Online request form
Customers fill in a form from your website, and the request lands on your pipeline as a new job.
Features
Every feature, from first call to paid invoice
One app for the office, the techs and the owner. Everyone works from the same jobs, customers and schedule, and every feature is on every plan.
14 days free · No credit card · No contract
Win the work
Get the request in, price it and get the yes.
Supply list from a photoAI
Take a photo of the job and say what you see. AI drafts the parts, sizes and quantities.
Price book
Flat prices, kits and price rules your techs tap on site.
Quotes customers approve online
Send the quote as a link. The customer opens it and approves it from there.
Plan the work
Put the right tech on the right job with the right parts.
Jobs
One page per job, from first call to paid invoice. The office and the tech see the same record.
Drag-and-drop schedule
Drag a job onto a tech and a day.
Appointment reminder emails
Customers get an email before the visit. Turn it on for your shop and choose how far ahead it goes out.
POs to your supply house
Build the PO from the job's supply list and send it to your supply house.
Shop and truck stock
See what's on each truck and what the shop has on hand before you buy it twice.
Permit tracking
Keep the permit process, filing links and fees with the job.
Do the work on site
Everything for the day on the phone, and the paperwork done on site.
OnSite, the techs' phone app
Works with no signal and syncs when you're back in range. Installs from your browser, no app store.
Today's jobs with photos and notes
Techs open their day in time order, with the photos and notes on each job.
Voice notes instead of typing
Record the visit by voice and it shows up in the office on the same job.
Quick job
Tap the work from your price book, the customer signs, and the invoice is done before you leave.
Change orders from the job site
Capture added work when it happens, so it makes it onto the invoice.
Equipment and readings history
Readings attach to the piece of equipment, so you can look back on the next call.
Get paid
Bill it without typing it in twice.
Invoices built from the approved quote
The invoice starts from the quote the customer approved, plus any change orders.
Invoice summary from field notesAI
AI turns the tech's field notes into the work-completed summary on the invoice.
Customer page
A link where customers see their quotes and invoices, with no login.
Hands off to QuickBooks Online
Invoices and payments hand off to QuickBooks Online, so your books stay where your accountant expects them. How it connects
Keep the customer
Repeat calls start with the history in front of you.
Customer and property history
See what was done at the property before the tech rolls.
Maintenance memberships and recurring work
Keep repeat service on the customer, with the visits per year and the months you're due back.
Records for your trade
Refrigerant logs on HVAC jobs, and a plumbing profile for each property with the water source, shutoffs and known trouble.
See what each job made
See what's owed and what each job made, without digging for it.
Owner dashboard
Open jobs, overdue invoices and unpaid balances on one screen.
Job costs on every job
Purchases and receipts stay on the job they belong to.
Job-profit reports
Revenue, labor, materials and profit, job by job.
What to chaseAI
The dashboard shows overdue invoices, jobs ready to invoice and follow-ups due. AI reviews your numbers when you ask.
Project view for GCs
Budget, committed and spent for each house or project, while each trade's job keeps its own detail.
AI does the paperwork
It writes the first draft. You check it, change what's off and send it. On every plan, with a monthly AI allowance for the shop.
Integrations
Works withQuickBooks Online
QuickBooks is a trademark of Intuit Inc.
- The shop owner connects your QuickBooks Online company from the app.
- Bring your customers over from QuickBooks.
- Invoices go to QuickBooks, and payments made there come back as paid.
- Customers can pay an invoice through its QuickBooks pay link.
- The office sends job costs and logged hours over when it chooses.
14-day free trial
Try it on your next job
Add one real job and see if it saves you the evening.
14 days free · No credit card · No contract