The whole service day, connected.
From the call to the paid invoice. Dispatch, technician app, estimates and invoices in one workspace built for HVAC, plumbing and electrical shops.
Every truck on one board
New calls land in the Unassigned row. Drag one onto a technician and the day reschedules instantly, with no pop-ups in the way.
The day in the tech’s pocket
Start, pause and finish jobs. Step-by-step workflows, job forms and an equipment scanner that pulls up the right manual.
Know who’s running long
Driving and on-the-job clocks tick live on the board, so the office sees a late arrival before the customer calls.
Three options, one tap to approve
Good, Better and Best estimates the homeowner compares on their phone. Once accepted, the price is locked and the invoice follows.
See it with your own jobs
A 30-minute walkthrough, set up around how your shop runs.
One call, start to paid, without the re-typing
Follow a no-cooling call through the day. Every screen below is the real app, filled with a sample company.
-
7:30 AM · the office
Drag the call onto a truck
Technicians run down the side, hours across the top. Unassigned calls stay pinned so nothing slips.
- Colour-coded job cards: who, where, why
- Live on-job and driving timers
- Owners choose which office staff see the board
Dispatch board, sample company. -
9:00 AM · in the truck
The tech opens the job and goes
A home screen made for gloves and glare: start a job, resume one, scan a data plate, or open a field tool with the homeowner.
- Job workflows and forms your office sets once
- Equipment scanner and manual library
- Duct, heat-load and savings tools
Technician home, sample company. -
11:15 AM · the kitchen table
Three good choices instead of one price
Repair, replace, or go premium. The homeowner compares the options side by side with tax included and approves from their phone.
- Mark the option you recommend
- No app for the customer to install
- The accepted total is locked in
Customer estimate review, sample prices. -
6:00 PM · closing out
Know what’s paid before you go home
Invoices come straight from the job. Record cash, check or card and watch balances update. Online card and bank payments are on the way.
Invoices, sample company.
What you get on day one
Everything below is in the product today, except the items marked coming soon.
Dispatch board
Drag-to-schedule, Unassigned row, live job and drive clocks, office permissions.
LiveEstimates
Good, Better and Best options, customer review link, tax, locked accepted totals.
LiveJobs and customers
Job history, addresses and notes in one record per customer.
LiveTechnician tools
Workflows, forms, equipment scanner and manuals, field calculators.
LiveInvoices
Balances, partial payments and recorded payments.
LiveOnline payments
Card and bank payments from the invoice link, paid straight to your own Stripe account.
Coming soonPhone apps
iPhone and Android apps for technicians.
Coming soonPriced for shops, not enterprises
Plans for everyone from a one-truck owner-operator to a multi-crew company. Every plan includes the whole product, and the price depends on how many technicians you run.
Run the day. Don’t chase it.
Tell us about your shop and we’ll walk you through FieldSummit with your kind of jobs.