Platform Features
30 Modules.
One Operating System.
Every module is custom-configured for your business — not a generic toggle in a shared settings panel.
01 — Customer & Sales
Customer Relationship Management (CRM)
Full customer profiles with service history, notes, photos, invoices, and communication logs — all in one place.
Lead Tracking
Capture, qualify, and convert leads with a built-in pipeline and automated follow-up sequences.
Review Management
Automate review requests, monitor your online reputation, and respond to customer feedback from your dashboard.
Customer Portal
Branded self-service portal where customers view appointments, invoices, service history, and communicate with your team.
02 — Operations
Scheduling & Dispatch
Drag-and-drop scheduling with recurring appointment support, technician availability, and real-time conflict detection.
Employee Portal
Web-based portal for office staff to manage jobs, customers, invoices, and communications from any device.
Technician Mobile App
PWA mobile app for field technicians: view jobs, capture photos, collect signatures, and process payments on-site.
Maps & Route Optimization
Automatically sequence daily stops to minimize drive time, fuel costs, and technician idle time.
03 — Billing & Finance
Estimates
Professional estimates that convert to invoices with one click. Track acceptance rates and follow-up automatically.
Invoicing
Create, send, and track invoices with line items, tax, discounts, and real-time payment status.
Payments
Accept credit cards, ACH, and cash. Record payments and auto-update invoice balances instantly.
Recurring Billing
Automate monthly, quarterly, or annual billing for service agreement customers — no manual invoicing required.
AutoPay
Store customer payment methods and charge automatically on billing dates with full consent tracking.
04 — Field Technology
Photo Uploads
Attach before/after photos, signed service agreements, and inspection reports to any job or customer record.
Digital Forms
Custom digital forms for service reports, inspections, checklists, and compliance documentation.
Document Storage
Store and manage service agreements, warranties, permits, and compliance documents per customer or job.
Inventory Management
Track chemical inventory, equipment, and supplies with low-stock alerts and usage logging per job.
05 — Automation & Intelligence
Email & SMS Communication
Automated appointment reminders, follow-ups, review requests, and renewal notices via email and text.
Marketing Automation
Drip campaigns, re-engagement sequences, and seasonal promotions triggered by customer behavior.
AI Business Assistant
Built-in AI to help draft communications, summarize customer history, surface insights, and automate repetitive tasks.
Business Automation
Trigger actions automatically based on job status, payment events, customer milestones, and more.
Workflow Automation
Build custom workflows that move jobs, notify staff, and update records without manual intervention.
06 — Reporting & Management
Reporting & Analytics
Revenue reports, technician performance, customer retention, and operational analytics — all in your dashboard.
Custom Dashboards
Every role sees the data they need. Owners, dispatchers, and technicians each get a tailored view.
Internal Messaging
Keep your team aligned with built-in messaging between office staff, dispatchers, and field technicians.
Role-Based Permissions
Control exactly what each team member can see and do — from admin to field tech.
Multi-Location Management
Manage multiple service locations, territories, or franchise units from one centralized platform.
Cloud Hosting
Your platform is hosted in the cloud — accessible from any device, anywhere, with 99.9% uptime.
Secure Login
Enterprise-grade authentication with role-based access, session management, and audit logging.
Ready to see it in action?
Schedule a free consultation and we'll walk you through a live demo built around your business.