A practical workflow for your service jobs
Record the scope and measured quantities
Keep agreed rooms, surfaces, preparation, and finish notes in the job description. Enter measured quantities and prices in invoice line items. Optional AI drafts can suggest an editable starting point, but do not measure rooms or calculate reliable coverage from photos.
Plan visits around real availability
Set technician hours and time off, then check appointments for overlap before assignment. Visits that extend overnight remain visible on each affected dispatch day. Your office coordinates multi-person crews, project phases, and weather changes outside the automatic scheduling rules.
Retain photos and customer acknowledgement
Keep before/after job photos and collect a service sign-off on reviewed work. Create the final invoice separately and review its charges before issuing. Owners may enable technician field invoicing; hosted payment checkout needs a configured connected account.
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 painting customers, job scope, technician schedules, before/after photos, service signatures, and reviewed invoice line items.
Which specialist capabilities are not included?
Automatic room measurements, structured room-by-room color inventories, generated material shopping lists, crew timesheets, GPS labor tracking, weather rescheduling and deposits at booking 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.