A practical workflow for your service jobs
Organize a defined service visit
Create the customer and job with an address, description, and scheduled time. Assign an available technician and keep the current status visible to the office. A job is not a project with linked phases, dependencies, or multiple allocated crews.
Retain reviewed work records
Keep job photos and a customer service sign-off against the reviewed job details. Corrections retain their history. A service sign-off is not a change order and does not automatically update a project budget, contract price, or construction timeline.
Issue a reviewed service invoice
Enter invoice line items and tax, review the charges, and issue a private customer copy. Record confirmed manual receipts or use configured online checkout. Job budgets compare approved timesheet labor with reviewed materials, subcontractor, rental, fee and overhead costs. Purchasing, supplier payment processing and complete project profitability are not available.
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 contractor service requests, technician visits, job photos, service signatures, and invoices. Construction project controls and subcontractor portals are not included.
Which specialist capabilities are not included?
Construction phase dependencies, subcontractor portals and matching, lien-waiver storage, progress updates and client project portals, project budgets and job costing, change-order approvals, and permit workflows 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.