Development preview · Field service reporting

Finish the paperwork before leaving site.

Record the job, attach the photos and capture sign-off while the visit is still fresh. Keep the signed original and its report together for the office.

Try the fictional demo See the workflow

The demo uses fictional records and does not send external email.

JOB SHEET DRAFT
Conveyor drive serviceFictional Workshop 2 · JOB-000001
Work recorded✓
Photographs attached✓
Signatures captured✓
Service reportComplete PDF · photos included

01 Save the visit

02 Capture proof

03 Issue the report

From site to office

One job, carried through.

A draft stays editable. Once signed, the original is locked and its report freezes the details and files as they were issued.

01 / RECORD

Start with the job

Choose the customer and enter site details and work notes. The form saves current details as you add photos and signatures.

02 / CAPTURE

Add the evidence

Select multiple photos, review them on the job, then capture engineer and customer signatures in a full-screen signing box.

03 / REPORT

Keep a complete record

Issue a branded PDF with every submitted photo. See the message preview or transport result separately from the saved job.

Inside the product

A job sheet, with the details intact.

This is a real screenshot from a fictional development job. It shows the saved job record and its attached image and signatures. The capture controls have since changed, so this is a record of the earlier development view rather than a final-release screen.

Earlier development screenshot of a fictional saved job sheet, showing details, a photo and two signatures
Fictional job sheet · earlier development screenshot

A report you can stand behind

The signed original stays the original.

Saved job details, terms, signatures and photographs are held with the issued report. Later wording changes do not rewrite that history.

  • Every submitted photograph is included in the PDF.
  • Owner corrections become linked, clearly unsigned revisions.
  • Search history and download reports through staff access.

The image is a real report page generated from fictional development data. Its layout and wording may change before release.

First page of a fictional CFCS CRM service report generated during development
Fictional service report · development sample

Clear handovers

The right view for each role.

Engineers work on their own or assigned drafts. Owners manage the company workflow. Developers handle protected setup and licensing.

FIELD

Engineer

Complete the visit, attach photos and obtain sign-off.

OFFICE

Company owner

Manage staff and correspondence, review reports and issue an unsigned correction when needed.

SETUP

Developer

Configure company identity, protected mail settings and signed licence files.

Built from real work

I built it because I needed it.

The original job-reporting tool behind CFCS CRM began as a practical answer to my own paperwork. I have used it for more than two and a half years, saving hundreds of job reports along the way.

This CRM brings that working approach into a product for other field teams. It is still in development preview, with the latest capture, reporting and installation work being tested before release.

Indicative launch pricing

A perpetual licence for your team.

Each one-time licence includes the core job sheet, photo, signature and report features for one company installation on your own supported hosting.

Small team

Up to 5 active users

£1,495

Perpetual licence

Team

Up to 10 active users

£2,495

Perpetual licence

Company-wide

No account cap · one installation

From £4,495

Perpetual licence

Standard setup: £299. One supported-host installation, supplied branding, standard email setup and a remote handover session. Historical migration and custom work are quoted separately.

Active users are enabled owners and engineers; disabled and developer accounts do not count. Prices are proposed, before any applicable VAT, and exclude hosting and third-party email charges. A perpetual purchase includes 12 months of updates; ongoing help and later updates are separate. Final terms will be confirmed before sale.

Built for familiar hosting

Your website hosting, your company installation.

The preview package is designed for PHP and MariaDB hosting, including a website subdirectory. A browser installer and bundled PDF/mail code avoid customer-side build tools.

Host compatibility is still being verified. Check the final supported version and TLS matrix before a customer installation.

Hosting checklist

Application
PHP 8.2+ with required extensions
Data
Dedicated MariaDB database
Files
Private directory outside the public web root
Install
Uploadable ZIP and browser setup

Next: real-world pilot

Try a visit from start to report.

Use the fictional demo now. The next pilot will ask an engineer to complete a visit without coaching, then check the report and correct the awkward parts before release.

Open the demo Review hosting needs
DEVELOPMENT STATUSPreview, not a customer release

Final commercial terms, hosting support and the illustrated guide follow the remaining acceptance work.