Leads, quotes, jobs, invoicing, payments, dispatch, and an AI Butler, one platform for trade businesses.
AI Field-Service SaaS for Trades: CRM, Quotes, Dispatch & AI Butler
A Swiss contractor management platform that streamlines leads, quotes, jobs, billing, payments, and employee dispatching with AI-powered quotation creation from text or images.
This is a tool for Swiss workers who perform manual labor, such as plumbers and electricians. It improves in what they do. Spreadsheets and paper notes are not necessary for them. Among the many capabilities of the program are the ability to create quotations, invoices, and payments. These features are all located in one location and it's simple to use. Electricians and plumbers may use an app on their phones, while office workers can utilize a portion on their PCs. The tool can even understand what people are saying and make quotes for them. People in Switzerland are already using it and it accepts a wide range of payment options, including Stripe and Swiss QR-Rechnung. English, German, French, and Italian are among the languages in which the tool is accessible and for Swiss professionals like carpenters, painters, and contractors, it is particularly beneficial. Those who schedule jobs and send staff might also benefit from this technology. For professionals like plumbers and electricians, it makes things simpler.
Businesses in Switzerland can use this software solution to manage their workload. The system combines every step a company has to take, from acquiring a client to receiving payment and a review. It accomplishes this in three ways: a clever computer software that can assist in creating quotations for clients, a customized website that office workers can access, and a mobile app that employees can use on their phones.
Considering the system was created with Swiss businesses in mind, it has certain features that they require, such as the ability to create invoices using a QR code, verify the validity of a customer's ID, and manage the various tax rates in Switzerland. It is available in four languages: English, German, French, and Italian. It also integrates with payment methods such as Stripe and TWINT. Both Android and Apple phones may download the mobile app which can be utilized even in the absence of an internet connection. The office website is quick and simple to use and the intelligent computer program may assist with writing quotations simply by listening to a voice message or viewing a picture.
- AI Field Service App
- Trades CRM
- Flutter Offline-First
- Swiss QR-Rechnung
- Stripe Terminal Tap-to-Pay
- Voice-to-Quote AI Butler
- FastAPI Backend
- Multi-Tenant SaaS
- ServiceTitan Alternative
- Jobber Alternative
- Passkeys FIDO2 Auth
- Dispatch Board
Solving real problems with smart engineering
One System for the Whole Workflow
Problem
Trades juggled disconnected tools - accounting software for invoices, spreadsheets for estimates, paper for jobs, WhatsApp for clients - losing hours every day to admin.
Solution
A single Flutter app runs the full six-stage flow - lead, quote, job, payment, review - all connected through one FastAPI backend.
Butler AI - Voice-to-Quote
Problem
Producing an accurate estimate at the customer's table was impossible. Quotes were rebuilt in spreadsheets the next day, and jobs were lost to faster rivals.
Solution
Tradespeople describe a job by voice, text, or photo and Butler AI generates an instant quote. On-device Sherpa-ONNX keeps audio private, while image analysis spots broken tiles, leaks, and faulty appliances.
Offline-First That Actually Works
Problem
Field workers had no signal in basements, on roofs, or in rural areas - making cloud-only apps useless on real job sites.
Solution
The app keeps running with zero signal, storing jobs, quotes, photos, signatures, and notes in a local SQLite database, then syncs in the background - most important data first - once signal returns.
Swiss QR-Rechnung Invoicing
Problem
QR-Rechnung invoices were built by hand - manually adding VAT rates (8.1%, 2.6%, 0%) and verifying CHE-UID numbers - causing errors and delayed payments.
Solution
Fully automated QR-Bill invoices work with every Swiss banking app (PostFinance, UBS, Raiffeisen, ZKB), with branded PDFs, CHE-UID validation, and per-line VAT applied automatically.
Stripe Terminal Tap-to-Pay
Problem
Trades had to carry bulky card machines or chase bank transfers for days. Taking payment with just a phone simply wasn't possible.
Solution
Tap-to-Pay accepts chip, contactless card, and mobile wallet payments straight from the phone - no extra hardware. The customer signs on-device and funds settle automatically.
Real-Time Drag-and-Drop Dispatch
Problem
Scheduling meant whiteboards or shared calendars that never showed who was actually free - causing double-bookings and missed appointments.
Solution
Office staff drag job cards across team members on a board that shows live availability - no whiteboards, no clashes, just a clear schedule.
Built for Four Languages
Problem
Swiss tradespeople work across German, French, Italian, and English-speaking regions, but no single tool supported all four.
Solution
The platform is fully multilingual across all four Swiss market languages, so every team works in its own language inside one app.
A closer look at AI Field-Service SaaS for Trades: CRM, Quotes, Dispatch & AI Butler
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What it does
Butler AI (Voice, Text & Photo)
- Voice-to-quote: give a detailed, VAT-accurate quote after describing a project aloud.
- Photo analysis: Butler finds and sketches the task by taking a picture of a flaw.
- Conversations with many turns and a complete message history across sessions
- Semantic search using pgvector RAG over previous quotations and jobs
- Speech is entirely on-device (Sherpa-ONNX); no external audio is sent.
- Multi-model routing: Claude for reasoning, GPT-4o for vision, and Groq for speed
Leads & CRM
- Lead collection using source tracking (phone, web form, referral, walk-in)
- One-tap conversion to quotation for the lead status pipeline
- A customer profile that includes their whole employment and correspondence history
- Shortcuts for direct contact: phone, WhatsApp, email
Quotes
- Swiss VAT line items (8.1%, 2.6%, and 0%) in an on-site quotation builder
- The proportion of deposits, conditions of payment, and duration of validity
- Automated reminders to follow up after sending
- One tap to send a branded PDF via email
- One-tap acceptance creates jobs automatically
Jobs & Field Work
- Complete work details, including the client, address, pictures, notes, and designated team member
- It operates offline before, during, and following photo capturing.
- Offline-capable on-device customer signature
- Job templates and recurring scheduling
- Push the job status in real time to the workplace
Swiss QR-Rechnung Invoicing
- Compliant QR-Bill PDF creation: a single tap upon work completion
- VAT rates per line (8.1%, 2.6%, and 0%) validated by CHE-UID
- Validation of Swiss postal codes and cantonal address fields
- All Swiss banking applications, including PostFinance, UBS, Raiffeisen, and ZKB, are compatible.
Payments
- Stripe Terminal Tap-to-Pay: phone only; on-site card, contactless, Apple/Google Pay
- Instant payment via Twint Swiss
- Automatic reconciliation combined with manual bank transfer
- Contractor payout onboarding using Stripe Connect
- Stripe Subscriptions for Pro, Business, and Enterprise subscription billing
Dispatch Board
- Drag-and-drop job scheduling in real time (dnd-kit + WebSocket)
- Each team member's live availability matrix
- Service regions, exception dates, and working hours for each member
- Push notifications that instantly fan out to field workers and office devices
Offline-First Mobile
- Complete app operation using the SQLite local storage with no signal
- Cache-age indicators that display the freshness of data
- On reconnect, the background sync queue was prioritised.
- No matter where the job takes you, you can work in basements, on rooftops, or in rural locations.
Auth & Security
- Passkeys (FIDO2/WebAuthn): device-native and resistant to phishing
- Biometric login via Face ID, Touch ID, or fingerprint
- Google/Apple sign-in and the magic link
- Twilio Verify 2FA (SMS OTP)
- iOS Keychain and Android Keystore token storage, as well as Argon2 password hashing
- Full audit logging on sensitive processes and GDPR data export
Multi-Language (EN / DE / FR / IT)
- Language switching with just one tap; no restart is needed
- Mobile Flutter ARB files with compile-time safety
- i18next for site administrators with browser language detection
- Currency, date, and number formatting that takes location into account
- Regional legal pages: AGB Handwerker, Datenschutz, and Impressum
Inside AI Field-Service SaaS for Trades: CRM, Quotes, Dispatch & AI Butler
Built with
Mobile App (Flutter)
- Flutter + Dart - cross-platform iOS & Android framework
- Riverpod + GetIt - state management and dependency injection
- sqflite (SQLite) - offline-first local database
- Sherpa-ONNX - on-device speech-to-text for Butler AI
- mek_stripe_terminal + qr_flutter - Tap-to-Pay and QR billing
- flutter_map + OpenStreetMap - maps, geocoding, and location
- passkeys (FIDO2) + local_auth - Face ID / Touch ID login
- intl + ARB files - EN / DE / FR / IT localization
Web Dashboard (React)
- React 19 + TypeScript + Vite - admin panel UI and build tooling
- Tailwind CSS + Radix UI - styling and accessible components
- TanStack Query + React Hook Form + Zod - data fetching and validated forms
- dnd-kit - drag-and-drop dispatch board
- Leaflet + react-leaflet - interactive web maps
- @stripe/terminal-js + jsPDF - payments and PDF invoice generation
- i18next - multi-language web interface (EN/DE/FR/IT)
Backend (FastAPI)
- Python 3.11 + FastAPI - async API with uvicorn / gunicorn
- SQLAlchemy + asyncpg + Alembic - async ORM and migrations
- Pydantic v2 - request validation and typed schemas
- Celery + Redis + Celery Beat - background jobs and scheduling
- reportlab + qrcode - Swiss QR-Rechnung PDF invoices
AI Engine
- GPT-4o, Claude, Groq - vision, long-context, and low-latency LLMs
- PydanticAI - model routing and output validation
- pgvector + Cohere - semantic search (RAG) and reranking
- Sherpa-ONNX - private on-device speech recognition
Database
- PostgreSQL + pgvector - primary database and vector search
- Redis 7 - Celery broker and application cache
- SQLite (sqflite) - mobile offline store
Authentication & Security
- Firebase Auth + Google / Apple Sign-In - social login
- FIDO2 / WebAuthn passkeys - passwordless biometric auth
- Argon2 + JWT (python-jose) - password hashing and tokens
- iOS Keychain / Android Keystore - secure on-device storage
Payments
- Stripe Switzerland + Stripe Connect - processing and vendor payouts
- Stripe Terminal - in-person Tap-to-Pay
- TWINT - Swiss mobile wallet payments
- Stripe webhooks - automatic payment reconciliation
DevOps & Infrastructure
- Coolify + DigitalOcean - managed Docker deployment
- Docker multi-stage + nginx - containerized builds and reverse proxy
- Cloudflare + Let's Encrypt - DNS and TLS
- Sentry + structlog + Flower - error tracking and monitoring
Communications & Media
- Firebase Cloud Messaging - push notifications
- Firebase Realtime Database - live job tracking
- SendGrid + Twilio Verify - email and SMS OTP
- Cloudinary - media CDN and WebP optimization
What actually changed
- Delivered a tri-surface SaaS (Flutter mobile, React admin, and AI Butler) from a single FastAPI backend, resulting in a ~40% reduction in feature development time and no API drift across clients.
- Using a single PydanticAI routing layer, three AI model providers (OpenAI, Anthropic, and Groq) were integrated, providing Butler with the appropriate model for each job.
- Sherpa-ONNX has built-in 100% on-device speech recognition; voice input is offline and no audio ever leaves the phone, resolving connection and privacy issues.
- Removed the need for manual QR-Bill production by automatically generating compliant Swiss QR-Rechnung invoices using Reportlab + QRcode.
- Passkey (FIDO2/WebAuthn) authentication was implemented on Flutter and the web, providing field workers with a biometric-first, phishing-resistant login.
- Provided per-region legal pages, locale-aware layout, and one-tap switching for four languages (EN, DE, FR, and IT).
See it for yourself
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