Intake
Requests become work orders.
Client requests — including bulk batches — become authorized work orders with the dispatch rules and fees attached.
Platform
Operations control for every assignment.
The request, the dispatch decision, the field record, and the released report — on one work order, with who, when, and why behind every change.
Capabilities
What your team runs in Field Confirm.
Dispatch
Offer, cascade, reassign.
Offer work to eligible providers in ranked waves, cascade automatically when an offer lapses, and reassign or cancel with a stated reason.
Field records
Attempts, logs, and evidence.
Providers log field attempts and surveillance entries and upload evidence against the work order they were assigned.
Release
Reviewed before it ships.
Reports move through revisions, sign-and-release, and client review. Fieldwork can be reopened when a client requests changes.
Controls
Guardrails that stay out of the way.
No overwritten work
A dispatch, cascade, or release applies only to the version of the work order the operator was looking at. If a teammate changed it first, Field Confirm shows the conflict instead of silently overwriting it.
Eligibility checked at dispatch
Providers are checked against the requirements locked in on the work order, so an offer cannot reach someone who no longer qualifies.
An audit trail that can’t drift
Each change and its audit entry are saved together, in one step. The record of who did what, and why, always matches the work itself.
Need-to-know by default
Providers see only what they need to accept an offer. Client, case, and location details stay with the people authorized to see them.
Strong sign-in
Portal access supports multi-factor authentication, including authenticator apps and passkeys.
Explicit states
Every screen tells you where things stand.
Nothing fails silently. When something is empty, blocked, or already taken, the screen says so — and says what you can do next.
States your team can count on seeing
- Loading
- Empty
- Validation
- Conflict
- Permission denied
- Policy unavailable
- Retry
- Completed
- Claimed elsewhere
- Expired
Private preview
See it with your own workflow.
Walk through intake, dispatch, field records, and report release with our team — using sample records shaped like your own work.