Every job, technician, customer, and invoice — in one system. Dispatch sees the day's schedule. Techs get digital job cards on their phones. Customers get updates and one-click payments. Office runs billing and reporting from the same platform.
The company was using a scheduling tool, a separate CRM, QuickBooks for invoicing, a routing app for drivers, a third-party SMS tool to notify customers, and a spreadsheet to track jobs that slipped through the cracks. Every job required data to be manually re-entered in 3-4 places. Technicians were confused. Customers got mixed messages. And the owner couldn't see what was actually happening across locations.
Four core views. One source of truth.
Dispatch sees every job for the day, grouped by technician and status. Drag a job to reassign. Click to see full customer history, location, parts needed, and notes from prior visits.
Techs open the app in the field. They see their schedule, check in on arrival, take photos, log parts used, capture customer signature, and trigger the invoice — all from their phone.
The owner sees revenue, job count, tech performance, and customer satisfaction across every location in one view. Drill down into any metric. Spot problems before they become expensive.
Customers see their service history, upcoming appointments, outstanding invoices, and service recommendations. They can pay, reschedule, or request new service — no calls needed.
Drag-and-drop scheduling with auto route optimization.
Full functionality in the field — jobs, photos, signatures, payments.
Complete customer profiles with full service history.
One-click invoices, auto-send, online payment.
Appointment confirmations, "tech on the way," follow-ups.
Self-service history, payments, rescheduling.
Location-by-location or rollup reporting.
Jobs completed, average time, customer ratings.
Daily, weekly, monthly — by location, tech, job type.
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