Platform for service operations

The tech stack for your service operation

From the first request to the service delivered and paid for. And from there, on to the next opportunity.

Sodtrack connects demand capture, dispatch, field execution and completion in a single flow. And Atlas, its AI supervisor, detects incidents across the whole cycle and acts to resolve them.

See how it works

The service cycle

Every service closes the cycle and opens the next one

Four connected stages running on the same operation. What gets resolved in one feeds the next, and what your team spots in the field comes back as new demand.

Atlas

AI operations supervisor

A layer over the whole cycle: it reviews alerts and incidents and acts to resolve them.

  • Atlas detects alerts and incidents
  • Atlas acts to resolve them
  1. 01

    Demand capture

    All demand enters the same flow, whatever the channel.

    • Iris · AI voice
    • Maui · AI text
    • Forms and landing pages
    • Iframes and integrations
  2. 02

    Intelligent dispatching

    When each service happens and who carries it out.

    • Proximity
    • Optimized routes
    • Service offer
  3. 03

    Field execution

    Field work, documented, recorded and paid for.

    • Workflows and evidence
    • Products and components
    • Quotes and payment
    • Additional work
  4. 04

    Completion and new opportunities

    Customer satisfaction and the opportunities spotted in the field flow back into the system.

    • CSAT survey
    • Lead pool

Opportunities return to 01

Atlas, AI operations supervisor: A layer over the whole cycle: it reviews alerts and incidents and acts to resolve them. New opportunities come back as demand.

Companies that trust Sodtrack

  • Sura
  • Cemaco
  • Abastible
  • Sodimac
  • Cencosud
  • Unicomer
  • HITN
Stage 01 of 04

Demand capture

Demand arrives through many channels. Your operation receives it in one.

Calls, messages, forms and third-party systems feed the same operational flow. Every request starts its journey in the same place, wherever it came in.

  • IrisAI voice agentNew

    Answers inbound calls 24/7, in the language you configure, and captures the request.

  • MauiAI text agent

    Does what Iris does, in writing: answers 24/7 on WhatsApp and other text channels, in the language you configure, and captures the request.

  • Web forms and landing pages

    Forms and dedicated pages that capture requests from the web.

  • Iframes and integrations

    Embed capture in other sites or connect other sources of demand.

The request moves on to dispatch.

  • Iris

    Inbound call · 24/7

    New

  • Maui

    WhatsApp and other text channels

  • Web

    Form or landing page

  • Other sources

    Iframe or integration

Sodtrack operational flow

One entry point for all demand

Stage 02 of 04

Intelligent dispatching · When and who

Decide when each service happens and who carries it out

Coordinate emergencies and scheduled services from one place, and assign them using the criteria that best fit each operation.

When

  • Emergencies

    Services that can't wait for a slot in the calendar.

  • Scheduled services

    Services coordinated for a set date and time.

Who

  • By proximity

    Assigns the service to whoever is closest.

  • By route optimization

    Assigns based on the most efficient routes for your team.

  • By service offer

    Offers the service to your pool of providers using the criteria you choose: best rated, lowest cost, highest acceptance rate and more. Whoever accepts it gets the job.

With a date and an assignee set, the service heads into the field.

Service assignment

When

EmergencyScheduled

Who

ProximityRoute optimizationService offer

Offer first to

Best ratedLowest costHighest acceptance
  • Date and time set
  • Assigned to whoever accepted
Stage 03 of 04

Field execution

Execute, document and get paid from the field

With the service assigned and scheduled, your team follows the workflow defined for each job, captures evidence, records products and components, and turns what it finds into quoted, paid work.

Execute and document

  • Customizable workflows

    Define the steps for each type of service. Your team follows them in the field.

  • Evidence

    Signatures, images, videos and audio attached to the service.

Products and components

  • Products and assets

    Manage the product or asset being serviced and assign its serial number.

  • Components and inventory

    Record the components used in each service and keep each provider's inventory in sync.

Quote and get paid

  • Quotes in the field

    Prepare the quote during the visit.

  • Acceptance, payment and execution

    The customer accepts and pays, through integrations with multiple payment gateways, and the quoted work gets done.

  • Additional work

    Add and charge for extra work that comes up during the service.

Once the work is done, it's time to close.

Service in progress

In the field
  1. Start service
  2. Complete checklist
  3. Add evidence
  • Signature
  • Image
  • Video
  • Audio
  1. Confirm serial number
  2. Create quote
  3. Finalize with signature

Product

Serial no.

Components used

Inventory synced

Quote

  1. Accepted
  2. Paid
  3. Completed

Additional work

Added to the service and charged

Stage 04 of 04

Completion and new opportunities

Your next sale can start with your last service

At close, the customer answers a CSAT survey, so you know the experience each customer had and the one each provider delivers. Whatever your team spots in the field is logged as an opportunity and feeds your lead pool.

  • CSAT survey

    Measures satisfaction with every service and feeds it back into the system: the experience of each customer and the one each provider delivers.

  • Opportunities spotted in the field

    Your team logs the new needs it identifies during the service.

  • Lead pool

    Opportunities gather in a lead pool and flow back into demand capture.

And the cycle starts again.

CSAT survey

Back into the system

Per customerPer provider

Opportunity spotted in the field

New opportunity

Lead pool

Back to 01 · Demand capture

Atlas

AI operations supervisor

AI layer across the cycle

Atlas watches the whole cycle and acts when something goes off plan

It isn't a fifth stage or a dashboard to stare at. Atlas reviews the alerts and incidents at every stage and takes action to resolve them. While Iris and Maui handle whoever reaches out, Atlas gets ahead of problems: it contacts customers and providers when an alert calls for it.

Detects
Reviews alerts and incidents across capture, dispatch, execution and completion.
Acts
Reschedules services, contacts customers and providers, or notifies your operations teams.

You set the rules. You decide what Atlas can resolve and when it escalates to someone on your team.

In practice

  1. A service is running late

    Detects

    Atlas detects that the service won't arrive on time.

    Acts

    Lets the customer know.

  2. The provider runs into a problem

    Detects

    Atlas detects the problem and understands what happened.

    Acts

    Contacts the customer to reschedule the service or assign another provider.

Case Studies

Real operations, published results

Insurers, energy companies and retailers across Latin America already run their services on Sodtrack.

See all case studies
Field Service Management

Answers to the questions enterprise ops teams ask

A plain-English guide to field service management, route optimization, and lead management for operations leaders.

What is field service management (FSM) software?+

Field service management software is the operational backbone of any company that sends technicians into the field. A modern FSM platform like Sodtrack handles scheduling, dispatch, route optimization, mobile work orders, lead management, parts and inventory, SLAs, and reporting — everything needed to plan, execute, and measure field work at scale. It sits between your CRM or ERP (the systems of record) and your technicians (the people doing the work).

What are the main benefits of FSM software?+

Modern FSM software typically drives four outcomes: more jobs completed per technician per day (via smarter routing and scheduling), higher first-time fix rate (via skill-matching and parts visibility), better customer experience (via live ETAs, WhatsApp updates, and faster dispatch), and cleaner reporting for operations and finance (via SLA tracking, utilization, and revenue analytics). Sodtrack customers typically see 20-35% less windshield time and 1+ extra completed job per technician per day.

Who needs field service management software?+

Any company with 50+ field technicians or 1,000+ monthly service jobs benefits from purpose-built FSM. Common industries include insurance assistance, energy and utilities, telecommunications, home improvement retailers, assistance operations, HVAC, medical equipment service, and logistics last-mile installations. If your technicians currently run on spreadsheets, call-center hand-offs, or a CRM module bolted onto sales software, there's material ROI in moving to a real FSM platform.

What is the difference between FSM and CRM?+

A CRM (Salesforce, HubSpot, Dynamics, Pipedrive, Monday) is a system of record for customers and pipeline. An FSM platform is a system of execution for field operations — technicians, routes, work orders, inventory, SLAs. CRMs know who your customers are; FSM platforms know how you deliver service to them. Large enterprises usually keep a CRM and integrate it with a best-of-breed FSM like Sodtrack rather than trying to force one to do the other's job.

What should I look for in a route optimization solution?+

Service-grade route optimization needs to consider far more than distance. Look for real-time re-optimization (not just a morning batch), skill and certification matching, parts-on-truck awareness, time windows and SLAs, support for blended fleets (employed plus contractors), and native mobile navigation with live ETAs pushed to the technician. Consumer tools like Google Maps only plan a single trip; real FSM routing plans the entire workday for every tech on your team.

What is lead management software for service companies?+

Lead management software for service companies captures service and install inquiries from every channel (web, WhatsApp, call center, partner APIs, referrals), qualifies and scores them, and routes them to the right crew, contractor, or branch in real time. Sodtrack's lead management ties the service lead directly to the work order and the technician, so you can measure close rate, install time, and revenue per lead end-to-end rather than leaving leads to die in a CRM.

How long does it take to implement Sodtrack?+

Sodtrack implementations typically reach production in 4 to 12 weeks, depending on how many integrations you need and the complexity of your workforce model. That's a fraction of the 6-18 months that legacy CRM-based field service implementations usually require. Every new customer is paired with a dedicated implementation team for go-live.

Connect your service operation end to end

Book a demo and let's look at how your operation runs today, from the first request to the next opportunity.