A practical workflow for your service jobs
Carry the client's notes into the job
Prepare area/task checklists for a job type or specific customer property. Assigned cleaners record results and exceptions on the web, then finalize a printable walk-through report. Photos and customer service signatures remain separate records; report sharing is explicit.
Offer bookable services and repeat visits
Create catalog services with a duration, description, starting price, and eligible technicians. Enable request-based or instant booking within your configured service area and available hours. Recurring agreements create jobs at the chosen cadence; they do not automatically edit an entire series of existing visits.
Review the work before billing
Create and issue invoices after checking the scope and charges. Record confirmed manual receipts or offer hosted online checkout when Stripe is configured. Customers can opt in to booking emails and reminders; marking a job complete does not automatically invoice or charge them.
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?
Schedule cleaning visits, retain customer notes and before/after photos, offer online booking, generate recurring jobs, and issue reviewed invoices.
Which specialist capabilities are not included?
Multi-person crew allocation, client-preference matching, GPS attendance, automatic report delivery, quality scoring, customer-managed recurring series, autopay, and accounting synchronization are not available. A job has one assigned technician.
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.