Run the whole job from one system
One system for dispatch, work orders, quotes, invoicing, service agreements and real inventory costing, built for HVAC, plumbing and electrical contractors running 10 to 50 technicians.
Fully managed. Nothing to install, no server to run.
- Modules in one system
- 13Modules in one system
- Built-in reports
- 9Built-in reports
- Granular permissions
- 32Granular permissions
- Actions that work offline
- 13Actions that work offline
The problem
Why growing trades businesses outgrow basic scheduling software
Most shops your size are running four systems that don't talk: a scheduling tool, an accounting package, a spreadsheet for truck stock and a group chat holding it all together. The gaps between them are where margin quietly disappears.
- Nobody can say what a completed job actually made
- Truck stock is a guess until someone counts it
- Maintenance contracts get serviced but not always billed
- The office rekeys the same job into two systems
- Technicians lose work when the signal drops
What's in it
Thirteen modules, one record of the truth
Every part of the job connects to the next. A quote becomes a work order, the work order collects the parts and hours, and the invoice already knows what it cost you.
Dispatch & scheduling
A live drag-and-drop board across day, week and month, with utilization per technician and a map of the week's work.
Learn more →Work orders
Crews, time blocks, parts, hours, photos, signatures and inspection forms: everything needed to invoice, already attached.
Learn more →Quotes & invoicing
Quotes customers approve online without logging in, invoices that carry a cost basis, and payments tracked to the cent.
Learn more →Service agreements
Maintenance contracts with the visit schedule and the billing schedule kept independent, the way you actually sold them.
Learn more →Inventory & purchasing
Truck and warehouse stock on a weighted-average cost ledger, with partial receiving and serial tracking.
Learn more →Reporting
Nine reports covering revenue, receivables, jobs, technician time, customers, lead sources, pipeline and stock.
Learn more →Why this one
The parts other systems gloss over
Plenty of software will schedule a job. These are the four things that are genuinely hard to build, and they're the reason shops move.
You'll know what the job actually made
Every invoice can hold a cost basis next to the price, and labour is costed from the hours technicians actually clocked at their real pay rates. Profit and margin sit on the invoice itself. Lines can even be marked internal, kept in your numbers, kept off the customer's copy.
Inventory that behaves like a ledger
Weighted-average cost is recalculated the moment goods are received, and every movement is journaled with before-and-after quantities. Nothing is edited behind the ledger's back; corrections are posted as reversing entries, so the history stays true.
Permissions your office can actually live with
32 individual permissions, edited from a matrix by you, not fixed roles chosen by us. Costs and pay rates are stripped on the server, so a technician's phone never receives a figure it isn't cleared to see.
It keeps working in a basement
Technicians install it to the home screen and it opens with no signal. Clocking in, changing status, issuing parts, installing units, adding materials and filling in the inspection form all queue offline, along with photos and signatures, all with a visible queue so nobody wonders whether it went through.
In the field
Technicians get an app, not a cut-down web page
It installs to the home screen, opens with no signal, and puts the day's route, the navigation and the clock on one screen. Work done offline queues and syncs itself, and the technician can see exactly what's still pending.
How it's delivered
We run it, so you don't have to
Your own isolated instance with its own database, hosted, patched, backed up and upgraded for us to worry about. The office works in a browser and technicians install from the same address.
Your data stays portable
Standard PostgreSQL underneath, CSV export from essentially every screen, and PDFs of every document you send.
QuickBooks Desktop sync
Customers, invoices and payments flow into QuickBooks through the Web Connector, in dependency order, with a queue you can watch.
Microsoft 365 sign-in and mail
Staff use the work account they already have, and documents send from your real company address.
We'll also tell you what it doesn't do
No card processing, no text messaging, no live GPS tracking, no QuickBooks Online. We publish the full list rather than letting you discover it three weeks into an implementation.
See it running on your own data
A demo is a working system, not a slide deck. Bring a real week of your schedule and we'll walk through it end to end: dispatch, the technician's phone, the invoice and what it made.