From first enquiry to profitable completion
PolarOne connects every stage of the working day, giving office teams, engineers and managers one shared view of what is happening and what needs to happen next.
Less chasing. Fewer gaps. Better control.
Most field service businesses do not have a shortage of software. They have too many disconnected tools. PolarOne replaces fragmented processes with one practical operating flow, so information entered once can support sales, scheduling, engineers, customers and reporting.
Customers, jobs, assets, communication and service history stay connected.
Every opportunity, job and follow-up has a visible next step and responsible person.
Templates, permissions and completion rules help every team member follow the same process.
How work moves through the platform
Each stage feeds the next, reducing repeated data entry and helping your team keep momentum from the first contact to the final customer sign-off.
Set up your workspace
Add your company, branches, team members, roles and the information PolarOne needs to reflect how your business really operates.
- Customers, sites and assets
- Team roles and permissions
- Branches and territories
Capture every opportunity
Bring enquiries and leads into one pipeline, record every conversation and make sure the next action is always clear.
- Lead pipeline and follow-ups
- Customer communication history
- AI-assisted prioritisation
Turn demand into planned work
Convert opportunities into jobs, use reusable templates and schedule the right engineer based on skills, territory and capacity.
- Job templates and checklists
- Drag-and-drop scheduling
- Skills-based dispatch
Give engineers everything they need
Engineers receive a mobile-first job view with directions, customer details, forms, photos, time tracking and completion requirements.
- Engineer Portal PWA
- Photos, forms and signatures
- Travel and work timers
Complete work properly
Required evidence, checklists, customer signatures and completion notes create a consistent record before a job can be closed.
- Controlled completion workflow
- Permanent service history
- Follow-up visits and recurring work
Improve the business every day
Live reporting and Polar AI highlight opportunities, bottlenecks, overdue actions and margin risks so managers know where to focus.
- Workload and capacity visibility
- Business performance insights
- Practical recommended actions
Turn a site survey into a professional proposal
PolarTools runs inside the same customer and site record, so engineering work becomes usable commercial and service data.
Survey rooms
Capture dimensions, occupancy, glazing, insulation, orientation, gains, notes and photographs.
Design the solution
Run calculations, compare equipment, estimate materials and review visible installation concerns.
Sell clearly
Show recommended equipment, running costs, savings, finance, ROI and payback without technical clutter.
Quote and maintain
Generate a detailed quote, professional site pack and recurring service schedule.
Everyone sees the right information
PolarOne gives each role a focused workspace without separating the business into silos.
Owners and managers
See performance, workload, priorities, revenue opportunities and operational risks.
Office and sales teams
Manage customers, leads, communication, jobs and follow-ups from one place.
Dispatchers
Balance capacity, match skills and territories, and keep the schedule under control.
Engineers
Use a mobile portal for assigned jobs, evidence, forms, timers and completion.
Put your whole business on one platform.
Start building a clearer, faster and more profitable operation.