Walk through the key features step by step. Click any screenshot to zoom in.
A 6-step Setup Wizard walks you through configuring your company: profile, payment gateways, customer portal, visit reports, email settings, and technician setup. Then add your first customer with the subscription wizard. Your whole business is up and running in under 30 minutes.
Setup Wizard — company profile (step 1 of 6)
Dashboard — your home base
New Customer Wizard — add customers in seconds
See all your customers at a glance — status, address, last service, next service, and balance. Click any customer to see their full profile with billing history, services, messages, and more.
Customer List — status, balance, last & next service
Customer Detail — everything about one customer
Billing Tab — full transaction history
Services Tab — subscriptions & service details
Messages Tab — communication history
Plan your entire week on one screen. The routing dashboard shows a weekly calendar with technician assignments on the left and an interactive map on the right. Drag and drop to reassign stops. The route optimizer arranges stops for minimum drive time.
Routing Dashboard — calendar + map in one view
Every customer has a complete billing hub with seven tabs. View transaction history with running balances, manage recurring billing, send statements, issue charges (service, repair, service call) with optional sales tax, record payments (Zelle, check, cash, Cash App), and issue credits with reason tracking.
Billing History — transaction ledger with running balance
Issue Charge — with category and sales tax
Record Payment — Zelle, check, cash, Cash App
Statements Manager — email or print in bulk
Issue Credit — goodwill, adjustment, error tracking
Track your business health with built-in reports: revenue, customer balances, aging, recurring revenue, services completed, chemical costs, technician performance, and more. Filter by date, customer, or service type.
Reports Dashboard — all your business data in one place
Send emails and texts to your customers — appointment reminders, service completion reports with photos, payment alerts, and custom broadcasts. Customers receive visit reports automatically after each service.
Messaging Center — email and SMS in one view
Track every chemical and part your team uses. See stock levels, manage truck inventory, and track usage per service visit. Technicians log chemical usage directly from the mobile app.
Inventory Dashboard — stock levels at a glance
Manage your team with roles and permissions. Each staff member sees only what they need. Track technician pay with configurable earning types, run payroll, and generate statements. Impersonate any staff member to see the app as they see it.
Staff Management — roles, permissions, impersonation
Payroll — technician pay and earnings
Roles & Permissions — fine-grained access control
Configure your company name, timezone, billing preferences, payment gateways (Stripe, PayPal), email settings, customer portal, and more — all from one settings panel.
Settings — configure everything in one place
Your technicians get a native iOS/Android app with their daily schedule, customer details, service checklists, chemical readings, photo capture, and offline mode. Every visit follows a guided workflow.
Daily Schedule
Begin Visit
Chemistry
Checklist
Photos & Complete
Your customers get their own self-service portal. They can view invoices, check their balance, see billing history, and make payments — all without calling your office. You can impersonate any customer to see exactly what they see.
Customer Dashboard — balance, activity, payments
Billing History — full transaction detail
Everything you just saw is included for $35/month. No hidden fees. Free data transfer from your current software.
No credit card required. Setup in under 30 minutes.