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 runs the card, QuickBooks posts the entry.

  • →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. Handles overflow during the day, everything at night.

  • →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/Mobile

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 else.

  • →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 code, and date range.

  • →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.