Dispatch Board
One board for every call, estimate, and day off.
Service calls, sales appointments, and time off share the same timeline, and every dispatcher sees changes the moment they happen.
- Drag and drop to schedule, reassign, or create work orders right in a time slot
- Work orders, sales appointments, and time off on one board
- Live updates across every dispatcher's screen
- Unassigned queue with saved filters by date, area, status, and service type
- Shift overlay that shows who's actually working
- Reschedule prompt that offers to notify the customer when a job moves
Routing & Scheduling
Less windshield time. Better matches.
Route math runs on real road data, and technician matching looks at skills and certifications, not just who's closest.
- Optimize a tech's day and compare the current and proposed routes on the map before applying
- Suggest a technician ranked by drive time, arrival, and skill match
- Auto-assign a day's unassigned calls across the whole team
- Skills, traits, and certifications on every technician, required by service type
- Shift schedules with recurring shifts and start locations
Work Orders & Pricing
Work orders that know what they cost.
Flat rate, time and materials, and quoted work all live on the same work order, priced by your rules and costed against real inventory.
- Flat-rate pricebook built in, with standard, preferred, after-hours, and warranty pricing. No third-party pricebook needed
- Material, labor, subcontract, and dynamic charges with live gross profit
- Inventory allocated from the tech's truck, including serial numbers
- Custom forms and checklists with required signatures
- Good, better, best proposals that convert straight into the work order
- Visual product catalog with photos and bundles for techs to present
Service Contracts
Maintenance agreements that run themselves.
Sell the agreement once. ServiSuite bills it, schedules the checkups, and tells you when it's time to renew.
- Recurring billing that generates invoices on schedule
- Revenue recognition: contract sales post to deferred revenue and are recognized checkup by checkup
- Checkups scheduled automatically, monthly through annually
- Batch renewals by status and expiration date
- Contract opportunities: find sites with equipment but no agreement, and sell them in bulk
- Covered equipment linked to each contract
Equipment
Every unit at every site, with its history.
Know what's installed, what's under warranty, and what was done to it last time, before the tech rings the doorbell.
- Make, model, and serial for every unit, grouped into systems
- Parts and labor warranty dates on each unit
- Service history from every work order and checkup
- Data plate scanning from the mobile app fills in the details
- Decommission old equipment without losing its history
Also included.
Appointment confirmations
Confirm tomorrow's appointments in a batch by automated call, text, or email.
Online booking queue
Customer requests from your website wait for a dispatcher to confirm, with a suggested tech.
Service dashboard
Proposal conversion, monthly revenue, work order activity, and dispatcher performance.
Multiple scheduling boards
Separate boards by crew, branch, or department, each with its own members.
Customer merges and transfers
Merge duplicates or move equipment, contracts, and history to a new owner when a house sells.
Batch invoice printing
Print or email invoices for a date range, with completed forms attached.