HVAC service calls and maintenance agreements, in one place.

Repeating jobs that keep visits on the schedule, and service plans that bill on schedule, with optional card auto-charge.

• Repeating jobs put visits on the schedule about a month ahead and keep topping them up.
• Service plans raise an invoice on their own schedule and email it to the customer.
• One plan can cover several properties, each with its own rate.

A dispatch board with a lane for each worker, conflict warnings, and a map of the day.

• A one-day dispatch board with a lane for every worker and an Unassigned lane for work nobody has yet.
• Double-bookings and time off are flagged before you commit. You can still book anyway when you mean to.
• A two-week "needs a person" list surfaces unassigned visits and visits whose assigned worker has time off.

Visit checklists you design, with required questions and photo answers.

• Build checklists with checkboxes, text, numbers, a pick-list and photo questions.
• Questions can appear only when an earlier answer calls for them.
• Mark a checklist as required before a worker can start, or complete, a visit in the crew app.

Quotes customers approve online, invoices they pay by card, and a clear view of what is owed.

• Quotes are emailed with a link. When a customer approves, the job is created with the same lines.
• Invoices are raised from the job and emailed with a secure link where the customer can view the bill and, once you connect Stripe, pay by card.
• Card payments go to your own Stripe account. Cash, check and bank transfers are recorded by hand.