One Document. Dispatched, Completed, Billed, Paid.
Intake jobs with dynamic pricing, convert work orders to invoices, compute multi-tier tax, charge cards via Stripe with tips, and track every record in a searchable ledger.
Quote, Schedule and Dispatch Field Jobs from a Single Screen
Move from initial call to dispatched crew in a single flow without jumping between disconnected screens.
- Scale rates and labor durations automatically as dispatchers input room counts or property dimensions.
- Capture customer contact details, SMS preferences, and separate billing addresses directly inline.
- Recalculate line items, coupon codes, frequency discounts, and multi-tier taxes in real time.
Bill Completed Work Directly and Separate Billing from Scheduling
Issue standalone bills or duplicate past orders instantly without reserving unwanted calendar slots.
- Re-bill repeat clients in seconds by copying line items, rates, and materials from prior invoices.
- Isolate pass-through expenses and disposal surcharges on tax-exempt expense lines.
- Stay in bill-only mode for immediate invoicing or advance to step two to dispatch a crew.
Work Orders and Invoices Morph Automatically as Jobs Progress
Maintain one living record that finalizes into an invoice on job completion and reopens on demand.
- Finalize the record and trigger the completion cascade automatically upon completion or payment.
- Revert unpaid invoices back to active work orders with a single click whenever jobs reopen.
- Keep due dates, compounding late fees, and interest paused until the work order is finalized.
Automate Complex Jurisdictional Sales Taxes and Payment Terms
Apply exact multi-jurisdiction sales tax rates and enforce clear settlement terms on every job.
- Itemize city, county, state, and provincial taxes automatically while separating taxable goods from exempt labor.
- Assign Net payment term profiles with dynamic due dates and clear remittance instructions.
- Calculate early settlement discounts and accrue late fees automatically on past-due balances.
Collect Payments Online or In Person While Rewarding Your Crew
Accelerate cash flow with vaulted card charging, mobile payment links, and offline settlement logs.
- Charge vaulted Stripe payment methods in one click or dispatch secure links for customer checkout.
- Capture customer tips during checkout and divide gratuities across assigned technicians for payroll.
- Record cash, checks, or transfers instantly with a verified settlement date stamp and audit trail.
Standardize Service Quality with Interactive Checklists and Job Photos
Protect your business and ensure consistent quality with interactive field checklists and site photos.
- Compile service scopes into mobile checklists for the Employee Portal that log completion times and coordinates.
- Capture job-site photos directly from technician smartphones to document existing damage or finished work.
- Keep field photos restricted to internal views until an administrator approves them for invoice sharing.
Search, Filter and Audit Thousands of Records in Seconds
Maintain total visibility over open commitments and billing history with instant search and status filtering.
- Filter invoices by payment state and isolate work orders by future, past, or recurring status.
- Retrieve any record in seconds by customer name, phone number, email, address, or document ID.
- Segment commercial accounts, VIPs, and priority follow-ups using color-coded tags.
One Record from Dispatch to Deposit
Build the order once and let it become the invoice, the receipt and the audit trail on its own.