Prospecting + CRM
Source-linked prospecting, company and facility records, contacts, relationship context, opportunities, and next actions turn prospect knowledge into company property instead of employee memory.
Product
Run the scale-service business from one connected record.
Scale Passport organizes the connected operating story from prospect through facility, individual scale, evidence, job, billing-ready work, and the next service opportunity.
The operating hierarchy
Keep the relationship, equipment, work, and next decision in the same operating structure.
- 01Company
- 02Facility
- 03Contacts
- 04Individual scale
- 05Components + evidence + service history
- 06Findings
- 07Opportunities
- 08Quotes
- 09Jobs
- 10Technician time + evidence
- 11Billing-ready package
- 12Financial system
- 13Recurring service / next opportunity
Owner view
Manage the exceptions without reconstructing the business.
The owner-facing workspace keeps the operating record close to pipeline, work, and review context. The capture shown here is from a sanitized local-pilot interface; people, company identifiers, and amounts have been removed.
Read the local-pilot boundary
What the record connects
The operating model keeps each role close to the context it needs.
Permanent Scale Passport
The individual scale record keeps identity, components, provenance, evidence, service history, findings, and service clocks in one connected operating trail.
Five-Minute Snapshot
A concise, dated record gives an owner useful context and keeps authorized follow-up connected to the scale and the customer relationship. It is not a certificate or regulatory determination.
Opportunity pipeline
Source, one-time and recurring value, stage, owner, next action, and scale or facility linkage keep commercial work assigned instead of remembered.
Quotes + recurring work
Labor, travel, testing, parts, equipment, recurring PM, and customer versus internal context remain connected to the customer and scale.
Dispatch + technician workflow
The operating record carries the job, site context, access notes, scale, time, evidence, and completed-work context into the field workflow.
Billing-ready handoff
Completed work, time, parts, evidence, and missing-information review create a controlled handoff for the financial system instead of a second reconstruction in the office.
Management view
Pipeline, recurring work, quotes, unbilled work, service clocks, installed-base context, and exceptions give an owner a starting point for review.
Sanitized technician workflowRole-scoped field view
The technician receives the history and context before arriving at the site.
The field view shows how assigned commercial context can stay tied to the signed-in role. The detailed scope and technical boundaries for the validated local pilot appear on the Pilot page.
Discuss your workflow