Grow sales up to 20%.
Boost margins by up to 5%.
Fully integrated software platform for commercial and residential contractors
Free tech support, free training, free data migration.
Trusted by 1000’s of users
One platform, one software to run the entire business
Our cloud-based software is optimized for HVAC, plumbing, electrical, mechanical, and other service businesses. Some key functions include Estimates, Dispatch, Inventory, Time Tracking, Mapping, Built-in GPS Vehicle Tracking, CRM, Customer Portal, Invoicing, Forms, Service contracts, Memberships, and a mobile app for total jobs management. Eliminate paper, double data entry and other redundant tasks, lost job notes, and wasteful back-and-forth calls and voicemails with the field.
Scheduling and Dispatching
Keep your field and office staff connected, seamlessly. Office staff can instantly dispatch commercial or residential jobs without paper or phone calls. Field techs see schedule changes in real time and customers receive notifications when help is on the way. Learn more
Mobile App for Techs
Empower your field techs with mobile access to everything they need to be more efficient and effective, from start to finish. They can see previous job records, create estimates and convert them to jobs, and add notes, forms, and attachments, then invoice and take payments on site. Mobile timesheets mean accurate and speedy payroll processes for everyone. Learn more
For commercial customers, create inventory-based estimates and phase-based estimates. Drop in templated service agreements for easy upselling. Track all estimates per customer and when they’re ready, convert any estimate into a job or a project phase with one click. Learn more
Flat Rate Price book
Build residential job estimates from flat rate price books in the field. Offer “Good, Better, Best” options to improve conversion rates. Offer service agreements for easy upselling. Convert any estimate into a job with one click, in the field or office. Learn more
Serialize parts and materials and locate them in real time. Track exactly which parts and equipment are installed at your customer sites to simplify proactive commercial service and warranty service. Use QR codes, bar codes, or serial numbers to locate by truck and warehouse. Learn more
Give your customers the best possible experience, repeatedly. Keep customers informed with reminders and SMS notifications. Give them a portal to access current statements, past invoices, and balances due. Your staff can easily access every detail of all estimates, jobs, invoices, and installed equipment for maximum responsiveness. Learn more
Invoicing and Payments
Generate accurate invoices with a click and get paid faster with mobile payment processing. Or send invoices to customers from the office and keep track of payments and discounts. Invoice by job or progressively by phase. Customers can even access their service and invoice history through a portal. Learn more
Analyze your KPIs and employee performance with clear and customizable real time reporting. The user-friendly dashboard provides you in-depth data on labor and job costs, how efficiently you’re converting proposals into sales, and crucial budget and revenue trends over time, so that you see the big picture and have the tools to improve. Learn more
You get the best value in the market, by design
Our clients asked, we listened. Affordability is as big a priority for you as the product itself, which is why we offer the highest value for the price. Oh, and did we mention our money back guarantee?
See what our customers are saying
BEN FRANKLIN ELECTRIC
“It helped us a great deal with our deliveries dispatching and it’s also helped us a great deal with billing, keeping track of how long we’ve been on job sites. We’re glad we made the switch.”