Sector Briefing

SECURE THE TRUCKS, AUTOMATE THE BUSYWORK

Field-service companies — HVAC, electrical, plumbing, pavement, painting — run on crews in the field, a CRM, and the scheduling and dispatch tools that book the next job. That setup keeps you moving, but it also spreads phones, tablets, customer card data, and cloud apps across every truck. We lock that down, then use automation to take the manual busywork off your team and clear the path to grow.

Threat Profile

WHERE FIELD GETS HIT

01

Lost Phones & Tablets in the Field

Crews carry company data on phones and tablets to every jobsite. A device that's lost, stolen, or off your radar exposes customer records, payment info, and account logins unless it's encrypted and centrally controlled.

02

Someone Taking Over Your CRM

Your field-service platform holds your customer list, your schedule, and your pricing, and it's one cloud login from a competitor or attacker. Weak passwords and no login security (MFA) turn a single phished password into full control of the account.

03

Customer Card & Property Data at Risk

Taking card payments in the field and storing customer contacts and property details makes you a target and puts you under PCI rules. Sloppy handling invites chargebacks, fines, and lost customer trust.

04

Manual Work That Drops Revenue

Re-typed jobs, missed follow-ups, and tools that don't talk to each other cost more than hours. They're where mistakes, double-bookings, and dropped revenue hide.

Our Approach

DEFENSE IN DEPTH

We never rely on a single control. We layer protection around your business, so one failure never becomes a breach.

Defense in depth: layered protection wrapping the business — email and perimeter, identity and access, devices and endpoints, cloud and data.
Email & PerimeterFiltering · anti-phishing
Identity & AccessMFA · conditional access
Devices & Endpoints24/7 managed detection
Cloud & DataHardening · immutable backups
Your business & data
Compliance & Standards

WHAT YOU'RE HELD TO

The frameworks, regulations, and contractual demands that shape security in your sector, and that we build your program to satisfy.

PCI DSS (field card payments)
CIS Controls v8.1
NIST CSF 2.0
Cyber Insurance Requirements
How We Engage

OUR PLAYBOOK

01

Device & Account Security

Device management, encryption, and login security (MFA) across phones, tablets, and your CRM and scheduling logins, so a lost device or a phished password doesn't cost you your customer base.

02

Automation & AI for Daily Operations

Custom integrations that connect your CRM, scheduling, invoicing, and follow-ups, ending re-typed data and the manual steps where revenue leaks out.

03

Managed IT & Payment Protection

Support that answers fast, email security, and PCI-conscious payment steps built for a team that works out of trucks, not at a desk.

Field-Proven

We've built custom tech stacks and automation for contractors, wiring the CRM, scheduling, and back-office tools together so trades run leaner and lose less to manual mistakes.

Start With a Free 30-Minute Conversation

NO PRESSURE.
JUST A PLAN.

Cybersecurity gap, IT problem, or just not sure where to begin? We'll listen first, recommend second, and only propose what actually serves you.

connor@tremodi.com