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Built for the trades

One operating system for the whole service day.

Schedule crews, dispatch jobs, track estimates, invoice, and watch payments clear — all of it on one record.

Request inviteWalk the service day

Private beta — fit reviewed within 24 hours.

Jobs today
13
Crews out
4
Collected
$34,820
On time
92%
Start the walk

Win the Work.

Calls, photos, pricing, approval, and deposit — one record from the first ring.

  • Every channel lands in one intake: call, text, form, portal.
  • AI drafts the estimate from the photos and nameplate. You review before it goes out.
  • Approval and deposit land on the record, not in your inbox.

Customer

Riverbend Family Practice2840 Iris Ave · Boulder, CO 80304COMMERCIAL HVAC· 12-ton RTU

Issue · Call · 7:56 AM

Compressor failure · waiting room temps climbing

Estimate · 5 lines · 7:58 AM

Copeland 12-ton scroll compressor$5,480
Crane + install labor · 2 techs$2,340
+ 3 more lines$820
Total$8,640
Deposit (20%) · collected$1,728

Timeline

  • Estimate sent 8:24 AM
  • Viewed 9:10 AM
  • Approved 9:38 AM · A. Solano
Opened as a job · 9:38 AM

Run the Work.

The dispatcher's board and the tech's schedule are the same record, updating live.

  • Four crews, thirteen jobs, one board: status at a glance.
  • The crew arrives with the estimate, deposit, and history already attached.
  • Holds, SLAs, and reschedules stay on the board.
CREW 03 · HVACWED 13 MAY · 12:42 PM MT
  • 9:00 AMVandermark Brewing JOB-7381
    quarterly maintenance · $940 contract
  • 10:45 AMCrestline Veterinary JOB-7396
    blower motor + capacitor · $1,420 invoiced
  • 12:42 PMRiverbend Family Practice JOB-7402
    ON SITE · 12-ton RTU compressor · $8,640 · deposit collected · 2 techs
  • 5:00 PMHolt Bakery JOB-7407
    walk-in cooler check · moved from Tue

The board · all crews

  • Crew 01 · Plumbing3/4 · next 2:15 PM
  • Crew 02 · Electrical2/3 · on site
  • Crew 03 · HVAC2/4 · on site
  • Crew 04 · Refrigeration1/2 · en route
13 jobs4 crews92% on time

Catch Drift.

See the miss before it costs you: unbilled hours, idle crews, slipping margin.

  • Margin variance flagged the moment costs post, not at month close.
  • Every alert says why it surfaced and what to do about it.
  • Customer risk and crew utilization watched against your own baselines.
MARGIN VARIANCEWed · 5:18 PM

Riverbend margin slipped 3.6 pts

Compressor freight surcharge of $312 posted to JOB-7402 after the invoice went out.

Gross margin−3.6 pts
Est35.7%
Actual32.1%

Your RTU baseline · 34–38%

RecommendedReview vendor freight before the next RTU estimate.
Review job

Also surfaced today

  • Idle crewCrew 02 idle 47 min10:04 AMResolved
  • Unbilled hours2.4 hr on JOB-73881:12 PMInvoiced
  • Customer riskVandermark net-45 aging3:45 PMCleared
4 surfaced3 resolved1 open

Put AI to Work.

AI works inside the record — drafting, catching, and flagging as the day runs.

  • Drafted the estimate from a nameplate photo at 7:58 AM.
  • Caught the $312 freight surcharge at 5:18 PM.
  • Reads every call, estimate, crew, and payment in context.
  • 7:56 AMCALL
  • 7:58 AMESTEstimate $8,640 · drafted
  • 9:38 AMJOB
  • 4:42 PMINVOICEMargin variance · flagged
  • 5:18 PMCATCHSurcharge $312 · caught
ZRS · Operating recordJOB-7402 · EST $8,640JOB-7402 · ON SITE · 12:42 PMJOB-7402 · PAID · $8,640JOB-7402 · MARGIN 32.1%JOB-7402 · SEALED

Also built in.

Everything the office runs on, already on the record.

  • EstimatesLine items, photos, approval, and deposit, sent from the record.
  • Scheduling & dispatchCrews, windows, holds, and reschedules on one board.
  • InvoicingIssued at job close, fully itemized.
  • PaymentsCard, ACH, instant transfer, terminal. Same-day settlement.
  • Customer filesEvery job, call, and invoice a customer ever had.
  • Job history & photosPhotos, notes, and nameplates ride the job.
  • Margin & reportingRevenue, on-time, and margin — with drift flagged.
  • QuickBooks syncPayments reconcile to your books automatically.
  • Customer portalApprovals and payment links customers actually use.
  • Text & notificationsBooking, ETA, and payment links by SMS.
  • Maintenance contractsRecurring visits and contract billing on schedule.
  • SLAs & response windowsResponse clocks tracked against the day.

See what’s in each plan

Private beta

From first ring to margin signal.

You just walked one job end to end: call, estimate, crews, payment, and the catch — without leaving the record. That’s the whole platform.

Request invite →See pricing

Built for trades businesses running 1–40 crews.

  1. Request an invite
  2. Fit reviewed within 24 hours
  3. Guided onboarding