Specification
A complete workflow, ready for your business.
Briar Field Ops is already built to connect the work your business does every day. We configure the modules, branding, services, and workflow around your operation.
The workflow
Inquiry → Estimate → Job → Invoice → Payment.
One record. Six modules connected end to end. Every action a real business already takes has a place to live — and the record follows it there.
- · No re-typing between apps.
- · No orphaned quotes, jobs, or invoices.
- · Complete history for every customer and property.
- 01
Inquiry
Website form creates a lead record.
- 02
Estimate
Line-item quote sent from the same record.
- 03
Job
Approved estimate becomes a scheduled job.
- 04
Invoice
Completed job generates the invoice.
- 05
Payment
Online payment closes the loop.
Modules
Six modules. One system.
- 01
Customer-facing website
A clean, honest site that presents the business the way it actually operates. Clear services, easy contact, a form that turns visitors into inquiries you can act on.
- Includes
- · Landing & service pages
- · Inquiry form → lead record
- · Editorial layout, tuned for trust
- 02
Lead, customer & property records
One shared record for every inquiry and every customer, tied to properties and past work. No more searching text threads to remember what somebody asked for last summer.
- Includes
- · Unified leads / customers / properties
- · History timeline per record
- · Notes, photos, and attachments
- 03
Estimates & approvals
Send a clear number in a format that reads well on a phone. Capture the approval right there. Every estimate stays tied to the customer, the property, and the eventual job.
- Includes
- · Line-item estimates
- · Digital approval capture
- · Auto-linked to the originating lead
- 04
Scheduling & job tracking
The week at a glance, with jobs anchored to real customers and properties. Crews see what's next; the office sees what's done. Notes, photos, and status live with the job.
- Includes
- · Week / day calendar
- · Crew assignments
- · Job status & completion notes
- 05
Invoices & payments
When a job is complete, an employee generates the invoice from the same record the inquiry started on. Send it, take payment online, and keep the money side tied to the customer without a second spreadsheet.
- Includes
- · Invoices generated by staff from completed jobs
- · Online card payment
- · Payment status tracked on the record
- 06
Business priorities
Briar Field Ops surfaces the day's priorities — new leads, sent estimates awaiting action, completed jobs ready to invoice, and unpaid invoices — with each item linked to the relevant record.
- Includes
- · Daily priorities surfaced from real data
- · Clear priorities linked to the underlying records
- · Transparent and owner-controlled
How we work
Already built. Configured for you.
We start by watching how the business actually runs — the texts, the paper, the spreadsheets, the memory — and build a system around that. No modules you don’t need. No settings pages full of noise.
What remains yours
Your business stays yours. Period.
Your business data, branding, content, domain, and customer-owned accounts remain yours. Software access and project deliverables are provided according to your service agreement.