Dashboard
Live workload, open records, and next actions.
Feature catalogue
Every part of field service, connected.
A practical view of what works in the foundation today, what is previewed, and what is included in the Pro and Complete roadmap.
01
Operations & CRM
Keep the office, the road, and the customer record in sync.
Dispatch Board & calendar
Basic scheduling in Starter; full multi-technician planning in Pro.
Jobs & work orders
Intake, assignments, statuses, service areas, return visits, and callbacks.
Client CRM
Addresses, service history, internal notes, and equipment records.
Equipment details
Appliance or equipment type, brand, model, serial, symptoms, and issue details.
Field documentation
Photos, attachments, parts required or used, costs, notes, and follow-ups.
Technician workflow
My Jobs, mobile views, quick status actions, and notifications.
Search & history
Search across jobs, clients, and work. Expanded operational history is on the Pro roadmap.
02
Sales & Billing
Move from diagnosis to a clear customer decision without rebuilding the job.
Estimates & quotes
Build from the Price Book and prepare customer approval workflows.
Invoices
Create invoices from jobs or estimates and preserve invoice-history concepts.
Payment workflow
Payment links and payment recording; processor integration is coming before paid launch.
Price Book
Reusable labour, diagnostic, service, and parts pricing.
Sales Proposals
Good, better, and best options are included in the Pro roadmap.
Service Plans
Recurring maintenance-plan workflows are included in the Pro roadmap.
Customer delivery
Customer-facing estimate and invoice pages plus email tracking are roadmap items.
Booking & follow-up
Online booking, review requests, disputes, and issue tracking.
03
Team & Performance
Know who owns the work, what happened, and what the team is owed.
Assignments
Assign technicians and coordinate dispatch-to-field work.
Multi-technician jobs
Multiple technicians and scheduling are included in Pro.
Roles
Owner, manager-ready admin, technician, and team-member access foundations.
Commissions
Job-level overrides and split-commission workflows are on the Pro roadmap.
Performance reporting
Technician output, conversion, and commission reporting concepts.
Operational trail
Closed jobs, changes, follow-ups, and reviewable history.
04
Reporting
Replace scattered spreadsheets with one operational view.
Revenue & jobs
Revenue, volume, status, and closed-job reporting concepts.
Parts & costs
Parts usage and job-cost visibility.
Collections
Payment-method and collected-payment reporting concepts.
Filters & exports
Service-area filters, print, and export are included in the reporting roadmap.
Pro+ · Preview
Repair Intelligence
A structured Smart Diagnosis workspace built deepest around appliance and equipment service.
Structured symptoms, error codes, model and serial details
Test results, technician notes, and manager review notes
AI-generated case summaries once the module is activated
Likely problem categories and suggested next diagnostic checks
Suggested parts categories and final-fix tracking
Callback, repeat-repair, risk, and needs-review signals
Previous service history tied to the customer and equipment
Case status, confidence review, and dispatch context
A searchable service knowledge base designed to scale
Complete · Managed service
Communications, once provisioned.
Business calling, SMS, shared Conversations, numbers, porting, voicemail, routing, recording, and usage packages are configured separately after a request.
No telecom service is active in the trial. Pricing and timing are confirmed before any charge.
Business calling
SMS texting
Customer Conversations
Business-number requests
Optional number porting
Voicemail & routing
Call recording
Communications dashboard