Field Operations Platform

Take the helm of
your field operations.

The field operations OS for specialty contractors.

Dispatch, tickets, CRM, utility locating, invoicing, and safety. One login, one customer record, one operation. Field crew logs in free. You only pay for the people who actually run the platform.

Book a demo Tour the live demo

Demo account is read-only. No signup, no card, no sales call.

Field crew free
Pay only for power users
7 modules
A la carte. Stack as you grow.
Month to month
No contract
PWA
Offline-ready in the field
Product

Real product. Real workflows. Live screens.

These are screen captures from a running HELM tenant, taken five minutes ago. Click into the demo at any time and walk it yourself.

HELM dashboard with customer counts, pending forms, and customer list
Dashboard

Your operation at a glance.

Customer count, pending forms, recent activity, and a jump point into every module on the first screen after login. Branded to your company, not ours.

Locating canvas: APWA-color-coded electric and comm lines drawn over downtown Phoenix street map
Locating

APWA-compliant. CAD-ready.

Drop points, lines, and polygons with APWA-standard colors (red electric, orange comms, white proposed excavation). Export DXF your engineers open in AutoCAD. Share read-only client links.

CRM customer list with active customers and primary contacts
CRM

One customer. Every workflow.

Customer health, contacts, geofenced locations, credit terms, and document vault on a single record. The same record your dispatch board reads, your tickets attach to, and your invoices bill against.

Locating projects organized by customer with feature counts and share status
Projects

Projects, organized by customer.

Every field project ties back to a customer record. Feature count, share-link status, last update, and creator visible at a glance. Click in to work the canvas.

Admin users tab with three team members showing primary admin, manager, and employee roles
Admin

Per-user module control.

Field crew sees only what they need to do their work. Office sees only what they need to run yours. Promote one person to a power user with a single module grant when you need to.

Billing tab showing $749 base platform fee with per-module seat counts and projected $804 monthly total
Billing

Live billing math, in your tenant.

Your subscription, your seat count, and your projected total updated in real time as you grant and revoke modules. The pricing on this page IS the billing in your tenant. No surprises.

The platform

One customer record. One job. One ticket. One invoice.

Most contractors run their field operations across four to six disconnected tools. HELM replaces the stack. A customer flows from lead to invoice on one record. A job flows from dispatch to payment on one ticket. Every module hangs off the same core, so nothing gets retyped and nothing falls through.

Customer Lifecycle CRM Customer Record Dispatch Scheduled Job Tickets Field Ticket Invoicing Invoice Locating Utility Project Locating DXF · Share Link Safety PPE · Permits · Checklist Reporting Revenue · Margin Cross-cutting modules Crews Assignments · Dispatch SMS Equipment Unit tracking · Rates Training Courses · Certificates Documents CDLs · OSHA · Drug tests

A dispatched job becomes a signed ticket becomes an invoice. Every module shares the same customer, the same user, the same record. No sync jobs. No re-entry. No "which system do I check?"

Modules

Seven modules. One for every record you keep.

Every module owns a single record type, end to end. CRM owns the customer. Dispatch owns the job. Tickets & Invoicing owns the field-ticket-to-paid-invoice flow. Pick the ones that match how you actually run your operation. Forms, regions, reporting, and offline are infrastructure and ride along free.

Dispatch

Dispatch & Scheduling

Owns the job. Assign crews, kick off jobs, track status.

Calendar-driven dispatch, SMS notifications, GPS-stamped job starts, automatic field ticket creation on completion. The job is the unit of work and Dispatch owns it from "scheduled" to "done."

Tickets & Invoicing

Tickets & Invoicing

Owns the ticket-to-paid flow.

Field ticket capture in the field, signed by the customer with GPS and timestamp, converted to an invoice with one approval. PDF export, payment tracking, AR aging. Audit trail from signature to bank deposit.

Locating

Utility Locating

Owns the map canvas.

Import drone orthos, drop APWA-color-coded points, lines, polygons. Templated attributes per feature. Read-only client share links. DXF export your engineers open in AutoCAD.

CRM

Customer Relationships

Owns the customer record.

Contacts, credit terms, contracts, W-9s, COIs, MSAs, geofenced locations, and interaction history. Customer-facing credit applications flow straight in. The same record your dispatch and invoicing read from.

Safety & Compliance

Safety & Compliance

Owns the job-level compliance record.

PPE requirements per job type, confined-space and hot-work permits, inspection checklists, hazard assessments, incident reports, corrective action tracking. The full SiteDocs-style compliance surface, attached to the job that produced it.

Personnel

Personnel

Owns the employee record.

CDLs, OSHA 30, drug tests, medical clearances, training courses with completions, recurring certifications, expiration tracking. Every credential a worker needs to be on site, in one file, with renewal alerts before they lapse.

Equipment

Equipment

Owns the unit record.

Unit registry, photos, rates, ticket-level logging, inspection records. Know which truck was on site, for how long, at what rate, and when its next service is due.

Why HELM

Built for your business, not someone else's.

You've been sold every flavor of software already. Here's the honest cut.

You don't need an enterprise CRM built for a 500-person sales team.
You don't need residential home services software built for the HVAC tech at a homeowner's door.
You don't need a full ERP built for a CFO and a controller.
You don't need a GC project-management platform built for the guy calling the subs.

Not that there's anything wrong with any of those. They're great at what they do, for the businesses they were built for. They're just not built for how you actually work.

HELM is.

Built for specialty contractors, by people who've run specialty contractors. Dispatch, tickets, CRM, invoicing, locating, safety, training, documents. One login. One customer record. One platform. Priced per user, per module, per month. Your admin turns on what you need, for the people who need it, and the rest of your field crew logs in free.

How it works

Three steps to live.

01

Pick your modules

Start with the two or three that hurt the most. Dispatch plus invoicing for a lot of crews. Locating plus CRM if you're a survey or utility outfit.

02

Grant access per user

Every employee sees only what their role or admin grants them. A field locator doesn't see invoicing. An office manager doesn't see the map canvas. Promote one person with a module grant when you need to.

03

Pay for actual usage

Base platform fee covers the tenant and admins. Each user counts once per module they can access. No phantom seats, no tier cliffs.

Pricing

Pay for power users. Field crew free.

Base platform fee covers the tenant, all admins, and all core infrastructure. Your field crew (locators, operators, ticket-fillers, time-entry signers) logs in free. Module seats are billed only for the power users who actually run the platform: office staff, managers, dispatchers, safety supervisors. Turn on what you need, when you need it.

Platform
$749/mo
Per tenant. Flat.
  • Unlimited field crew. No seat fee, ever.
  • Unlimited admins and primary admins
  • Forms builder, regions, reporting, offline PWA
  • SSL, daily backups, custom branding
  • Month to month. No contract.
Modules (add as you grow)
Dispatch & Scheduling$20/user/mo
Tickets & Invoicing$25/user/mo
Utility Locating$30/user/mo
CRM$25/user/mo
Safety & Compliance$25/user/mo
Personnel$22/user/mo
Equipment$15/user/mo

One-time setup $5,000 (data migration, user onboarding, branding, training). Annual and volume discounts negotiated directly. White-label tier available for partners and resellers.

What will HELM cost you?

Set your team size, mark how many are power users (the people who run the platform), and toggle the modules. Your field crew logs in free.

Monthly estimate
$0/mo
$0 / year
20
5
15 field crew: $0. They log in, fill out tickets, sign time entries, complete safety checklists. Never a billed seat.
Estimate only. Admins are never billed for modules and are included in the platform fee. Field crew is free. One-time setup is $5,000. Annual prepay, volume, white-label, and multi-region discounts adjust this number. Hit "Book a demo" for a real quote.

Ready to take the helm?

Book a 20-minute demo and we'll walk you through the modules that fit your business. No slides. No fluff.

Book a demo Explore the demo