One Platform. Everything Connected.

Jobs

Every job from schedule to sign-off in one place — led by the inspection workflow your techs actually like using. Guided inspections walk them through every system and device, with required questions enforced before sign-off, photo capture, and customer signatures. Service calls and repairs track from dispatch to approval, on-site service quotes build from what the tech just found, and drag-and-drop dispatch keeps the whole team aligned without a phone call.

Inspections · Services · Service Quotes · Scheduling & Dispatch

CRM

One record for every relationship — two perspectives in one place. Prospecting runs your sales pipeline from first contact to won deal with companies, deals, activity logging, and a next-actions list. Customer Relations keeps every building, system, floor, and device tied to the account, with full inspection and service history, national accounts above their sites, and a coverage map of every building you serve. Nothing gets lost in the handoff from sale to service.

Prospecting · Customer Relations

Projects

Both halves of installation work in one place. Quoting gives you margin calculations as you build, parts catalogs and a labor rate card, review and approval, and change orders kept under the original quote — branded proposals from your own template, because the fastest quote usually wins. Then the quote you won becomes the project you're building: phases, punch lists, and a Gantt, list, and board over the same work, with logged hours measured against the hours you quoted while the job is still running.

Quotes · Projects · Phases & Punch Lists · Templates

Contracts

Recurring agreements that generate the inspection jobs they owe, recurring subscription invoices, tiered fees and line pricing frozen at acceptance, online signature, and renewal reminders with auto-renew. Your contracts manage themselves — you just stay focused on the relationship.

Billing

Jobs close and land in a billing queue — pre-populated, ready to send, synced to QuickBooks Online. AR aging, online card payments, credit hold, and collection notes so you get paid faster with less effort.

Operations

The back-office engine that keeps the field running. Inventory tracks parts across the shop and every van, deducts what a completed job used, and flags stock below its minimum. Time runs the job clock from the field and approves timesheets in the office, with hours allocated to the jobs and projects they went to. Fleet manages vehicle maintenance schedules, fuel, and expenses. Support gives your team a real help desk — tickets, priorities, and resolution tracking — instead of a shared inbox.

Inventory · Time · Fleet · Support

Analytics

Real-time dashboards across quoting, inspections, service, and technician productivity — plus AI-powered analysis that answers questions about your business in plain English. Decisions from data, not gut feel — no spreadsheet required.