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
Every store. Every visit. Every display — all in one place.
Estate Directory
A live, searchable directory of your entire retail estate. Every store visit is recorded. Every display amendment is logged. See exactly which displays you have in which stores, for which clients and brands — and pull detailed reports from that data at any time.
Key capabilities
- Every store visit recorded with date, engineer, and outcome
- Every display amendment logged against the store and brand
- See which displays are live in which stores, by client and brand
- Full asset and display register per location
- Site profiles with contacts, access notes, and custom attributes
- Pull reports on visits, display status, and estate activity
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.