Start with your field-service software’s scheduling and forms. Custom coordination is useful when parts, access and client approvals are held elsewhere.
Connect the records you already use
Enquiries and job-management system
Technician availability and qualifications
Parts, work records and accounting
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Will the system diagnose faults?
It can collect symptoms, asset details and photographs. Diagnosis and safe work decisions stay with an appropriately qualified person.
Can staff keep their current job app?
That is the preferred starting point when it can expose the necessary records. The first scope should define ownership and update direction for each job field.
Can appointment planning account for parts as well as technician availability?
The proposed workflow checks the required part, source freshness, technician requirements and customer access window together. Agree which stock or ETA evidence is enough to confirm a visit. If supply changes later, identify affected appointments and give the scheduler a controlled rebooking or alternative-part decision.
What needs to be captured on the job so accounts can invoice it?
Use a job reference, completed tasks, authorised extras, materials and the completion evidence your billing rules require. Voice notes can help prepare a structured record, but a mention of extra work is not proof of customer approval. Missing approval or unclear quantities should return to the job owner before posting.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
