THE COMPLETE PLATFORM

24+ modules. One login.

Every tool you need to run a home-service business, organized into 5 workflow hubs: Daily Ops, Revenue & Finance, Win-More-Jobs, Back-Office and Rex AI. Core is in the base. Advanced integrations are add-ons.

Tour the hubs ↓
5 workflow hubsJump to section
⚡ Daily Workflow Dispatch · CRM · Tech app · Call center 💰 Revenue & Finance Invoices · Memberships · Financing · QB 📈 Win More Jobs Comfort Advisor · Marketing · Social 🛠️ Back-Office Pricebook · Inventory · Permits · Rebates Rex AI Diagnostics · Day planner · Voice-to-text
24+
Integrated Modules
5
Workflow Hubs
1
Login + Bill
14-Day
Onboarding
Hub 1 — Daily workflow

Run the office. Dispatch the trucks.

The everyday tools your office team, dispatchers, CSRs and techs live inside.

🗂️

CRM & Customers

Equipment age-based replacement flags, service history, custom tags, multi-location, pinned notes.

INCLUDED
📅

Dispatch Board

4 view modes (timeline, board, week, month), drag-to-resize, live tech GPS, auto SMS, priority overrides.

INCLUDED
📲

Tech iOS App

Native iPad app, AI data plate scanning, voice-to-text notes, offline sync, signatures, payments.

INCLUDED
📞

Call Center

Twilio integration, caller ID lookup, call recording, one-click dispatch, Rex call summaries.

ADD-ON
Hub 2 — Revenue & finance

Quote, invoice, collect, reconcile.

Where money moves — estimates to invoices, membership billing, financing, accounting.

🧾

Invoicing & Estimates

Auto-generated from proposals, tax calc, membership discounts, digital signatures, Stripe payments.

INCLUDED
🤝

Memberships & Agreements

Tiered plans (Bronze/Silver/Gold), recurring revenue, visit scheduling, deferred revenue tracking.

INCLUDED
📊

Accounting & Reports

KPI dashboard, financial tracking, AR aging, commission reports, job profitability.

INCLUDED
💳

Customer Financing

GreenSky, Synchrony, Service Finance, FTL, EnerBank, Mosaic — all wired to the Comfort Advisor.

INCLUDED
📒

QuickBooks Sync

Two-way sync: customers, invoices, payments, deposits. Your books stay clean.

INCLUDED
💼

Commissions & Earnings

Tiered plans per trade, auto-calculated from completed jobs. Contests & leaderboards.

INCLUDED
Hub 3 — Win more jobs

Close bigger. Bring them back.

Sales presentations, marketing, social — the tools that lift average ticket and fill the pipeline.

💡

Comfort Advisor

Interactive 17-step in-home survey. Multi-tier proposals with financing + rebates. +40% replacement sales.

INCLUDED
📣

Marketing AI

Rex writes LSA ads, email campaigns, direct mail, landing pages, review requests — in your brand voice.

INCLUDED
📱

Social Media AI

Auto-post from every job. Before/after photos, captions, hashtags, multi-platform scheduling.

INCLUDED
🎯

Quoting & Proposals

Multi-option estimates, good/better/best tiers, visual system comparisons, on-screen signing.

INCLUDED
🔁

Follow-Up Engine

Automated nurture sequences. Quote sent but no decision? Rex follows up at the right cadence.

INCLUDED
🌟

Reputation & Reviews

Google + Yelp + Facebook review sync, automated ask-for-review, per-tech leaderboards.

ADD-ON
🪧

Funnel Builder

Landing pages for offers, lead capture forms, UTM attribution, hosted at /f/your-offer.

INCLUDED
🎣

Lead Provider Ingestion

Webhooks for Angi, Thumbtack, Google LSA, Nextdoor. Leads drop straight into CRM with UTM.

ADD-ON
Hub 4 — Back-office

Pricing. Inventory. Permits. Paperwork.

The "behind the curtain" tools that keep the operation running without drama.

📗

Pricebook

Full category hierarchy, materials + labor + commission + warranty pricing. ServiceTitan pricebook import.

INCLUDED
📦

Truck Inventory

Per-truck stock, reorder points, audit ledger, requisition workflow right from the tech's iPad.

INCLUDED
🏭

Warehouse & POs

Auto-reorder POs, supplier catalogs, HD Supply VMI ready, purchase receipt tracking.

INCLUDED
🏛️

Permits

Auto-create permits when estimates sell. Coordinator workflow, status tracking (Pending → Approved → Passed).

INCLUDED
🎟️

Rebates

IRA, utility, 25C tax credit rebates. Auto-track deadlines. Alert coordinators before a window closes.

INCLUDED
✍️

Digital Signatures

On-screen signatures for estimates, invoices, service forms, agreements — in-person or remote via email.

INCLUDED
🌐

Customer Portal

Customers view history, pay invoices, request service, sign agreements — branded to your shop.

INCLUDED
🌎

EN / ES Bilingual

Full Spanish translation across CRM and tech app. Tech app ES-first for multilingual crews.

INCLUDED
Hub 5 — Rex AI

AI that actually does the work.

Rex isn't a chatbot bolted on. He's built into every screen — diagnosis, planning, writing, scanning.

🎤

Voice-to-Diagnosis

Tech speaks. Rex rewrites as a professional diagnosis. Customer-ready in seconds.

AI INCLUDED
📸

Data Plate Scan

Point camera. Rex reads make, model, serial, refrigerant, specs — even on faded plates.

AI INCLUDED
🔧

Parts Recommendations

Rex suggests parts from your pricebook based on the symptoms, with vendor routing.

AI INCLUDED
🛡️

Compatibility Check

Blocks wrong-sized coils, mismatched tonnage, wrong breaker brands before the order goes out.

AI INCLUDED
🗺️

AI Day Planner

Routes your whole fleet by skill, location, memberships due, priority — in 3 seconds.

AI INCLUDED
📞

Call Summaries

Customer calls transcribed and summarized, right on the record. No more "what did they say?"

AI INCLUDED
🏷️

Equipment Intelligence

Spots replacement opportunities from age + service history. Flags on the dispatch board.

AI INCLUDED
✍️

Marketing AI

LSA ads, emails, direct mail, social posts — drafted from your real jobs, tagged customers, brand voice.

AI INCLUDED

All 8 Rex AI features above are in the base. Legacy CRMs charge $200+/mo for "AI add-ons" with a fraction of this functionality.

Want the full platform tour?

Book a 30-minute demo. We'll walk you through the 5 hubs using your real data.