The job is split across systems
FSM, ERP, payroll, CRM, telematics, and spreadsheets each hold a different piece of the truth.
← Industries For work performed in the field
Turn every job, technician, and asset into a better operating decision.
Field and asset-intensive operators win through thousands of decisions made before, during, and after the job. Relic connects dispatch, service, finance, inventory, labor, and customer context so teams can protect margin, improve capacity, and act earlier.
Where it breaks down
The operating pattern underneath.
Branch performance arrives late
Utilization, job margin, callbacks, and labor efficiency take days to reconcile and are stale by the time they are reviewed.
Knowledge lives with veterans
Pricing, diagnostics, maintenance history, and customer context are difficult to transfer or query.
Commercial signals go unused
Permit activity, competitor work, installed-base whitespace, and renewal timing rarely reach the right salesperson in time.
The operating foundation
A modern field-service architecture starts with the job.
Relic connects the systems around each job, resolves customers, locations, technicians, contracts, and assets, then defines the operating metrics once so every branch and workflow uses the same evidence.
Source systems
FSM + dispatchERP + job costCRM + contractsPayroll + timeInventory + purchasingTelematics + IoT
Governed operating model
01Job + work orderOne operational record from quote through closeout
02Customer + locationContracts, installed base, history, and relationships
03Technician + laborTime, skills, burden, utilization, and capacity
04Asset + service historyEquipment, parts, maintenance, and warranty context
Operating surfaces
Branch scorecardsJob-margin exceptionsCapacity + utilizationCallback + warranty reviewRenewal + installed-base viewGoverned field intelligence
WHAT COMPOUNDSEvery operating surface works from the same job economics and service history, while the underlying systems remain replaceable.
Relic applications
How the work shows up here.
Client-owned foundations and applications work alongside Relic’s licensed products, each solving a different part of the operating picture.
Data Architecture
Connect the job from source to margin
Unify FSM, financial, workforce, customer, inventory, and asset data around a governed job and branch model the operator owns.
- Job-cost model
- Customer + location identity
- Branch KPI layer
OUTCOMEOne operating picture from the field to finance.
Explore → Custom Applications
Build around the way the field actually works
Create quoting, dispatch, diagnostics, safety, closeout, and maintenance tools that fit the workflow and return structured evidence to the data layer.
- Guided diagnostics
- Field closeout
- Exception routing
OUTCOMEFewer handoffs, faster resolution, and better data created in the work.
Explore → Relic Agent
Give every role the right operating context
Surface a Morning Radar for leaders, recurring branch and service reviews, and governed answers for technicians, dispatchers, and managers.
- Morning Radar
- Technician knowledge
- Service review pages
OUTCOMEProblems reach the right person before they become month-end surprises.
Explore → Relic BI
See margin, labor, and assets without the reporting drag
Use lightweight, role-specific views for branch performance, utilization, job margin, callbacks, inventory, and exceptions.
- Branch scorecard
- Job-margin waterfall
- Utilization view
OUTCOMEOperators can move from company totals to the job that caused the variance.
Explore → Relic SignalValidated proof
Find, cross-sell, and defend with evidence
Match reviewed permit and public-record activity to authorized customer and location context to surface candidate opportunities for commercial review.
- Permit activity
- Account defense
- Greenfield candidates
OUTCOMEExternal activity becomes a timely, evidence-backed sales workflow.
Explore → In the operating cadence
Where the system changes the work.
01Before the day starts
Focus the branch on the exceptions
Morning Radar surfaces margin risk, schedule pressure, overdue work, inventory constraints, and customer follow-ups from the same governed context.
02At the job
Put history and guidance in the technician’s hands
A role-aware application combines asset history, service records, approved procedures, and customer context inside the field workflow.
03At closeout
Connect operational completion to financial truth
Labor, parts, price, callbacks, and warranty evidence reconcile around the completed job instead of across separate reports.
04In the territory
Route external activity to the account owner
Relic Signal reviews public activity against the installed base and authorized account context, then routes candidates with source evidence.
What improves
A foundation designed to compound.
See leakage at the job
Trace labor, parts, pricing, and callbacks to the work that created the variance.
Plan from real demand
Connect backlog, skills, schedules, utilization, and service obligations.
Scale without flattening the branches
Govern core definitions while preserving local customers, work types, and economics.
Move from lagging reports to exceptions
Surface operational and commercial signals while teams can still respond.
Relevant proof
Relic has shipped data platforms, field diagnostics, and operating applications for national and multi-branch field-service and equipment operators, alongside a validated permit-signal proof.