Service businesses run on four things: who the customer is, what the job is, who is doing it, and whether it has been paid. This puts all four in one place with a customer portal on the front.
What's Included
- Customers, jobs, crews, and invoices linked rather than in four systems.
- A dispatch board showing today, tomorrow, and what is unassigned.
- A customer portal for job status and history.
- An assistant that answers questions about the operation.
How To Use
- Link jobs to customers, crews, and invoices from the start. Retrofitting is painful.
- Put the unassigned work in front of you. That is the thing that costs money.
- Give customers a portal and test it with a second account.
- Add your own domain on Business plans and above, at $25 per month billed annually.
Cost the jobs with job time costing, and quote them with quote prompts.