes itself
Incoming documents - supplier invoices, compliance correspondence, warranty queries - are read by the system and routed to the right job or customer automatically. The "where did that go" question disappears.
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 and We'll Map Where Your Jobs Are Losing Time and Money.
We'll show you where one system would save time, remove errors and free up capacity - without adding headcount.