A practical workflow for your service jobs
Keep equipment details with the property
Record make, model, serial number, installation date, warranty and maintenance dates, plus refrigerant details on equipment records. Search due maintenance, retain service logs, and archive replaced equipment without losing its history. The app does not predict equipment failures.
Review maintenance and repair capacity
Set technician skills, weekly hours, and time off. Dispatch suggestions consider skill matches and open workload; scheduled assignments check for overlapping visits. Service agreements generate recurring jobs, leaving unavailable preferred-technician assignments for office review.
Use a reviewed service and invoice workflow
Offer catalog services with descriptions, starting prices, durations, and eligible technicians. Keep job photos and service sign-offs, then review the invoice scope and charges before issuing. Owners can enable field invoicing for linked technicians; native distribution remains pending.
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?
Organize HVAC customers, equipment by property, maintenance dates, recurring visits, job photos, service signatures, and reviewed invoices.
Which specialist capabilities are not included?
Refrigerant application logs, EPA reports, permit tracking, energy-audit templates, seasonal demand forecasting, and automatic after-hours dispatch are not available. Equipment refrigerant fields are not a compliance reporting system.
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.