A practical workflow for your service jobs
Prepare the technician for the visit
Record the requested work and relevant property details on the customer and job records. Link a water heater or other serviced equipment to its property/unit, with make, model, serial number, installation date, warranty, and retained service history.
Plan repairs and recurring maintenance
Choose a technician after reviewing matching skills, open workload, working hours, and time off. Recurring agreements generate maintenance jobs for office review. Public booking can accept requests or assign an available visit when instant booking is enabled.
Document and bill for completed work
Keep before/after photos and collect a service sign-off against reviewed job details. Prepare invoice line items manually, from office service catalog defaults, or from an optional AI draft. Review the invoice before issuing; online checkout requires connected Stripe setup.
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 plumbing customers, scheduled jobs, equipment history, service photos, and invoices. Review technician suggestions and recurring maintenance visits.
Which specialist capabilities are not included?
Automatic emergency dispatch, certification verification, backflow compliance reports, camera-inspection video logs, customer financing, and accounting synchronization are not available. Generic job notes do not replace those specialist workflows.
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.