Nobody turns up guessing.
One list per person, in the order they’ll work it.
Overdue surfaces itself
Slipped visits group at the top of the list, not buried mid-scroll.
Directions on the card
No more ringing the office for a postcode from a layby.
Active and done, counted apart
53 active, 2 completed this week — the split sits at the top.
Signed, starred and
on the record.
Everything the visit produces lands on the job record.
Ticked, line by line.
Your survey checklist, completed on site, with notes where needed.
Photographed into folders.
Photos and files go straight to the job record.
Signed at the door.
Complete Job walks through to a signature, name, date and rating.
Fittings, surveys, service calls, approved holidays — the calendar on their phone is the live diary the office books from.
One system, not a sync.
Not an export, not a copy — a second licensed door into the same live account.
On the office record · just now
Companion and the office share one live database — a job saved on site is on the board that same second. Nothing to sync, nothing to wait for.
Field staff run Companion without taking a web seat — full seats are only for the office.
Switched on per person, separately from web CRM seats.
1:1 field-to-office messaging, straight onto the same record.
Frequently Asked Questions
Straight answers, before you commit to anything.
Do fitters need a full CRM seat?
Is it per person or per phone?
Can they change the diary?
Which phones does it run on?
How do we try it?
Talk to your business.
Ask anything, change anything — by text, or completely hands-free by voice. Every action has one-tap undo, and every answer shows a visible trail of exactly what it looked up.
Three of the 41 things it can actually do.
Companion, on your phone
The day's jobs, checklists and sign-offs.
