Every tool your field team needs, in one platform.
HC38PM is built around the real workflows of SMEs managing retail installations, POS deployments, and multi-site field operations. Eight integrated modules. Zero spreadsheets.
From instruction to invoice
Jobs & PO Management
Create and assign jobs in seconds. Attach purchase orders, track approvals, log costs, and manage every job through a clear status pipeline — from New through to Invoiced and Closed.
Key capabilities
- Job creation with site, client, and engineer assignment
- Purchase order raising and approval workflow
- Cost tracking against budget
- Status pipeline: New → Scheduled → In Progress → Complete → Invoiced
- Document and photo attachments per job
- GBP-native cost and invoice management
Visualise your entire rollout
Project & Gantt Planning
Plan multi-site programmes with an interactive Gantt chart. Set milestones, dependencies, and resource allocations across your full project portfolio — and track progress in real time.
Key capabilities
- Interactive Gantt chart with drag-and-drop scheduling
- Milestone and dependency management
- Multi-site rollout planning
- Resource and engineer allocation
- Project health dashboard
- Link jobs directly to project phases
Every relationship, fully tracked
Client Management
Maintain a complete record of every client — contact history, active jobs, project status, and account notes — all in one place. Never lose context on a client relationship again.
Key capabilities
- Client profile with full contact directory
- Linked jobs, projects, and visit history
- Account notes and activity timeline
- Document storage per client
- Client portal access (coming soon)
- Revenue and job volume reporting
Your retail estate, mapped and managed
Estate Directory
Build and maintain a live directory of every retail site, store, or installation location. Track assets, access requirements, key contacts, and the full visit history for each location.
Key capabilities
- Site profiles with address, contacts, and access notes
- Asset register per location
- Full visit and job history per site
- Custom site attributes and tags
- Bulk import from CSV or spreadsheet
- Search and filter across your entire estate
Real-time execution in the field
Field Visits & Mobile
Equip your engineers with a mobile-first app for check-ins, photo capture, digital sign-off, and live status updates. Works offline — syncs automatically when back online.
Key capabilities
- Mobile check-in and check-out with GPS timestamp
- Photo and document capture on-site
- Digital customer sign-off
- Offline mode with automatic sync
- Live engineer location visibility
- Visit reports generated automatically
Convert prospects to projects
Lead & Pipeline Management
Track every sales opportunity through a visual pipeline. Convert won leads directly into clients and jobs — no re-keying, no data loss, no gaps between sales and operations.
Key capabilities
- Visual Kanban pipeline with custom stages
- Lead source and value tracking
- One-click conversion to client and job
- Follow-up reminders and activity log
- Win/loss reporting
- Linked to client and project records
Your supply chain, under control
Subcontractor Coordination
Onboard, schedule, and manage subcontractors with built-in compliance tracking, document storage, and performance scoring. Know who is qualified, available, and on-site.
Key capabilities
- Subcontractor profiles with trade and skill tags
- Compliance document tracking with expiry alerts
- Job assignment and scheduling
- Performance scoring and review history
- Insurance and certification storage
- Cost rate management
The full platform in your pocket
Mobile Field Execution
The HC38PM mobile app gives field engineers access to their job queue, site details, checklists, and sign-off tools — all optimised for one-handed use on-site.
Key capabilities
- Full job detail and site information on mobile
- Checklist and task completion on-site
- Barcode and QR code scanning for assets
- Push notifications for job updates
- iOS and Android native apps
- Seamless sync with the web platform
See every module in action.
Book a personalised demo and we'll walk you through the modules most relevant to your business.