Frequently asked questions

FAQ: Field-Service Workflow Systems

In-depth answers about the Free Workflow Audit, focused workflow builds, field documentation, and billing handoffs.

Is the Workflow Audit really free?

Yes. The Free Workflow Audit is the first step in every engagement, and there is no charge or obligation to move into a build. We use it to understand the workflow causing the most friction before recommending any work.

What happens during the free Workflow Audit?

We map the field-to-office workflow costing your team the most time, from intake, dispatch, and job execution through documentation, closeout, claims, and billing. You leave with a clear view of where work is delayed or re-entered, the highest-value workflow to fix first, and a recommendation on whether a focused custom build is worth pursuing.

What happens after the audit?

If there is a fit, Beansprout provides a fixed-scope $15,000 build proposal with clear deliverables, milestones, timeline, payment terms, and support terms before any build work begins. You decide whether to move forward after reviewing the proposal.

What does a $15,000 workflow build include?

A focused workflow build includes workflow mapping and implementation planning, a focused custom application or workflow layer, agreed integrations needed for that workflow, team training and launch support, and 60 days of post-launch support and refinements.

What is outside the scope of a focused workflow build?

A $15K focused workflow build is not a full ERP replacement, a complete ServiceTitan replacement, unlimited features, unlimited revisions, or an entire company operating-system rebuild. New workflows, major additions, and change requests are scoped separately.

Can you work with ServiceTitan, Jobber, QuickBooks, or our existing tools?

Yes. We commonly work around existing field-service, accounting, scheduling, and CRM tools. The goal is usually to close the manual workflow gaps between systems, not replace platforms that already serve your business well.

Do we need to replace the software we already use?

Usually not. We start by looking at the manual steps around your current tools, such as job documentation that does not reach billing, approvals in texts, or repeated data entry. We build the workflow layer that connects those steps cleanly.

How do milestone payments work?

Every signed proposal defines the payment terms and the milestones tied to delivery. You know the exact workflow being fixed, included deliverables, timeline, and how change requests are handled before the build starts.

How long does a focused workflow build take?

Timeline depends on the workflow, integrations, and field rollout needs. Your fixed-scope proposal defines the delivery milestones before work begins, so there is no vague open-ended engagement.

What support is included after launch?

Every focused workflow build includes 60 days of post-launch support. That includes team training, issue resolution, small implementation adjustments, and help stabilizing the workflow after launch. Larger additions or new workflows are scoped separately.

Who owns the system after launch?

Your proposal defines the deliverables, access, and handoff terms for the workflow being built. Beansprout documents the system and trains your team so it can be used and maintained after launch.

What types of field-service companies are the best fit?

Restoration, remediation, environmental, HVAC, plumbing, electrical, roofing, commercial landscaping, and other field-service businesses are the strongest fit when documentation delays, dispatch strain, billing lag, or repeated manual re-entry are slowing work down.

Still have questions?

Book a Free Workflow Audit and we’ll review the manual steps slowing field-to-office handoffs.

Book a Free Workflow Audit
Book a Free Workflow Audit