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Eight parts that share the same customers, jobs and prices. What you enter in one shows up in the others.
One calendar for every job, tech and crew.
Put a job on the calendar once and everyone who needs it sees it. Move it when the day changes, and the tech's list changes with it.
Send the right person and know where the day stands.
The dispatch board shows each tech's day side by side. When an emergency call comes in, you can see who is closest to finishing and hand them the job.
Quote on site and get a yes before you leave.
Build an estimate from your own price list instead of retyping it. The customer reads it on their phone and approves it, and the approved estimate turns into the job.
Bill the day the work is done.
When a job closes, the invoice is already filled in from the estimate and the tech's notes. Send it before the truck is back at the shop and see which ones are still open.
Every property, unit and past visit in one file.
Open a customer and see what you installed, when you were last there and what you quoted. Whoever answers the phone can pick up where the last person left off.
The job in your tech's pocket.
Techs open their day on their phone: where to go, what the job is, what was done last time. They record the work as they go, so nobody is filling in paperwork at night.
Fewer no-shows and fewer “where are you?” calls.
Customers hear from you without anyone in the office picking up the phone: when the visit is booked, the day before, and when the tech is on the way.
Know what came in, what is owed and who is busy.
See the numbers an owner checks on a Friday without building a spreadsheet: jobs finished, money billed, money still out, and how the work is spread across the team.
Tell us which part matters most to you and we will start the walkthrough there.
