Home & field service

Every job, part and invoice on one record.

Intake, scheduling, parts and billing stop living in texts and a whiteboard, and start living in one board your office and your crews both work from.

Answer a few questions and we'll design a concept for your process.

SSummit Air Dispatch/Week schedule
sample data
Week of Apr 149 jobs · 1 unassigned · 92% capacity
MonTueWedThuFri
Crew A
Novak — install
Maple St. — repair
Crew B
Kestrel Dental
Bellview — retrofit
Crew C
Harbor HOA
Open slot

Unassigned queue

1 job · Elmwood duct clean

Parts holds

2 jobs waiting on supplier

Auto-texts today

7 arrival windows sent

Example interface · sample data · no client data shown

How the process runs

One record, start to finish.

  1. 01

    Job intake

    Calls, forms and emails become one job with the customer attached.

  2. 02

    Dispatch

    Assign by crew and capacity; the customer gets the arrival window automatically.

  3. 03

    In the field

    Techs log parts, photos and notes on the job — not in a text thread.

  4. 04

    Billing

    Completed work becomes an invoice with the same numbers, once.

Sound familiar

Nothing looks broken. It's held together by memory.

  • Dispatch is a whiteboard plus somebody's memory
  • Parts get ordered twice, or not at all
  • Job details get retyped for invoicing

What you get

Built for home service — not adapted to it.

  • Week view by crew with capacity
  • Automatic arrival-window notifications
  • Parts holds tied to the job
  • Photos and notes on the record
  • One-click job-to-invoice handoff
From $250/mo
Starting monthly license. No $15,000+ dev bill.
2 weeks
To a first working version in your hands.
30 min
Free process audit. You keep the plan.

See what this looks like for your business.

Describe how your process runs today and we'll design a concept for it — interface, automations and all.

Get a custom concept by email, or book a call if you'd rather talk it through.