Offline-First
No signal? Keep working.
The app keeps the tech's schedule, customers, pricebook, and inventory on the device. Work done offline is saved immediately and sent to the office, in order, the moment a connection returns.
- Full job workflow offline: billing, proposals, forms, signatures, and photos
- Invoice and proposal PDFs generated right on the phone
- Changes queued and synced automatically, with nothing to tap
- Photo and document uploads that wait for a connection and retry
Invoicing & Proposals
Price it, present it, and close it on site.
Techs build the invoice from the same pricebook and inventory the office uses, and present options the customer can choose from on the spot.
- Flat-rate pricebook, labor, materials, and memberships on one invoice
- Barcode scanning to add materials from the truck
- Good, better, best proposals built from templates, with a branded PDF
- Sales tax and discounts calculated as they go
- Card payments collected in the app through Stripe
Forms, Equipment & Time
Everything the office needs, captured once.
Checklists, equipment details, photos, and time are captured on the job, so nobody retypes them back at the shop.
- Custom forms and checklists with calculated fields and required signatures
- Equipment data plate scanning that fills in make, model, and serial
- Time clock with location captured at each punch, tied to the work order
- Job statuses like En Route and At Location that update the dispatch board
- Turn-by-turn directions in Apple Maps, Google Maps, or Waze
Also in the app.
Customer and invoice lookup
Pull up any customer, site, or past invoice, not just today's jobs.
Create work orders
Techs start a new work order on site when they find more work.
Private notes
Notes for the office that never print on the customer's invoice.
Service contracts on site
See the customer's agreements and covered equipment, and sell a new one on the invoice.
Employee Portal
Pay stubs and personal details, one tap from the app.
Phones and tablets
iOS and Android, with updates delivered automatically.