Shield Low Voltage

Shield Operations is the all-in-one platform that powers every aspect of our business—from field service and customer management to sales, construction, accounting, and operations. Built in-house to support our growing team, Shield Operations streamlines the entire customer journey while giving technicians, sales representatives, and office staff the tools they need to stay connected and productive. Field Service Management • Schedule and dispatch technicians • Real-time job tracking and status updates • Automated "En Route" customer notifications with technician profiles • Digital work orders and job documentation • Photos, notes, signatures, and attachments • Project and service history • Technician time tracking and performance metrics Customer & CRM • Complete customer profiles • Lead and opportunity management • Estimates, work orders, and invoices • Automated follow-up communications • Customer communication history • Referral tracking and automation • Review request automation Field Sales & Prospecting • GIS-based territory management • Door-to-door sales tools • Prospect tracking and follow-up • Lead generation and conversion management • Sales performance reporting • Commission tracking Builder & Construction Management • Lot tracking and construction progress • Pre-wire readiness management • Builder workflow automation • Construction milestone tracking • Project coordination Business Operations • Integrated accounting tools • Commission management • Financial reporting • Tax preparation support • Team management • Operational dashboards Shield Operations was designed to eliminate the need for multiple disconnected software platforms by bringing field service, CRM, sales, builder management, and business operations into a single, unified experience. Our mission is simple: help our team deliver exceptional customer experiences while providing the operational visibility needed to run a modern field service business. Currently available for authorized users of Shield Operations.