More of the work, in one place.

Customers and properties

Build on what you already know about each customer.

• Customer contacts and service addresses
• Property details, map pins, and access notes
• Customer job, quote, and invoice history
• Recurring service subscriptions customers can buy and manage

Customer subscriptions require a connected payment account.

Intake and quotes

Move an inquiry toward approved work.

• Lead queues with owners, follow-ups, and merging
• Requests from the portal, website, email, and AI receptionist
• Draft jobs and request conversion
• Quote revisions with customer approval of the exact version
• Website booking you can embed on your own site

Website booking requires business setup and publication.

Scheduling and dispatch

See what the crew can take on.

• Day, week, and month schedule with drag-and-drop and undo
• Automatic technician assignment and workload balancing
• Availability checks and conflict warnings
• Recurring appointments, time off, and time blocks
• Live technician map
• Google, Outlook, and iCloud calendar connections

Field work

Connect the visit to the office.

• iOS and Android technician app
• Job details, progress, notes, photos, and parts/labor
• Technician job creation and self-rescheduling
• Customer calls and texts from the company number
• On-site quotes and card payments
• Offline work with queued sync

Timesheets

Know where the hours went.

• Clock in/out with travel and on-site time
• Required work location during shifts
• Correction requests and review
• Payroll exports

Customer communication

Keep the next step clear.

• Shared two-way texting inbox
• A dedicated company number for calls and texts
• Booking, reminder, on-my-way, and review request messages
• Customer portal with jobs, quotes, invoices, and appointments
• Delivery status and full message history

Texting depends on completed phone setup and customer consent.

AI Receptionist

Answer calls and texts with business context.

• AI answering and service questions
• Appointment booking and changes
• Callbacks and human transfers
• AI replies to incoming customer texts, including photos
• Staff takeover and hand-back
• Call transcripts, summaries, and recordings

Voice answering is included on Growth and Enterprise, with plan-based voice minutes. Texting requires approved texting setup and customer consent.

Invoices and payments

Follow the work through to payment.

• Draft invoices from completed jobs
• Issued invoices locked, with tracked corrections
• Customer payment links and online card payments
• Staff card payments and manual payment records
• QuickBooks connection, mappings, and sync activity

Online payments require a connected payment account. QuickBooks requires an enabled accounting connection and setup.

Reports and business visibility

See what needs your attention.

• Today dashboard with customizable dials
• Built-in reports for revenue, aging, productivity, tax, and reviews
• Custom report templates and scheduled email delivery
• CSV and PDF exports of filtered lists

Team and access

Give each person the right workspace.

• Staff invitations and custom roles
• Permission-based page and action access
• Business branding and settings
• Team handbook and in-app help center
• Enterprise audit log with filters and CSV export

Starter includes up to 3 staff and 25 services/price items; Growth and Enterprise remove those caps.

AI agents on your team

Add an AI agent as a team member, with its own roles and your rules.

• Business tools for customers, jobs, schedules, invoices, reports, and texting
• Shares the team inbox: claims work, hands records to people, messages teammates
• Read-only until you allow specific actions
• Spending, daily, recipient, and scheduling limits
• Human approval for the changes you choose, in the inbox
• Activity history, signed webhooks, and an event feed

Requires AI access enabled for your business.