Intake
Customer, site, scope, rates, requirements, and documents land in one record.
Field management system
A structural operating layer for specialty contractors who need dispatch, fleet, safety, tickets, billing, CRM, and field execution moving through one controlled system.
Hydrovac, locate, safety forms, crew notes, and billing logic stay attached to the same job.
Office has the packet before the truck clears the site.
Crews, managers, sales, billing, owners, and admins.
Phone, iPad, truck, office, and dispatch desk.
Lead, dispatch, ticket, approval, invoice, record.
Operating plan
Most contractors run field work across disconnected tools. HELM connects customer intake, dispatch, field capture, ticket approval, and billing without making the team re-enter the same information all day.
Customer, site, scope, rates, requirements, and documents land in one record.
Dispatch assigns crews, trucks, equipment, forms, hazards, and day notes.
The field captures time, photos, signatures, safety forms, and ticket detail.
Managers approve, billing reviews, invoices move, and the work stays traceable.
Product screens
These are real product surfaces from the HELM workflow. Dashboard, locating, CRM, billing, safety, and mobile field views are all shaped around the same customer and job record.
Modules
Admins can grant modules by role, team, or user. Field crew can log in without becoming a billed power user.
Customer records, contacts, rates, documents, activity, and pipeline.
Jobs, crews, equipment, safety requirements, acknowledgments, and multi-day work.
Unit registry, DVIRs, maintenance follow-up, GPS context, and usage.
JSAs, forms, certifications, incidents, meetings, and audit records.
Guided field tickets with labor, equipment, photos, signatures, and approvals.
Approved tickets move toward invoice review, rate logic, exports, and status.
Pricing
The base platform covers the tenant, admins, infrastructure, forms, reporting, and field crew access. Module seats are for the people who actually run the platform.
Book a 20-minute walkthrough and we will map HELM to the way your crews, dispatchers, managers, and billing team actually work.