Coreshift Technology.

Custom Applications / DiegoTech

DiegoTech
Operations.

A browser-based operations application for a technology and IT services company: quotes, projects, dispatch, tickets, time and billing in one chain.

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One chain, end to end.

A quote becomes a project, a project becomes scheduled visits, a visit becomes hours and materials, and those become an invoice — so “unbilled revenue” is a number the owner can see rather than a question for the bookkeeper.

The DiegoTech Operations dashboard: open work orders, active projects, open leads, unbilled revenue and hours over thirty days.
Dashboard What needs a person today, and what has not been billed yet.
The CRM: leads and customers with contact details, type and status, beside a sales inbox.
CRM Leads and customers in one list, with the sales inbox beside it.
The dispatch board: a column per project with technicians assigned to each.
Dispatch board Drop a technician on a project and a work order is created for them.
The dispatch calendar in week view with scheduled visits.
Calendar The same work, given a day. One work order per technician visit.
The time and expenses screen: work orders to log against, then true hours, billed hours and expense totals.
Time & expenses True hours and billed hours are separate numbers, and stay separate.
The billing screen: unbilled labour, materials and mileage with a line for each entry.
Billing Unbilled activity becomes an invoice, and the invoice goes to QuickBooks.

Screens from a working installation loaded with sample records. Every company, contact, telephone number and figure in them is invented.

  • Modules from the sidebar: Dashboard · CRM · Quotes · Projects · Dispatch · Calendar · Work Orders · T&E · Billing · Reports · Knowledge · Administration.
  • True hours and billed hours are recorded as two separate numbers and stay separate, so rounding is visible rather than baked in.
  • Authorization lives in the database, not in the screens: the rules that decide who may accept a quote or log another technician’s work are enforced underneath every client.
  • A conversational assistant sits on top of it. See the DiegoTech Ops assistant.

Built and deployed for DiegoTech (2026). The application is private and is not linked.

Engagement type and the application itself. No client figures, no customer records, and no outcome claims — see how we describe our work.

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