What's inside · six modules · one platform

Six pieces that act like one. Because the job is one job.

Every module is built for the same workflow: call comes in, job goes on the board, tech runs the call, invoice gets signed, money lands, customer remembers you. Click any block below to drop in.

01/Dispatch

A live board, not a spreadsheet. And not a phone call.

Drag-to-reorder timeline with live ETAs from every truck. Skill-aware auto-assign that respects which tech has the right capacitor in their bin. Customer SMS fires the second a job goes en route.

  • Live GPS + ETA on every truck
  • Auto-assign by skill, parts on truck, customer history
  • Drag-to-reorder, batch reassign, undo
  • SMS confirmations + "tech on the way" alerts
Summit Comfort HVAC · dispatch · today
Unassigned · 2
Thermostat dead
Sarah Chen · Monrovia
#847291
Duct inspection
Mike Torres · Temple City
#847305
Tech
Timeline · 6am – 6pm
M. Vega
Capacitor swap
Glendora · 7:30
D. Patel
AC tune-up
Pasadena · 8:15
R. Ortiz
Coil replacement
Arcadia · 9:00
J. Brooks
No-cool diagnosis
San Marino · 10:30
02/Invoicing

Signed before the truck leaves the driveway. Paid before lunch.

One-tap parts catalog or voice memo turns into priced line items. Customer signs on the tech's tablet, Stripe charges the card, QuickBooks gets the entry. No back-office handoff.

  • Voice-to-invoice (30 seconds, average)
  • Per-tech price books with surge windows
  • Card-on-file, ACH, financing offers built-in
  • QuickBooks Online + Desktop sync
Summit Comfort HVAC · invoice · on-site
Invoice · INV-4821
Sarah Chen
1842 Oak Grove Ave · Glendora
Diagnostic · no-cool
$129.00
Dual-run capacitor 45/5 µF
$184.00
Labor · 0.75 hr
$112.50
Total due$425.50
Customer signature
Signed · 10:42 AM · Card ending 4242 charged
03/AI receptionist

Picks up at 2:47am. Books the job.

A real voice answers, runs the diagnostic questions you wrote, prices the service per your book, and drops the appointment on your dispatch board. Hands off to a human when it should.

  • Custom voice + script per company
  • Knows your dispatch availability live
  • Pricing answers from your real price book
  • Auto-transfer to on-call tech for emergencies
Inbound · after hours
2:47AM
(626) 555-0198
Pasadena · returning customer
Symptom: AC blowing warm
Quoted: $129 diagnostic
Booked Thu 7:30 AM · Job #847291
Summit Comfort HVAC · AI receptionist
Thanks for calling Summit Comfort — AC not cooling, right?
Yeah, it's blowing warm air since yesterday.
I can get a tech out Thursday at 7:30 AM. Diagnostic is $129.
That works.
Booked. You'll get a text when M. Vega is en route.
04/Customer portal

A page your customer actually opens. And remembers.

Live tech location, signed invoices, warranty docs, financing offers, repeat-booking — all on a clean page they get one link to. No app install.

  • Live tech tracker (Uber-style)
  • Invoices + warranty PDFs in one place
  • Self-serve rebook and referral
  • Branded with your colors + logo
SC
Summit Comfort HVAC
M. Vega is on the way
ETA 14 min · No-cool diagnosis
Live route map
Live tracker
05/iOS · Android

Built for one hand, in a truck, in the sun. With gloves on.

Native iOS and Android. Offline-first — write invoices in a basement with no signal, sync when you surface. CallKit + push for inbound jobs, voice notes for everything.

  • Full offline mode with conflict-free sync
  • CallKit inbound calls, push-to-talk dispatch
  • Voice memos for notes, photos, signatures
  • Works on a 5-year-old phone
Job #847291En route
Capacitor swap
Sarah Chen · Glendora
Voice note · 0:24
Customer reported warm air since Tuesday. Capacitor likely.
06/Reporting

The two numbers you actually care about. Plus a few more.

Revenue per truck per day. Time-to-paid. Plus customer retention, tech productivity, marketing source ROI — every chart filterable by trade, tech, zip, season.

  • Revenue / truck / day — live
  • Time-to-paid trend by tech
  • Marketing source attribution
  • Export to CSV, BI tools, or your accountant
Summit Comfort HVAC · reports · this month
$48,290
Revenue
$412
Rev / truck / day
18 min
Avg time-to-paid
94%
Same-day collection
Revenue by week
Top techs
M. Vega$12,840
D. Patel$11,220
R. Ortiz$9,680
++/Integrates with

The tools you already pay for. Without re-typing anything.

QuickBooks
Online + Desktop
Stripe
Cards, ACH, Financing
Twilio
Voice + SMS
Google Workspace
SSO + Calendar
Microsoft 365
SSO + Outlook
Jobber import
One-click migration
ServiceTitan
Data export tool
Zapier
5,000+ apps
See it on your jobs

20 minutes. Your numbers.
A demo built around your trucks, your zip codes, your books.

Features — TraqField | TraqField