Every tool a home-service contractor needs, organized into 5 workflow hubs — Daily Ops, Revenue & Finance, Win-More-Jobs, Back-Office, and Rex AI. Native iPad tech app. Bilingual EN/ES. Live in 14 days.
The everyday tools your office team, dispatchers, CSRs and techs live inside.
Equipment age-based replacement flags, full service history, custom tags, multi-location, pinned notes, encrypted PII fields, SMS consent tracking.
Included4 view modes (timeline, board, week, month), drag-to-resize, multi-tech splits, Shift+drag percentages, live tech GPS, auto SMS/MMS on assign, priority overrides.
IncludedNative iPad app (live on App Store). AI data-plate scanning, voice-to-text notes, offline cache, signatures, Stripe Terminal payments, push notifications.
IncludedTwilio integration, caller ID lookup, call recording, one-click dispatch, Rex call summaries. Managed lines or BYO Twilio account.
Add-onWhere money moves — estimates to invoices, membership billing, financing, accounting reconciliation.
Auto-generated from proposals, tax calc per zip, membership discounts, digital signatures (in-person + remote), Stripe payments, AR Collection Loop.
IncludedTiered plans (Basic / Classic / Deluxe / Optimum / Premium), recurring revenue, visit scheduling, deferred revenue tracking, brand-specific signing pages.
IncludedKPI dashboard, revenue, P&L by trade, job costing, AR aging, technician leaderboard with closing %, outreach funnel, custom report builder.
IncludedGreenSky, Synchrony, Service Finance — all wired into the Sales Advisor. Per-quote eligibility gating. Whole-Home plan treatment.
IncludedTwo-way sync — customers, invoices, payments, deposits. Live since 2026-04-28. Manual Sync All Now + change-detection delta sync (80s → ~1s).
IncludedMulti-plan matrix by trade × position × seniority. Auto-calculated on invoice payment. Approve / reject / mark-paid inline. Spiffs + contests.
IncludedCron → email → portal Pay-Now → Stripe → webhook. Bilingual reminders, automatic mark-paid + QB sync. Closes the AR loop end-to-end without manual follow-up.
IncludedBundle invoices for batched export to QuickBooks Online — clean books, no manual entry, accountant-friendly.
IncludedSales presentations, marketing, social, follow-ups — the tools that lift average ticket and fill the pipeline.
The in-home advisor wizard for HVAC, Electrical, or Plumbing. Real images on every step, financing flow, safety quiz, customer contacts, live commission preview.
Add-onMulti-tier proposals (Optimum / Premium / Deluxe / Basic + Hybrid for GFAC). Divisor pricing model. Estimate snapshot at signature locks the authorized total.
IncludedLead Inbox (Angi / Thumbtack / LSA), audiences, campaigns (Email / SMS / Push), Items hero artwork, QR Codes library, outreach reports.
Add-onSold + unsold estimates, expiring memberships, expiring cards, recurring service events, surveys. Automated nurture with the right cadence.
IncludedGoogle Reviews ingestion + reply (live via Business Profile API), automated review-request flow, AI-drafted public response, per-tech leaderboard.
Add-onLanding pages for offers, lead capture forms, UTM attribution, hosted at /f/your-offer. Drives qualified leads into the same CRM record.
IncludedUniversal webhook for Angi, Thumbtack, Google LSA, Nextdoor + proprietary feeds. Lead Inbox booking creates customer + property + job atomically.
Add-onAI receptionist answers and transcribes inbound calls, captures them into the CRM as leads or service requests, and routes missed-call intent to the right queue.
Add-onThe "behind the curtain" tools that keep the operation running without drama.
Full category hierarchy, equipment + materials + labor + commission + warranty pricing. ServiceTitan sequential positional hierarchy import.
IncludedVMI Phase 3 + bulk import + Restock→PO, Returns state machine, Receive Goods attachments, refrigerant 608 logs, Cross-Truck Parts Locator.
Add-onPer-truck stock with shared dataset across CRM and tech app. Atomic driver reassignment. Stock Count Review Queue for high-value shrinkage.
IncludedParcel auto-fill (block / lot / qualifier), spec-sheet attachments, grouped-by-install applications view, status tracking through inspection.
Add-on21 NJ utility + federal/IRA programs seeded. Auto-attach to qualifying quotes. Tracking #s, attachments, coordinator workflow, recipient split.
Included10 telematics dashboards on top of free base GPS — driver behavior, event reports, camera, job-site visit, vehicle data, live map.
Add-onPer-vehicle service history + scheduled intervals + vendor + cost tracking. YTD spend KPI. Overdue / due-soon highlights. Auto-post to AP.
IncludedOn-screen signatures for estimates, invoices, service forms, agreements — in-person or remote via email link. Brand-specific signing pages.
IncludedRex isn't a chatbot bolted on. He's built into every screen — diagnosis, planning, writing, scanning, summarizing.
Tech speaks rough notes. Rex rewrites as a professional, customer-ready diagnosis. Tech approves before save.
AI includedPoint camera. Rex reads make, model, serial, refrigerant, specs — even on faded plates. Vision API.
AI includedRex suggests parts from your pricebook based on diagnosed symptoms, with vendor routing and inventory check.
AI includedBlocks wrong-sized coils, mismatched tonnage, wrong breaker brands, wrong gas valve type before the order goes out.
AI includedRoutes your whole fleet by skill, location, memberships due, priority — in 3 seconds. Optimizes for windshield time.
AI includedCustomer calls transcribed and summarized, right on the customer record. OpenAI Whisper transcription pipeline.
AI includedSpots replacement opportunities from age + service history. Flags on the dispatch board and customer card.
AI includedMarketing Items + Sales Advisor hero artwork via Vercel AI Gateway with OpenAI fallback. Branded media library.
AI includedAll 8 Rex AI features above are in the base. Legacy CRMs charge $200+/mo for "AI add-ons" with a fraction of this functionality.
Real captures from the production app. CRM in the browser, native iPad in the field.
Full-fidelity dashboards across dispatch, revenue, leaderboard, fleet tracking, and team hub.
Native iOS, App Store live since 2026-05-07. Daily dashboard, AI scanner, truck inventory, memberships, earnings, team hub.
Book a 30-minute demo. No deck, no slides — we walk through the 5 hubs using your real workflow.