Mobile execution
Work order, notes, photos, signature, materials, time, and saved status without scattered chats.
Aibo should cover must-have and nice-to-have capabilities from known platforms, but with its own execution: Spanish first, mobile first, evidence first, offline-aware, and Aibo assistance as reviewable help.
The goal is not more buttons. The goal is helping a service company move from request to work order, evidence, report, quote/proforma, and follow-up with less friction.
Work order, notes, photos, signature, materials, time, and saved status without scattered chats.
Visible gaps before handoff to administration, report, or customer.
Drafts, recommendations, and gap detection with human approval.
Quote, proforma, operational draft, collection status, and accounting or fiscal provider readiness.
Spanish first, simple pricing, WhatsApp-aware, small teams, and phone-first adoption.
Roles, permissions, users, audit trail, OAuth integrations, and separation between subscription and customer payments.
This view turns well-known market features into concrete Aibo decisions: what is included, what depends on a provider, and what is packaged as a validated add-on.
| Lifecycle | Status | Market pattern | Aibo decision | Gate before expanding |
|---|---|---|---|---|
| Request intake Must-have | Build now | Online booking, forms, intake questions, and opportunity status. | Simple request link, manual capture, visible source, and assisted triage to turn chats into work. | Trade-specific questions and priority rules without promising automatic reception. |
| Customers, contacts, sites, and equipment Must-have | Build now | Customer history, properties, notes, files, tags, and contacts. | Operational customer, site, asset, history, attachment, and context record for technicians and administration. | Clean import, deduplication, and role permissions before bulk loads. |
| Customer status and approvals Nice-to-have | Validated add-on | Quote approval, appointments, documents, collection state, and visible history. | Start with lightweight links for request, status, approval, and WhatsApp-friendly summaries. | Full customer center only after permissions, privacy, and notifications are proven. |
| Work orders and jobs Must-have | Build now | One-off and recurring jobs, checklists, forms, photos, signatures, and status lifecycle. | Mobile work order with tasks, evidence, signature, materials, notes, and a clear next action. | Recurring templates and trade flows after basic closeout is consistent. |
| Scheduling and dispatch Must-have | Build now | Calendar, assignment, availability, routes, maps, and change notices. | Simple schedule, team assignment, visible priority, and location context without overloading technicians. | Advanced route optimization and continuous tracking as a proven add-on. |
| Mobile execution Differentiator | Build now | Field notes, photos, forms, materials, time, signatures, and phone use. | Phone first, poor-signal tolerant, evidence first, and guided closeout before the report. | Module-by-module offline improvements with device tests before promising full coverage. |
| Quotes Must-have | Build now | Templates, approvals, photos, optional items, margin, packages, and follow-up. | Simple quote from work and evidence; Ludo IA can prepare a reviewable draft without inventing prices. | Optional items, packages, and price catalog in higher plans. |
| Proformas and drafts Must-have | Verified provider | Invoice from job or quote, payments, receipts, status, and files. | Proforma and operational draft with Ludo IA context and auditable history; fiscal document depends on a verified provider. | Submit, accepted, rejected, cancelled, credited, and exported states by provider. |
| Cost and margin Differentiator | Build now | Materials, labor, expenses, margin, approvals, and job profitability. | Basic cost from materials and time, visible margin for administration, hidden by permission. | Approval rules, advanced expenses, and profit reports in team plans. |
| Time and expense Must-have | Build now | Timers, timesheets, expenses, mileage, and payroll export. | Simple time and expense tied to the job for reporting, cost, and supervisor review. | Payroll export and location timers only with clear permissions and market legal checks. |
| Customer communication Must-have | Verified provider | Reminders, on-my-way, quote follow-up, collection follow-up, and inbox. | Reviewable templates for email, SMS, or WhatsApp with history and user permissions. | Bulk or two-way messages only with provider, consent, and audit trail. |
| Reviews, referrals, and marketing Nice-to-have | Validated add-on | Review requests, referrals, website, commercial source, and campaigns. | Keep it on the web and Aibo account side: links, source tracking, and useful content. | Campaigns, reviews, and referrals when communication and consent are verified. |
| Reports and insights Differentiator | Build now | Revenue, pipeline, jobs by status, productivity, profit, usage, and storage. | Simple reports for work, evidence, team, cost, assistance use, and operational health. | Advanced role-based indicators and exports when base data is reliable. |
| OAuth connections Differentiator | Verified provider | Accounting, calendar, sheets, maps, payments, messages, automation, and API. | Separate personal and company connections with minimal scope, encryption, disconnect, and audit trail. | Accounting, calendar, WhatsApp/SMS, and exports by plan and country. |
| Ludo IA Differentiator | Build now | Assisted reception, drafts, customer summary, field questions, and recommendations. | Place Ludo IA where it hurts: triage, dispatch, evidence gaps, reports, quotes, proformas, replies, and indicators. | Human approval, credit limits, usage log, and messages without automatic diagnosis. |
| Roles, permissions, and audit trail Must-have | Build now | Users, roles, seats, permissions, history, export, and account deletion. | Simple owner and administration controls with company isolation, permissions, and auditable events. | Export, deletion, and retention with a runbook before destructive changes. |
Jobber, Housecall Pro, FieldPulse, ServiceM8, Service Fusion, and ServiceTitan have detailed pages. The other comparisons remain source-backed backlog until official pricing and features are refreshed.
| Platform | Reference value | How Aibo improves it | Next step |
|---|---|---|---|
| Jobber Detailed comparison available | Primary reference for a broad field service suite. | Aibo competes with lower friction, field evidence, Spanish workflows, and Aibo assistance at closeout. | Keep the detailed page source-backed with official sources and reviewed date. |
| Housecall Pro Detailed comparison available | Home-service benchmark for schedule, quote, collection, and growth workflows. | Prioritize LATAM adoption, mobile technicians, and evidence closeout before a heavy commercial suite. | Keep the detailed comparison source-backed with clear invoicing and provider limits. |
| FieldPulse Detailed comparison available | Reference for teams that value operational customization and mobile access. | Turn customization into simple templates for work orders, evidence, reports, and dispatch. | Keep the detailed comparison source-backed on seats, packages, AI, and add-ons. |
| ServiceM8 Detailed comparison available | Strong reference for mobile apps, monthly job limits, and integrated assistance. | Aibo should win with Spanish, evidence, reviewable assistance, and clear fiscal-invoicing boundaries. | Keep the detailed comparison current on job limits, assistance, mobility, and provider boundaries. |
| Service Fusion Detailed comparison available | Field service suite reference for dispatch, customers, estimates, payments, and fleet tracking. | Start lighter: real work, evidence, report, proforma, and admin control. | Keep the detailed comparison current on official prices, unlimited users, GPS, accounting sync, and provider limits. |
| ServiceTitan Detailed comparison available | Reference for larger operations with dispatch, reports, pricebook, sales, and advanced controls. | Do not copy enterprise complexity; bring the right signals to SMBs: margin, evidence, schedule, and approval. | Keep the detailed comparison current on official packages, request pricing, AI, mobile app, pricebook, and provider limits. |
| FieldEdge Refresh source before detailed page | Contractor reference for dispatch, history, accounting integration, and multi-truck control. | Aibo should translate that control into small-team flows: order, asset, evidence, report, and OAuth integration. | Review accounting integrations and HVAC fit before publishing details. |
| Workiz Refresh source before detailed page | Reference for scheduling, dispatch, calls, customers, and service operations. | Compete with lower setup friction and stronger field evidence for LATAM teams. | Validate official pricing and modules before a dedicated page. |
| Simpro Refresh source before detailed page | Trades reference for quoting, scheduling, jobs, time, photos, payments, and reports. | Aibo should keep the full cycle but make it more direct for technicians and administration. | Evaluate inventory and project depth before a detailed comparison. |
| Zoho Field Service Refresh source before detailed page | Cost-accessible platform reference with the Zoho ecosystem. | Aibo should differentiate through mobile field work, evidence, operational Spanish, and contextual assistance. | Compare against Zoho only with refreshed official editions and pricing. |
Aibo can prepare quotes, proformas, and operational drafts. Official fiscal issuance, payments, automated messages, or accounting integrations depend on verified providers, permissions, company registration, and accepted market tests.
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Open comparisonIt should match or beat useful capabilities, not copy text, interfaces, screens, branding, colors, or trade dress. Aibo needs its own LATAM and mobile workflow.
They define the complete map: dispatch, customers, assets, evidence, quotes, collection, reports, integrations, and control. Aibo ships it in stages so adoption does not become heavy.
At the highest-pain moments: request triage, dispatch, field questions, evidence gaps, report drafts, quote/proforma drafts, customer replies, and admin insight.