Scheduling & Dispatch
Know where every job is.
In real time.
Timeline view of your entire team by the hour. See who's en route, who arrived, who's working — at a glance. Your dispatcher creates a job in 30 seconds. Automatic SMS to your client the moment the tech marks "On the way."
- Timeline view — all techs, all jobs, by hour
- Filter by technician, trade type, or job status
- Automatic SMS to client when tech is en route
- Conflict detection — double booking becomes impossible
- Priority flags: Normal, High, Emergency
Quotes & Estimates
Close the client
while it's hot.
Build a quote from your price catalog or write any item manually. Present Good / Better / Best on one screen. Your client signs on your phone. You convert to invoice in one tap. Done before you leave the driveway.
- Build from catalog or write any item manually
- Present Good / Better / Best on one quote
- Client signs digitally on your phone screen
- One tap: approved quote → invoice
- Track opens and views per quote
Client Management & Leads
Never lose a lead
in the chaos.
Every lead from your website widget, Facebook Lead Ads, or manual entry lands in your pipeline automatically. Move them through stages, then keep full service history on every client. No Zapier, no spreadsheets, no leads falling through the cracks.
- Facebook Lead Ads — native, no Zapier needed
- Kanban: New → Contacted → Quoted → Won/Lost
- Website widget sends leads straight to your CRM
- Full client history — invoices, quotes, notes, gate codes
- "Needs attention" alerts when a lead sits too long
