Operations, fleet & projects
For operations where the assets matter as much as the customers.
Plant, fleet, stock and projects tracked alongside the commercial side rather than in a separate system. Built for engineering, drilling, plant hire and field services, where a CRM on its own has never been enough.
Designed for asset-heavy field and project operations.
The problem
Where a CRM on its own falls short for asset-heavy work
Assets tracked in spreadsheets
Where each rig or vehicle is, and what state it is in, lives in a file that is always slightly out of date.
Stock and jobs disconnected
Parts consumed on a job are reconciled afterwards, if at all.
Purchasing is reactive
Reorder happens when someone notices a shelf is empty rather than when stock crosses a threshold.
No single operational view
Commercial, project and asset information sit in three places, so nobody sees the whole picture.
What the system does
Customers, projects and assets in one view
The quote, the job, the equipment sent to it and the parts consumed on it, held together.
Fleet & assets
Where everything is, what condition it is in, and what it is committed to.
- Asset and equipment register
- Location and allocation
- On project, in transit, maintenance
- Service and inspection schedules
- Utilisation reporting
- Hire and availability
Stock & spares
What you hold, where, and when to order more.
- Multi-warehouse stock
- Spare parts catalogue
- Stock movements and entries
- Low stock and reorder alerts
- Item pricing
- Stock valuation
Purchasing
Procurement connected to the demand that caused it.
- Suppliers and terms
- Purchase orders
- Material requests from jobs
- Goods receipts
- Purchase invoices
- Approval workflow
Projects & field ops
The work itself, resourced and tracked to completion.
- Project records and phases
- Resource and equipment allocation
- Field team scheduling
- Progress and updates
- Documents and sign-off
- Client portal access
Operations CRM in practice
A working view for assets, projects and tasks.
Operational teams can see capacity, allocation and the work that needs attention without building a separate report first.
OPERATIONS DASHBOARD
Sample data shown. Interface recreated from a working SmartCo demo.
The workflow
From opportunity to completed project
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01
Opportunity
Commercial pipeline, quotations and customer records.
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02
Resourcing
Equipment and teams allocated against the job, with availability visible.
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03
Mobilisation
Assets moved, transit tracked, materials requested.
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04
Delivery
Field progress, updates and consumption recorded against the project.
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05
Replenishment
Stock drawn down triggers reorder before it becomes a problem.
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06
Completion
Sign-off, documentation and invoicing from the same record.
Built to order
Built on what already works
For asset-heavy operations we build on proven open-source ERP foundations and extend them, rather than rebuilding stock control and purchasing from nothing. You get mature, tested core functionality plus the parts that are specific to how you work.
- Proven core for stock, purchasing and inventory
- Bespoke modules for the parts that are specific to your operation
- One system rather than an ERP bolted to a separate CRM
- We own the integration, so it is supported as one thing
- Scoped and priced before any work begins
Pricing for operations
Quoted after a discovery session
Deployment size varies enormously between an operation with seven assets and one with seventy, so a headline price would be meaningless. We scope it properly and fix the figure before you commit to anything.
Common questions
Questions operations teams ask
We keep the detailed answers together on the main FAQ page so they stay consistent across the website.
Next step
Tell us what you run and where it is.
A scoping conversation about your assets, sites and projects, and a fixed figure before anyone commits.