A practical workflow for your service jobs
Describe the service clearly
Create catalog services for common work with descriptions, durations, starting prices, and eligible technicians. Your office can copy catalog defaults into jobs and draft invoices for review. A booking starting price is not an automatically accepted final quote.
Plan the day without overbooking
Review skill and workload suggestions, weekly working hours, time off, and reserved visits before assigning a technician. A separate route preview can suggest a driving order. It does not pack gaps automatically, reserve tools, or change appointment times.
Close out the visit with a clear record
Keep photos and service sign-offs with the job. Issue an invoice, share its private customer copy, and record a confirmed manual payment or offer connected online checkout. Recurring agreements can generate repeat jobs for customers who arrange ongoing service.
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 handyman customers, service catalogs, scheduled jobs, route previews, photos, service signatures, and invoices in one workspace.
Which specialist capabilities are not included?
Automatic cancellation-gap filling, tool-aware scheduling, live customer ETAs, one-tap estimate acceptance, profitability by trade, seasonal marketing campaigns, and accounting synchronization 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.