Features
Three people use this, and they need different things
The dispatcher, the technician and the person paying the bill. What follows is grouped the way they experience it rather than the way it was built.
The office
Where the day gets decided
Dense, fast, and built for somebody who is on the phone while they use it.
A dispatch board that refuses the impossible
Drag a job onto a crew and the times are checked in the database, not in the browser. A crew cannot be double-booked, because an exclusion constraint says so — which means it is still true when two dispatchers press at once.
A week you can actually read
Crew colours are consistent everywhere — the board, the calendar, the reports — and survive a black-and-white print of the schedule.
Leads with a source on them
From your own website form, the phone, or a referral. Because the source is recorded, the revenue report can divide what you earned by where it came from, and tell you a cost per lead you can act on.
One customer record, not four
Properties, contacts, jobs, estimates, invoices, plan membership, photographs and the notes people wrote — on one screen, with the tags your office invented rather than the ones we guessed.
The van
Built for gloves, daylight and no signal
A phone-shaped app, not a shrunken desktop. Every density decision that is right at a desk is wrong here.
The gate code is above the fold
"Lockbox on the side gate, code 4471" is the difference between a job starting at 8:02 and somebody at a locked gate phoning an office that opens at nine. It is the highest-value sentence on the screen and it is styled like it.
The checklist works in a crawlspace
Answers and photographs are kept on the phone and sent when there is signal. The technician is never blocked on the network, and nothing is lost when the van drives out of range mid-job.
A failed item names the work that fixes it
Mould at the return plenum becomes “Sanitize & deodorize” on an estimate in one tap, priced from your book — while the technician is still standing next to the customer, which is the only moment that quote is easy to say yes to.
Payment at the door, without touching a card
The technician texts a payment link the customer opens on their own phone. Deliberately not tap-to-pay: a browser cannot reach a phone’s NFC reader, and we would rather say that than ship a button that fails in a driveway. Cash and cheques are recorded on the spot, dated when the money changed hands.
Your customer
What they receive, and what it does for you
Every document is a link that works on a phone with no login, because the alternative is a password nobody creates.
An estimate they can approve at 9pm
Optional lines they can tick or untick, a total that moves with them, and a typed name recorded with the time. Approval is a fact in your system, not an email you have to interpret.
Before and after on the invoice
The answer to the question behind most invoice disputes in this trade: a duct is cleaned somewhere the customer never goes. The photographs are authorised by the invoice’s own link, so a customer can only ever see their own.
A report that reads like a record, not a sales sheet
What was found, per system, with photographs and the technician’s own words — and no prices anywhere. The money lives on the estimate beside it.
Memberships that renew and actually include things
The price a member agreed to is the price they keep. A new year resets the included visits. The member discount is a tap somebody made, never a number that appeared by itself.
Underneath
The parts you only notice when they are missing
Your data is yours, and provably separate
Every tenant’s rows are isolated by row-level security in the database itself — not by a WHERE clause somebody has to remember. A release-blocking test walks every table and proves one company cannot see another’s.
Texting that honours STOP the same minute
Consent is an event log with authors and dates, not a checkbox that flips. A reply of STOP suppresses that number for your company whether or not it matches a customer record.
Your own web address
Serve your quote form and your customers’ documents from quotes.yourcompany.com once you have proved you own it. Certificates are issued automatically.
Nothing claimed that did not happen
A message stays “queued” until the carrier confirms it. An estimate says sent when it was sent and opened when they opened it. The product does not tell you it did something it cannot witness.
See it with your own trade’s vocabulary
Free trial, no card, your workspace in about a minute.