Every tool a service business needs — from the first phone call to the final payment.
See your entire operation at a glance. Assign jobs, optimize routes, and keep your team on track.
Toggle between calendar views to see today's lineup, the weekly spread, or the full month. Each view shows color-coded job cards with customer, service, time, and assigned tech.
Filter the calendar by individual technician to see their workload. Balance assignments and avoid overbooking anyone.
Expand the live route map to see technician locations, job pins, and optimized driving routes. Know who's where in real-time.
Set up repeating jobs with start/end dates. Maintenance contracts, weekly cleanings, monthly inspections — schedule once, run forever.
Each job flows through: Created → Scheduled → In Progress → Completed. Track status, collect payments, and record materials at every step.
Automatic alerts when jobs run past estimated time. Follow-up flags ensure no customer falls through the cracks.
The complete document pipeline — from estimate to payment in just a few taps.
Build branded estimates with your logo, company info, service line items, custom items, tax, and discounts. Send directly to customers via email.
When a customer accepts a quote, convert it to an invoice instantly. No re-entering data — everything carries over.
Accept credit cards through Stripe Connect, or record cash and check payments. Partial payments tracked automatically.
Every payment automatically generates a professional receipt. Send to the customer or download for your records.
See all recent document activity — new quotes, sent invoices, received payments — in one chronological feed.
Track all outstanding receivables by age (30/60/90 days). Filter by customer, amount, and status to stay on top of collections.
Track every part, from the warehouse shelf to the job site.
Color-coded sections: Order Now (red), Low Stock (amber), On Order (blue), In Stock (green). Instantly see what needs attention.
Transfer materials from warehouse to truck before heading to the field. Track what's on every vehicle.
Technicians record which materials they used on each job. Inventory auto-decrements and ties usage to the customer record.
Create purchase orders for vendors when items run low. Track what's on order and expected delivery dates.
Warehouses, trucks, storage units — track inventory across all your locations and transfer between them freely.
Set minimum stock levels per item. When quantities drop below the threshold, you'll see it instantly on the dashboard.
Know your numbers. Protect your margins. Make every job profitable.
Enter all your overhead — labor, insurance, vehicles, tools, marketing, office — and see your real cost per billable hour. No more guessing.
Set your desired profit margin and the system calculates exactly what to charge per hour. See your profit per hour in real-time.
Labor, Insurance, Software, Vehicles, Equipment, Technology, Marketing, Office/Admin, Professional Services — every dollar accounted for.
Each service shows its calculated margin based on price vs. your true hourly cost. Instantly see which services are most profitable.
Full business profitability analysis: total revenue, total costs, net profit, margin percentages, and breakdown by service type.
Save point-in-time cost analyses to compare over time. Track how your overhead changes and how it affects your rates.
For the bigger jobs — multi-phase projects with budgets, logs, and crew assignments.
Break large jobs into phases, each with its own budget, timeline, scope, and assigned crew. Track progress at every level.
Real-time budget vs. actual tracking with color-coded alerts: green (on track), amber (watch it), orange (getting tight), red (over budget).
Crews add daily logs with work performed, hours, weather conditions, and notes. Complete project history at your fingertips.
Upload photos, plans, permits, and documents to any phase. Everything stays organized and accessible to the whole team.
Define crews, assign them to phases, and track labor across your workforce. Know who's working where.
Detailed scope editor for each phase. Document exactly what's included so there are no surprises for you or the customer.
Keep your team connected and accountable — in the office and in the field.
Technicians clock in/out with a single tap. Timesheets track hours, overtime, and allow manual adjustments when needed.
See where every technician is in real-time. View job site locations, driving routes, and arrival estimates on a live map.
Complete customer database with contact info, job history, invoice history, payment records, and total lifetime revenue per customer.
Owner, Technician, Office Staff, Inventory Manager, Owner-Operator. Each role sees a tailored interface with only the tools they need.
Accept credit card payments through Stripe Connect. Professional payment processing built right into the invoicing workflow.
Company profile, service categories, team invites, payment processing setup, and document branding — all configurable from Settings.