Every workflow, in one place.
80+ capabilities across CRM, scheduling, invoicing, AI, growth, and operations. Every one of them ships day-one with your free 14-day trial — nothing locked behind a "call us" tier.
CRM & Client Management
Unified client database
One record per client — contact info, service address, tags, custom fields, and every job/quote/invoice they've ever received.
Two-way SMS conversations
Live SMS threads per client. Reply from the browser, mobile app, or auto-respond with AI-suggested drafts. Opt-in tracked automatically.
Multi-property support
One client can own multiple service addresses. Book jobs at any property, keep separate history per site.
Client memberships
Recurring service plans — auto-schedule visits, auto-charge the card on file, cancel or pause from the portal.
Client self-service portal
Customers see history, pay invoices, book new jobs and view live tech-tracking links — branded to your company.
Public quote-request form
Embeddable lead-capture form that drops requests straight into your Pipeline.
Scheduling & Dispatch
Drag-and-drop calendar
Day / week / month views. Move jobs between crews, snap to time blocks, see conflicts instantly.
Live dispatch board
One screen shows every crew in the field, their next stop, and their status — perfect for shop dispatchers.
Route optimization
One-click optimize for today's stops. Uses Google Directions when configured, nearest-neighbor otherwise — always with a miles / minutes readout.
Estimates, Change Orders & Signatures
Estimate → job → invoice flow
One form. Save an estimate, convert to a job, roll into an invoice — every field, tax, and photo carries forward.
Custom terms & conditions
Set legal language per company. Attach to every quote automatically; customers e-sign online before you dispatch.
Smart Scan v2 — AI Estimate
Snap up to 10 photos of the job site. AI reads them, extracts materials + measurements, and drafts a full line-itemed quote.
Invoicing & Payments
One-click invoice generation
Complete a job, invoice writes itself. Line items, taxes, discounts, and photos carry over from the job.
Monthly rollup billing
Group per-client monthly billing customers into a single invoice on your chosen day. Automation-first, override-friendly.
Online payments (Stripe)
Accept card, ACH, Apple Pay, and Google Pay. Payment links via SMS, email, or QR right on the invoice PDF.
Field App & Tech Tools
Native iOS & Android field app
Techs check in, upload photos, capture signatures, and clock hours from one PWA that installs like an app.
Tech-only comments
Private thread per job — dispatch and crew can chat, share photos, and flag issues without the customer seeing.
Before / after / receipts photos
Six kinds of job photos: before, after, damage, receipts, work-in-progress, and completion. All appear on the invoice PDF.
AI Assistant & Automation
Business-aware AI Assistant
A chatbot that knows YOUR clients, jobs, and revenue. 'What's my top service by margin?' returns an answer, not a lecture.
AI-drafted SMS + email replies
Every incoming SMS gets a draft reply suggested by AI. Approve, edit, send. Turns your inbox from a chore into a checklist.
Profit Max — AI going-rate
AI analyzes your overhead, location, and market comps to recommend the optimal price for every estimate.
Sales, Marketing & Growth
Sales pipeline (kanban)
Lead → Qualified → Quoted → Won. Drag between columns, see forecast value, and log activities per deal.
Google Review Booster
Auto-send a review-link SMS + email after job completion. Turns every happy customer into a public 5-star.
Smart Follow-ups
Seasonal / maintenance reminders queued the moment a job wraps — 'time for a re-treatment', 'hedge cut due', etc.
Operations, Fleet & Inventory
Fleet + equipment tracker
Every truck / trailer / mower — service history, next-due reminders, GPS + fuel per vehicle.
Inventory + low-stock alerts
Parts, chemicals, materials. Auto-decrement on job completion. Reorder threshold + SMS/email alerts.
Live vehicle telematics
OBD partner integration or manual mileage entry. Live map, per-vehicle fuel and idling reports.
Payroll, Time & Compliance
Time & Attendance
GPS punch clock, timesheet approvals, late/overtime tracking. Techs punch from the field app; dispatch sees it live.
Payroll
Auto paystubs directly from timesheets. Multi-rate rules, W-2 / 1099-ready year-end exports, integrated upsell commissions.
Team productivity reports
Per-tech dashboards: jobs, revenue, on-site time, on-time rate, and re-work rate.
Integrations & API
AI providers — bring your own key
Connect OpenAI (ChatGPT), Anthropic (Claude), or Google (Gemini) with your own account. Keys are Fernet-encrypted at rest, validated live before saving, and used automatically for every AI feature — your usage bills your provider, not ours. Platform-key fallback keeps AI working while you're setting up.
QuickBooks Online
OAuth-based per-tenant connection. One-click sync of customers, invoices, and payments — auto token refresh, encrypted at rest, sandbox / production toggle.
Xero & Square
Two-way sync of customers, invoices, and payments with the other major accounting + POS systems.
Permit Pro (Plumbing · Electrical · HVAC) — Enterprise
Central permit registry
One record per permit — application details, jurisdiction contact, contractor licence, applicant, scope of work, and site address in a single scannable card.
Jurisdiction contact book
Save the building inspector's name, phone, email, and office hours next to each permit. New hires learn who to call on day one.
Inspection scheduler + results
Log rough-in, pressure-test, and final inspections. Track pass / fail / correction results with the inspector's name — no more sticky-note audit trails.
Warranty Pro — Enterprise
Per-client equipment registry
Track every installed unit under a client — AC condenser, furnace, water heater, tankless, softener, panel — with model, serial, install date, and warranty duration.
Multi-line equipment support
One customer can own many pieces of equipment. Add unlimited lines per client; each shows its own remaining-warranty countdown.
Expiry alerts
Dashboard tile + SMS/email reminders when a warranty is 30/60/90 days from expiration — perfect trigger for a service-contract upsell.
Security, Reliability & Support
SSO + role-based access
Owner / Admin / Field Lead / Technician roles. Every action audit-logged. Custom roles on Enterprise.
99.9% uptime SLA
Contractual uptime guarantee with service credits (Enterprise). Multi-region failover behind the scenes.
Data ownership + exports
Export every table (clients, jobs, invoices, photos) as CSV or ZIP any time — no premium tier gating.
Start with all 80+ features unlocked.
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