FI-SMS™ Service Management

Service workflow, automated.

Pull work orders out of your existing business system, automate customer communications, and get digitally signed estimate approvals — without the call-back tag and the spreadsheet shuffle.

Tracking starts at $5–$10 per month — reach out for a free estimate

The workflow

Four steps. Zero call-backs.

From the moment a work order leaves your business system, FI-SMS™ runs the customer communication, approvals, status updates, and invoicing handoff — automatically.

Work Order In

Pull work orders directly from your existing business system. No double-entry, no copy-paste, no missed records.

Rugged Panasonic Toughbook tablet on a worn metal workbench in an industrial garage, displaying a Fleet Intelligence Work Order screen — John Deere 200G Excavator, Acme Construction Co., status In Progress with cloud sync — with large CAT and Komatsu excavators parked behind.

Digital Estimate + Approval

Customer gets the estimate in their inbox or by text. They approve digitally. The signed approval is on file before the wrench turns.

View from inside a truck cab at a sunset construction site — a rugged smartphone mounted on the dashboard displays a text message from Site Services Inc. with an estimate for Project #45B at $3,250.00, an Approve button, and a digital signature. Excavators and a crane are visible through the windshield.

Automated Status Updates

Customer knows where the repair stands without calling in. Long-running projects stay loop-closed. Your team stays focused.

Hand holding a smartphone displaying an Equipment Status text conversation for a John Deere 300G — 'Parts received' and 'Repair in progress' messages — set in a construction site office with hard hats, safety vests, and a window overlooking an excavator and bulldozer.

Completion + Invoicing

Work order closes, completion documentation lands with the customer, invoicing handoff fires automatically into your business system.

Smartphone on a metal workbench in an industrial repair shop, displaying a text-message conversation about a John Deere 300G excavator service — customer message from Travis Osugi, contact info for the Foresight Service Manager, and an 'Estimate Accepted' notification — with the John Deere 300G excavator visible in the background.

SMS gave us the ability to pull work orders out of our existing business system and automate and track customer communications. We were able to create a structured communication plan with our customers — digitally signed estimate approvals, automated status updates — cutting down call volume and keeping customers in the loop on longer repair projects.

Russell Hansen W.I. Clark

Why teams switch to FI-SMS™

Less phone tag. More throughput.

Every step of the service workflow has friction. FI-SMS™ removes the friction your customers feel and the friction your team feels — at the same time.

Cut call volume

Customers stop calling for status updates because they already have them.

Digitally signed approvals

Estimates approved before any wrench turns. Approval audit trail on every work order.

Pull from your existing system

Spreadsheets, ERPs, dispatch systems — connect in via API, connector, or CSV.

Mobile-ready for techs

Service techs work from a tablet. Photo documentation, defect notes, completion sign-off.

Customer-facing portal

Each customer gets their own view of their open and closed work orders.

Reporting + handoffs

Reports tailored to service managers. Invoicing handoff fires automatically.