Field service management features
Everything it takes to run a route-based service business in one platform: optimized routes, crews dispatched and tracked in real time, proof of service captured at the job, proposals, and billing that reads from the work your crews already recorded.
Route Optimization
Distance, hourly expenses, working speed, coming due, traffic; these are just a few of the many things our proprietary algorithm takes into account to give you the fastest, lowest-cost, and most valuable routes.
Job Management
Handle all aspects of scheduling, tracking, and managing your service jobs. You can assign tasks, monitor job progress, set deadlines, and ensure your team is working efficiently, all from one central location.
Work Proposals
Create and send professional work proposals to new or existing clients. Outline the scope of work, pricing, and terms to secure new business opportunities.
Client Communication
Keep your clients informed with seamless communication tools. Send service summaries, alerts, and any other messages to clients all in one place.
Billing / Payments
Streamline your billing and payment processes to get paid faster and easier. Generate invoices automatically, send them directly to clients after each job, and take card or ACH payments with optional processing-fee pass-through. Every bank payout is traced back to the exact invoices inside it, and QuickBooks stays in sync.
Financial Insights
Know exactly how your business is performing. Track revenue as the work happens, watch collections against outstanding receivables, and break revenue down by service category, team, crew member, or hour worked — over any time range.
Location Services
Utilize GPS and mapping technologies to track field staff in real-time, optimize routes, and ensure timely service delivery.
Proof-of-Service
Build trust and transparency with your clients by providing verifiable proof of service. Share photos, GPS timestamps, detailed job notes, additional charges, and more to verify job completion and quality.
