Field management system

HELMFMS

Field operations, engineered.

A structural operating layer for specialty contractors who need dispatch, fleet, safety, tickets, billing, CRM, and field execution moving through one controlled system.

Live operations board / 06:42 MST
Dispatch packet Canyon Fiber Phase II

Hydrovac, locate, safety forms, crew notes, and billing logic stay attached to the same job.

Crew 07 En route
Field status JSA signed. Unit 12 clean. Ticket ready.

Office has the packet before the truck clears the site.

HELMFMS operations dashboard showing customers, forms, and account navigation
01 One login

Crews, managers, sales, billing, owners, and admins.

02 Field first

Phone, iPad, truck, office, and dispatch desk.

03 Job lifecycle

Lead, dispatch, ticket, approval, invoice, record.

CRM Dispatch Fleet Safety Tickets Billing

Operating plan

The job should move through one record.

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.

01

Intake

Customer, site, scope, rates, requirements, and documents land in one record.

02

Plan

Dispatch assigns crews, trucks, equipment, forms, hazards, and day notes.

03

Execute

The field captures time, photos, signatures, safety forms, and ticket detail.

04

Close

Managers approve, billing reviews, invoices move, and the work stays traceable.

Product screens

The interface is the operating plan.

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.

HELMFMS utility locating canvas
Utility locating canvasField map
HELMFMS customer CRM record
Customer recordCRM
HELMFMS billing module
Billing queueRevenue
HELMFMS safety module
Safety moduleCompliance
HELMFMS mobile dashboard
Mobile dashboardTruck ready

Modules

Built around the job lifecycle.

Admins can grant modules by role, team, or user. Field crew can log in without becoming a billed power user.

CRM

01

Customer records, contacts, rates, documents, activity, and pipeline.

Dispatch

02

Jobs, crews, equipment, safety requirements, acknowledgments, and multi-day work.

Fleet

03

Unit registry, DVIRs, maintenance follow-up, GPS context, and usage.

Safety

04

JSAs, forms, certifications, incidents, meetings, and audit records.

Tickets

05

Guided field tickets with labor, equipment, photos, signatures, and approvals.

Billing

06

Approved tickets move toward invoice review, rate logic, exports, and status.

Pricing

Pay for power users. Field crew free.

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.

Platform

$749/mo
  • Unlimited field crew access
  • Unlimited admins and primary admins
  • Forms builder, regions, reporting, offline PWA
  • SSL, daily backups, custom branding
  • Month to month. No contract.

Modules

Dispatch and Scheduling$20/user/mo
Tickets and Invoicing$25/user/mo
Utility Locating$30/user/mo
CRM$25/user/mo
Safety and Compliance$25/user/mo
Personnel$22/user/mo
Equipment$15/user/mo
  • One-time setup starts at $5,000 for migration, branding, onboarding, and training.
  • Annual, volume, white-label, and multi-region pricing can be quoted directly.

Stop running the field from a group text.

Book a 20-minute walkthrough and we will map HELM to the way your crews, dispatchers, managers, and billing team actually work.