MX Platformenterprise build

A configurable enterprise operations platform for complex, field-driven work.

MX is the central platform where operational data, workflows, assets, people, locations, forms, inspections, mobile field activity, reporting, and AI-enabled automation come together. Configurable enough to support different operational models — governed enough for the enterprise.

↳ Built for the operations that cannot wait.

mx.platform / architecture
01 · INTERFACE4 components
MX webMX+ mobileDashboardsAI chat
02 · CAPABILITIES10 components
WorkAssetsInventoryWorkforceSpatialLogisticsFormsReportingQuotingFinance
03 · PLATFORM6 components
Data modelWorkflowPermissionsAuditEventsAI / MCP
04 · INTEGRATION7 components
APIsWebhooksSSOERPGISEAMData warehouse
§ 01 · The 5 building blocks of MX

Five disciplines. One platform.

MX is built around five operational disciplines that share a common data model, permission system, audit trail, and field execution layer. They reinforce each other — that is the point.

01

Asset

Make assets operational, not just inventoried.

Assets that ask for their own maintenance — recurring by calendar or usage meter, raising the work order automatically when a service falls due. Asset register, hierarchy, condition, maintenance history, inspections, photos, documents. Linked to the work, locations, and crews that act on them. Supports GPS, RFID, barcoding, NFC. Assets can be held within other assets, so contents are known by place. Warehouse and inventory: stock is recorded where it is held, including inside another asset, and moves with it. Labelling at scale: asset codes download as a spreadsheet of up to 2,000 assets, each with a shareable code image, ready to hand to a print supplier — and itemised stock is created in bulk with sequential asset numbers. And the register is checked against the yard: import the list you have, send someone round with a phone, and MX shows what has not been seen since a date you choose, what was scanned that the list never mentioned, and which trackers disagree with the scan or have stopped reporting — each line retired, relocated or created on the spot.

RegisterYard reconciliationBulk labellingHierarchyContainersConditionCondition alertsMaintenanceInspectionsDocuments
02

Work

Model real-world workflows with control and flex.

Templated standard work for consistency, ad-hoc tasks for the unexpected. A scheduling board lays out each person's day with the drive time between jobs, and warns when a turnaround is tight or cannot be made. Rounds that repeat — inspections, deliveries, generator checks — dispatch themselves on the pattern the work follows and close when the round is done. A job's steps can be required in order, and a step's form started only at that step's location — set to warn or enforce, with every exception recorded and visible to the office. Auto-allocation runs on rules your own team writes on the template — by position, company, team, resource group or whoever looks after the asset — applied only when the work matches your conditions, and tested against recent work before it goes live.

TemplatesDispatchStep orderOn-site startScheduling boardAppointmentsRecurring dispatchEscalationsReactive tasksAuto-allocation
03

Workforce

A skilled, credentialed, accountable workforce.

Credentials, certifications, training records, access control (physical and digital), time, internal and contractor personnel. Credential records are reviewable and correctable: workers upload and renew their own from the app, a rejected upload carries the reviewer's reason, and an approval can be taken back — the credential stops counting as held, including on the report that goes to your customer. Courses are built and delivered in MX, each learner's progress is tracked, and a course can complete when its form is submitted. What a new starter receives is set up before day one, down to a badge printed before they arrive. Where people are staying — hotel, rented housing or camp bed — on one page, with every move dated and the people nobody has booked anywhere counted separately. Compliant, safe, secure operations.

CredentialsTrainingOnboardingAccessTimeContractorsSafetyAccommodation
04

Spatial

Spatial reasoning, not just a basemap.

Locations, zones, routes, polygons, service areas, site layouts. Generated features. Site boundaries walked in the field. Asset positions and location history from third-party telematics. Real-time crew tracking.

ZonesRoutesPolygonsField navigationReal-time
05

Mobile

Battle-tested, offline-first field execution.

MX+ mobile, OTA configuration updates, offline work, forms, scanning, photos, geotag. Tested across some of the world's largest disaster responses.

OfflineOTAScanningPhotosForms

↳ Supported by Business Intelligence (BI) and Artificial Intelligence (AI) layers, hooking into data from each block.

§ 02 · Configurable data model

Your operation. Your objects. Your workflow.

MX is not a fixed schema with a few custom fields tacked on. The data model is configurable — object types, fields, relationships, statuses, workflows — and configuration is governed, versioned, and reversible.

CONFIG · WORK ORDER TYPEv3 · published
type "damage-assessment" {  fields {    severity:      enum ["low", "med", "high"]    photo_required: true    linked_asset:    ref(asset)    location:        geometry(point)    narrative:       text  }  workflow {    created → triaged → dispatched → in_progress → completed    escalate_after: 4h if severity == "high"  }  permissions {    create:   role("field-supervisor")    complete: role("crew-lead") && location.in(zone)  }}

Object types

Work orders, assets, locations, forms, inspections, crews, equipment, sites — and anything else your operation needs to model.

Fields, refs, geometry

Typed fields. Relationships across objects. Geometry attributes (point / line / polygon) on anything that has a location.

Workflow states

State machines per object type. Transitions gated by role, condition, location, or time. Escalations built in.

Versioned & audited

Every config change is versioned, peer-reviewable, and reversible. No live tinkering against production data.

↳ Configurable, not lightweight. MX retains the data integrity and control of an enterprise platform. Your own team configures it: scheduled jobs, settings, and AI-drafted forms and dashboards are all self-service.

§ 03 · Role-based permissions

Everything an action touches is governed.

No default of 'admin can see everything'. Permissions apply to reads, writes, workflow transitions, AI tool calls, and configuration changes — across data, work, fields, and integrations.

ACTION ↓   ROLE →
Field crew
Crew lead
Field supervisor
Ops manager
Admin
AI agent
Read assigned work
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Update work status
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Complete work
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Approve / void cost lines
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Edit configuration
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Run AI tool calls
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Bypass workflow
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● granted◐ conditional (location, scope, or rule)· denied

↳ AI agents are subject to the same permission model as users. There is no AI bypass.

§ 04 · Operational record

Who did what, where, when, and why.

Every action — by user, by mobile crew, by integration, by AI agent — is recorded with context. The audit trail is not a separate log; it is how MX remembers.

WO-48217 · breaker inspection · Sub 14complete
08:14
systemWork order WO-48217 created from incident report INC-9821
08:18
k.morganTriaged · severity=high · zone=Grid 14·E
08:20
systemAuto-dispatched to Crew B (nearest with credential E-HV)
08:34
crew-bAcknowledged · ETA 14 min · MX+ mobile · offline-capable
08:51
j.singhOn-site · photo captured · location confirmed
09:22
ai-agentSuggested grouping with WO-48218 (same pole) · permission requested
09:23
k.morganAI suggestion approved · work orders merged
10:48
j.singhCompleted · 3 photos · narrative · cost line CL-90420 generated
§ 05 · Logistics & haulage

Every load accounted for, out as well as in.

Debris haul, equipment moves and demobilization are where recovery budgets leak. In MX each load is a record — bill of lading, hauler, tracked movement — reconciled into its purchase order at day end. Raising one is a guided flow, not an afternoon of paperwork.

mx.logistics / day-end · Rt 22 debris program · PO-44715 loads · 4 reconciled · 1 held
BILL OF LADINGHAULERFROM → TOLOADSTATUS
BOL-30417V-22 · truck 3Rt 22 staging → Landfill N18.2 t debris
delivered
BOL-30418V-22 · truck 1Rt 22 staging → Landfill N17.6 t debris
delivered
BOL-30421V-07 · lowboyBasecamp A → Depot 31 × excavator
delivered
BOL-30422V-07 · flatbedBasecamp A → Depot 32 × light tower
in transit
BOL-30425V-22 · truck 2Sector 7 → Landfill N19.4 t debris
held
weight ticket missing
PO-4471 · debris haulage · V-22  ·  55.2 t reconciled today  ·  19.4 t heldaudit trail per load · weight tickets attached
RAISING A LOAD
01

From the tasks

Start from the tasks being shipped. The bill of lading is built from them, with nothing retyped.

02

To the driver

Assign a driver and they hold the paperwork. No driver known yet? Assign the load to the hauler instead.

03

Ahead of arrival

When the vehicle is within a set distance or time of its destination, an arrival alert goes out before it pulls in.

04

Signed, not printed

The driver and the receiver sign on the driver's phone at each stop — no account needed, so a hauler's own driver can use it. The signatures go into the bill of lading, timed when they were really signed, coverage or not.

05

Shared outside

Send the load's tracking link to the client or receiving site. They follow it without an account.

Bill of lading per load

Every movement — debris out, equipment between sites, plant home at demob — is a load with a bill of lading: what, how much, from where, to where, and by whom. A load can be prepared before the driver is known, or recorded after the move, and issued when it is ready.

Hauler assignment

Loads are assigned to haulage vendors and their vehicles. The vendor works within its own scope, the same way a subcontractor does on a multi-employer site.

The haulers, not just the loads

Carriers and brokers are companies in MX — contacts, dispatch email, their own people — imported from the list you keep today. Insurance certificates and tax forms sit against the company with an expiry date, and MX warns you by email before cover lapses, rather than leaving it to a diary note. When a load is raised, the pickers offer the carriers you work with and leave out the ones you have retired.

Tracked while it moves

Pickup, transit, and delivery are recorded against the load, with the weight ticket or delivery evidence attached at the point it exists.

Reconciled into purchase orders

At day end the loads are reconciled against the purchase order they draw on. A load that does not match is held with its reason, not lost in the total.

The loads that need chasing, listed

A needs-attention view flags the transports that are overdue, the ones nobody has picked up, anything booked on two jobs at once, and loads recorded as delivered somewhere other than their destination. Each flag links to its job, and how long each check waits before it complains is set per program.

Cold chain, in the same place as the load

A refrigerated trailer shows its supply, return and ambient air temperature against the set point it is holding, with a chart of how it has behaved over the last day, week or month. On the map every reefer is colored by what it is actually doing — holding, drifting out of range, switched off, or no longer reporting at all. The silent one is the one that costs you a load. And a trailer drifting out of range does not wait to be noticed — the reading raises a work request against that unit, at its location, in front of whoever covers it. So does a tracker that has stopped reporting altogether.

See it in recovery, where demobilization is the endgame →
§ More platform capabilities

The rest of the platform, in brief.

The same data model and permissions underlie everything else MX offers — so each capability stays connected to the operation around it.

§ 06 · Forms & inspections

The form is the record, the document, and the proof.

Configurable forms with conditional logic, linked to assets, work, locations, and reporting. Produces a PDF matching your own paperwork layout — boxed and shaded sections, checked option lists, repeatable tables, full-page photos, custom headers and footers. Captures mapped geography, can require a video be watched in full before the rest of the form opens — a file you upload, or the training video you already host — and closes with a signed agreement. Upload the document the form came from and MX drafts the printable output alongside the form, so what comes out of the printer mirrors what went in. And a completed form keeps the layout it was filled in under, however often the template changes afterwards — a form signed two years ago still prints as it was signed.

PDF outputMapped geographyVideo gateSigned agreementOffline
§ 07 · Multi-employer sites

Contractor companies run their own crews.

Every company on the platform works within its own scope. A subcontractor's manager runs their own people, training records and fleet from the contractor portal and, on a site, fills the block of beds allocated to them — seeing only what belongs to their company. The operator sees the whole picture.

Contractor portalPeopleTrainingFleetBeds
See it on a basecamp →
§ 08 · Spatial in the platform

Not a separate GIS tool.

Operational mapping, location-aware work, field-captured site boundaries, generated features. Real-time crew and asset tracking, with location history. Spatial reasoning, not just display. And a map each team can look after itself: each user group starts with the layers it needs, so a new crew member opens the map on their operation rather than an empty basemap. People who publish their own layers can share them with their own teams. The layer library shows which layers you already have and warns when one would show no data. Styling is driven by the data — an icon per team, a line color per status — and layers can be drafted, changed and published from a plain-language request.

ZonesRoutesLive trackingSite boundariesLayers per teamData-driven styling
Who maintains your map →
§ 09 · Reporting & dashboards

The people who need a view build it themselves.

A dashboard builder for the person who needs the view — put together in minutes, over data they are already allowed to see and nothing more. Each dashboard has an owner and can be shared, and a plain-English description drafts one for you, every widget checked against live data before it is shown. You do not start from an empty board. Add widget opens a gallery of ready-made widgets you can preview against your own data and take as they are or adjust — and the builder explains each option as you go, including when a chart would mislead the person reading it. Build over the project roster, bills of lading, work allocations and asset assignments, or measure the time between any two dates — how long loads sit before dispatch, how long work waits before anyone picks it up. Each source explains in plain words what it contains. Values can carry their own colors, so complete, pending and overdue read green, amber and red without anyone reading a legend. And a dashboard shows its times in each viewer's own time zone, the project's, or a fixed one, so a daily report reads correctly in Glasgow and in New York. Alongside it: live operational views, SITREP-style reports, exceptions, executive roll-ups, exports, and BI hooks for downstream analytics and warehousing.

Dashboard builderWidget galleryOwned & sharedPlain-English draftLiveTime zonesSITREPExceptionsExport
How AI drafts a dashboard →
§ 10 · Quoting & the quote pipeline

The priced proposal, before the work exists.

Sales build the quote, operations review it before the company commits, and every save is a numbered version showing who changed what. A quote cannot be sent until it is approved, and changing an approved quote sends it back round. The pipeline view shows every open quote, its value, the stage it is in, how long it has sat there and which team it is waiting on — with won and lost counts, the reasons for the losses, and the operation's own workload beside it, so the mobilization date you promise is one you can meet.

Versioned quotesOperations reviewApproval before sendPipelineWon & lostWorkload
§ 11 · Finance

Every charge explains itself.

Project-scoped and rules-driven: the activity already captured in MX — scans, completions, mileage — becomes auditable cost lines. Open a person or an asset and see why it is charged as it is; what is not being charged at all is listed too, rather than quietly missed. A new project's charging is set up by its own administrators, with no release needed. And subcontracted work bills the way it actually happens: the same day's work is charged to the client and costed from the supplier, side by side.

Project-scopedRules-drivenExplains each chargeMissing RulesClient & supplier
Finance overview →
§ 12 · APIs & integration

Fits your enterprise architecture.

REST APIs, webhooks, event streams. Versioned and access-controlled. ERP, GIS, EAM, HR, finance, data warehouse, and customer-specific systems.

RESTWebhooksEventsSSO
Integration overview →
§ 13 · AI services

Within the platform's permission model.

Operational assistant, document RAG, MCP-enabled tools, event-driven agents. Governed, audited, role-aware. AI extends MX — it does not bypass it.

AssistantRAGMCPGovernance
Explore AI & Automation →
Explore the platform

One platform.
Configured to your operation.

Walk us through the work you manage today. We will map MX to it — what it looks like configured, what it integrates with, and what it changes.

See MX in action ↗Request the MX Platform Overview