$35/Tech/Month

• Scheduling & Dispatching i Schedule jobs on the calendar and dispatch jobs with details to techs.
• CRM i Keep all your customer information and service histories at one place.
• Basic Inventory i Add & manage all your parts, materials, and services easily.
• Customer Equipment Tracking i Keep track of each equipment at each customer location & equipment work history.
• Technician Mobile App i Allow technicians to get jobs, add notes, attach pictures, take signatures, & receive payments.
• Mapping i View all the jobs, employees, customers, and vehicles on a live map.
• Reports i Get insightful numbers on how your business is performing.
• Email, Chat & Phone Support i Get unlimited assistance from our customer support team.

• BASE PLAN +
• Estimation i Send professional estimates to customers online & get instant approvals.
• Invoices i Convert jobs to invoices with all the information and get paid quickly.
• Flat Rate i Create any type of flat-rate price book with images & categories.
• QuickBooks Online i Sync inventory & invoices with payment status, & enable 2-way sync for customers.
• Customer Notification via Email i Send automated notifications to customers for tech ETA, job status, etc.
• Payment Processing i Accept payments in the field or in the office with payment integration.
• Memberships i Set up, track, manage, and renew memberships with a single tool.
• Technician Mobile App i Allow technicians to get jobs, add notes, attach pictures, take signatures, & receive payments.
• Crew Management i Allow supervisors to manage field crew with the Mobile App.
• Email, Phone & Chat Support i Get unlimited assistance from our customer support team.

• ESSENTIAL PLAN +
• Unlimited Office Users i Access to unlimited office users, only with 5 field user accounts.
• Advanced Dispatching i Techs get instant notifications for new and updated jobs & schedule changes.
• Full Inventory Management i Manage inventory items, purchase orders, inventory alerts, & more.
• Warehousing i Track inventory on vehicles & warehouses by serial numbers or bin locations.
• Tools Tracking i Scan tools in/out for jobs, & maintain a usage trail with user details.
• Serialized Inventory i Serialize inventory items & track from purchase orders to estimates, jobs, and invoices.
• Barcodes & Warranty i Generate QR codes & barcodes for your inventory, tools, & equipment.
• Automated Reminders i Set up reminders for warranty expiration, invoices overdue, etc.
• Technician Mobile App i Allow technicians to get jobs, add notes, attach pictures, take signatures, & receive payments.
• QuickBooks Desktop i Integration to sync all your invoices, timesheets, inventory, & customers.
• QuickBooks Payroll i Approve time tracked in the field & sync payroll with QuickBooks.
• Proposals & Templates i Customize proposals with your logo, colors, & add sections like terms, signatures, etc.
• Service Contracts i Set up service agreements, and auto-create & track upcoming jobs.
• Crew Management i Allow supervisors to manage field crew with the Mobile App.
• Dedicated Customer Portal i Let customers access their estimates, invoices, and jobs, in real-time.
• Phone Integration i Integration with RingCentral for call recordings.
• Phase-Based Estimates i Create multi-page or phase-based proposals for new construction jobs.
• Detailed Job & Performance Reporting i Access company, technicians, customers & job performance dashboards & reports.
• Email, Chat, Phone Support, & Onboarding i Unlimited customer support for the lifetime of the agreement.