A practical workflow for your service jobs
Keep the service scope accessible
Use the customer and job records for the site address, requested work, and notes. Equipment records can retain make, model, serial number, warranty dates, and service history. Assigned technicians can read the records available through their job access.
Make an informed assignment
Record skills on technician profiles and review dispatch suggestions. Working hours, time off, and existing reservations constrain scheduled visits. Your office remains responsible for choosing qualified people; skills entered in the app are not independently verified licenses or certifications.
Retain evidence and reviewed charges
Add job photos and collect a service sign-off on the reviewed work. Prepare invoice quantities and prices manually or use an optional AI draft as a starting point. Confirm the actual scope, parts, and fees before issuing the invoice.
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?
Manage electrical service customers, technician schedules, job notes, equipment history, photos, service signatures, and invoices in one workspace.
Which specialist capabilities are not included?
Permit applications and expiry reminders, inspector-window coordination, code-compliance analysis, phased construction scheduling, actual job-cost accounting, and automatic on-call escalation 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.