A practical workflow for your service jobs
Publish a service customers can understand
Catalog services support a description, starting price, visit duration, and eligible technicians. Customers choose a service and, when instant booking is enabled, an available visit. Room-count calculators, add-on baskets, and automated upsell recommendations are not included.
Plan repeat work and travel
Use recurring agreements to generate repeat service jobs at a supported cadence. Request a route preview for one technician's open stops and review customer appointment times before changing order. The system does not continuously reroute vehicles or fill cancellation gaps.
Document the result and review the bill
Retain before/after photos and a service sign-off, then review the invoice line items and charges. Authorized technicians can use owner-enabled field invoicing. Booking emails are opt-in; checkout and manual receipt entry remain separate from booking.
Explore the connected workflows
Dispatch suggestions
Review technician suggestions based on job skills, availability, and open workload. Assign visits and manage the day from your dispatch board.
AI estimate drafts
Draft invoice line items from a job description and optional photo. Review quantities, parts, labor, and prices before issuing an invoice.
Route previews
Preview a technician's stop order with Google Routes, estimated distance, and driving time. Review appointments before using a different order.
Online booking
Share a booking link with office-reviewed requests or opt-in instant booking. Set services, hours, eligible technicians, and your service area.
Recurring service visits
Set a recurring service schedule for a customer, generate due visits, and review the resulting jobs in dispatch. Invoicing remains a separate step.
Technician app preview
Preview technician workflows for assigned jobs, photos, service signatures, and owner-enabled field invoicing. iOS and Android distribution is pending.
Frequently asked questions
Which service workflows are included?
Offer carpet-cleaning services, manage appointment capacity, keep job photos, generate recurring visits, and review invoices before collection.
Which specialist capabilities are not included?
Room-selection quoting, automatic add-on suggestions, loyalty pricing, tip collection, customer recurring-series changes, seasonal rebooking campaigns, accounting sync, and guaranteed same-day payment are not available.
Are online payments and the native app ready without setup?
Online payments require a configured connected Stripe account. Optional ACH depends on eligibility and configuration and can settle later. Native iOS/Android distribution is pending; web technician workflows are available in the workspace.
Will recurring visits automatically charge my customers?
No. Recurring agreements generate service jobs for office review. Your team creates and issues invoices separately. Automatic recurring charges, financing, and QuickBooks/Xero synchronization are not included.
Review the plan limits and try a representative job in your workspace before choosing a plan. Online providers require configuration, and native distribution remains pending.