Systems for Facility Managers
Commercial maintenance companies generate steady revenue through long term service agreements and reactive work orders. Profit leaks typically occur in unbilled site visits, missed contract renewals, and inefficient dispatching across sprawling property portfolios.
B2B & Industrial
How the business actually works
Procurement
Bidding on facility service contracts and responding to complex requests for proposals.
Onboarding
Setting up property profiles, asset logs, and recurring maintenance schedules in the system.
Dispatching
Routing technicians to various job sites based on proximity and specialized skill sets.
Execution
Capturing field notes, before and after photos, and completing site specific punch lists.
Reporting
Providing facility managers with detailed service logs and asset condition assessments.
Invoicing
Reconciling work orders against contract terms to ensure accurate billing for extra services.
Retention
Managing contract expirations and presenting annual performance reviews to stakeholders.
Where it leaks
Technicians often perform small extra tasks on site that never make it onto an invoice. Without a streamlined way to document these additions in the field, you lose significant billable revenue every month.
Managing hundreds of multi year agreements manually leads to missed renewal windows and service interruptions. When a contract expires without notice, it opens the door for competitors to bid on the property.
Clients frequently call for updates because they lack real time visibility into work order status. Constant back and forth communication wastes office resources and slows down service delivery.
Vague field notes and missing photos lead to payment disputes and liability issues. Standardizing the data collected at every site is critical for proving value to demanding commercial clients.
Sending the wrong technician to a site with specialized equipment requirements causes wasted travel time. Proper asset mapping and skill matching are essential to maintaining profitable margins.
What LATTICE can build
Give facility managers a dedicated login to view work order history, pending quotes, and maintenance schedules.
Internal notifications trigger ninety days before a contract expires to ensure account managers begin the renewal process.
Technicians can scan equipment tags to pull up service history and specific maintenance requirements instantly.
Automatically generate recurring service tickets based on the preventive maintenance schedule defined in the contract.
Mobile workflows require technicians to upload site photos and complete checklists before a job can be closed.
Automatically alert property contacts when a technician enters and leaves the premises to verify site time.
Consolidate invoices for clients with large portfolios while maintaining detailed line items for each individual location.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Yes. The system allows you to define specific service level agreements and recurring tasks for each individual site within a larger portfolio. This ensures your team always knows exactly what is included in the contract and what should be billed as an extra.
By providing a transparent client portal and automated status updates, facility managers can get the information they need without calling your office. They can see when a tech is on site, view completed work orders, and download reports at their own convenience.
The dashboard provides visibility into labor hours and materials used versus the fixed contract revenue for each property. This allows you to identify sites that are consuming too many resources so you can adjust pricing or service scopes during the next renewal.
Absolutely. You can make site photos and specific safety checklists mandatory for closing out a work order. This creates a permanent, time stamped record of the property condition and the work performed, protecting your company from future disputes.
The system includes an asset management component where you can log the make, model, and location of every piece of equipment you maintain. This data is available to technicians in the field, ensuring they have the right parts and tools before they arrive.