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§ · Platform

The operating layer
from first call to deposit cleared.

One customer record carries the job from first call to paid invoice — intake, dispatch, payments, and reporting on the same surface, against the same customer.

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Private beta · operators running 1–40 crews

§01 · Win the Work

Win the Work.

Every job opens on a customer record that travels with it — first call, walk-through, estimate, signed approval. The intake ledger and the customer history sit on the same surface, so you stop re-explaining who this is.

CUSTOMER · CST-00412 EST-2204 · SIGNED · RECURRING
HR
Henderson Residence
412 Oak Ridge Ln · Nashville TN 37211
LTV
$14,820
Jobs
9
Contract
HVAC Q4
  • TODAYWeb inquiry → estimate sent → signed at 9:14 AM
  • 22 SEPInvoice INV-4301 · cleared
  • 08 SEPMaintenance · R-22 check
  • Intake · calls, web, referral — all on one ledger
  • Estimates → signed jobs in one click
  • Photos & approvals attached to the record
  • Recurring contracts auto-roll into next visit
§02 · Run the Work

Run the Work.

The board the office sees and the schedule the truck sees are the same object. Move a job once — the office, the technician, the customer timeline, and the invoice context all update together. Travel, holds, reschedules — all reflect on the customer record without a second tool.

DISPATCH · TUE 14 OCT · 2:06 PM CT LIVE

Board

3 crews shown · 11 jobs today · 2 on site · 1 on hold · 1 rescheduled
ON SITE EN ROUTE CLOSED HOLD
TIME CREW 01 · RH → TM CREW 02 · DS/LA CREW 03 · JK 8:00 AM
9:00 AM
Henderson residence EST → JOB
9:15–10:40 AM · $1,820 signed
Oakwood Dental MAINT Q4
9:00–10:00 AM · invoiced
10:00 AM
→ parts pickup · Ferguson
→ 14 min
11:00 AM
3rd & Vine warranty RET
11:10–11:55 AM · no charge
McKinley HVAC swap JOB-4188
10:05 AM–12:30 PM · $3,240 · 2 tech
Park East service SVC
ETA 11:48 AM · +6 min late
12:00 PM
1:00 PM
Martinez water heater JOB-4192
on site · 45 min in · TM covering
Park East service SVC
on site · 12 min in
2:00 PM
Greene — re-quote HOLD
parts ETA Wed · resched Thu 9:00 AM
Delta Logistics inspection INSP
2:30–3:30 PM · PO-9914
  • Drag-drop dispatch · office and field on one board
  • Recurring schedules · auto-rolling visits
  • Travel-aware ETAs · conflict detection
  • Crew comms & field notes on the customer record
§04 · See What's Happening

See what's happening.

Revenue, margin, utilization, and outstanding A/R built off the same record the work runs on. AI surfaces the exceptions you'd otherwise find on Friday — the crew trending below margin, the contract running over, the invoice that didn't clear.

OPS PULSE · WK 42 LIVE
TUE 14 OCT · 2:06 PM CT ROLLING 7D
$48,210
Gross margin42.6%
Crew utilization78%
Outstanding A/R · 30 days$11,840
Jobs closed · wk-to-date27
AI · MARGIN ALERT Crew 03 · margin trending −8% on recurring contracts — parts overrun on R-22 swap line.
  • Revenue, margin, utilization · built off the work record
  • Exceptions surfaced before Friday reconciliation
  • Per-crew, per-customer, per-contract drill-downs
  • Export for finance · views for ops
Modules loaded: Dispatch · Scheduling · Estimates & Jobs · Invoicing · Customer record · Reporting

If your team runs 1–40 crews and still jumps between dispatch, invoicing, customer history, and spreadsheets — request access.

Apply for access.

Zaras AI is in invite-only private beta with operators running 1 to 40 crews. Tell us how your team runs today — we'll review fit and follow up if Zaras AI matches your workflow.

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