A practical workflow for your service jobs
Keep the work record with the customer
Store the customer's address and requested scope with the job. Add photos before and after the work and retain the reviewed service sign-off. Photos are private job evidence, not automatically generated inspection reports or public sales portfolios.
Plan the service appointment
Review technician skills, working hours, time off, and existing reservations before assigning the visit. Your office coordinates crew size, equipment, material deliveries, and changes to the schedule. The app does not react to weather forecasts or plan storm-canvassing routes.
Review the invoice before collection
Enter invoice descriptions, quantities, and prices, with an optional AI draft as a starting point. Verify measurements and material requirements independently. Share the issued customer copy and record manual receipts or use configured hosted checkout; payment timing is not guaranteed.
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?
Keep roofing customer requests, scheduled visits, job notes, before/after photos, service signatures, and invoices together. Insurance-claim workflows are not included.
Which specialist capabilities are not included?
Roof measurement and waste calculations, insurance-claim and supplement tracking, adjuster-document storage, split insurer/homeowner billing, GPS inspection reports, multi-crew planning, and financing 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.