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Agriculture

Systems for farms that sell direct, ag services and farm supply

Orders come in by text, email and phone while the crew is in the field, and the harvest decides what there is to sell. We connect the orders, the packing shed, the fields and the books, so what is picked, packed, delivered and billed comes from one record.

Photo: U.S. Department of Agriculture

Walk through a farm

Pick a place to see what we set up there

A model of a typical operation, not a client's. Pick a place to see what we set up there and how its work reaches the rest of the operation.

A model of a typical farm: buyers' homes and a farm stand by the road, a packing shed with crates and a delivery van, fields with a tractor at work and grain bins, and a farm office, each joined by a path to one system in the middle.
  • Buyers

    Orders by text, email, phone and the online store land on one list, with what is actually available.

    • An online store that shows what is ready
    • Standing orders that repeat on their own
    • Orders from texts and emails entered once
    • Each buyer's orders and invoices in their own portal
  • Packing shed

    What to pick, pack and load, ready before the crew starts.

    • Pick lists from the day's orders
    • Stock by location, counted without guessing
    • Lots recorded where a program asks for them
    • Delivery runs loaded in stop order
  • Fields

    What is ready, what the crew did and what the machines need.

    • Availability updated from the field
    • Crew time on the job
    • Custom hire jobs with acres and hours
    • Equipment service due and its history
  • Farm office

    Invoices go out from the order and the delivery, not from memory.

    • Invoices from delivered orders
    • Account customers and monthly statements
    • Supplier orders matched to bills
    • Season reports by crop and customer

What we look at in discovery

Themes to test against your farm or your business, not assumptions about it. Filter by the kind of operation or by how each piece is usually built. Where a specialist system is the right tool, the label says so.

  • Native Built into the standard software
  • Configuration Set up, no code
  • Custom Development we build
  • Integration Connects another system
  • Exploratory Needs validation first
Kind of operation
How it is usually built

  • Orders from texts, emails and calls

    Every order on one list with the buyer's record, whichever way it came in. Email arrives in the system as it is; texts and calls come in through a connected service.

    NativeIntegration
  • Availability from the field

    What is ready this week, updated on a phone in the field, so the online store and the order list only sell what you have.

    NativeConfiguration
  • Standing orders

    Weekly boxes, restaurant orders and regular supply orders that repeat on their own, changed or skipped in one place.

    NativeConfiguration
  • Pick lists and packing

    The day's orders turned into pick lists for the packing shed, by product and by customer.

    NativeConfiguration
  • Delivery runs and service calls

    Deliveries and service calls on one calendar with people and vehicles. Route optimization is a connected service.

    NativeIntegration
  • Account customers and statements

    Charge accounts with terms and credit limits, a monthly statement, and a portal where each customer sees their own orders and invoices.

    NativeConfiguration
  • Custom hire by the acre and the hour

    Spraying, baling, hauling or harvest for a neighbor as a job with the field, the acres and the hours, invoiced at your rates when the job is done.

    NativeConfiguration
  • Parts at the counter and on the job

    Parts sold over the counter or used on a job, taken off stock and charged to the right account.

    NativeConfiguration
  • Work orders and field operations

    Crew jobs with checklists, time and materials recorded on a phone.

    NativeConfiguration
  • Equipment maintenance

    Service schedules, repair requests from the field and a history you can show a buyer.

    NativeConfiguration
  • Purchasing and supplier coordination

    Requests for quotation, purchase orders, vendor prices and receipts matched to bills.

    NativeConfiguration
  • Inventory and stock on hand

    Stock by location, reorder points and counts that do not depend on memory.

    NativeConfiguration
  • Fields, blocks and harvest records

    Standard business software has no field or block record. What was planted, picked and packed by field is built as custom records, or connected to the farm software you already use.

    CustomIntegration
  • Production or lot tracking, where it applies

    Lots and serial numbers are standard; whether they meet a certification or traceability program is checked against that program first.

    NativeExploratory
  • Inquiries, calls and follow-up

    Website forms, email and calls in one pipeline, with a person responsible for every follow-up. A voice assistant is an integration we build and keep in bounds.

    NativeIntegration

Nothing in this list matches both filters. Choose All in one of them.

Systems record, schedule and remind. Decisions about crops and land stay with your agronomist and you. Where a certification or traceability program applies, what it asks for is checked against the program first, before anyone relies on the system for it.

Worth reading first: Direct-sales orders, from text message to delivery run · Map one process before you buy software

See it work

Follow one order through the system

A regular customer calls in a supply order early on a harvest morning, before the office opens. It plays by itself, or you can step through it.

Sample scenario with sample data

A supply order called in during harvest

It is 6:15 in the morning in the middle of harvest. A regular customer calls to reorder mineral supplement and asks when it can be delivered. The office opens at 8.

The customer's phone

Supply officeAnswered by the assistant

Assistant: Good morning. This is the office's automated assistant. The team is in at eight; I can take an order or a message now.

Customer: Twenty bags of the mineral supplement, same as last month. I need them by Thursday.

The customer's phone

Supply officeOn the call

Assistant: Twenty 40 lb bags of mineral supplement, needed by Thursday. Is that right?

Customer: That's right.

The customer's phone

Supply officeOn the call

Assistant: I can help with that. What is your account number and billing ZIP code?

Customer: 4187, and the ZIP is 95000.

Assistant: Thank you, that matches. There is enough in stock for Thursday.

The customer's phone

Supply officeOn the call

Assistant: Twenty bags for delivery by Thursday. The order is confirmed when the warehouse lead confirms it, and you will get an email with the delivery window.

System: Call ended. Draft order sent to the warehouse lead.

The customer's phone

MailSupply office

Supply office

Your order is confirmed

20 bags of mineral supplement. Delivery Thursday, 8 to 11 am.

The owner's phone

8:30

The office is open

Low stockMineral supplement is below its reorder point.

Phone

CallsOn a call

Incoming call (sample)

Time
6:15 am
Caller
(555) 010-0177
Disclosure
Automated assistant, said first
Asked for
Reorder and a delivery date
Request
Product
Mineral supplement, 40 lb bags
Quantity
20 bags
Needed by
Thursday
Read back
Confirmed by the caller
Checks
  • IdentityAccount number and billing ZIP matched
  • On hand64 bags20 of them for this order
  • Not sharedBalances and order history
Work for the warehouse lead

Sales order

Draft, 20 bags

Delivery task

Warehouse lead, Wednesday

Status: waiting for staff to confirm

Customer update

Sales order

Confirmed by staff

Sent when
Staff confirmed the order
Says
Delivery Thursday, 8 to 11 am
Owner's view

To confirm

0

orders

Deliveries

6

this week

Low stock

1

mineral supplement, below reorder point

Your system

  1. The call is answered by the voice assistant, which says it is automated and offers a person during office hours.

    Phone line, voice assistant

    Incoming call (sample)

    Time
    6:15 am
    Caller
    (555) 010-0177
    Asked for
    Reorder and a delivery date
    Disclosure
    Automated assistant, said first
  2. Product, quantity and the date it is needed by are taken down, and read back for the caller to correct.

    Approved questions

    Request (sample)

    Product
    Mineral supplement, 40 lb bags
    Quantity
    20 bags
    Needed by
    Thursday
    Read back
    Confirmed by the caller
  3. The caller is verified with the account number and billing ZIP code, because caller ID alone is not enough. Only then is stock on hand read from inventory.

    Customer verification, Inventory

    Checks (sample)

    Identity
    Account number and billing ZIP matched
    On hand
    64 bags
    Not shared
    Balances and order history
  4. A draft sales order and a delivery task go to the warehouse lead. The order is not confirmed until a person confirms it.

    Sales, Delivery

    Work routed (sample)

    Sales order
    Draft, 20 bags
    Delivery task
    Warehouse lead, Wednesday
    Status
    Waiting for staff to confirm
  5. When staff confirm the order, the customer receives an email with the delivery window.

    Email

    Customer update (sample)

    Sent when
    Staff confirmed the order
    Says
    Delivery Thursday, 8 to 11 am
  6. Orders waiting for confirmation, this week's deliveries and stock running low are on one screen.

    Dashboard

    Owner's view (sample)

    To confirm
    0 orders
    Deliveries
    6 this week
    Low stock
    Mineral supplement, below reorder point

The call is answered by the voice assistant, which says it is automated and offers a person during office hours.

Phone line, voice assistant

Backdrop photo: U.S. Department of Agriculture. The scenario and its data are samples.

An illustration with sample data and a scripted scenario. It is not connected to a live system, and no real customer appears in it.

Add-ons and customizations

Make it yours

Farms that sell direct and ag businesses start from what works for their kind of operation. Add what your season needs, and have us build or connect what no standard feature covers.

  • Online store

    Boxes, shares, farm goods or supplies sold online from the same stock count as the stand or the counter.

    Native
  • Email and text campaigns

    Tell your list what is ready this week, or when the store opens for the season.

    Native
  • Text-to-pay

    Text the order total with a payment link. The customer pays from their phone.

    Native
  • Directory listings

    Your stand, store or service area listed the same way across online directories and map apps.

    Integration
  • AI phone in Spanish

    Orders and questions taken in Spanish as well as English, once tested with you.

    ConfigurationExploratory
  • Built for your farm

    Field and block records, or a connection to the farm software you use, checked before anyone relies on it.

    CustomIntegrationExploratory

All add-ons and customizations · How custom work is done

The Ocean View Stables sign in front of the arena in Daly City
Ocean View Stables in Daly City, the founder's own ranch.

Where Kavalo started

The methods were built in a working barn

Zachary Leyden owns and runs Ocean View Stables and Leyden Horsemanship, two horse businesses. Online booking, a waiver for every rider, the staff board at six every morning and an AI phone receptionist were built and tested there.

They are his own businesses, not clients, and they are not farms. On a farm, an engineer starts the same way: with how the work moves today, from the first order to the paid invoice, before anything is built.

Read the story

Forward deployed engineering

Where an engineer would start

An engineer from Kavalo works beside your team, on site and remotely, and ships changes every week. On a farm or at an ag business, the first days usually look like this.

  1. Days 1 and 2

    Stand in the busiest hour

    The packing shed on a harvest morning, then the parts counter and the order phone. Every order, hand-off and invoice written down as it happens.

  2. Week 1

    One map, one first fix

    A one-page map from first order to paid invoice, and one change your team uses that week, such as orders that print their own pick list.

  3. Week 2 onward

    Build, test, hand over

    Each week a written plan, changes tested on a copy first, and a Friday note: what shipped, what is next, what needs your decision.

How forward deployed engineering works

Tell us how your season runs

The free consultation starts with your week in season: orders, packing, deliveries and the invoices you build by hand. Then we talk about what to change first.